Guide to Implementing Business Intelligence – 3 – Business Intelligence Tools & Solutions

Customer Relationship Management (CRM) and business intelligence can sometimes conflict, because your CRM tool has its own customer activity in terms of sales, and your data warehouse has its own customer activity from an operational perspective, so these two systems duplicate information, necessary to do its job, this means that the CRM system will have data about prospects and sales and marketing, which, as a rule, will not get into your data warehouse (since it is not interested in mailing lists that You are acquiring, and the large amount of data you sell is more interested in what the company does with operational information.

At the same time, in order to run a successful marketing campaign, you need your customers’ transaction history to make sure your campaigns are well targeted, and this complex data analysis and transaction history are usually located in the data warehouse.

The challenge is to provide data management between the two systems so that operations returned to the data warehouse can measure what is included in the operating systems. This way, you will always know how much money you make on your marketing activities, and you can send these customer data sets to your CRM system.

If you have implemented an enterprise resource planning (ERP) solution, you have already gone a long way towards integrating your systems, unfortunately, just because you have an ERP solution does not mean that you also do not need data. stock.

ERP solutions are complex solutions, and this means that this solution is adaptable to many and, therefore, must be customized and adjusted so that it meets the individual needs of your company, and this can lead to information This is a little inconvenient to fix, especially if you had to tighten the information management system on the side of your ERP solution.

Then you must decide whether to put this data into your ERP system so that it can become your data warehouse to provide you with a business vision, or you take data from your ERP and put it in the data warehouse along with your other data sources. . and data. What is the opinion of your company? This is what you should consider as part of your IT strategy.

More organizations are using software as a service to implement their core systems.

Here you use an online service provider to post your solution and access it via the Internet. This means that your data is no longer in your organization. It happens outside, you have less access to it.

If you think that you need a business analyst for the entire company that includes this data, you should consider returning the data to this organization and its systems, and then you need a place to store and analyze it. You should also think about what type of business intelligence analysts provide these solutions to see how you will evolve in your business intelligence solutions if you are going to use your software as a service.


For many years, business intelligence tools providers have struggled with Office products such as Excel, but are now recognized as an integral part of business intelligence, like any other software or solution. Everyone uses it all the time, the finance department likes it, and since Microsoft is acquiring technology and visualization capabilities in Excel, the improvement is likely to be used even more.