Q: I'm currently involved in an assessment for the DW/BI group of a pharmaceutical company. One of the in-scope items is a user profile analysis. I need to know what is the information generally present in a user profile. Or rather, what questions I should be asking each BI user to determine his/her user profile? Any standard template or form for collecting this information would be very helpful too.

Sid Adelman's Answer:

This is a template I've given to my clients to profile their users.

User ProfileUser name ______________________________
Department ______________________________
Title ______________________________
Phone ______________________________
Email ______________________________

1. Importance of the data warehouse to the user

a) Critical

b) Important

c) Nice to have

2. Reasonableness of the user

a) Reasonable in what they expect (schedule, function, availability, performance)

b) Somewhat reasonable

c) Unreasonable in their expectations and requests

3. Understanding of the data warehouse

a) Good understanding of the data warehouse

b) Some understanding

c) No experience or training

4. Availability and interest of the business user to participate in articulating their requests

a) They will be available and they will participate

b) They will be available and will participate whenever possible

c) They choose not to participate

5. Sophistication of users, PC literate

a) Comfortable with PC, active users

b) Somewhat comfortable

c) Couldn't find their mouse at high noon with both hands

6. The user has the following pending requests:

__________________________________________________________

__________________________________________________________

7. The user uses the following BI tools:

___________________________________________________________

___________________________________________________________

8. The user accesses the following data warehouses, data marts, databases, cubes:

___________________________________________________________

___________________________________________________________

9. Training - the user has had the following training:

____________________________________________________________

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