Business Intelligence & Reporting
The right dashboards for the right stakeholders? What sounds like a marketing message is the basis for a shared understanding of KPIs and analytics.
In order to be able to make data-driven decisions, specialist departments and management need reports tailored to them - and that is why business intelligence is such an important part of the data strategy.
Not only must the data be structured and prepared, but also the visualization of it - because with a good dashboard, it is immediately clear how figures are developing and what forecasts for the future look like.
Our process
Request recording
- Definition of metrics and attributes as well as clarification of the dashboard's purpose: Strategic Monitoring (Guided/Tactical Dashboards) or Exploratory Analysis (Analytics Dashboards).
- Collection of further information on the required granularity, filter options, and frequency of data delivery
- Consideration of requirements from the areas of organization & culture, such as role and authorization concepts
Wireframing
- Initial implementation of requirements in detailed wireframes to get an impression of “Look & feel” of the final product to receive
- Agile review of requirements within the scope of the Dashboard Requirement Process (DRP) to ensure relevance and prevent inefficient "Duck Dashboards."
- Early involvement of future end users in the development process to promote ownership, before the first steps of actual implementation start
- Development of templates for design standards if not yet available
Visualizing
- Implementation of the wireframes and the Template Catalog by TDI experts or in co-working sessions with your internal analysts.
- The selection of the Business Intelligence Tool is always tool-agnostic, oriented towards the customer's goal, maturity level, and existing tech stack.
- Ensuring Data Lineage directly within the dashboard context, so users can trace the source and quality of the displayed KPIs.
- Agile delivery of reports to end-users in short cycles for rapid feedback and optimization.
AI-Driven Decisions: We implement GenBI & Reporting with guaranteed acceptance.
Our Mission: Creating Decision-Making Foundations
We take Business Intelligence & Reporting to the next level: away from rigid reports, towards AI-driven, interactive decision-making foundations.
The right dashboards for the right stakeholders? That's the foundation for a shared understanding of KPIs. We ensure that your visualization delivers clear insights at first glance.
The Measurable Impact through GenBI
Time-to-Insight -50% AI-driven dashboards deliver answers in seconds, not hours.
Acceptance +30% Early involvement of end users in wireframing and design processes.
ROI in 6 Months Focus on implementing solutions that deliver immediate business value.
Your 5-Phase Implementation Process (How We Proceed)
We start with a Data Audit (Phase 1), develop a BI Strategy (Phase 2), establish the data foundation (Phase 3), and implement (Phase 4) the solution. The focus is on final acceptance: enabling stakeholders (Phase 5).
Do you still need the fundamentals, definitions, and all background information on GenBI and AI-driven data analysis? All information that doesn't directly relate to your 5-phase process can be found centrally in our expert guide.
This is how we go about establishing Reporting & BI
From audit to strategy and implementation to enablement of all employees — together, we create the basis for big data and data-driven decisions.
Status check - the audit
As a first step in building reporting and business intelligence, we analyze the company's existing maturity level in terms of data — our Data Audit. In doing so, we identify the first use cases for dashboards and reports, which we develop and implement in further cooperation. In doing so, we include the weak points and requirements of the company.
Development of a BI Strategy
Based on the audit, we develop a business intelligence strategy tailored to the company, which takes into account both short-term and long-term goals. To do this, we also examine the tool stack and involve the relevant stakeholders and the entire data department. Because a strategy must fit into the culture and the organization.
Data integration and preparation
In the next step, the strategy is implemented: Relevant data sources are integrated, and a consistent, reliable data foundation is established. This data is structured and cleaned. This explicitly includes the implementation of Data Governance guidelines to guarantee the consistency of your KPIs across all business units. Without this foundation, you risk contradictory reports.
Implementation of Reporting and BI Solutions
Now it's time to build your first dashboards! At The Data Institute, we recommend software that suits the respective company and is state-of-the-art - because there is little worse than implementing software that is no longer modern a little later and fits the rest of the tech stack. The dashboards and reports must be adapted to the respective stakeholders.
Enabling stakeholders
The newly created reports and BI solutions are then presented to the respective stakeholders and adapted if further requests arise.

To the ultimate guide: GenBi AI-driven data analysis
Reporting and BI in our framework
We always work with the organization, culture and architecture framework.
Because in our opinion, these 3 areas are the most important factors for successfully anchoring data in the company in the long term.
Reporting and Business Intelligence must also be included in this framework. Access to relevant data is an important step towards increasing awareness of data that architecture Describes the tools and systems that are necessary for BI and in the organization It states what responsibilities and structures look like with regard to the use of data.
The Data Institute — the strong partner for the use of reporting and business intelligence
See data at a glance and make decisions based on these? That is the goal that we want to achieve as advice to our customers. Quick impact, but at the same time long-term strategies that make companies sustainable and successful.

What services can be combined withBusiness Intelligence & Reporting?
Case studies on the subjectBusiness Intelligence & Reporting
You can find suitable examples of our work on this topic in the following case studies:
Data news for pros
Want to know more? Then subscribe to our newsletter! Regular news from the data world about new developments, tools, best practices and events!
