Advanced Power BI Jump Start w/ Training: 3-Wk POC

Covenant Technology Partners

Move beyond Excel. Quickly turn your data into actionable insights with a 3 week Power BI POC and training with a follow-up health check.

Agenda: • Week 1: Planning & Solution Design & Set-up environment ○ Planning § Kick Off Meeting; establish Business & Technical requirements; Solution Design § High-level architecture; Implementation planning ○ Environment Provisioning § Initial tenant configuration for Power BI; Setting up data gateway

• Week 2:  POC - build something
	○ Data acquisition and model preparation
	○ Report & dashboard development
		§ Visualizations, filters, calculated measures and formatting
• Week 3:  Training & Roadmap & Follow-up
	○ "Dashboard in a Day" - holistic end user training
		§ Connecting & enhancing data; data exploration; data visualization and report building; cloud deployment; dashboard design; collaboration with teams   
	○ Environment management - IT focused administration training 
		§ Tenant settings; data gateway management; dataset refresh scheduling; governance overview; security 
	○ Next Steps
		§ High-level Power BI Roadmap; user adoption guidance; 4 week follow-up health check (track user adoption; identify enhancements; assistance with roadblocks)

Deliverables: During the 3 week engagement, you will receive a technical requirements document, completed tenant configuration, a Power BI POC using your data, which will include a dataset, report and dashboard. Finally, we will conclude the engagement with advanced training and high level roadmap. The engagement will be followed-up in 4 weeks with a health check on user adoption, enhancements and assistance with your Power BI environment.

Vue d’ensemble