Thanks to software vendors investing heavily in making their applications easier-to-use, accessible via the Web and more affordable, Business intelligence (BI) software is now a viable option for employees in sales, marketing, operations, and other departments to utilize.
But with the proliferation of these tools, business leaders will have to rethink how they address business intelligence governance, or the roles, responsibilities and guidelines it provides its users to ensure BI tools are utilized correctly and appropriately.
When it comes to setting up these new BI teams for success, leaders should consider these four steps.
1. Establish Structure, Guidance and Boundaries The first step is to establish a hierarchy of roles and responsibilities. For example, larger organizations with a strict chain-of-command would be well served putting together a “BI Bible,” or written guidelines that define who should initiative a project or report, and when. Smaller organizations can drive the direction of its BI users with regular meetings to discuss current and future analysis.
2. Appoint Internal and External Domain Experts While users in sales and marketing positions may contain more domain knowledge, they often lack the technical expertise to utilize BI tools to their full potential. For these reasons, it’s important to identify technical experts to assist users with selecting the right regression to run or most appropriate data to pull.
3. Allow Business Users to Manage Data Organizations should ensure that they are correctly balancing resources to accurately capture data. It’s hard for IT to know where to push for accuracy and where to be more lenient when it comes to data collection and cleansing standards. That’s why it’s important to bring business users to the IT-side of data collection to help make these decisions.
4. Use Successful BI Processes to Solve Bigger Problems Once you establish a successful BI process, apply these methods to find (and answer) new questions within your organization. Businesses that provide guidance, leadership and set-up BI analysts for success have the potential to create a valuable strategic group within the organization.
Has your organization dealt with these issues? How did you address them and create effective business intelligence teams? Please leave a comment with any additional tips or suggestions below! In addition, you can check out more on this topic over on the Software Advice BI Blog at: 4 Steps to Creating Effective BI Teams.