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Implementing Qlik Sense
Implementing Qlik Sense

Implementing Qlik Sense: Design, Develop, and Validate BI solutions for consultants

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Implementing Qlik Sense

Preparing for the Project

In the previous chapter, we talked about defining a consultant. We also looked at why consultants are valued and what a client expects from a consultant.

This chapter is about the importance of preparing for a project. Before starting, let me put before you some powerful quotes:

A man who does not plan long ahead will find trouble at his door.
-Confucius
By failing to prepare, you are preparing to fail.
-Benjamin Franklin
Planning is a process of choosing among those many options. If we do not choose to plan, then we choose to have others plan for us.
-Richard I. Winwood

These quotes may have been made several years ago, but they still hold true. A very critical aspect of the project, often neglected, is the preparatory phase. This is the phase where a consultant should invest a good amount of his/her time.

In our childhood, we heard about the story of...

Knowing about the company

An important step in preparation is spending time understanding your customer better. Unless this happens, you will be delivering a standard project and nothing more.

You can acquire some measure of knowledge from various research techniques, but nothing beats living, breathing, and feeling the same things your prospect (customers) do.
-John Jantsch

Every company has a different way of functioning. Since businesses are extremely dynamic; lots of companies keep adapting themselves. A consultant must be aware of how a particular industry functions.

Let’s take an example. If your client is from an insurance industry, it's important to know how the insurance industry is performing and what direction it is taking. Are there any announcements which are going to change the dynamics? Is there any new government order in pipeline that may alter the...

Understanding the existing landscape

One of the important aspects a consultant must look at is about the existing landscape. When we say landscape, it essentially means understanding how the client is managing analytics currently. It also means understanding the existing datasources and the existing BI tools. It also means understanding why the company is looking at changing their software. Let us look at each of these.

Existing data sources

Knowing the existing data sources helps you to plan better. It is good to know all the data points. It does matter if the systems are known software or are custom built. Known software are easier to tackle, but custom or legacy applications can pose lot of challenges. For known software...

Understanding organizational hierarchy

We briefly covered this in the Chapter 1, Consultant - An Introduction. Let’s look at why this can be a make or break situation for a consultant. A consultant needs to work with several functions in an organization. Every organization will have a hierarchy for each of these functions. A hierarchy is a structure in an organization where each level has a different role and responsibility. The hierarchy often reflects the different decision-making structures. The following is an example of the Sales hierarchy for a Multi-National Company (MNC):

Sales hierarchy for a MNC

If we look at preceding figure, it shows the Sales hierarchy for a large MNC. Though self-explanatory, we will try to cover in brief the different people involved. The structure is partial as it only covers America. The others, Europe and Asia, will also have similar...

What you need to study and prepare

The basic and crucial factor you need for preparation is the study of the website of your client. These days, the websites are very detailed and a lot of messaging is conveyed by them.

Studying a website helps you understand the nature of the business, the products/services the client sells, and the geographies in which it is present. Go through all the sections of the website in detail. The vision and mission statements will give you an idea of what the company is wanting to be. Make notes, and this will help you ask relevant questions in the requirement gathering phase.

The first step in exceeding your customer's expectations is to know those expectations.
- Roy H. Williams

Look at the preceding quote. How can you achieve this? Preparation is the key again. As you go through the website, look at the management team. Go through the profile...

Identifying your champion

Another crucial link for a consultant is to identify a project champion. A project champion is someone from the customer organization. Let's look at what a project champion does in a BI project:

  • Gives you an overview
  • Helps you in understanding organizational hierarchy
  • Helps you to identify organizational goals and objectives
  • Helps you to identify and meet key people
  • Helps you in defining KPI and helps in getting sign-offs
  • Helps to set the right expectations in the project
  • Helps you to understand the business challenges
  • Helps you to identify factors driving business adoption
  • Helps you to define success factors
  • Helps in the UAT phase
  • Drives the BI initiative after the consultant's role is over

As you can see, a project champion plays a critical role. For a project champion, rolling out the BI solution could be the most important factor, and...

Summary

This chapter focused on the importance of preparing for the project and explained the reasons why preparation is extremely important for a consultant before he/she starts actual work.

The chapter also covered what kinds of preparations a consultant must undertake. It's good for a consultant to know about the company, how it operates, and its goals and objectives.

We also looked at how a consultant should understand the different types of business users and the roles they play. The other aspects we looked at are important for a consultant in terms of understanding the data sources and various tools the client uses. The chapter also focused on what challenges the companies usually face, and lastly, the importance of a project champion and why it's important to work closely with him/her.

In the next chapter, we will look at the prerequisites before a consultant...

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Key benefits

  • Become a successful Qlik consultant with the help of this insightful guide
  • Build what is in line as well as exceeding your customer’s expectations from your Qlik Sense solutions using this highly practical guide
  • Build result-driven optimized BI solutions using Qlik with the help of industry examples

Description

Qlik Sense is a leading platform for business intelligence (BI) solutions. Qlik Sense helps organizations in making informed decisions based on the data they have. This book will teach you how to effectively use Qlik for optimum customer satisfaction. You will undergo a metamorphosis from a developer to a consultant who is capable of building the most suitable BI solutions for your clients. The book will take you through several business cases – this will give you enough insight to understand the needs of the client clearly and build a BI solution that meets or exceeds their expectations. Starting from the pre-project activities, you will go to the actual execution of the project, the implementation, and even maintenance. This book will give you all the information you need - from the strategy to requirement gathering to implementing BI solutions using Qlik Sense. The book will empower you to take the right decisions in tricky and diffi cult situations while developing analytics and dashboards.

