Needs Analysis | iSOCRATES

Email

First Name And Last Name

Company

Role

Company Size (FTE)

BI/Operating System Goal(s)?

Tell us About Your Organization - Lets Talk About Your Data Culture

Briefly Describe Your Organization's Domain, Industry or Vertical

Are there any groups or individuals in your organization who will benefit from and/or interact with MADTechBI™ going forward?

Who will be using MADTechBI™?

Internal Users

External Clients

Both Internal Users And External Clients

How do you currently use data, analytics, and reporting at your organization?

Who currently manages your data reporting and how are they doing it?

Does your company have any data and/or analytical specialists on staff? If so, what are their roles? (e.g. analysts, data engineers, data scientists, developers)

What are the goals or objectives you would like to measure?

Does your organization use G Suite(Google)?

Yes

No

Tell us About Your Data - This is where we cover the Technical points.

What are the number of unique data sources to be integrated with MADTechBI™ by iSOCRATES?

Where do you gather your data from or which specific data sources iSOCRATES needs to integrate? Select all that apply (You can specify your data source name if your required data source is not found in the list below)

Do you currently store your data in any of the below databases or data warehouses? (Skip this question if it's not relevant or you're not sure.)

What Key Performance Indicators do you need to track? Select all that apply (You can specify your metric name if your required metric is not found in the list below)

Do you use any formal naming conventions as it relates to labeling your data?

Yes

No

I'm not sure

Approximately how much data do you need to ingested each month? You can express your answer in storage size and/or time frame (or in MB/GB/TB).

Does iSOCRATES need to perform any data clean-up before loading your data into MADTechBI™? If yes, can you describe the clean-up process on a high level?

What time frame of data should iSOCRATES retain for MADTechBI™ usage?

In which time zone should your data should be pulled/updated into MADTechBI™?

Tell us about your requirements - What are some basic functionalities you need to have?

Type(s) of users and how many MADTechBI™ user accounts are needed?

Design Users

1-10

11-49

50 and more

Reader Users

1-10

11-49

50 and more

How many new dashboards and scorecards are needed per year?

At minimum, how frequently do you want MADTechBI™ to update?

Do you want to “white label” your MADTechBI™ or make it conform to your brand identity?

Yes

No

I’m not sure

What will be your main screen(s) for using MADTechBI™? Select all that apply.

Does your organization's data need to comply with any security regulations? Select all that apply. (Skip this question if it's not relevant or you're not sure.)

HIPAA

FedRAMP

PCI

Other

Tell us about your wish list - What are some other features you would like to have in MADTechBI™?

The ability to "filter" your data with specific dimensions? (e.g. break down your results by date range, region, OS, referral)

Required

Not Required

The ability to blend and merge your data from different sources/platforms.

Required

Not Required

The ability to save data visualizations in PDF, image formats, Powerpoint, Keynote.

Required

Not Required

The ability to schedule and email “snapshots” of a dashboard.

Required

Not Required

The ability to set alerts and receive notifications whenever you reach a goal or limit.

Required

Not Required

The ability to see usage statistics (e.g., who logs into MADTechBI™ and when, what they see)

Required

Not Required

Any other features or benefits you would like to access?

Tell us about your plans - This is where we think long term.

What is your annual budget for licensing MADTechBI™?

What is your desired time frame for rolling out MADTechBI™?

30 days

60 days

90 days

Other

What is your desired Term of Contract?

12 months

24 months

36 months

What is your desired support response time?

4 hrs

6 hrs

12 hrs

24 hrs

Any other thoughts you’d like to share or questions you would like to ask?

MADTechBITM Needs Analysis

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MADTechBI^TM Needs Analysis