When implementing Metric Insights with customers, we often use playbooks to help ensure a successful rollout of use cases. We have decided to publish these playbooks for use generally. 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. It covers:

  • Content Selection
  • Organization
  • Metadata Management
  • Discoverability
  • User Permissions & Security
  • On-going Maintenance
Metric Insights BI Portal

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:

  • Content selection
  • Design & Layout
  • Embedded Functionality
  • Access & Security
BI Portal Page
Example of a Portal Page

The playbooks ensure you’re not missing anything when you roll out these features and give you a template for capturing requirements.

Fill out the form to download the playbook.

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