PWPM Wiki

Business Intelligence Rollout Resource Plan

This is a practical guide to building a resource plan for a business intelligence rollout project — the people and resources needed, when, and how they are allocated, adapted to the realities of deploying BI dashboards and self-service analytics.

What a Resource Plan is

A resource plan is the people and resources needed, when, and how they are allocated. For the full concept and how it works in general, see Resource Planning. 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 resource plan 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

  • Roles and skills needed
  • Allocation over time
  • Capacity vs demand
  • Resource calendar

Business Intelligence Rollout-specific considerations

Tailor the resource plan 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 resource plan 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.