Who is this book for?

If you have basic familiarity with Qlik Sense and want to upgrade your skills to become a full-fledged Qlik Consultant, this book is for you. With this book, you will be able to create efficient business intelligence solutions that would fetch client satisfaction, and in turn, more projects.

What you will learn

  • • Understand the importance and expectations of a consultant's role
  • • Engage with the customer to understand the ir goals and future
  • objectives
  • • Design the optimum architecture, using the best practices for the development and implementation
  • of your projects
  • • Ensure successful adoption using real-life examples to make your learning complete
  • • Learn about the important stages of a Qlik project's life cycle

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Oct 20, 2017
Length: 438 pages
Edition : 1st
Language : English
ISBN-13 : 9781786460448
Vendor :
Qlik
Category :
Tools :

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Product Details

Publication date : Oct 20, 2017
Length: 438 pages
Edition : 1st
Language : English
ISBN-13 : 9781786460448
Vendor :
Qlik
Category :
Tools :

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Frequently bought together


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Total 162.97
Mastering Qlik Sense
€41.99
Implementing Qlik Sense
€45.99
Qlik Sense: Advanced Data Visualization for Your Organization
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Total 162.97 Stars icon

Table of Contents

11 Chapters
Consultant - An Introduction Chevron down icon Chevron up icon
Preparing for the Project Chevron down icon Chevron up icon
Prerequisites to Start a Project Chevron down icon Chevron up icon
Requirement Gathering Chevron down icon Chevron up icon
Architecture Design Chevron down icon Chevron up icon
Development Chevron down icon Chevron up icon
Validation, UAT and Go-Live Chevron down icon Chevron up icon
Post Go-Live Chevron down icon Chevron up icon
Avoiding Common Pitfalls Chevron down icon Chevron up icon
Knowledge Sets Chevron down icon Chevron up icon
A Real Life Case-Study Chevron down icon Chevron up icon

Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
(5 Ratings)
5 star 60%
4 star 20%
3 star 0%
2 star 0%
1 star 20%
e Oct 30, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
As a project manager I like to save time reusing material. This book ideal for any project manager who wants to follow a well establish path and to share the material with colleagues.
Amazon Verified review Amazon
Amazon_Ayan Dey Mar 04, 2019
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Nice book for Qlik Technology
Amazon Verified review Amazon
NILESH JOGLEKAR Dec 02, 2017
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Implementing Qlik Sense is about approach in implementing BI projects successfully.So if you want to learn the Qlik Sense from development perspective this is not the book for you.This bookis about providing a detailed implementation approach to BI projects. This is really useful to Managers, team leads who are entrusted with BI implementation. The book provides a roadmap, a step-by-step approach to implementing BI projects.Any software project implementation has higher chance of success provided domain is well understood. More so in BI projects. The book has a chapternamed knowledge set which attempts to provide a quick overview of different domains. This will help the implementors in quickly starting to ramping upknowledge in a domain.The book provides questions that are relevant and help focus the discussion to get the user requirements. This kind of a list is a good starting point.It has practical tips and gives recommendations on how to implement BI projectsThe book then enlists common pitfalls that can make or break the projects. The authors share the lessons learnt and are useful to managers and team leads.Book concludes with a real life case study. The case study helps the reader to understand how the implementation approach is applied.
Amazon Verified review Amazon
Amazon Customer Dec 27, 2017
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
When it comes to technology, especially platforms like Qlik, hundreds of books have been written, online tutorials have been authored, free ebooks available to download and so on.. There are multiple ways one can approach learning this platform and different books focus on different aspects in great details! However what I have always found missing is application of these platforms & technologies in real world which not just revolves around implementing real world scenarios but largely focuses on what I call as "extended challenges"; solving these, navigating these are the most important ingredients of a successful project which finally delivers business value expected out of technology investments. This book will challenge you to look much beyond what you usually consider in a role of Qlik expert, it will force you to re-think your role and will help shape your thought process to become a successful consultant who listens to the customers, sees beyond the facts, connects the dots and ensures business value at the end, all from the perspective of reaping maximum benefits from this platform for your customer!
Amazon Verified review Amazon
Dimitri Shvorob Nov 05, 2017
Full star icon Empty star icon Empty star icon Empty star icon Empty star icon 1
What we have here is a nasty case of false advertising. A 400-page book called "Implementing Qlik Sense", and sold for $55, has maybe 100 pages of *random* Qlik Sense content. (Mind you, these are the low-payload Packt pages: in a book from a proper publisher, this would be 50). The authors did not want to write a book about Qlik Sense: my guess is they were out to produce a book about implementing data-analytics projects. In the event, they reached neither objective, and produced a low-quality, disjointed, derivative Frankenstein's monster of a book. BI professionals will understand the authors' technical level if I say that on page 29, they list "Terrada" among "data warehouse systems". One of the authors is apparently learning "Phython"; when I read that the other one is a "Qlik Sense MVP", I only wondered how high the bar for that achievement is. Karl Pover and Julian Villafuerte, both authors of Packt-published QlikView/Qlik Sense books, signed off on this thing as editorial reviewers - shame on them too. Finally, shame on Qlik, who, for a couple of years now, have failed to produce or support a quality book on Qlik Sense, inviting yet another unfavorable comparison with Tableau or Power BI. For the record, I hold certifications from all three vendors, i.e. Qlik, Tableau and Microsoft. Consider this when weighing my review against the five-star, one-line, zero-books-previously-reviewed reviews which are typical with Packt products and, I am sure, will in short course grace this page.
Amazon Verified review Amazon
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