1. BI Vision

1.1. Description

The BI Vision phase defines the BI strategy for the company. It addresses the business needs and defines the business case for a Business Intelligence solution. Before the BI Steering Committee is organized and the required infrastructure is put in place, a study must be conducted to determine the readiness of the business for a BI solution, so that business executives are in a position to sponsor the BI vision. A very important outcome of this phase is the BI Evolution Roadmap.

1.2. Objectives

The objectives of this phase include:

• Establishing business goals that will be met by implementing the BI solution
• Obtaining buy-in from the business executives that sponsor the BI vision
• Assessing readiness of the organization for the BI solution
• Developing the BI business case
• Organizing the BI Steering Committee
• Creating the BI evolution roadmap

1.3. Inputs

The inputs for this phase include:

• Business strategy and business objectives that will be met by a BI solution
• Business executives criteria for sponsoring a BI vision
• Existing and future documented information reporting requirements
• Results of previous business assessments
• Business case criteria
• Existing infrastructure
• Current state of information reporting

1.4. Activities/Tasks

The activities of this phase include:

1. Conducting BI Readiness Assessment
2. Develop Business Case
3. Document Infrastructure Requirements
4. Conduct BI Architecture Review
5. Establish BI Steering Committee
6. Develop BI Evolution Roadmap

1.5. Deliverables

The deliverables of this phase include:

• BI Readiness Assessment
• Business Case justification
• Required Infrastructure including:
  • People
  • Processes
  • Systems and Technology
  • Architecture
• BI Evolution Roadmap including:
  • BI Matrix
  • High Level Project Scope
  • High Level Timelines and Estimates

BI Vision deliverables are delivered in the BI Strategic Plan, a document that outlines the business need for a BI Solution. This strategic document must be signed by the business executive who will be the sponsor for the BI initiative.