Business Intelligence Requirements Document

Prepared by: [YOUR NAME]
Email: [YOUR EMAIL]
Company Name: [YOUR COMPANY NAME]
Date Created: January 12, 2050

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Introduction

This Business Intelligence Requirements Document (BIRD) outlines the essential requirements for implementing a data-driven BI solution for [YOUR COMPANY NAME]. This document captures the specific needs, metrics, and deliverables that will enable [YOUR COMPANY NAME] to leverage data for strategic and operational improvements. Through this BI initiative, the organization aims to enhance decision-making, streamline reporting, and integrate data across various departments.

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I. Project Overview

This BI project will establish a framework for collecting, integrating, and analyzing key data sources to support [YOUR COMPANY NAME] in achieving its strategic goals. The BI solution will provide insightful reporting capabilities, interactive dashboards, and real-time monitoring of KPIs across departments. The project is expected to start by March 3, 2050, and be completed by October 15, 2050.

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II. Stakeholders

Role	Name	Department	Contact	Responsibilities
Project Manager	Maryjane Dare	BI Development	maryjane@you.mail	Oversee BI project execution
Data Analyst	Cyrus Ortiz	Data Analytics	cyrus@you.mail	Define and validate KPIs
IT Lead	Talia Jacobs	IT	talia@you.mail	Manage data integration and security
Finance Head	Bennie Goodwin	Finance	bennie@you.mail	Provide financial metrics and targets
Operations Lead	Houston Smith	Operations	houston@you.mail	Define operational metrics

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III. Requirements for Data-Driven Decision Making

The BI solution should facilitate data-driven decision-making by providing intuitive, role-based dashboards and automated reporting for various departments.

• Data Sources: Customer transactions, ERP system, CRM database, and third-party market data.

• KPIs Required: Customer acquisition cost, revenue growth, and customer retention rate.

• Dashboard Views: Role-based access to dashboards for Sales, Marketing, Finance, and Operations departments.

• Frequency of Updates: Real-time and daily updates.

• Deadline for Completion: April 1, 2050.

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IV. Requirements for Performance Monitoring and Reporting

This BI system will serve as the primary source for monitoring key performance indicators (KPIs) and generating automated reports to track performance.

• KPIs and Metrics: Monthly revenue growth, product demand, customer satisfaction index.

• Report Formats: PDF and Excel formats with custom filters for specific departments.

• Automated Reports Frequency: Monthly (Finance), Weekly (Sales), Daily (Operations).

• Dashboard Visualizations: Interactive charts, trend lines, and goal-tracking for quarterly targets.

• Deadline for Initial Setup: June 5, 2050.

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V. Data Integration Requirements

The system will integrate data from multiple departments to ensure comprehensive, cross-departmental insights are available in a centralized platform.

• Data Sources: Sales database, CRM, Supply Chain Management (SCM) system, HR database.

• Data Standardization Protocols: Data cleansing rules and validation checks to ensure consistency.

• Data Refresh Rate: Daily syncs for operational data; weekly for HR and SCM data.

• Integration Tool Required: Cloud-based ETL tool (e.g., Azure Data Factory).

• Deadline for Data Integration Setup: July 20, 2050.

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VI. Data Quality and Compliance Standards

To maintain high data quality and compliance, especially in financial and customer-related data, the BI system will include validation and security protocols.

• Data Accuracy Standards: Accuracy rate of at least 99.5% in financial and customer data.

• Security Requirements: Compliance with GDPR, CCPA, and internal data protection policies.

• Quality Checks: Automated validation for missing data, outliers, and duplicates.

• User Access Controls: Role-based permissions with monthly audits.

• Implementation Deadline: August 10, 2050.

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VII. Predictive and Prescriptive Analytics Requirements

Advanced analytics models will be implemented to support forecasting and scenario planning for key business areas.

• Predictive Models: Demand forecasting, customer churn prediction.

• Data Inputs: Historical sales data, customer feedback, website analytics.

• Model Accuracy Goal: At least 85% accuracy in demand forecasting.

• Visualization and Reporting: Scenario comparison charts, interactive what-if analyses.

• Deadline for Initial Model Implementation: September 30, 2050.

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VIII. Conclusion

This Business Intelligence Requirements Document sets the foundation for [YOUR COMPANY NAME]’s BI project, ensuring the solution aligns with business goals and user needs. By leveraging comprehensive data integration, real-time reporting, and predictive analytics, [YOUR COMPANY NAME] will gain a competitive advantage through improved decision-making and operational efficiency.

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