DeskI to WebI Conversion Assessment
Overview
This assessment provides a list of the most typical questions to find out about each Desktop Intelligence deployment. This assessment will also help identify potential blockages to progress – real and perceived, technical and organisational – and to develop a more focused next phase.
Current Desktop Intelligence deployment:
- Current version (or versions)
- Size
- # Desktop Intelligence authors (users that build queries)
- # Desktop Intelligence consumers
- # Projects, # Documents, # Universes
- Scheduling, Distribution and Automation (VBA Macros, 3rd party products)
- How will the deployment change in 6, 18 months
Current Web Intelligence deployment:
- Current version (or versions)
- Size
- # Web Intelligence authors (users that build queries)
- # Web Intelligence consumers
- # Projects, # Documents, # Universes
- Scheduling, Distribution and Automation
- How will the deployment change in 6, 18 months
- How well has WebI been accepted; what is it's 'image' with the users
Status on move to Web Intelligence:
- Do you have enough information about the possibilities of Web Intelligence?
- Have you attended info sessions on the XI platform and Web Intelligence?
- What was the compelling event to consider moving to Web Intelligence? What is the deadline and how flexible is the deadline?
- How many people are impacted? How are they informed? How can they get support?
- Have you considered moving your Desktop Intelligence deployment to Web Intelligence?
- If not, please explain
- If yes, please describe the level of involvement and role of the users involved in the project to move from Desktop Intelligence to Web Intelligence
- IT / Development
- BI Project owners
- Report Authors
- BI Analysts
- Business end-users
- External resources
- Do you have information about your current Desktop Intelligence deployment:
- Can you categorize the existing documents into crucial, useful, redundant, ...
- Who is using the information?
- Do you use the following features in your current Desktop Intelligence deployment:
- Personal data providers
- VBA
- Free hand SQL
- ...
- Do you have a global plan for sourcing the move to Web Intelligence (IT / Business users / External resource)?
- Do you have a training plan?
- What is the status / timing for your move from Desktop Intelligence to Web Intelligence? Select the option that best describes your situation and add some comment
- Have investigated but won't move any content to Web Intelligence due to planning, process or resource issues
- Have investigated but won't move any content to Web Intelligence due to missing features
- In the process of moving some projects to Web Intelligence, although many Desktop Intelligence reports remain
- In the process of moving most projects to Web Intelligence, although some Desktop Intelligence reports remain
- In the process of moving all projects to Web Intelligence, abandoning Desktop Intelligence
- Completed the move to Web Intelligence, no Desktop Intelligence reports remain
Perceived Benefits:
- What are the perceived benefits of moving to Web Intelligence for each user type?
- IT / Administration
- Power users: report authors
- Power users: analysts
- Interactive business users
- Content consumers
Perceived Blockers:
- Compared to Web Intelligence, what are the key remaining blocking features or capabilities that
- Desktop Intelligence has across different user groups? (Add comments for more detail)
- IT / Administration
- Power users: report authors
- Power users: analysts
- Interactive business users
- Content consumers
Request More Information
For more information regarding this workshop, please call today 0845 124 9495 and speak to one of our team or complete our short form below.

