Use these resources to prepare dashboard work, improve KPI definitions and understand how bi.expert handles policies and assurance.
Resources for preparing a BI engagement.
These materials help teams clarify what to collect, which decisions matter and what a professional BI engagement usually needs.
Dashboard discovery checklist
Questions to answer before starting a dashboard build.
KPI definition guide
A lightweight structure for definitions, owners, sources and thresholds.
Risk reporting starter guide
A simple model for connecting risks, controls and management reporting.
Policies
Terms and Conditions
bi.expert provides services per written inquiry, proposal and agreed scope. Detailed legal terms can be expanded here.
Privacy Policy
We process inquiry data only to respond, confirm identity and manage legitimate business communication.
Responsible Disclosure Policy
Security issues can be reported through the contact page. We ask reporters to avoid harm, data access and public disclosure before remediation.
Complaints Policy
Complaints are reviewed by the leadership team and answered with a practical remediation path where appropriate.
Information Security Policy
We use access control, least privilege and careful handling of client data throughout BI and analytics engagements.