BI and Analytics Design Workshop Template

This document provides an agenda for a Business Intelligence and Analytics Design Workshop. The agenda includes discussions on BI and reporting planning, requirements, solution strategies, and next steps. Key topics that will be covered are the BI design blueprint, reporting workstreams, the project plan, requirements and fit gaps, self-serve and operational reporting strategies, regulatory/financial reporting, printing strategies, data security, and questions. The goal is to review findings and recommendations to identify gaps and risks in the current plan.

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BI and Analytics Design Workshop Template

Uploaded by

Miftahul Huda

We take content rights seriously. If you suspect this is your content, claim it here.

Available Formats

Download as PPTX, PDF, TXT or read online on Scribd

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FastTrack for

Dynamics 365

Business Intelligence and

Analytics Design
Workshop

Workshop date: YYYY-MM-DD

Introductions
Success by Design
Our success framework

Success by Design is our FastTrack framework for

service delivery

The framework is designed around three core

principles
• Early Discovery
• Proactive Guidance
• Predictable Success

Success by Design brings you the learnings and

experiences from thousands of customer cloud
deployments to make your journey to cloud
smoother, faster and successful

FastTrack.microsoft.com
Business Intelligence and Analytics Workshop Agenda

Agenda SHORT DESCRIPTION

BI & Reporting Planning

BI & Reporting Solution Strategy Format: 90-minute Microsoft Teams call

Attendees: Key stakeholders from the
Q&A
customer and partner teams. Solution
architects, functional and technical leads
Next Steps are mandatory
The Role of FastTrack
In Scope Out of Scope
• Review the answers provided • Create a solution architecture
• Provide findings and based on findings
recommendations following the • Decide on solutions that best fit
workshop presentation gaps identified
• Highlight technical and project • Code review
risks and issues (including • Provide training on product
unrealistic product expectations) features (user or administrative)
• Point out gaps in the plan and • Create comparison between ISV
solution strategy that can result solutions
in an unsuccessful
implementation
Instructions for Customer and Partner
How to fill this PowerPoint document
1. Complete each slide providing the required information
2. Skip slides that are not applicable to your project
3. Extend topic area slides to capture the required information if needed.
Do not hesitate to paste your own slides.
4. Reach out to your FastTrack SA if you have questions on the format or content
5. Send completed deck back to the FastTrack SA 5 business day before the
scheduled Solution Blueprint workshop.
BI & Reporting Planning
Customer slide (please update)

BI Design Blueprint
Details about overall design, integrations points, involved systems – visual diagram

Please provide diagram showing the BI design blueprint. Provide diagrams of current, planned systems.
Customer slide (please update)

BI & Reporting Workstream

Details on BI and reporting workstream structure.

Add info:
Please provide reporting and BI workstream details, team structures, roles and responsibilities. Details can be provided as list
or visual diagram.