Power BI Directional: 3-Day Assessment

enVista Enterprise Solutions, LLC (EES) - MBS

A directional assessment to learn how to use Business Intelligence to deliver actionable insights for your business.

A directional 3-day Business Intelligence (Power 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 Power BI tools can be aligned to deliver your desired future state.

Why Do You Need a Power BI Assessment

Undertaking a new Power BI initiative? Trying to revive a failed Power BI investment? A Power BI Assessment is a tool designed to identify where gaps exist in your data model or business processes and develop an actionable plan to move your organization forward.


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


Day 1 (8 hours on-site)

  • 8am – 9am Introductions & Expectations
  • 9am – 10am Introductions & Overview of ACME
  • 10am – 11pm Session 1: IT
  • 11am – 12pm Session 2: Operations
  • 12pm – 1pm Lunch
  • 1pm – 2pm Session 3: Quality Control
  • 2pm – 3pm Session 4: Human Resources
  • 3pm – 4pm Session 5: AR/AP
  • 4pm – 5pm Debrief & Wrap-up

Day 2 (4 hours on-site)

  • 8am – 9am Session 6: Quality Control
  • 9am – 10am Session 7: Customer Service
  • 10am – 11pm Session 8: CxO
  • 11am – 12pm Debrief & Wrap-up

Day 3 (4 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. Pricing estimates based on scope of work, cost of time and materials.

Key Outcomes & Deliverables

enVista delivers a formal report that is presented to the customer addressing the following areas:

  • Identification and Prognosis of Challenges
  • Defined Direction
  • Summary Course of Analysis
  • Desired Future State