Business Intelligence Platform Onboarding Checklist
Use this form to capture the information needed to onboard a business intelligence platform implementation.
Business Context
Business name
*
Industry
Company size
1–50 employees
51–200 employees
201–500 employees
501–1,000 employees
1,000+ employees
Other
Primary contact role/title
*
Target go-live timeline
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Platform Requirements
Intended BI platform use cases
*
Dashboards
Reporting
Executive KPIs
Self-service analytics
Data exploration
Scheduled reports
Other
Data sources to connect
*
Current analytics maturity/readiness
*
Initial
Developing
Established
Advanced
Not sure
Implementation Notes
Priority onboarding notes or blockers
Desired next step or kickoff preference
Submit
Should be Empty: