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 (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.


  • 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

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 Power BI Roadmap with recommended sequencing based on near and long-term recommendations

Pricing estimates based on scope of work, cost of time and materials.