{"id":8896,"date":"2020-02-27T08:35:00","date_gmt":"2020-02-27T08:35:00","guid":{"rendered":"https:\/\/ubiq.co\/tech-blog\/?p=8896"},"modified":"2025-08-08T06:10:51","modified_gmt":"2025-08-08T06:10:51","slug":"key-business-intelligence-requirements-for-every-business","status":"publish","type":"post","link":"https:\/\/ubiq.co\/tech-blog\/key-business-intelligence-requirements-for-every-business\/","title":{"rendered":"Key Business Intelligence Requirements for Every Business"},"content":{"rendered":"\n<p>Gathering Business Intelligence Requirements plays a key role in every BI project&#8217;s success. If executed properly, it can give your business tons of benefits. If not done well, then it can be a nightmare, dragging on for months. Here are the key business intelligence requirements specification one must keep in mind, when embarking on a BI project.<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/ubiq.co\/tech-blog\/key-business-intelligence-requirements-for-every-business\/#Key_Business_Intelligence_Requirements_for_Every_Business\" >Key Business Intelligence Requirements for Every Business<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/ubiq.co\/tech-blog\/key-business-intelligence-requirements-for-every-business\/#1_Data_Sources_Platforms\" >1. Data Sources &amp; Platforms<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/ubiq.co\/tech-blog\/key-business-intelligence-requirements-for-every-business\/#2_Data_Visualizations\" >2. Data Visualizations<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/ubiq.co\/tech-blog\/key-business-intelligence-requirements-for-every-business\/#3_Adhoc_Analytics\" >3. Adhoc Analytics<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/ubiq.co\/tech-blog\/key-business-intelligence-requirements-for-every-business\/#4_OLAP_Online_Analytical_Processing\" >4. OLAP (Online Analytical Processing)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/ubiq.co\/tech-blog\/key-business-intelligence-requirements-for-every-business\/#5_Email_Reports\" >5. Email Reports<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/ubiq.co\/tech-blog\/key-business-intelligence-requirements-for-every-business\/#6_Integrations\" >6. Integrations<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/ubiq.co\/tech-blog\/key-business-intelligence-requirements-for-every-business\/#7_Deployment\" >7. Deployment<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/ubiq.co\/tech-blog\/key-business-intelligence-requirements-for-every-business\/#8_Mobile_Ready\" >8. Mobile Ready<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Key_Business_Intelligence_Requirements_for_Every_Business\"><\/span>Key Business Intelligence Requirements for Every Business<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here&#8217;s a business intelligence requirements analysis for every BI project.&nbsp;Prepare a simple business intelligence requirements questionnaire with respect to the following business intelligence requirements template, to ensure a hassle-free project execution.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Data_Sources_Platforms\"><\/span>1. Data Sources &amp; Platforms<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>After you have defined the scope of your BI project, ensure that your <a href=\"\/bi-solution\">business intelligence software<\/a> supports all the key data sources used by your organization\/departments. Otherwise, you will end up wasting a lot of time setting up data transformations at your end. Similarly check if the BI software runs properly on your business&#8217; platform (e.g Ubuntu, Windows Server, etc)<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Data_Visualizations\"><\/span>2. Data Visualizations<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Examine all the charts &amp; graphs supported by your <a href=\"\/data-visualization-tools\">BI data visualization tool<\/a>. What customization does it support? Are there any specific visualizations such as maps, gauges, etc required by your team? If so, are they supported by your BI tool?<\/p>\n\n\n\n<p>Also, determine if those data visualizations are interactive and user-friendly, so that your team has a good user experience.<\/p>\n\n\n\n<p>Here&#8217;s a sample business dashboard built using <a href=\"https:\/\/ubiq.co\">Ubiq<\/a>&nbsp;that uses various data visualizations.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Adhoc_Analytics\"><\/span>3. Adhoc Analytics<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Does your Business Intelligence platform allow users to explore and support <a href=\"https:\/\/www.netsuite.com\/portal\/resource\/articles\/data-warehouse\/ad-hoc-reporting.shtml\">ad-hoc reporting<\/a>? Analytics allows users to easily report key business metrics such as profits, marketing KPIs and more, with just a few clicks. Although your team may have created a list of metrics to be tracked, this list will only grow over time, and even the existing metrics &amp; KPIs are bound to change. So your BI software must be able to adapt easily and help build all types of business dashboards. This is one of the most important business intelligence requirements.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_OLAP_Online_Analytical_Processing\"><\/span>4. OLAP (Online Analytical Processing)<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Online Analytical Processing features allow users to filter data on the fly, drill-down into reports and explore data on their own. It supports multi-dimensional data analysis and helps understand multi-layer data models, in minutes. This helps you discover new trends and uncover hidden patterns.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Email_Reports\"><\/span>5. Email Reports<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>BI platforms are most effective when used by a team of people, instead of just a couple of users. These users may not be able to log into your BI software to see the latest dashboards &amp; reports. So your BI dashboard tool must be able to send automated email reports daily\/weekly to different users, as per their convenience. Automated report generation &amp; distribution is one of the important business intelligence requirements, that will simplify your life a lot.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"6_Integrations\"><\/span>6. Integrations<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>If your business uses other data processing systems, then look for possible integrations with your BI tool. This will ensure that your BI tool speaks well with other tools in your organizations, and one tool&#8217;s output can be directly fed into another software.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"7_Deployment\"><\/span>7. Deployment<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>There are various ways to deploy a business intelligence software &#8211; on-premise, cloud, hosted installation and even mobile-based. Every organization has their deployment requirements based on their IT and security policies. So make sure your BI tool is compliant with your deployment requirements.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"8_Mobile_Ready\"><\/span>8. Mobile Ready<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Almost every business user relies heavily on their mobile phones to do their work and access information. So it&#8217;s essential that your BI tool works well on iOS &amp; Android devices. At the minimum, it should allow users to view their business dashboards and reports while on the move. Most online reporting tools are mobile-ready.<\/p>\n\n\n\n<p>If you want to create business dashboards, reports &amp; charts, you can try <a href=\"https:\/\/ubiq.co\">Ubiq<\/a>. We offer a 14-day free trial!<\/p>\n\n\n\n<p>Also read:<br><a href=\"https:\/\/ubiq.co\/tech-blog\/how-to-build-metrics-for-business-dashboard-reporting\/\">How to Build Business Reporting Metrics<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/5-tips-to-build-better-business-dashboards\/\">5 Tips to Build Better Business Dashboards<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/top-6-customer-service-kpis-you-must-monitor-regularly\/\">6 Customer Service KPIs to Monitor Regularly<\/a><br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Business Intelligence projects&#8217; success depends on its requirements and scope. Here are the key business intelligence requirements for every business.<\/p>\n","protected":false},"author":1,"featured_media":8898,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[500],"tags":[604],"class_list":["post-8896","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-intelligence","tag-business-intelligence-requirements"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Key Business Intelligence Requirements for Every Business - Ubiq BI<\/title>\n<meta name=\"description\" content=\"Business Intelligence projects&#039; success depends on its requirements. 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