BI Software: Half a Dozen Do’s and Don’ts

  • Ed Thompson, CTO
  • March 26, 2014

BI Software: 6 Do's and Don'tsBusiness Intelligence Software could be revolutionary for your company, if selected and used properly. So we’ve compiled a list of half a dozen do’s and don’ts to help you on your way.


1. Include the users in the selection process

The end users of the Business Intelligence Software you select need to be key figures in deciding which vendor to choose. Put simply, if your end users do not adopt the Business Intelligence Software you select, then the project will fail.

For this reason, end users must be involved in the selection, firstly as involvement at this stage will make them feel a part of the project from day one – and make them ready and raring to go as soon as it is implemented.

Second, you must ensure that the software selected is a good match for your end users – different people have different tastes and preferences. You may think the software you are leaning towards is the best thing since sliced bread, but if the end users do not get along with it, they simply won’t use it and the initiative will end in failure.

2. Pick a vendor that supports different platforms
Making sure your Business Intelligence Software can run on various platforms is key in today’s business world. The advantages of being able to access and run reports via mobile and tablets could be deal-breaking. Imagine you are on your way to a meeting with a potential client and you realise you forgot to run an important report. Ordinarily, you would have to do without but, with Business Intelligence Software that supports mobile and tablets, you can log on and run that report with ease. Here at Matillion you can access your BI on your laptop, tablet or smartphone from home, a customer/supplier meeting or whilst travelling with a multi-touch enabled, dedicated tablet interface.

3. Use your Business Intelligence Software regularly
Buying Business Intelligence Software and not using it regularly is a waste of time, effort and money. You’ve spent the time searching for the right vendor, spent the money buying the software, now it is time to build some reports and take full advantage of the benefits available to you. Missing out on pluses such as the ability to make faster and easier decisions, improved efficiency and decreased costs is a mistake.


1. Buy Business Intelligence Software without a clear strategy
Buying Business intelligence Software without a clear strategy is a massive error. It cannot solve problems or achieve targets if these are unidentified. Proper data analysis really needs accurate problem and strategy identification and definition. If not you may ‘solve’ the wrong – or a non-existent – problem.

2. Delay your purchase
You’ve done your research, weighed up the options and made your decision on which vendor you think offers the best solution, so why delay? Buy Business Intelligence Software today. The longer you leave it to purchase BI Software, the longer it will be until you implement it – and the longer it will be until you can reap the rewards.

3.Use cluttered and confusing dashboards

This London City dashboard attempts to present far too much information in a small space, and has ended up looking extremely cluttered and distracting. There are too many colours, many of which serve no real purpose, and this draws focus away from the data itself.

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In order to have successful Dashboards in your Business Intelligence systems, they should be clean, tidy and easy to understand, not cluttered and confusing.

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