Visual representation of data is a key element of business intelligence and one you should spend time learning more about during a demo or trial. First, explore the data dashboards the tool offers and see how they can help your organization uncover new insights.
Since these dashboards will be used daily by a wide range of users, they should enable users to visually explore data in ways that help identify and solve problems quickly. Next, take a look at how findings are presented through data visualization and data storytelling. These features typically use charts, graphs, and maps to surface insights that are hard to see on a spreadsheet. The best data visualization tools have an intuitive interface that lets users explore and present data in multiple ways, regardless of their technical skills.
Sharing insights to drive action is one of the main benefits of business intelligence. As part of your evaluation, find out how users can collaborate to update, customize, and share reports. For example, some BI tools let users make annotations right in the software, quickly embed reports into messaging and collaboration tools, and set permissions to distribute findings inside and outside of your organization.
Mobile features provide access to real-time data and allow you to make data-informed decisions on the fly when working remotely. Talk to your employees who work in the field or distributed locations to find out what level of mobile access they need. It could range from basic viewing of dashboards and reports to creating and editing analytics with mobile tools.
Software pricing structures can range from per-user plans to subscription models. As you look at your budget, consider how many users you currently have and how your business will grow in the future. Keep in mind that additional capabilities and updates could cost more—make sure you know which features your organization must have and which ones are negotiable. The goal is to find a cost-effective solution that provides business intelligence tools to your organization at the scale you need and has flexibility to grow with your organization.
Any business intelligence tool requires training and support, initially and as new features are added. Explore what training options are available.
Is training included or do you need to manage it in-house? If you need to deliver training to a distributed workforce at multiple locations, are online classes available? What kind of training is offered for software updates? In addition to traditional training and education, user communities can provide tips and advice from peers and product experts.
Before you select a business intelligence tool, look for forums, blogs, and user groups that help provide training and support. Finally, make sure you understand how product support is provided. Subsequent changes to a process meant more mapping, more coding, and more time spent on updates.
These systems enable organizations to implement highly complex processes, and they allow teams and individuals to easily create and implement automated processes on their own. A quality BPMS software solution takes the guesswork out of designing and deploying automated processes, allowing you to follow a step-by-step approach using templates to guide you. The best BPMS solutions will give you an efficient, integrated way to:. Understand the business rationale for the process and examine any exiting documentation or process models that define it.
Define the stages and steps in the business process in the BPMS, and test various business scenarios in the platform using built-in modeling tools. Be sure you can answer the following questions before starting your search:.
Decide whether you need a solution to automate more routine tasks like invoice processing, or one that can support the automation of complex long-running processes such as budget management or performance monitoring.
As a key component of effective digital transformation, the BPMS solution you choose should be geared toward usability for everyone in the company. The primary benefits of a software as a service SaaS BPMS platform include a simplified rollout, since the application is up and running on day one; scalability, because you grow your subscription and not your infrastructure; and predictable pay-as-you-go cost.
The benefits of an on-premises BPMS platform are largely control since it resides within your infrastructure and security, because your data stays within your systems, limiting exposure. Implementing and maintaining an on-premises BPMS solution requires a significant investment in IT infrastructure and staff. While cost is always important, remember to consider your expected return on investment. Learn how Louisiana-Pacific streamlined processes, expedited workflows, and simplified data capture with Power Automate.
Explore how easy it is to achieve new levels of efficiency, agility, and collaboration in your business with Microsoft Power Automate—and get started free.
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