BI roadmap session

What is it?

A BI roadmap session is a strategic meeting where your organization works with our BI consultants to look ahead and create a plan for the development of Business Intelligence.

This process helps your organization adopt a data-driven approach and take their BI to the next level.

Why start with a roadmap session?

There are several key reasons why an organization should start with a BI roadmap session.

01 Strategic direction and focus

02 Insight into current situation

03 Better decision-making

04 Engagement and adoption

05 Continuous improvement

01

Strategic direction and focus

Many organizations use BI, but without a clear long-term strategy, it often remains a collection of isolated reports.
A roadmap helps align BI initiatives with business objectives.

02

Insight into current situation

During the session, we assess the organization's current BI landscape and identify opportunities for improvement.
This helps prioritize actions and investments.

03

Better decision-making

By structuring and expanding BI effectively, employees gain faster access to reliable data.
This prevents ad-hoc solutions and inefficient manual processe

04

Engagement and adoption

BI should not just be an IT project but something embraced across the organization.
By creating a roadmap, you establish support and ownership within different departments.

05

Continuous improvement

A BI roadmap prevents BI from stagnating and ensures that developments are continuously evaluated and adjusted.

What do you get out of it?

The session results in a concrete action plan with:

✅ Short- and long-term BI goals
✅ Practical steps and priorities for each quarter
✅ Insight into required resources and responsibilities
✅ A clear plan to embed BI more widely within the organization

How have clients experienced it?

What was the situation before the roadmap session, and what results has the execution of the plan delivered?

Before the roadmap session, we were already actively using Power BI, but without a clear strategy. The roadmap session helped us gain focus and establish concrete KPIs. This has enabled us to use BI more effectively and accelerate its rollout across multiple departments.
— Max Bogert, Business Developer
Within our organization, BI was being used in a fragmented way. By conducting a roadmap session, we gained a clear plan to structure BI and expand it step by step, with clear ownership within teams.
— Geraldine Ooi, Process & Implementation Manager

What is our approach?

This is essentially how we approach a BI roadmap session with you.

Inventory of BI Goals

The session begins with an in-depth discussion about the organization’s BI goals. What does the organization aim to achieve with data and reports?
Which departments and processes need to be supported with BI?

Analysis of the current situation

We map out which BI developments will provide the most value in the short and long term.
This is done using a structured model, where we assign priorities on a quarterly basis.

Determining priorities and growth phases

We identify which BI developments will provide the most value in the short and long term. This is done through a structured model, where priorities are assigned for each quarter.

Creating a concrete roadmap

We translate the insights into a practical action plan with clear milestones. This plan includes the development of new reports, data models, and potential integrations with other systems.

Let’s connect

Are you interested in a BI roadmap session, or would you like to schedule a call for more information? Leave your details, and we'll get in touch with you!