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 (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.

Why Do You Need a BI Assessment

Undertaking a new BI initiative? Trying to revive a failed BI investment? A 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 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


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.

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