Getting Onboarded on Business Pulse

The Business Pulse onboarding process ensures your data is connected, structured, and ready for analysis. During this journey, we review your existing setup, build or connect a data warehouse, define business logic and metrics, and configure the platform for your team. By the end, your organization will have a fully operational Business Pulse environment with clear metrics and a ready-to-use data model.

Step 1: Infrastructure Review

The onboarding journey starts with an assessment of your existing data setup. This step helps us determine how Business Pulse will connect with and process your data.

Path A: Client has a Data Warehouse

If a data warehouse already exists, we do not duplicate effort by extracting raw data again. Instead, we create a secure pipeline that directly connects your warehouse with Business Pulse. This ensures your existing investment in data infrastructure is fully utilized.

Path B: No Data Warehouse

If no warehouse is available, we set one up for you within your own cloud environment. This acts as a central repository where all raw data from your different sources is stored. Once in place, we configure a pipeline so this warehouse feeds data into Business Pulse for processing and analysis.

Step 2: Semantic Layer Setup

With the data pipeline established, the next step is to create a semantic layer within the Business Pulse cloud engine. This layer sits between raw data and business pulse, making the information easier to interpret and use.

• Raw, unstructured data is transformed into a structured format that aligns with business needs.
• Metrics (e.g., revenue, churn, conversion) and dimensions (e.g., product line, region, time period) are defined in a standardized way.

Step 3: Knowledge Base & Data Dictionary

Once the semantic layer is in place, we work with your team to define how data should be understood and used across the organization. This ensures clarity and alignment before Business Pulse goes live.

• Collaborative Definition of Business Logic
  We engage with your stakeholders to capture the context behind your data and align on how core business processes should be represented.
• Standardization of Key Metrics & Custom Logic
  Together, we define how metrics (e.g., revenue, churn rate, customer lifetime value) are calculated and document any custom logic specific to your business.
• Creation of a Data Dictionary
  A comprehensive data dictionary is developed to record all agreed-upon metrics, dimensions, and definitions. This step is about documentation and business alignment, complementing the technical setup from Step 2.

Step 4: Connect & Configure

At this stage, we bring the semantic layer and knowledge base into Business Pulse and align the system to your organization’s agreed-upon data model.

• Linking Semantic Layer & Knowledge Base
  The semantic layer is integrated with Business Pulse so the transformed data and defined business rules are directly available in the platform.
• Aligning Schema with Defined Metrics
  We map your data model to the agreed metrics and dimensions, ensuring Business Pulse reflects the correct structures and relationships.
• Ensuring Metric Consistency Across Business Pulse
  By connecting everything at this stage, we make sure that metrics behave consistently across reports, and teams create a single source of truth for decision-making.

Step 5: Validation & Feedback

Before going live, we validate that the setup in Business Pulse matches your organization’s existing reporting standards. This step helps build confidence and ensures accuracy.

• Testing Against Current Dashboards/Reports
  We compare outputs in Business Pulse with your existing dashboards or reports to confirm results are aligned.
• Providing Partial Early Access
  Selected users are given early access to the platform to explore responses and visuals in a controlled environment.
• Incorporating Client Feedback
  Feedback from this phase is used to fine-tune configurations, address any discrepancies, and make improvements before a wider rollout.

Step 6: Go Live & Training

Once validation is complete, Business Pulse is rolled out across your organization.

• Rollout to Full Team
  The platform is made available to all relevant users within your team.
• Training Sessions + Self-Serve Guides
  Quick training sessions are provided to help users get started. Self-serve knowledge base articles and resources are also available for ongoing learning.
• Ongoing Feedback Loop
  Teams can continue to share feedback, which we use to enhance the system and ensure smooth adoption.

Next Steps

Onboarding doesn’t end at go-live. Business Pulse is designed to grow with your organization. As your business evolves, we provide continuous improvement support by working with you to refine metrics, add new data sources, and optimize reporting. For any ongoing questions, support is always available through the Business Pulse helpdesk, and customer success team.