This article helps you to identify your business intelligence objectives and form actionable plans to achieve incremental progress toward your strategic BI goals.
When you identify objectives, also consider how you can objectively evaluate and measure their impact. It's critical that you accurately describe the (potential) return on investment (ROI) for BI initiatives in order to attain sufficient executive support and resources. You can assess this impact together with your measures of success for your BI strategy.
First, identify your adoption objectives. These objectives can address many areas, but typically describe the actions you'll take to improve overall organizational adoption and data culture.
Define organizational readiness
As described in the previous sections, the objectives you identify must be achievable. You should assess your organizational readiness to evaluate how prepared the organization is to achieve the objectives you've identified.
Assess organizational readiness by considering the factors described in the following sections.
Here are some examples of obstacles.
System migrations and other ongoing technical initiatives
Business processes and planning, like fiscal year budgets
Business mergers and restructuring
Availability of stakeholders
Availability of resources, including the available time of central team members
Skills of central team members and business users
Communication and change management activities to adequately inform and prepare business users about
Assess the necessary skills and knowledge
Improving the skills and competences of internal teams is particularly important when you migrate to Fabric or Power BI from other technologies. Don't rely exclusively on external consultants for these migrations. Ensure that internal team members have sufficient time and resources to upskill, so they'll work effectively with the new tools and processes.
Define and measure success
Step 3: Periodically revise the plan
The business and technology context of your organization regularly changes. As such, you should periodically reevaluate and reassess your BI strategy and tactical planning. The goal is to keep them relevant and useful for your organization. In step 3 of tactical planning, you take practical steps to iteratively reevaluate and reassess planning.
Prepare iterative planning and anticipate change
To ensure BI and business strategic alignment, you should establish continuous improvement cycles. These cycles should be influenced by the success criteria (your KPIs or OKRs) and the feedback that you regularly collect to evaluate progress.
We recommend that you conduct tactical planning at regular intervals with evaluation and assessment, as depicted in the following diagram
Schedule business alignment meetings:
Review feedback and requests: Feedback and requests from the user community is valuable input to reevaluate your BI strategy. Consider setting up a communication hub, possibly with channels like office hours, or feedback forms to collect feedback.
A BI strategy is a plan to implement, use, and manage data and analytics. You define your BI strategy by starting with BI strategic planning
To work toward your BI goals, the working team defines specific objectives by doing tactical planning
This process shifts the focus from strategic planning to tactical planning.
start, we recommend that you first address time-sensitive, quick-win, and high-impact objectives.
successful implementation of your BI strategy is more likely when you aim for an evolution instead of a revolution from your current state. Evolution implies that you strive for gradual change over time. Small but consistent, sustained progress is better than an abundance of change that risks disruption to ongoing activities.
curating this backlog for your implementation objectives, consider the following points.
Justify the prioritization of the initiative or solution.
Approximate the effort involved, if possible.
Outline the anticipated scope.
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DAX
BI Framework
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