Playbook for Implementing a Business Intelligence Portal

When implementing Metric Insights BI Portal with customers, we often use playbooks to help ensure a successful rollout of use cases. They have been created with Metric Insights in mind, but generally apply to the implementation of any Business Intelligence Portal solution.

Below covers 2 playbooks (combined into a single PDF).

The first playbook covers the key steps to rolling out content via a single, consolidate BI Portal. Some of the topics include: content selection, organization, and metadata management.

The second playbook covers the implementation of Portal Pages. These are landing pages in the portal that contain the critical data that each group of users needs. It covers things like design and layout, access security, and embedded functionality.

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