Gartner Research

Eight Steps to Picking the Best Self-Service BI and Data Discovery Tool

Published: 15 June 2015

ID: G00277712

Analyst(s): Cindi Howson


Business users are driving much of the new BI buying in search of the best self-service BI tool. This report provides an eight-step process to ensure buyers make an objective selection.

Table Of Contents
  • Key Challenges



  • Mix and Match Modules From Multiple Vendors to Provide Users With the Best Tools
  • Expand the BI Tool Portfolio Beyond Production Reporting and Ad Hoc Query Tools to Include Data Discovery
  • Evaluate Capabilities for Governance and Promotability of User-Generated Content, Weighing the Risks and Benefits for Greater Agility
  • Follow an Objective Selection Methodology That Focuses on the Right Tool for the Right Use Case and User
    • 1. Form the BI Selection Team
    • 2. Define Target Users and Usage Scenarios
    • 3. Refine Information Requirements
    • 4. Define and Rank Selection Criteria
    • 5. Request for Information
    • 6. Scripted Demos
    • 7. Determine Best Fit
    • 8. Proof of Concept

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