PWPM Wiki
Business Intelligence RolloutRequirements Document

Business Intelligence Rollout Requirements Document

This is a practical guide to building a requirements document for a business intelligence rollout project — the documented needs the solution must meet, adapted to the realities of deploying BI dashboards and self-service analytics.

What a Requirements Document is

A requirements document is the documented needs the solution must meet. For the full concept and how it works in general, see Requirements Document. On a business intelligence rollout project it plays the same role, tuned to this kind of work.

Why it matters for a Business Intelligence Rollout project

Business Intelligence Rollout projects live or die on deploying BI dashboards and self-service analytics. A well-built requirements document gives the team a shared, explicit reference for exactly that — reducing ambiguity, aligning stakeholders, and making problems visible early enough to act. Skipping it, or doing it generically, is how business intelligence rollout projects drift into avoidable delay and cost.

What to include

  • Business requirements
  • Functional requirements
  • Non-functional requirements
  • Acceptance criteria
  • Traceability

Business Intelligence Rollout-specific considerations

Tailor the requirements document to the risks that most often derail business intelligence rollout projects:

  • Data trust and quality
  • Dashboard sprawl
  • User adoption

Example

On a real business intelligence rollout project, the requirements document would be shaped by deploying BI dashboards and self-service analytics. In particular, it should explicitly account for the project’s biggest risks — data trust and quality, dashboard sprawl, user adoption — rather than treating them as afterthoughts.