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 |