What to expect when you sign up with KPI Pulse
Initial scoping call
The process starts off with a scoping call, where one of our analysts work with you to identify:
Data sources - what systems are in use
Key metrics required
Update frequency
Data integration between systems
Priority - what could be delivered as soon as possible?
Technical contracts
Project plan
After the scoping call, we provide you with a project plan, which outlines the deliverables and timelines
Key metrics
Data sources
Technical integration
Phase 1 deliverables
Technical connectivity
Our technical team connects to your applications and data
sources:
Cloud applications
On-premise connections (if required)
Database build
Initial data load and review
Build your environment
We build you a custom data automation system:
Build the main server environment (cloud or on-premise)
Connect to on-premise & cloud applications
Configure 'industrial grade' security
Initial data load and review
Once connected to the applications, data can be loaded into the staging database:
Our BA meets with you to review the data
You can view your data within a spreadsheet or your own BI tool
Data may need to be validated
Data transformers & calculations
To make it easier for users, the data often needs to be 'transformed' and calculations added:
Some examples are converting dates and time to be in the same format.
Calculating profit on goods sold
Phase 1 - go live & test
Once connected to the applications, data can be loaded into the staging database:
Data can be reviewed by using Power BI or Excel
Data may need to be validated
Phase 2 - refine & broad scale adoption
Based on your feedback, we make adjustments to the data and reports.
Data views & reports are provided to all users
Further monitoring and feedback - refinements as required
On-going enhancements & support
As your business evolves and changes, your data needs might as well
Our on-going engagement ensures that data flows continue
As needs change, data & reports may be adjusted to ensure that your users get the most value
What to expect when
you sign up
with KPI Pulse
Initial scoping call
The process starts off with a scoping call,
where one of our analysts work with you to identify:
Data sources - what systems are in use
Key metrics required
Update frequency
Data integration between systems
Priority - what could be delivered as soon as possible?
Technical contracts
Project plan
After the scoping call, we provide you with a project plan, which outlines the deliverables and timelines
Key metrics
Data sources
Technical integration
Phase 1 deliverables
Technical connectivity
Our technical team connects to your applications and data
sources:
Cloud applications
On-premise connections (if required)
Database build
Initial data load and review
Build your environment
We build you a custom data automation system:
Build the main server environment (cloud or on-premise)
Connect to on-premise & cloud applications
Configure 'industrial grade' security
Initial data load
and review
Once connected to the applications, data can be loaded into the staging database:
Our BA meets with you to review the data
You can view your data within a spreadsheet or your own BI tool
Data may need to be validated
Data transformers
& calculations
To make it easier for users, the data often needs to be 'transformed' and calculations added:
Some examples are converting dates and time to be in the same format.
Calculating profit on goods sold
Phase 1 - go live & test
Once connected to the applications, data can be loaded into the staging database:
Data can be reviewed by using Power BI or Excel
Data may need to be validated
Phase 2 - refine &
broad scale adoption
Based on your feedback, we make adjustments to the data and reports.
Data views & reports are provided to all users
Further monitoring and feedback - refinements as required
On-going
enhancements & support
As your business evolves and changes, your data needs might as well
Our on-going engagement ensures that data flows continue
As needs change, data & reports may be adjusted to ensure that your users get the most value