Business Intelligence Deployment

Tender description

Why the Work is Being Done To give decision-makers across the network of NCS employees/partners access to information in the right format at the right time, by deploying Business Intelligence (BI) tools, e.g. dashboards. Benefits we are seeking to achieve: *One version of the truth, leading to faster decisions *Less time spent on gathering info, more on interpretation and action *Best practice sharing across the network *Reduced duplication in network Problem to Be Solved NCS currently has a central data system and access to a BI platform (Salesforce Einstein Analytics) that is shared across its employees and the network of partners. NCS now needs a set of dashboards for groups of key decision makers across the network. -Dashboards needed for insight into: *Contract management *National/Regional recruitment (=sales) management *Customer experience management *Frontline recruitment (individualised dashboard) *Programme accommodation booking *Programme setup *Social mix on programme *Live programme management -All data for all dashboards are available through Salesforce. The in-house team leads on setting up data flows and ETL jobs into Salesforce Einstein Analytics. Who Are the Users As a decision maker in the NCS network, I need to be able to access the most important information to make decisions For example: As a sales manager, I need to see how many people have signed up for each programme; As a programme manager, I need to see how many venues have been booked; etc. Early Market Engagement Work Already Done -All partners in the network use a single central data system (Salesforce) managed by NCS Trust, which contains all the critical data to be displayed -Salesforce Einstein Analytics (SFEA) platform up and running -First dashboard has already been deployed within SFEA -Senior management bought in -Trained internal staff on development of dashboards in Einstein Analytics. Existing Team -Existing team is entirely in-house and consists of Director of Advanced Analytics & Insights, Central Data & Analytics Manager and 4 people reporting into this Manager (2 on Data Quality & Assurance, 1 on Data Engineering, 1 on BI Analysis) -Key stakeholders include the data leads at each partner within the NCS network -Some interaction with in-house Salesforce team -Interaction with winning supplier for "Advanced Analytics" support through separate Digital Outcomes procurement, for feeding the outputs of the advanced analytics tools into the BI dashboards (particularly text analytics into a customer experience dashboard) Current Phase Not applicable Work Location London (Earls Court area). Occasional travel within the UK for workshops. Working Arrangments -We are seeking an arrangement where the supplier works with us full-time, 5 days per week. Minimum of 4 days per week onsite required for face-to-face team meetings; up to one day per week can be working from home (only by agreement) -We expect the team provided by the supplier to work seamlessly with our team (e.g. using NCS Trust partner account) Security Clearance DBS clearance Additional T&Cs Skills & Experience Experience with developing and deploying dashboards for clients, through a dedicated BI platform (e.g. Einstein Analytics, powerBI, Tableau, Qlik or similar) Experience conducting user research in a context of developing digital/technological tools for non-technical business users Experience translating user research into business requirements Experience translating business requirements into technical requirements and logging these into planning software (e.g. JIRA or similar) Experience setting up data flows (ETL jobs) Experience building and testing dashboards and reports to ensure consistency with existing analytics products Experience working for organisations that act as commissioners within the public sector Experience working with organisations that work with a network of partners Experience working with central or local government Experience with developing and embedding data ethics framework into BI tools Experience implementing data security in reporting where required Experience training non-technical users in the usage and interpretation of dashboards and reports Experience in driving businesses to adopt new analytics solutions Experience delivering analytics solutions in an agile approach to deliver results to users quickly Experience handing documenting and handing over developed assets to a BAU team for maintenance and further development Nice to Haves Experience with Salesforce Einstein Analytics Experience working with youth programmes Experience working with the voluntary, charitable and social enterprise sector No. of Suppliers to Evaluate 5 Proposal Criteria How the approach meets the overall goal How the approach meets users' needs Estimated timeframes for the work (i.e. for each dashboard) Identification and mitigation of risks and dependencies Proposed team structure and availability Value for money Cultural Fit Criteria Trustworthy Results-Driven Inclusive Bold Empowering Payment Approach Capped time and materials Assessment Method Evaluation Weighting Technical competence 40% Cultural fit 20% Price 40% Questions from Suppliers Budget range up to £150,000 (across fy 19/20 & fy 20/21)