A central success factor for a successful BI project is the involvement of the reporting and planning addressee in the preparation of the requirement profiles. A compact analysis of the current situation helps to get companies and their employees away from their point of view, to build on their strengths and thwart their weaknesses in the future. Another important success factor for a BI project is the specialist concept, which should contain all content, process, organizational and technical requirement profiles. Regarding contents, the value-adding and strategically relevant factors are to be identified. Also, content design and layout suggestions of the individual reports and the reporting structure and navigation in the reporting and planning system form important elements of the specialist concept. The technical content concept is the basis for the IT concept for the implementation of the BI solution. Above all, it was intended to determine the technical data sources of the upstream IT systems, to include a data supply concept and to describe the data modeling and query and report design technically.