SAFE Methodology for Developing BI in QlikView
Define
- Establish decision making needs of business function
- Map Information to Roles
- Establish Role Objectives & Accountabilities
- What performance metrics / KPIs must role player track?
- What reporting and analytics capabilities required by Role
- Identify Data Sources
- Internal Business Applications and other data repositories
- External data sources
Prepare
- Technical Skill Set Requirements
- Business End Participation
- Hardware & Software Installation
- Project office
- Governance
Develop
Integrate Data
- Model Data for Reporting
- Dimensions
- Hierarchy
- Aggregations
- Metrics
- Plan Data Storage
- Design ETL
Create End User Reports
- What if models
- Exception reporting
- Trend analysis
- Variance analysis
- Like Period Comparisons
- What if analysis
- Etc
Rollout
- Routines for Data Loads
- User Training
- Internal BI 'Press Release'
BI Performance Monitoring
- Collect User feedback
- Revisit Success Criteria
- Execute Improvement Measures
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