• Improve Collaboration and Productivity
• Streamline Decision-Making
• Optimize Time and Resources by Providing Business Users with Intuitive Tools
• Engender an Environment That Will Support Citizen Data Scientists

Review and Address Culture and Workflow – Take a look at a) the technical skills and technology use of your users, managers and executives, and understand how and when they use data. How is data used (if at all) to make decisions, or gain approval? In order to make the best use of Mobile BI, you will want to integrate this solution into the day-to-day process, and be sure that there is an access loop for executives and managers to receive and review data from users.

Establish Objectives and Metrics – We discussed the fact that you must understand your requirements, but you should also use those requirements to define objectives for the project and to set metrics and key performance indicators (KPIs) that will tell you that the users are leveraging the mobile business intelligence solution, and that the data produced is having a positive impact on organizational goals. Be sure to create a review process for metrics, so that you can identify trends and modify metrics and processes to adapt to change.

Review Data Accessibility and Quality – Ensure that your users have access to accurate data. Do you have a process in place to allow for data gathering, cleansing and validation? Have you eliminated redundant or duplicate records? Is the data you wish to use in Mobile BI easily integrated and accessible? Your users will not want to go to another source to get information so, if you want them to use Mobile BI tools, you must make the right information available to them within the Mobile BI environment.

Review the Need for User Training – Even when your users have access to most intuitive solutions, you may wish to have a simple training session to be sure that all users understand a) what is expected of them, b) how to use the solution most effectively and c) how to get help if they have questions or issues.

Reports and Visualization – Be sure that the mobile business intelligence solution you choose supports a seamless user experience, and allows users to easily see dashboards, reports etc. so that they can incorporate data and reporting into their staff reports, their meetings, and their recommendations to management without expensive, time-consuming report customization or custom visualization designs.

User and Data Volume – Be sure that you plan for expansion of the mobile BI solution. As you add departments, divisions, user groups and additional data sources, you will want to ensure that your devices, network, and mobile BI solution can support the additional load, and still perform well.

The Data-Driven Organization – It is all well and good to encourage your users to work with data, to analyze information and use that information to present ideas and solutions to management, but if the executive team or the middle managers do not accept and reward the use of data in decision-making, the mobile BI solution will be just another toy. Staff assessments and career evaluations should support fact-based decision making and discourage guesswork and opinion as a means to drawing conclusions. Team members and managers should solicit and encourage the use of data during staff meetings and to support reports and decisions.