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DRay
Community Team Leader

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?
Version history
Last update:
‎04-16-2025 11:44 AM
Updated by:
Contributors