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Business Intelligence: Preparing for a BI Initiative



Course Number



2 Days
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The focus of business intelligence is the transformation of data into value-added information: where to source it, how to integrate it, and how to enhance and deliver it as analytic insight to support business decision making.

Effective implementation of a Business Intelligence (BI) program results in better business decisions and increased success in achieving goals. In this BI training course, you will learn how to identify the maturity level of your BI solution, and articulate critical elements of your solution to maximize your organization’s business opportunities. The facilitator will work with you through a case study in this hands-on training and you will be able to re-apply the template as soon as you’re back at work.

You Will Learn How To

  • Apply the BI Meta Model (BIMM) to turn desired outcomes into actions
  • Choose between a strategic and a tactical application of BI
  • Map operational data to a data warehouse
  • Design a BI solution for a business problem

Important Course Information

Who would benefit most from this course?

  • This course has been targeted to the Business Analysis community. BI Administrators, Developers, Analysts, Scientists, and End Users can find additional BI training opportunities here.

Does this course address Big Data and Data Analytics?

  • Learning Tree offers training more focused training on those topics here.

Recommended Experience

  • This course has been designed to focus on Preparing a Business Intelligence Initiative, and assumes the audience has come to the training with solid Business Analysis experience. The training will not address fundamental business analysis best practices. If you would like to gain that knowledge first, please consider a foundational course here.

Pre-course Preparation

  • You will be asked to spend a few minutes reviewing the case study before the first day of class.

Course Outline

  • Defining Business Intelligence (BI)
  • Components of a BI program
  • Mapping the business intelligence process
  • Identifying the business needs for BI
  • New BI taxonomy
  • BI-specific management issues
  • Driving business agility and efficiency
  • Building a Road Map

Applying BI to solve business problems

  • Assessing the business problem
  • Distinguishing major components of a BI process
  • Focusing on pertinent information using the BI process
  • Stating desired outcome for a given situation
  • Overcoming common BI challenges

Iterating the BI metamodel

  • Starting BI with simple processes
  • Proposing secondary uses for transactional data
  • Scaling the BI process to fit your organizational needs
  • Enabling repeatable and successful BI processes

Discovering possibilities

  • Listing the major components of a BI system
  • Investigating the business advantages of strategic vs. tactical applications of BI
  • Reviewing successful systems
  • Selecting capabilities for your organization
  • Identifying critical and variable attributes of a BI program

Connecting processes

  • Realizing the desired outcome from a specific organizational situation
  • Targeting the process to achieve the desired outcome
  • Deriving actions and decisions from the desired outcome
  • Designing and Planning BI Processes

Defining business requirements

  • Generating an initial data warehouse matrix
  • Aggregating business processes
  • Selecting dimensions

Modeling the dimensional business process

  • Navigating facts and dimensions
  • Strengthening relationships
  • Creating the appropriate schema
  • Traversing hierarchies

Constructing the data warehouse

  • Extracting data from multiple sources
  • Transforming data during migration
  • Loading data into a data warehouse
  • Implementing and Fine-Tuning the BI Solution

Evaluating business analytic tools

  • Selecting criteria for business analytics
  • Exploring online analytic processing (OLAP) tools
  • Slicing and dicing your data using multidimensional cubes
  • Examining the characteristics of a data mine
  • Reviewing data mining tools

Leveraging performance measurement tools

  • Observing information using dashboards
  • Assessing the current state of your business with key performance indicators (KPIs)
  • Communicating to stakeholders through scorecards

Organizing a Business Intelligence Consistency Center (BICC)

  • Promoting expertise within your organization
  • Producing a BICC functional checklist
  • Clarifying the roles of the BICC
  • Organizing the BICC
  • Putting BI to Work for You
  • Applying the BI process across the organization
  • Making predictive analytics work for your bottom line
  • Blending BI process into daily management activities
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Exclusive Private Team Training Course

Enhance your team's effectiveness and boost productivity with this course, delivered privately to your organization or to any preferred location, including options for hybrid or all-virtual delivery via AnyWare.

This training course could be customized, and combined with other courses, to meet the specific needs of your team's training.

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Attendee Benefits

After-Course Instructor Coaching
When you return to work, you are entitled to schedule a free coaching session with your instructor for help and guidance as you apply your new skills.

Free Course Exam
You can take your Learning Tree course exam on the last day of your course or online any time after class.


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