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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.
  • What is the role of the Business Analyst in a Business Intelligence Initiative?

    • The Business Analyst can offer significant value to the development of a BI solution. The Business Analyst should be equipped with the skills to align data, business objectives, and technology to deliver actionable information needed by the organization to inform decision-making. The Business Analyst may be responsible for some or all aspects within the BI lifecycle.

Course Outline

  • Defining Business Intelligence (BI)
  • Mapping the business intelligence process
  • Making the business case for BI
  • Identifying the barriers to BI implementation
  • New BI terminology
  • Six challenges of BI
  • Building a BI Road Map

Evaluating business readiness for BI

  • Assessing BI maturity levels
  • Business analysis and the BI road map
  • Stating desired outcome for a given situation
  • Overcoming common BI challenges

Reviewing the technical infrastructure

  • Enabling and facilitating technologies for BI
  • Structured vs. unstructured data
  • Identifying critical and variable attributes

Establishing a data governance framework

  • Aligning with management standards and strategy
  • Protecting your data
  • Measuring data quality
  • Integrating enterprise architecture and BI
  • Designing and Planning BI Processes

Building your BI strategy

  • Investigating the business advantages of strategic vs. tactical organizational situation
  • Starting BI with outcome-driven processes
  • Articulating well-formed outcomes

Iterating the BI metamodel

  • 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

Dealing with data

  • Top-down vs. Bottom-up data analysis
  • Establishing a measure of data quality
  • Designing standardized business metadata

Developing the data warehouse

  • Selecting source data
  • OLAP vs. OLTP
  • Extracting data from multiple sources
  • Loading data into a data warehouse

Modeling the dimensional business process

  • Browsing your data and creating the appropriate schema
  • Navigating facts and dimensions
  • Selecting dimensions and traversing hierarchies
  • Organizing a Business Intelligence Competency Center (BICC)

Meeting the six challenges of BI with the BICC

  • Supporting stakeholders
  • Sustaining business strategy
  • Sharing knowledge throughout the organization

Building the BICC

  • Promoting expertise within your organization
  • Producing a BICC functional checklist
  • Clarifying the roles of the BICC
  • Organizing the BICC
  • Implementing and Fine-Tuning the BI Solution

Evaluating BI tools

  • Selecting criteria for BI tools
  • Slicing and dicing your data using multidimensional cubes
  • Examining the characteristics of a data mine
  • Reviewing data-mining tools

Surveying BI vendors

  • Ability to deliver
  • Product completeness

Leveraging performance measurement tools

  • Displaying information using digital dashboards
  • Defining effective key performance indicators (KPIs)
  • Communicating to stakeholders through scorecards
  • Putting BI to Work for You
  • Applying the BI process across the organization
  • Blending BI process into daily management activities
  • Making predictive analytics work for your bottom line
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Tuition due 30 days after you attend your course.

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Tuition — Standard: $2225   Government: $1950

Aug 26 - 27 ( 2 Days)
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Sep 16 - 17 ( 2 Days)
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Feb 24 - 25 ( 2 Days)
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Mar 16 - 17 ( 2 Days)
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Course Tuition Includes:

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.


Training Hours

Standard Course Hours: 9:00 am – 4:30 pm
*Informal discussion with instructor about your projects or areas of special interest: 4:30 pm – 5:30 pm

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