What’s important at a bi-system?

When purchasing a bi-system, you should pay particular attention to some things so that the BI software really suits to your business and your concept. So it is useful to first define clear objectives, such as improving the information basis for business decisions. Following you should consider what your requirements for the bi-system are, how many users you have and what budget you have.


Based on these preliminary considerations, you can already make a preliminary selection of providers. Contact the supplier after and ask for a live product presentation. Think about a typical scenario for your company which you let demonstrate live in the shown bi-system. You should also request a trial version of bi-software in order to get a better feel for the system. It is also important to involve the employees who will use later the system in their work. Only employees, who are happy with the bi-system and can easily use it, will accept the software accordingly.


In the use of the trial version, you should make sure how the data is processed by the bi-software. So it is here important to get a detailed overview of the numbers which can be ideally traced back down to the account level. However, you should be able to create actively the commercially relevant processes and that you don’t need to adapt to the rigid structures of the bi-tool. A good bi-solution adapts to your business and not vice versa. So there are some bi-systems in which user-specific settings can be performed at any time independently. In addition, you should make sure that all the reports which you need, can be generated by the corresponding bi-system and whether if these reports are included by default.


Especially for SMEs, which aren’t using already a ERP-system, should pay attention if the bi-system can be used with as well as without an ERP-system and ideally should not need expensive ERP-connectors. Through this you ensure that the bi-system is now also available for you without an ERP system and can be used in accordance with the company's development with ERP-system. In this way you avoid the possibly necessary purchase of an ERP system which isn’t driving the costs up and exceeds your budget.


Ask explicitly for the total cost of a bi-system, which also includes the training and education costs. Some bi-systems are not immediately intuitive to use, so you either have to host a training and have to pay the instructor or you have to spend a lot of time to get to know the system. In addition to the total cost, it is also necessary to learn about the consequential costs such as for license extensions or the annual maintenance costs or the cost of updates. This can be avoided if you decide for a web-based bi-system, such as, for example, BusinessGuard. Click here to see our flyer and our short product presentation.



The 10 most important points in short form:

1 Define of your requirements.

2 Budget-setting.

3 Target definition for the system implementation.

4 Make a pre-selection.

5 Request product presentation as well as a trial version.

6 Pay attention to the manner of data processing.

7 Is an active organization of commercially relevant processes possible?

8 Necessary existence of an ERP system?

9 Deep integration of an ERP system if you already have an ERP system?

10 Inform about the total costs and the consequential costs.