🔥 Quick Start BI PM Packages

Designed to deliver measurable BI progress in 4–6 weeks.

⭐ What We Deliver

A structured, fixed-scope approach trusted by Infor customers to get fast clarity in BI:

• A tailored reporting workspace aligned to your priorities

• Dashboard validation against trusted source data

• ECS templates, catalogs, and validation guides

• Coaching handoff so your BI champions can confidently take ownership

Each Quick Start package includes structured deliverables, ECS-branded templates, and a tailored roadmap—so your team can move forward with confidence without waiting on a long project.

🌟 Flagship Quick Start Packages

1. Dashboard Readiness Quick Start

Ideal for teams who need quick clarity, accuracy, and confidence in their dashboards and reporting.
This package helps you build trust, identify fixes fast, and give your BI champions a guided starting point.

Deliverables

• Full assessment of existing dashboards for accuracy, adoption, and usability
• ECS-branded Dashboard Validation Checklist to standardize internal testing
• UAT workspace setup for dashboard + report validation
• Identification of high-priority fixes for immediate wins
• Recommendations to increase dashboard usability and user adoption
• BI Champion coaching session to empower internal leads

Outcomes

✔ Clear visibility into what works, what doesn’t, and what needs immediate attention

✔ Strengthened confidence in data accuracy across Finance, HR, and Operations

✔ A short-term, actionable roadmap that eliminates analysis paralysis

✔Faster reporting wins that build momentum for long-term BI success

2. Budget Variance Quick Start

For Finance leaders who need fast, accurate insight into performance vs. budget.

Deliverables

• Comprehensive review of delivered Finance dashboards for accuracy, relevance, and alignment to source data
• Setup of essential Finance KPIs: budget vs. actual, variance %, forecast trends, and exception reporting
• Pre-configured Finance Reporting Workspace for easier access to dashboards, reports, and documentation
• Financial Validation Guide (P&L, Balance Sheet, Trial Balance tie-outs)
• Quick-Start Financial Report Catalog using ECS templates
• Finance BI Champion coaching session to enable confident internal follow-up and continued maintenance

Outcomes

✔ Finance dashboards your leaders can trust—fully tied back to the system of record

✔ Ready-to-use variance analysis tools for decision-making

✔ Faster visibility into risks, overruns, and spending patterns

✔ A Finance team empowered to extend, maintain, and improve reports long after the sprint ends

3. Workforce Risk & Retention Quick Start

For HR leaders who need early-warning visibility into turnover, talent risk, and workforce health—before issues impact operations.

Deliverables

• Review of delivered HCM dashboards for accuracy, relevance, and real workforce insights
• Setup of a Workforce Risk Workspace with filters by role, department, supervisor, and location
• Prescriptive starter dashboards highlighting at-risk groups and emerging trends
• HR Data Validation Guide to ensure clean and trustworthy workforce reporting
• Quick-Start HR Dashboard Catalog (retention, turnover trends, headcount analysis, DEI views if available)
• HR BI Champion coaching session to support long-term adoption and internal ownership

Outcomes

✔ Early visibility into workforce risk and retention challenges

✔ HR dashboards leadership can trust for decisive conversations

✔ Quick wins with prescriptive analytics foundations for proactive intervention

✔ HR team empowered to maintain, enhance, and operationalize workforce reporting

📦 Additional Quick Start Options

Not every team starts from the same place. ECS also offers targeted packages to address common reporting challenges across Finance, Supply Chain, and HR.

Accounts Payable (AP) Backlog Quick Start

Solve AP visibility and vendor payment delays.

• AP backlog dashboard review and cleanup
• Vendor performance metrics setup (aging, overdue items, cycle times)
• AP reporting workspace tailored for Finance Ops
• Quick action guide for reducing backlog visibility issues

Outcome: Clearer visibility into vendor payments and AP bottlenecks.

Vendor Spend & Procurement Visibility Quick Start

Improve supplier insights and procurement cost control.

• Spend analysis dashboard setup (vendor, category, region)
• Procurement KPIs (cycle time, spend under management)
• Supplier compliance review
• Procurement collaboration workspace

Outcome: Better vendor insights and procurement cost control.

Project Performance Quick Start

Give PMs and leadership clarity into timelines, costs, and resources.

• Review of delivered project dashboards (budget, timelines, resources)
• KPIs configured for earned value, cost variance, resource utilization
• Project reporting workspace setup for PMs
• ECS project report catalog with validation links

Outcome: Reliable project dashboards for leadership review and team management.

Beyond Quick Starts: BI PM Services

Quick Starts get you up and running fast, but BI success doesn’t stop there. Our BI PM services ensure your reporting environment is stable, secure, and ready to evolve with your business.

Keep-the-Lights-On Tasks

• CU testing and validation with every Infor update.
• Upgrade planning to minimize risk and downtime.
• Access and security reviews to keep reporting compliant and safe.

Executive Dashboards

• Workforce risk & retention insights.
• Prescriptive finance dashboards (budget variance, forecasting).
• Supply chain visibility and risk monitoring.

By combining operational oversight with strategic dashboard delivery, ECS ensures BI works today and grows for tomorrow.

🛠 How Quick Start Packages Work

1. Discovery Call – We clarify your goals and reporting priorities.
2. Workspace Setup – ECS configures a tailored reporting workspace.
3. Dashboard Validation – We validate dashboards against trusted data.
4. Coaching Handoff – Your BI champions are enabled with guides, catalogs, and templates.

Timeline: Most Quick Start packages deliver in 4 weeks or less.

🎯 Next Steps

Ready to give your team fast clarity in BI?

• Start with one of our flagship packages
• Or choose a specialized package that matches your top reporting challenge