Sisense Implementation Readiness Checklist

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?