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Table 2 Detailed methodology steps, with roles

From: A goal-oriented, business intelligence-supported decision-making methodology

Steps Activity Input Output Involved roles
Step 1 Create goal models Interview data Goal models Analysts: interviewers & modellers
Consumers: interviewees
Define the KPIs Interview data & existing KPI monitoring systems Performance model Analysts: interviewers & modellers
Consumers: interviewees
Identify analysis types & specify new KPIs Goal and performance models Analysis types Consumers: identify the required analysis
Step 2 Add new KPIs Performance model Refined performance model Analysts
Refine cause-effect relationships Performance model Refined performance model Analysts
Connect KPIs to BI data sources Performance model Performance model connected to BI data sources BI Experts: BI related activities
Analysts: Provide the required information for BI experts
Create decision options diagrams Interview data, business plans and other related documents Decision model Analysts: interviewers & modellers
Consumer: interviewees
Make a decision Decision model, goal model and performance model Changes in the business Consumers: Make decisions
Analysts: Provide input to consumers as required
Model required processes Interview data & current process models Process model Analysts: Interviewers & Modellers
Consumers: Interviewees
Adaptation lifecycle (Optional) Models (Goals, Performance, Processes) Adapted models Analysts
Step 3 Model threats and opportunities (situations) Performance model Performance & Goal models + Situations Analysts
Add required monitoring KPIs Performance model Performance model + New KPIs Analysts
Monitor and refine the model Goal and performance model Refined models and a new iteration Analysts: Monitor and refine
Consumers: Monitor