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.


• 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)


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.

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