Sisense Implementation - Client Readiness Checklist
1. Business & Use Case Alignment
Key Metrics Defined: Have the client clearly defined the KPIs and business metrics they need?
Business Questions Identified: What insights do they want to derive from their data?
Stakeholder Alignment: Are business users, IT, and leadership aligned on BI goals?
Report & Dashboard Expectations: Have sample reports, mockups, or templates been provided?
2. Installation (for self-hosting customers only)
Has Linux server been spun up?
Has it been "rightsized" to validate that it is equipped to handle expected volumes of data and user concurrency
Is Sisense installed with the latest version?
3. Data Sources & Availability
Source Systems Identified: Have all relevant databases, applications, and third-party data sources been
listed?
Data Volume & History: What is the historical data retention policy? How many years of data are required?
Access to Data Sources: Are necessary credentials and API keys available for data extraction?
Data Extraction Method: Does the client prefer direct connections, ETL, or data exports?
Data Refresh Requirements: How frequently should data be updated (real-time, hourly, daily, weekly)?
4. Data Quality & Structure
Data Completeness: Are all required fields populated, or are there missing values?
Data Accuracy: Has the data been validated for inconsistencies, duplicate records, or errors?
Data Consistency: Do all systems use standardized formats for dates, currencies, and categories?
Primary Keys & Relationships: Are primary keys and foreign key relationships properly defined?
Data Standardization: Are naming conventions, units of measure, and data types consistent across systems?
5. Infrastructure & Performance
Data Warehouse Setup: If using a data warehouse (e.g., Snowflake, BigQuery, Redshift), is it structured for BI
reporting?
Performance Considerations: Are data sources optimized for querying (e.g., indexing, partitioning)?
Sisense Server / Cloud Access: Is the client’s Sisense environment set up and accessible?
Data Security & Compliance: Are access control policies, encryption, and PII handling policies in place?
6. Integration & API Readiness
API Documentation Provided: If using APIs, are documentation and authentication details available?
API Rate Limits & Restrictions: Are there any limitations that could impact data extraction?
Third-Party Connectors: Does the client require any connectors for platforms like Salesforce, QuickBooks, or
HubSpot?
7. User & Role Management
User Roles Defined: Have user roles (admin, analyst, viewer) been assigned?
SSO & Authentication Setup: Is there a need for Single Sign-On (SSO) integration?
Dashboard Access Permissions: Are there data security rules to restrict access by department or location?
8. Training & Handover Plan
Key Users Identified: Who will be trained to maintain and use Sisense dashboards?
Training Requirements: What level of training (basic, advanced, admin) is needed?
Documentation & Knowledge Transfer: Will the client need written documentation or video guides?
9. Project Timeline & Expectations
Milestones Defined: Has a phased approach been planned (e.g., MVP, Iteration 1, Full Deployment)?
Client Resource Availability: Are client IT and business teams available for reviews and UAT?
Change Management Plan: How will updates and new data sources be incorporated after go-live?
