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BI Strategy – part 1 Table of Contents

There are many components of a BI Strategy.  Let us start with a table of contents as a guideline.


1.    Introduction and Purpose

1.1    Purpose

2.    Reporting Gaps and Risks

3.    BI Vision

3.1    Target Audience

3.1.1    Global Business Intelligence

3.1.2    Country Specific Business Intelligence

3.1.3    Operational Business Intelligence (Integration/Staging Layer)

3.1.4    External Business Intelligence (Extended Enterprise)

3.2    BI Components

3.2.1    Architecture components    Delivery    Data Warehousing Layers    Operational Layer    Extract, Transform, and Load (ETL)    Master Data Reporting    Federated Architecture

3.2.2    Support Organization (BI COE)

3.3    Goals

3.3.1    Governance

3.3.2    Tools

3.3.3    Data Modeling/Data Flows

3.3.4    Business Intelligence Organization (BI COE)

3.3.5    Principles for BI Design/Build Initiatives

4.    Conceptual Architecture and System Landscape

4.1    Business Intelligence Data Architecture

4.1.1    As-is

4.1.2    To-be    Enterprise Data Warehouse (EDW)    Design Guidelines

4.1.3    Interim Architecture    Co-existence    Interim Solution Risks

4.2    Design Template and Global Data Structure

4.2.1    Application Design Template

4.2.2    Master Data Considerations    The Issue    The Challenge    The BI Design

4.2.3    Near-Real Time reporting / Zero Latency    Load Strategy

4.3    SAP BI Accelerator

5.    Front-End Reporting and BOBJ Architecture

5.1    Building Cameron’s Frontend Reporting Strategy

5.1.1    Tool Selection Matrix

5.1.2    Portal Reporting Integration Scenarios

5.1.3    Build Reports integrating SAP and Non-SAP data

5.1.4    Design Challenges and Mitigations

5.1.5    Report Broadcasting and Publishing

6.    Business Intelligence Implementation Guidelines

6.1    Process

6.1.1    Overview

6.1.2    Detailed Implementation Process

6.1.3    Deliverables and Methodology    Business Intelligence Work Plan Template

6.1.4    Other Considerations    BI Security and Authorization Model    Challenges of a Central BI Instance

7.    Enterprise Center of Excellence (COE)

7.1    Overview

7.1.1    BI COE Functions

7.1.2    Roles and Responsibilities

7.2    Implementation – Six Step Approach

7.3    Benefits

7.4    Summary

8.    Appendix A: Reporting Scope by Functional Area

8.1    Aftermarket

8.2    Commercial Sales

8.3    Engineering

8.4    Finance Managerial Reporting

8.5    Finance Financial Reporting

8.6    HR

8.7    Manufacturing

8.8    Project Management

8.9    Quality

8.10   Supply Chain

9.    Appendix B: Definitions, Acronyms, and Abbreviations

10.    Appendix C: Roles and Responsibilities

11.    Appendix D: BusinessObjects Product Suite

12.    Appendix E:  BI Naming Standards and Conventions

13.    Appendix F: Data Modeling

13.1    Data Modelling Standards and Guiding Principles

13.2    Naming convention and Standards

13.3    Data Mining

13.4    Enterprise Performance Management Solution

13.5    Meta Data Management

13.6    Standard SAP BI Content

13.7    BI Data Aging and Archiving

13.8    Data Integrity Checks and Reconciliation Layer

13.9    Workbench Maintenance Tasks

14.    Appendix G: BI System Landscape

14.1    Production and Disaster Recovery

14.2    Quality or UAT

14.3    Development

14.4    Sandbox

14.5    Transport Path

15.    Appendix H: Best Practices and Guidelines for Reporting Tools

15.1    Universe Design

15.2    OLAP BAPI Performance

15.3    Security

15.4    Web Intelligence

15.5    Report Design

15.6    Crystal Reports

15.7    Explorer

15.8    Dashboard Designer

Part 2 explores the development of an Executive Summary .

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      Author's profile photo Former Member
      Former Member

      Hi Joyce,

      Have you shared the complete BI strategy as I am looking for it?



      Author's profile photo Former Member
      Former Member

      Hi Joyce,

      Same question as Farrukh with a particular interest for part 7.

      Many thanks,