When altering or setting up a BI environment, it is vital to first identify a client’s level of ambition regarding the use of data to improve performance management and to get a good understanding of the ‘as-is situation’. That’s why we initially conducted a series of interviews and workshops with different stakeholders from our client’s HQ and Western-Europe department to map out their current reporting situation, business goals, expectations and requirements and to demonstrate the potential of a data-driven approach. This resulted in the launch of 2 projects: the roll-out of a BI roadmap for our client’s entire business group and the development of a proof of concept (POC) for the Western-Europe department.
When setting up a BI roadmap, it is crucial to always keep the business goals and expectations of your client at heart. That is why an important part of the BI roadmap was our advice to work use-case driven. This way, the data driven approach serves the business by answering specific questions or problems defined by the business side.
To put our words into action, we also developed a proof of concept in which we used real data from our client to create three interactive Tableau dashboards: a pricing, logistics and acquisition dashboard. These topics were determined in consultation with our client, as they would generate the greatest immediate impact.
As a result of the workshops, the board of directors became convinced of the short and long-term benefits of a data-driven operating system. For a reasonable budget, the roadmap provided our client with a lot of useful information and a number of important recommendations on how to tackle the merge towards a data-driven way of working.
Next to that, the Proof of Concept with the interactive Tableau dashboards continuously present operationally useful and up-to-date information, which gives our customer better insights into their data in a very time-efficient way. In parallel with the elaboration of the first proof of concept on group level (technical set-up, start of (virtual) internal data team on entities, etc.), we now also work together with the local entities on 2 additional proof of concepts on crucial topics for the business.
Ultimately, our client decided to intensify our cooperation and commissioned us to work with them on the implementation of this plan.