Passionned Group™

Business Intelligence roles and competencies

Automation is always about people. This is certainly true with regard to ‘automating’ decisions and transforming data into ‘actionable intelligence’. The point is that people will use this information and start acting differently. In order to create a proper (well-designed) Intelligent organization, we will need people in certain roles, with specific (behavioral) competencies, experience and knowledge, first on a project basis and later in the daily operations. In this article, we describe the ideal Business Intelligence project organization. Note that, in practice, we do not always require all roles or we cannot always facilitate all roles, due for example to budgetary constraints.

Key competencies broken down by function

The different BI roles

The different roles are also shown in the figure below. They are subdivided into basic roles (yellow) and additional roles (blue).

Business intelligence roles and competences

Figure 1: The different roles that are required for a Business Intelligence project, split into two dimensions Management / Execution and Technology / Business.

Effective BI project teams are characterized – in contrast with conventional IT project teams – by their multidisciplinary nature: business professionals, usability experts, information analysts, (senior) managers, they all play prominent role on the Business Intelligence stage:

1. Business Intelligence project manager

The Business Intelligence project manager has knowledge of both business and technology and knows how to bridge the gap between all stakeholders involved in the project.

They understand the politics that are involved in Business Intelligence and they are the main discussion partner for the client when it comes to schedules, budgets, targets and resources. The project manager often works with multiple clients across multiple departments and therefore should be sure of their ground.

This is especially true when clients tend to go for short-term solutions and fail to opt for a balanced data warehouse architecture. The project manager should prevent these clients from opting for a much less flexible ‘report database’.

Obviously, the project manager has sufficient experience with and knowledge of Business Intelligence architectures, data warehousing and data models, however their greatest asset is their ability to weigh up various interests and to unearth the differing arguments.

This allows them to map out the best way of achieving good project results in terms of quality, budget and return, with satisfied clients and users as a result. The project manager reports to the steering committee and maintains an extensive network of relationships with external consultants, the business managers, experts and suppliers.

Key competencies Project Manager

2. Business Analyst

The business analyst is the ‘key user’ of the BI system and works in close collaboration with the BI consultant, the client, the sponsor and the users.

They often act as a product director on the client’s side. They create the most important reports and provide – both on request and on their own initiative – ad hoc analysis for managers and knowledge workers. They have thorough knowledge of the business processes and know the underlying systems well.

The business analyst – often jointly responsible with controllers – determines the indicators and dimensions and makes sure these are unambiguous, consistent and recognizable. They assist the organization’s management with all types of reports and analysis thereby making good use of the possibilities offered by the various BI tools – from reports to interactive analysis, from visualization to data mining.

Key competencies Business analyst

3. Technical BI project manager

The technical BI project manager mainly focuses on technology and on efficient implementation of the plans once these are accepted.

They control the project on an operational level and they manage the BI architect, the Business Intelligence-consultant, the ETL developer and the system administrators. Often, they are a working supervisor. In smaller projects, the technical project manager often also takes on the roles of project manager and/or architect.

Key competencies Technical project leader

4. Business Intelligence consultant

The BI consultant is the link pin between the technical and business roles, at an operational level. They translate the information requirements into technical specifications and are responsible for the final changes in the functional design.

The Business Intelligence consultant works closely together with the business analyst, the ETL developer and the Business Intelligence architect. They are generally responsible for the design, the construction and the maintenance of the data marts and data cubes and he ensures that all essential analysis functionality is embedded.

Key competencies BI consultant

5. Business Intelligence client

The client (or business manager) determines both the scope and the business case for BI and does this together with the users, the business analyst and the project manager.

They approve (or rejects) the plan of action and provides the budget. They ensure availability of resources within the organization and have sufficient knowledge of the overall possibilities of Business Intelligence, data warehouses, KPIs and portals.

They make sure that major course changes are pre-discussed and agreed upon and they are the chairperson of the steering committee. Often, the client is also one of the main sponsors of the project. Large projects often appoint a so-called ‘delegated client’ – usually the information manager – who represents the client with regard to operational issues.

