For Business Intelligence Projects

Orientation for Project Team Members and Clients

Having a shared understanding of defined phases and milestones helps everyone accurately understand a project’s health and progress. It is critical for team members and clients to understand our process. Below is a summary to prepare everyone to participate. You can also download a reference PDF that you can share with clients:

Download the Client Handout

#1Our process is team- and design-oriented

That means that clients will be interacting with team members frequently while providing insights and feedback. We will need their participation, and their feedback early in the discovery and design processes. Not only does this yield a better product, but it also takes some of the pressure off clients to define 100% of what they want/need at the outset of the process.

While we focus on design, it is important that clients understand that Business Intelligence involves designing solutions that drive business decisions. It may take several iterations before we perfect the business intelligence solution.

#2We are committed to being user-centered

The BIDLC prioritizes creating business intelligence solutions that allow our clients to make data driven decisions. This means that we engage our clients in the analysis and design process, to utilize their knowledge and understand their business needs.

#3Preparing for successful collaboration

Learning what clients want, need, and prefer is vital. But it is also helpful for clients to be open to new ideas, share their insights about data and be active in providing feedback. In addition, it is important for clients to understand that feedback has to be prompt, and decisions shouldn't be constantly revisited.