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Education as Part of BI Implementation

  • 30 November 2009
  • Author: AlbertoMunera
  • Number of views: 15063

Education as Part of BI Implementation


Many companies usually are not comfortable when they are trying to implement any change in their process and the technologies changes are not the exception.  The  BI integration programs come with a  big variety of changes and process that need the patience and ability of the managers to control and get good results of it.  The users have been for long time working over the same platform and using similar tools and could generate an adverse reaction when a change is coming in. They don’t want to try new options, because they believe that it would create more job and they would need to spend more time in the process. In other hand they don’t follow rules and procedures and use to work based on their intuitions or on the knowledge that they have from the others process.


If the company doesn’t search a way to prepare the people before and during the implementation of the BI integration program they are going to have to fight with the people all time and it could have very bad repercussions on its intern and extern clients.


One of the  big brother options to sort and manage this situation is “ Education”.  It is a  hard way to run into this, but if the managers  are creative they can do it as easy as they want.


Some  ideas for moving forward on this way could be:


1.       Users must be confident that the new tool will meet their needs better than the old way of accessing and analyzing data: To move to the new approach, users must be shown how the new BI tool can be used effectively. Any concerns about the new BI tool must be addressed. 


2.       Effective training and support are at the heart of this change management process, and there are proven methods that companies can use. One starting point is to provide training on how to use the new BI tool. In this training, show what can be done with the new BI tool that couldn’t be done before. 


3.       Training on the tool itself is insufficient, however. Conduct classes to train users to access the data that is available to them.  




4.       Users need to understand what data is available, how it is organized, how it can be accessed, how it can be used, and the associated metadata. 


5.       Users can bring an application they want to develop, and trainers should be available to answer questions and help with development. 


6.       Another best practice is to have users present their completed applications to the rest of the class. This reinforces feelings that the tool is really useful. 


7.       BI governance can also support standardization on a single or a few tools. A well-thought-out approach to BI governance involves committees, people, and processes to assure that BI is properly managed throughout the company. 


8.       There are multiple levels of training within a solid BI lifecycle. Ongoing training for the governance committee is essential to increasing the speed and effectiveness of each new effort. Even more importantly, the end users will need training on both the data and the tool to provide meaningful results. 


9.       Approaches vary depending on your environment—just remember to consider each individual’s expertise and intent. A training session that incorporates the why behind the skill is more beneficial than rote learning. Merging tool functionality with data basics is a minimum; increase the level of data training for your end user analysts who produce reports for others.

10.   Ensure that the end user is able to utilize the BI tool to provide value.






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