Leading a Business Intelligence Project- 7 Steps for Success

Learn how to lead a Business Intelligence Project
Rating: 4.7 out of 5 (48 ratings)
4,969 students
English [Auto]

Learn what Business Intelligence is
Learn how Business Intelligence can help a business become more profitable
Learn the proven strategies to lead and implement a Business Intelligence project
Learn the common pitfalls and workarounds for Business Intelligence projects
Learn how to work with both people and systems effectively to lead change
Learn the 7 Steps for BI Project Success in Any Organization


  • A general knowledge of business
  • A general knowledge of business intelligence


This course is designed to explain what Business Intelligence is, why it is a critical tool for businesses, and how to successfully lead a Business Intelligence project at your company. This project is geared towards finance professionals but is applicable for a wide range of professionals.

The time is now for Business Intelligence...Will you be the one to jumpstart your career by leading change at your company?

This course covers the following knowledge areas:

What is Business Intelligence and Why Do We Care?

The Future of Finance

What Can BI do For Your Organization?

Identify the Pain Points

Build an Analytics Strategy

Preparing for Change

Leading Change

Project Pitfalls & Solutions

Who this course is for:

  • Finance professionals
  • New college graduates
  • IT professionals


Accounting | Finance | For the Real World
Ben Wann
  • 4.4 Instructor Rating
  • 578 Reviews
  • 21,296 Students
  • 5 Courses

Business Partnering: De-silo the business

✔KPI Performance Dashboards: Measure what matters


✔Process Improvement & Re-engineering: Fix what's broken

✔Excel Expertise: Work better, faster, smarter


Passionate team leader dedicated to cooperatively solving complex problems and improving, developing, and redesigning processes. I leverage analytics/business intelligence to unlock the power of data and increase the organizational impact of accounting and finance functions. I am relentlessly accountable in all that I do.

I am driven by a love for constant learning and to that end I am always working to improve myself and strengthen my skillset. I have a personal commitment to reach an expert level of knowledge between the intersection of strategy, accounting, and business process improvement.


Top Strengths (Strength Finder 2.0): Focus, Analytical, Learner, Ideation, Achiever.

Advanced-Expert level Excel skills

What I do:

Step up and deliver on ambitious targets

Challenge and drive others to action

Produce results

How I work:

Expect the conversation to move quickly

Get right to the bottom line

Prepare to be challenged


✔Results-oriented, with a very strong drive and work ethic and commitment to excellence

✔Ability to develop and articulate strategy coupled with a willingness to “roll up my sleeves” and do the work required for success

✔Outstanding analytic skills, a high degree of intellectual curiosity, and the ability to engage with senior leaders in addressing complex business issues

✔Strong communication, collaboration, and interpersonal skills

✔Comfortable extending oneself to others at all levels, both internally and externally

✔Demonstrated ability to earn the trust and confidence of peers, partners, and employees

✔Ability to excel in a fast-paced dynamic environment

✔Unquestionable integrity, credibility, and character with a high energy level, a strong work ethic, and a passion for work

Accounting & Finance Resume Writer and Career Coach
Cole Sperry
  • 4.6 Instructor Rating
  • 495 Reviews
  • 19,911 Students
  • 4 Courses

Principal at Optim Careers, an accounting and finance mentorship platform that provides industry professionals with resume writing, interview preparation, mentorship, and more.

My goal is simple. Give accounting and finance pros inside knowledge of the recruiting process to eliminate job search frustrations and give them a roadmap to position themselves for future opportunities. My coaching philosophy is the same as my leadership philosophy and that is to teach you what will lead to success and why it will lead you to success, dot in some examples for context, and help you come up with your unique “how” to get you the success you desire.

I have over 20 years of experience as a hiring manager and 6 years of experience as an accounting and finance recruiter. I’ve been fortunate to have been trained by Big 4 CPAs, CFOs, and some of the largest names in recruiting. I’ve spent my career helping accounting and finance professionals get their foot in the door with companies, navigate interviews with ease, and negotiating better salaries for candidates I represented.

And now I’m passing that knowledge on so you can find rewarding work, increase your salary, and simplify your job search. I’ve helped tens of thousands find their next job faster and with less headaches and I can do the same for you.

Let’s chat. I’d love to walk you through a tricky situation or help you open more doors to better jobs. After 20 years of hiring, I’ve seen it all, and I know one thing for certain… there is more opportunity available to you than you may realize. Let’s unlock it together.