Before using Birst

Before getting started with Birst it is helpful to have made some high-level design and scoping decisions based on the needs of your organization. Stakeholders in your organization can provide input to guide your Birst projects by answering questions such as:

• Who is your end-user audience: executives, customers, internal employees?
• What types of reports and dashboards do users need and how will they access them?
• What do they want to measure: sales, inventory, performance?
• What do they want to analyze or categorize the measures against: by time, by company, by employee?
• What data do you need to gather and analyze in order to provide the information?
• What are your data sources and where do they reside?
• How often do these data sources get refreshed?
• Who is on the team that will model the data, create reports, and compose dashboards?
• Who will require administrative access?
• What are the security requirements for your data? Do you have sensitive private data that must be protected?

Answers to these questions will help you define how to make Birst work best for your organization.