Key competencies client

6. ETL developer

The ETL developer designs and develops the ETL processes for the data warehouse – or makes sure that it is being done.

Key competencies ETL developer

7. Business Intelligence sponsor

The Business Intelligence sponsor is a future user of the Business Intelligence system who usually appears at the time the possibilities of the Business Intelligence system take shape or have already (partially) been established.

In most cases, the sponsor is a member of the management team or even of the Board of Directors. The sponsor plays an important role in projects that exceed the boundaries of departments or business units and in which different interests must be weighed. They support the concept of a single version of the truth.

Together with the business analyst, the sponsor designs the initial integral reports and analyses and does this with a certain ease. Where necessary, they promote the Business Intelligence system within the management team and at lower management levels. They have a decisive role in the steering committee, particularly when it comes to determining the future increments and the actual using of information and knowledge in the organization by ensuring that the management information is embedded in the PDCA cycle at different levels.

Key competencies Sponsor

8. Database Administrator (DBA)

The Database Administrator (DBA) makes sure that the databases and the data models are created on the computer systems and monitors the growth of the data.

They alert the organization if actions are needed with regard to data (growth). They also monitor – usually in close consultation with the system administrators – the processing of the data warehouse and warns the BI project manager if something goes wrong.

Where necessary, they resolve the issue and reloads the data warehouse. The DBA also takes care of the monitoring of the response times of reports and analysis and works with the BI consultant in order to – if necessary – add aggregations or indexes. Lastly, the DBA ensures timely transferring of historical data from the data warehouse to an archive.

Key competencies DBA

9. Business Intelligence architect

The Business Intelligence architect translates the basic principles of Business Intelligence, the business requirements and the information needs into a future-proof data warehouse (and/or portal) architecture.

It is very important that the architecture is future-proof because the return on BI systems generally increases as more and more source systems are connected to it and when it supports additional business processes. The architect thus has a crucial role when it comes to the long-term interests of Business Intelligence and may therefore be a bit difficult when dealing with BI project managers or clients who tend to focus on the short term.

The architect has a thorough knowledge of the main IT technologies and architectures and is able to provide generic solutions, structures and data models quickly. They do not operate individually and are very creative and communicative.

Key competencies BI architect

10. System administrator

The system administrator both installs and configures the hardware and Business Intelligence-software and monitors the availability of the systems and services.

They also control and monitor both the system load and the performance. Lastly, the system administrator ensures reliable user authentication as well as – together with the DBA – the authorization of the various components of the BI system.

Key competencies System administrator

11. Business Intelligence user

Business Intelligence users exist both at operational and executive level. After all, BI systems serve all levels in the organization.

At the lower levels, we find both the subject matter experts and the process experts, who can tell us ‘everything’ about the benefit of processes at different stages, how these processes run and what dependencies and exceptions exist. At the higher levels, we find the managers.

They primarily explain and manage the correlations between processes and the associated indicators. The user is often also the tester and has an important voice in the acceptance of the BI system.

Key competencies User

12. Additional Business Intelligence roles

These roles are necessary in particular in the larger BI projects:

In smaller BI projects, we can easily combine some of these roles. We could combine the roles of technical project manager and project manager, the BI consultant and the trainer, or the client and the sponsor. In large projects, these roles are usually not combined. In fact, we then even add some of the additional roles – meta data manager, usability expert and so forth – to the project team.

A multidisciplinary project team

For a multidisciplinary project team to properly function, it is necessary that adjacent roles have sufficient knowledge of each other’s problems, experience, ambitions, plans and expertise. Each role should be able to communicate easily – speak each other’s language – with its adjacent roles in order to quickly ‘change gear’ and take action. This should be the main focus of the project manager, in addition to compiling an expert team –, particularly at the start of the project. This aspect is particularly important because, in the world of Business Intelligence, there are many different ideas with respect to the architecture and the most suitable data model. It is the task of the project managers to bring these different ideas to light and then to work towards a shared vision.


Peter wrote on 2020-09-29 - 16:09:

very good explanation. I am now doing a Business Intelligence training course and have recommended this article to all my colleagues. It clarifies the roles and other aspects related with a project in Business Intelligence. Thank you