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A 2-day course, that provides Concepts, Processes, and Templates that enable your team to deliver using an Agile approach to Business Intelligence.


One thing BI teams often could be better at is collecting unambiguous requirements, slotting those requirements into proven designs patterns and developing data and content to deliver at speed.

At OptimalBI we have adopted leading concepts, processes and templates to ensure successful delivery and then concentrated on how we break the business deliverables, such as a data warehouse subject area and dashboards, into small AgileBI blocks that can be delivered every three weeks; while ensuring we do not compromise the ability to provide the complete solution over a period of months.

We have taken this combination of methods and processes which we have been using successfully for years and distilled it into a 2-day workshop, so we can teach you to deliver like we do.



Business-driven priorities
Consistent team approach
Full visibility of workload
Talk to the business in plain English
Enable self-service BI


Data requirements designed for you
Upfront input into the data model
Agreed workload and estimates
Realistic development timescales
Enhanced communication with users


Focus on the test approach
Coach team on how to test
Realistic testing timescales
Automated test execution / regression
Enable Test Driven Development


Know the BI lifecycle
Capture data requirements
Learn a common BI-specific language
Handover without re-translation
Repeatable framework
Document the right level of detail


Clear visual requirements upfront
Get access to data early
Agreed workload
Better estimates of effort to deliver
Prototype as you go
Faster report delivery


Make trade-off decisions
Re-prioritise when required
Guided input into requirements
Agreed realistic timescales
Prototypes provide early visibility
Enable better communication with stakeholders

Course Modules

The training is interactive with a split of 60% presentation and 40% exercises.


Module 0 - Agile meets Business Intelligence

As a BI Practioner
I want to understand what Agile is and how it works
So that I understand what it involves and why we should use it

Acceptance Criteria

  • Understand the different problems Agile aims to solve
  • Learn the background and history of Agile
  • Identify the many different Agile approaches available
Module 1 - Agile teams

As a BI Practioner
I want to understand what an Agile team is and how they work
So that I understand how to build our own team

Acceptance Criteria

  • Understand why an Agile team becomes self-managing
  • Learn how an Agile team is constructed and the roles involved
  • Learn the importance of T-skills
  • Learn how to foster team relationships during times of stress
Module 2 - Agile meets Business Intelligence

As a BI Practioner
I want to understand what Agile is and how it works
So that I understand what it involves and why we should use it

Acceptance Criteria

  • Understand the different problems Agile aims to solve
  • Learn the background and history of Agile
  • Identify the many different Agile approaches available
Module 3 - AgileBI Process

As a BI Practioner
I want to understand how to use Agile in a Business Intelligence context
So that I can implement Agile for my BI delivery without having to reinvent the wheel

Acceptance Criteria

  • Understand the difference between “Doing Agile” and “Being Agile”
  • Understand how the traditional BI delivery phases work with an Agile approach
  • Learn the end to end AgileBI process required to deliver successfully
  • Learn which Agile method to use and when
  • Learn how to use Scrum and Kanban to manage new deliveries and BAU concurrently
  • Understand how to use Developer Stories in a AgileBI context
Module 4 - Vision and Scope

As a BI Practioner
I want to understand how to set expectations and agree the initial scope for a set of iterations
So that I have some boundaries to which changes can be made

Acceptance Criteria

  • Understand the components needed to set a vision and scope
  • Learn how to create a vision statement
  • Learn how to quickly identify relevant principals, constraints, dependencies and assumptions
  • Understand the value of context diagrams
  • Learn how to identify key stakeholders
  • Learn how to  backlog groom and prioritise Epics
Module 5 - Requirements

As a BI Practioner
I want to understand how to gather requirements with agility
So that the team can build straight from them without massive rework

Acceptance Criteria

  • Understand the different types of requirements to be gathered
  • Learn how to gather data requirements based on business process
  • Learn how to document business rules using patterns and decision tables
  • Learn how to define metrics
  • Learn how to use wire-framing and storyboards to document visualisation requirements
  • Learn how to backlog groom user stories
Module 6 - Agile Data Engineering

As a BI Practioner
I want to know how to define an approach to architecture and automation
So that I don’t lose our agility to manage change as we deliver more into production

Acceptance Criteria

  • Understand the different components required to deliver an AgileBI environment
  • Understand the different data layers required to enable ongoing agility
  • Learn how to land the data before we have all the required detailed requirements
  • Understand how Data Vault increases our agility to make changes
  • Learn the different data structures available to present data to users
  • Understand the difference between delivering a ‘Layer by layer” vs a “thin slice” approach
  • Learn how define Developer Stories
  • Learn how to backlog groom stories into multiple Sprints
Module 7 - Test Driven Development

As a BI Practioner
I want to know how to develop using a test-driven approach
So that I don’t kill our velocity by testing at the end or break things that have already been delivered

Acceptance Criteria

  • Understand the Test Driven Development (TDD) concept
  • Learn the different types of testing required to deliver AgileBI
  • Understand the role of a traditional test analyst
  • Learn the capabilities needed to undertake TDD
  • Learn how to combine TDD and continuous integration (CI)
  • Learn how to automate your test suites
  • Learn how to manage source code across multiple team members to avoid collisions
  • Understand how to leverage peer programming to improve velocity
Module 8 - Content Development

As a BI Practioner
I want to know how to quickly create the right content
So that I can wow our stakeholders with things of beauty

Acceptance Criteria

  • Understand the different components required to deliver content in an AgileBI environment
  • Understand the importance of production prototypes
  • Learn how to use BI build components to deliver content in iterations
  • Understand the importance of the different visualisation types
  • Understand the difference between “Guided Products” and “Analysis Products”
  • Learn how to run a demo day
Module 9 - Regression, Communication & Release

As a BI Practioner
I want to know how to move our delivery to production
So that I can let our stakeholders start using it

Acceptance Criteria

  • Learn hot to build interactive tutorials with the production content


Workshop Costs

Attending the 2 day workshop is NZD $2,000 (+gst) per participant

More Information

Contact us on the form below to discuss the workshop in more detail

Next Workshop

We run the 2-day workshop every couple of months in our central Wellington office. Get in touch for the next dates.

Contact us