The Business Intelligence Checklist is a practical guide for building a trusted and scalable BI practice. It covers 18 actions across strategy and ownership, metric standardization, self-service analytics, data foundations, adoption, and modern BI capabilities. Use it to identify gaps, improve reporting practices, and create a BI environment teams can trust and use.

Assess Your BI Environment

Review key areas of your BI ecosystem, including dashboard ownership, semantic models, self-service controls, data sources, report usage, and AI readiness. The checklist helps identify duplicate reports, inconsistent metrics, outdated dashboards, data silos, and governance gaps that affect decision-making.

Build a Modern BI Foundation

Apply proven practices to improve trust, adoption, and efficiency across your analytics environment. The checklist guides teams through metric definitions, certified models, governed self-service, modern platforms, real-time analytics, and AI-assisted insights built on reliable data.