This guide explains how to evaluate BI tools by defining use cases—internal analytics for teams or external for customers—and aligning features to them. It highlights must-haves like self-service visualizations, interface customization, scalability, data integration, deployment options, and security compliance. Scalability and flexible architecture are critical to support growth and multiple user groups. Evaluation involves discovery, demos, and proofs of concept, with input from business users, engineers, and developers. A thoughtful selection process ensures the BI platform meets current needs and adapts to future demands.

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