Business Intelligence Agreement Generator
Create comprehensive BI analytics and data intelligence service agreements
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Step 1: Company Information & BI Services Overview
Business Intelligence Service Provider
BI Service Provider Name
*
Primary BI Service Type
*
Select Service Type
BI Consulting & Strategy
Data Analytics Services
Reporting & Dashboards
Data Warehousing
Predictive Analytics
Data Visualization
Self-Service BI Platform
Real-Time Analytics
Embedded Analytics
AI/ML Analytics
Performance Management
Comprehensive BI Solution
Provider Address
*
Phone Number
*
Email Address
*
BI Certifications
Years of BI Experience
BI Service Capabilities
Data Integration
ETL Development
Data Modeling
Dashboard Development
Report Automation
Advanced Analytics
Machine Learning
Data Governance
User Training
Support & Maintenance
Technology Stack Expertise
Client Information
Client Company Name
*
Client Industry
Select Industry
Financial Services
Retail & E-commerce
Healthcare
Manufacturing
Technology
Telecommunications
Energy & Utilities
Government
Education
Media & Entertainment
Logistics & Supply Chain
Real Estate
Client Address
*
Phone Number
*
Email Address
*
Chief Data Officer / Analytics Director
IT Director
Company Size
Select Size
Small (< 100 employees)
Medium (100-1000 employees)
Large (1000-5000 employees)
Enterprise (5000+ employees)
Current BI Maturity
Select Maturity
Basic Reporting
Developing BI Program
Mature BI Infrastructure
Advanced Analytics
No Current BI Solution
Step 2: BI Requirements & Scope
Business Intelligence Objectives
Primary Business Objectives
Improve Decision Making
Increase Operational Efficiency
Revenue Optimization
Cost Reduction
Customer Insights
Competitive Advantage
Risk Management
Compliance Reporting
Performance Monitoring
Predictive Analytics
Real-Time Insights
Self-Service Analytics
Key Performance Indicators (KPIs)
Target User Groups
Executives
Department Managers
Business Analysts
Data Scientists
Sales Teams
Marketing Teams
Operations Teams
Finance Teams
Estimated Number of Users
Project Complexity
Select Complexity
Simple (Basic reporting)
Moderate (Dashboards & analytics)
Complex (Advanced analytics)
Enterprise (Full BI platform)
Data Sources & Integration
Primary Data Sources
ERP Systems
CRM Systems
Relational Databases
Cloud Applications
Spreadsheets
Web Analytics
Social Media
APIs
Flat Files (CSV, XML)
IoT Data
External Data Sources
Real-Time Data Streams
Estimated Data Volume
Select Volume
Small (< 1GB)
Medium (1GB - 1TB)
Large (1TB - 10TB)
Very Large (10TB - 100TB)
Big Data (100TB+)
Data Quality Requirements
Data Governance Requirements
Step 3: Technical Implementation & Deliverables
BI Platform & Technology
Preferred BI Platform
Select Platform
Tableau
Microsoft Power BI
Qlik Sense
SAP BusinessObjects
Oracle BI
IBM Cognos
Looker
Sisense
Domo
Custom Solution
Provider Recommendation
Technical Requirements
Cloud Deployment
On-Premise Deployment
Hybrid Deployment
Mobile Access
Real-Time Processing
High Availability
Scalability
Security & Compliance
API Integration
Embedded Analytics
Expected Deliverables
Data Warehouse
ETL Processes
Executive Dashboards
Operational Reports
Ad-Hoc Analysis Tools
Predictive Models
Data Catalog
User Training Program
Technical Documentation
Support & Maintenance
Project Timeline
Select Timeline
1 Month
3 Months
6 Months
9 Months
12 Months
18 Months
24 Months
Phased Approach
Ongoing Support Duration
Select Duration
3 Months
6 Months
12 Months
24 Months
Ongoing
As Needed
Performance Requirements
Training & Change Management
Training Requirements
End User Training
Administrator Training
Developer Training
Train-the-Trainer
Online Training Materials
Ongoing Support
Change Management Requirements
Step 4: Commercial Terms & Legal Provisions
Pricing Structure & Payment Terms
Total Contract Value ($)
*
Pricing Model
Select Model
Fixed Price
Time & Materials
Subscription
Per User
Milestone Based
Value-Based Pricing
Hybrid Model
Implementation Cost ($)
Annual License Cost ($)
Annual Support Cost ($)
Training Cost ($)
Additional Costs
Payment Terms
Select Terms
Net 30
Net 45
Net 60
Milestone Payments
50% Upfront
Quarterly Billing
Payment Schedule
Select Schedule
Monthly
Quarterly
Annually
Milestone Based
Project Phases
Service Level Agreements
Performance Guarantees
Support Levels
Maintenance Commitments
Legal Terms & Risk Management
Liability Limitations
Data Ownership & Rights
Intellectual Property
Confidentiality Terms
Security Requirements
Termination Clause
Contract Duration
Renewal Terms
Dispute Resolution
Additional Terms & Conditions
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