Power BI Focused: 5-Day Assessment

enVista Enterprise Solutions, LLC (EES) - MBS

Guided assessment to understand how to leverage Microsoft's Business Intelligence tools to deliver actionable insights for your business.

A focused 5-day Business Intelligence (BI) Assessment evaluates an organization's basic reporting needs required for efficient operation. The assessment engages key stakeholders to understand the current reporting environment, operational processes, procedures, day-to-day challenges, and how Microsoft's BI tools can be aligned to deliver your desired future state.


  • Facilitate requirements gathering with key stakeholder to determine BI needs
  • Perform a technical assessment to ensure high performance and accessibility of the BI platform
  • Complete an in-depth review of current reports, dashboards, and analyses
  • Analyze the current level of end-user adoption of the BI platform

Sample Agenda

Day 1 (8 hours on-site)

  • 8am – 9am Introductions & Expectations
  • 9am – 10am Overview of ACME
  • 10am – 12pm Session 1: IT
  • 12pm – 1pm Lunch
  • 1pm – 3pm Session 2: Operations
  • 3pm – 4pm Session 3: Customer Service
  • 4pm – 5pm Debrief

Day 2 (8 hours on-site)

  • 8am – 10am Session 4: Quality Control
  • 10am – 12pm Session 5: AR/AP
  • 12pm – 1pm Lunch
  • 1pm – 2pm Session 6: Human Resources
  • 2pm – 4pm Session 7: AR/AP
  • 4pm – 12pm Session 8: CxO
  • 11am – 12pm Wrap-up

Days 3 - 5 (16 hours off-site)

enVista compiles the notes and information gathered during the two days on-site. Based on the information, enVista creates a formal presentation that is presented to the key stakeholders.

Key Outcomes & Deliverables

Following the 16 hours on-site enVista develops a formal report that is presented to the customer addressing the following areas:

  • Identification of near-term recommendations that can make an immediate impact on the business
  • Identification of long-term recommendations that should be considered as part of a long-term plan
  • Delivers a BI Roadmap with recommended sequencing based on near and long-term recommendations

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