Worksheet
BI consultant question sheet
A one-page scoring sheet. Rows are the five topics: metric ownership, licence and account, handover pack, extension by your team and support after go-live. Columns are the question, the consultant’s answer, evidence shown, a score from one to five and a follow-up note. A strip at the bottom compares two or three consultants side by side.
Name: ______________________ Business: ______________________ Date: ______________
Scroll the table sideways to see every column.
| Item | Question | Consultant’s answer | Evidence shown | Score from one to five | Follow-up note |
|---|---|---|---|---|---|
Cross out or rewrite any heading that does not fit your business. From the guide “What to ask a BI consultant before they build your dashboards”, www.gullysystem.com/blog/what-to-ask-a-bi-consultant-before-they-build-your-dashboards