Business Intelligence Audit

Your company's data is the foundation of everything! To make the most of it, you need to know how to analyze it. That is where a BI tool becomes essential, putting key information in the hands of users across the company.

Over time, you may run into functional or technical limits with your business intelligence tool. The question then is whether it still meets your original needs or needs adjusting. An audit helps you step back. We bring our BI consulting expertise on usage and possible improvements to keep your solution in line with your needs.

What is a BI audit?

Run by our team of BI experts, a BI audit reviews how your solution is used, along with its functional and technical processes.

To do this, we first check that the solution’s architecture and performance fit your usage and data volumes. Then we dig into the scripts and settings to verify that best practices for extraction, modeling and development are being followed, or to see where they can be optimized. All of this analysis aims to optimize your tool’s technical performance.

The audit can also cover functional and organizational aspects, to determine whether your dashboards are optimally designed to meet your needs and whether your current access rights and data governance match your expectations.

Your BI solution hasn’t evolved in years…

Have you ever felt that your BI tool isn’t optimized or is becoming outdated? That instead of the tool adapting to you, you keep adapting to the tool? That your users would rather stop using the solution because they can no longer find their way around it? Would you like to do more with your data?

It’s time to upgrade

Synolia and its BI experts support you in optimizing your BI solution and guide you toward the best alternatives.

What the audit reveals

Through the audit, our BI team gives you recommendations and advice on the actions to take to get the most out of your tool. The audit can also highlight:

  • Features that have gone unused so far and been overlooked by users, but that would meet new needs
  • Best practices that are not being followed (extraction, modeling, visualization)
  • The need for BI training to better understand your tool
  • Advice on defining your BI governance processes (Who does what? Who sees what?)
  • A strategic roadmap for the evolution of your BI platform
  • Recommendations on project organization around your BI tool and its administration processes
  • Visibility into the solution’s new features
  • Performance issues caused by development work or architecture

Our business intelligence solutions

  • Logo Qlik

    Qlik offers a complete data integration and analytics platform to maximize the value of all your data.

    The solution brings your data together, gives it meaning and makes it reliable so you can analyze it. Intuitive and visual, it lets business teams explore and understand their data, solve problems and reach their goals.

    Our data and business intelligence team is Qlik-certified and highly experienced in implementing the solution.

    Learn more about Qlik

Our methodology for auditing a business intelligence application

Our audit method follows four steps: scope, understand, analyze and recommend. To give you the best advice and recommendations, we audit your BI tool from two angles: functional and technical.

The functional audit

Your Synolia consultant talks with you to understand all your processes and usage habits on the BI solution, to get a clear picture of your expectations and business goals. The aim is to identify any blockers or pain points with the existing solution, and to highlight what is working well for you.
The functional audit can also include support in defining your project organization around the BI solution. It helps you define the best way to evolve your dashboards and choose, together with your IT department, the governance to apply to your data.

The technical audit

Synolia’s technical experts then move on to the technical analysis. They get hands-on with the environment to see what can be optimized and whether best practices are being followed. To do this, Synolia’s consultants carry out an in-depth study to fully understand the structure of your BI environment. They then audit the solution from a development and architecture standpoint (administration, data models, scripts, visualizations, performance testing, security, etc.). The goal is to recommend, in order of priority, the actions that can be taken to improve architecture and performance.

The findings presentation

After these two audits, we hold a detailed review session where our teams present the audit results. They also propose a roadmap to help you reach your goals and improve how you use your BI solution. We answer your questions and, when needed, help you prioritize your needs.

    Want an audit of your BI tool? Our team will be happy to help you make data a true ally.
    Contact us!