Select Page

Look at Your Project Management before You Build Your BI Tool

by | Jun 18, 2019 | Business Intelligence | 0 comments

When talking about data, it’s easy to forget that time is money. An often-overlooked question that then goes unanswered is: How can I get my team to move more efficiently on a business intelligence project? When assessing new project management tools, this task is often shifting from the responsibility of the IT team and into the hands of those who will actually use it. It’s only natural that the business users are the ones who are then able to report on and operationalize the data. Here are some tops considerations to make when evaluating business intelligence tools and putting systems into place. 

Ease of entry

It’s one thing to know where your data is sitting, but it’s another thing to know how to bring in the data. The technical steps needed to access the data from the warehouse might not always be cut and dry, but you also shouldn’t need a technical background to access it. Before signing a contract for a project management system, be sure to ask what the technical steps are to get data from the warehouse into the tool, what people need to be involved, and what data points need to be accessed to ensure this isn’t the reason a project is delayed or postponed.

Seniority rules

Even though a system is new to the company, that doesn’t mean newer employees should be put in charge. In fact, it’s the senior management that should be involved in the project management decisions to play to the company and its employees’ strengths. When people are designated responsible for data, the business users should know the processes inside and out in order to eliminate duplication of effort. With the right decision makers and tools in place for a big project, a team of technical experts knows where the data is at all times and is able to report on it at any given time without the worry of having to hire new positions to fill in the gaps. 

Communication is key

As with any new project, it’s not only important to have a strong project management team in place, but also to schedule regular discussions and open chats about the process as a whole. Members of the team put in place to be keepers of the data should know all of the steps rather than one person owning the process, and each step of the process should be documented while also being easy enough to be duplicated by different skill sets. Consider Smartsheet or Microsoft Projects to help keep the team organized.

Evaluate workflow

Before you go out and get the tools, you need to take a look at your overall workflow in terms of who is using the tools and what your overall project management style is. Does your team utilize an agile workflow in which everyone is very hands-on throughout the entire process to develop deliverables based on feedback and fixes? Or does the workflow trickle down from one person and task to the next in a waterfall approach? Are you employing a combination of the two strategies but want to work toward a more efficient and accurate agile approach? Have you considered a scrum approach of doing twice the work in half the time? There’s a program and a system for that. 

More Articles from G7

4 Tips for Making Your Month-End Reports Easier

These days, companies are under more pressure than ever to finish their month-end...

How Can Employee User Interfaces Increase Morale and Profits?

Employees rely on various tools and applications as part of their everyday life at work....

Measuring the ROI of a Data Analysis Project? Read this FIRST!

When you invest in a piece of machinery, like a heating system, calculating your ROI is...

David or Goliath? How to Pick a Data Systems Partner

If you’re looking for a new data analysis solution, you probably have prestigious names on your...

Acquiring BOARD International – What We Want Nordic Capital to Know

A few high-profile acquisitions in the business intelligence software space have made the news...

Women in Tech – Hear Us Roar

A leader in the BI industry recently dismissed my opinion on BI software almost entirely because I...

One Version of the Truth: Does Your Financial Process Cause Confusion or Clarity?

Bad data has become the "fake news" of the financial world. The accuracy of your data isn't solely...

Look at Your Project Management before You Build Your BI Tool

When talking about data, it's easy to forget that time is money. An often-overlooked question that...

What Systems Do We Need to Invest in to Stay Competitive in the Data Game?

Analyzing and cleaning data is not a linear process. Even with all the different stages that data...

5 Signs It’s Time to Break Up with Your Current Data Analytics

Not all data analytics systems are created equal. But sometimes it's not easy to find the time or...

Concerned?

Wondering if you’re using the right business intelligence tool? Call us.

Share This