Julian.Kellett These requirements have been derived to align with the Business Processes to shown alignment to the level 1 and level 2 processes arranged by business use case. ID Use Case Requirement L1 Process L2 Process Metric and Purpose Report Type Business Owner 1 Statutory Reporting / Board Campaign Summary Opportunity Management Lead Management Summarise the … Read more
14.1 Key Points In this section, we summarise the critical elements of the Reporting Strategy that have been discussed throughout the document. 14.2 Benefits and Outcomes This section outlines the advantages and expected results of implementing the Reporting Strategy. The table below provides a concise overview of the key points and their corresponding benefits and … Read more
13.1 Futureproofing with Microsoft Fabric As Microsoft transitions to Fabric, an integrated end-to-end analytics platform, BMT must prepare to leverage its features effectively. The following steps will ensure readiness: Fabric integrates workloads like Data Engineering, Data Factory, Data Science, Data Warehouse, Real-Time Intelligence, Industry solutions, Databases, and Power BI into a shared SaaS foundation. Each … Read more
12.1 Change Management Process Change Management is implemented with a single process covering changes to Data, Systems and Processes. Users are able to raise Change Requests which are then reviewed and actioned. At all points users are kept informed about their change requests. All Change Requests are logged centrally and are available to all users, … Read more
11.1 Training and User Support Requirements Develop training programmes to help users effectively utilise reporting tools. Establish a support system for addressing user queries and issues. 11.2 Training To support the digital skills development of user the Power BI and Data Visualisation is generally applicable to new users or users who are new to this … Read more
10.1 Distribution and Delivery Requirements Development of Reports: Reports shall follow a lifecycle management approach to ensure that changes to reports do not impact live reports. User Searchability: Users should have a range of options to utilise reports from ad-hoc searches to inclusion in meetings. Alerts and Notifications: Implement alerting mechanisms to notify users of … Read more
8.1 Report Design Guidelines Requirements Users should be able to drill down into detailed data for deeper insights. Provide interactive features for data exploration and analysis. 8.2 Style Guide A standardised reporting layout, structure and use of visuals is essential to enable users of Power BI reports across BMT seamlessly move between reports. To achieve … Read more
5.1 Reporting Tools and Technologies Requirements Reports should be accessible and optimised for viewing on desktop and mobile devices. Ensure a responsive design for a consistent user experience across devices. 5.2 Reporting Framework and Tools The Reporting Framework (repeated at Figure 6.1) identified 4 typical reporting methods: 5.3 In-System Data Reports and Lobbies For many users … Read more
4.1 Data Sources There are numerous data sources in BMT many are integrated together in some way, and some are large scale Enterprise Applications and others are smaller. The Enterprise Applications within BMT is frequently under review as we rationalise and modernise our global systems. 4.2 Integrations Strategy The Integration Strategy prioritises seamless connections between … Read more
3.1 High Level Business Reporting Requirements We recognise that specific report requirements are too detailed for a strategy document so instead we will introduce high level functional requirements and non-functional requirements derived from our data governance procedures. An outline framework showing specific requirements is contained at the Annex. The relationship between high level requirements, reports … Read more