7 Tips for Knowledge Managers and IT Managers About Users' Real Business Needs from BI
Based on a review by Tableau
Organizations and business users need the ability to quickly analyze their business data to identify problematic issues, reasons for these issues, trends, and opportunities for improvement. Once identified, these need to be tracked, monitored, and provided to other relevant parties.
Traditional BI tools require several months and expensive resources to create and maintain practical and understandable analyses. Often, by the time they are made, it is likely that the business reality has already changed - sometimes causing damage to the organization and its customers.
BI activity should be approached differently, empowering organizational management and knowledge workers to find quick and easy answers to their questions.
We can talk about a new term: Operational Business Intelligence. This condition ensures that every employee is empowered to make decisions daily using better business data analysis. Some say this is a new trend in the BI field, although this is not the case. Many workers already use various means to receive operational BI in the form of different reports.
The central question is, what are the business requirements for an operational BI system?
Here are seven tips recommended for implementation in organizations as part of BI activity:
Plug and Play - Enable direct access to data. BI should allow direct access to data with minimal IT intervention. This is unlike traditional BI, which requires significant IT intervention each time data is produced.
See the Answer - Help the user see the solution quickly. Traditional BI presents reports based on graphs, charts, and texts. These may allow a glimpse of the data but do not necessarily allow for a deep understanding that will ultimately lead to correct decision-making. BI should allow for a better visual representation of data to show patterns and trends to the user more quickly.
Beyond Reporting - Provide more than just a report. BI should allow users to quickly explore, summarize, cross-reference, hypothesize, and analyze data. At the same time, the system guides them and continuously answers every possible question related to a previously answered question.
Any Data, Any Time - Allow access to data that IT doesn't have access to. In addition to data produced from familiar data warehouses, combined access should also be allowed to external data such as documents and Excel files without the need to format or migrate them to data warehouses.
Self-Service - Allow users to create reports independently. Creating dedicated reports and views for each employee is an (almost) impossible task as it requires excessive IT resources. Additionally, the employees themselves don't always know what report or view they will need during their work. Therefore, users should be allowed to define reports and views for themselves.
Collaboration - Sharing and updating analyses and findings in real time. Today, beyond the ability to present automated reports and provide them to relevant users, BI activity must allow users to define the reports they request. This means they should be able not only to design the report and view themselves but also to define the recipients of the report and what view each can see with appropriate permissions. Additionally, it is recommended that recipients hold discussions about questions related to reports and analyses. The target audience often has additional questions that need to be answered without repeating the entire analysis or involving the publisher of the report and analysis. Finally, these analyses and reports must be updated in real time to ensure that all users receive the correct answers to questions they ask at any given moment.
Simplicity - The system should be simple so that no training is required. It should allow users to manage various queries without prior training. Of course, users interested in learning more complex options will have an opportunity to do so through simple training that does not require many resources.
In conclusion, analyzing business data is critical for organizations of all sizes. In an era of information overload, organizations must receive relevant business information in real time for decision-making. Implementing the seven tips above in your organization may help you achieve this goal.
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