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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. ### Objectives - 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 ### Agenda #### 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
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