Custom BI Solutions Coaching

Overview

When your business requires more than standard delivered dashboards, our Custom BI Solutions Coaching package gives you the flexibility and expertise to go further. Whether you're integrating data across systems, building new dashboards from scratch, or enhancing ones with targeted KPIs, ECS will guide your team through the process with structured coaching and best practices tailored to your organization.

Estimated Duration: Fully flexible - scope defined during discovery call.

What's Included:

• Discovery session to identify BI goals and gaps
• Review of delivered dashboards and available CloudSuite data
• Coaching on requirements gathering and custom dashboard planning
• Guidance on building or refining reports in Infor Birst
• Coaching for business users and analysts on KPI design and visualization
• Optional collaboration with your technical or development team
• UAT support to validate custom dashboards with end users
• Summary documentation with next-step recommendations

Key Client Benefits:

• Dashboards that align closely with your strategic and operational needs
• Flexibility to create metrics not included in standard content
• Reduced dependence on external developers through enablement
• Trusted support from coaches who understand Infor, business goals, and user adoption