Power BI Directional: 3-Day Assessment

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