Gathering BI and reporting requirements
It is important to start working on reports and the BI stream early on, along with the rest of the functional areas. Most of the time, reporting is not addressed as part of the analysis state. However, one of the most important goals of a new ERP implementation is to get better and real-time visibility into the business.
To start this process, work with the business to compile a list of reports—dashboards, kpis, operational reports—that are currently used to run the business. Document their use and the actions that are driven by those reports. Also, spend time to learn about the vision of the business leaders and the information that they would like to see, which they don't have currently. A combination of the current and future states would help you define the BI/reporting road map.
When gathering and documenting reporting requirements, make sure you ask the business users the following questions so that you can evaluate the need...
