Business Intelligence and Data Analytics

PowerBI Adoption and Readiness Assessment

Understanding your Current Business Intelligence Posture for Rapid Growth and Performance

For many organizations PowerBI is a central hub for a business intelligence strategy that communicates performance-based goals to decision makers, individual contributors and partners. As a reporting initiative grows there are often questions around planning for best practices such as scaling, security, sharing, deployment and management.

This business and technical assessment is an open discussion to help customers understand their strengths, weaknesses and opportunities in their business intelligence roadmap.

Features of the PowerBI Adoption and Readiness Assessment include:

• One hour video meeting with business intelligence, data analytics and PowerBI expert
• Receive recommedations of best practices relating to data quality, data modeling and calculation of key metrics
• Assistance with visioning business intelligence inititative to foster adoption and positive change
• Discuss key concepts to creating busiiness intelligence and data analytics reporting as a market offering
• Drill into challenges and oppotunities for securing, scaling and fostering a robust PowerBI ecosystem

Cooperative Business Intelligence and Group Data Analytics

Compare Critical Financial Business Intelligence Metrics Across Organizational Units

Compare P&L and Balance Sheet metrics across companies, organizations, franchisees, departments, associations or any group of entities across a similar set of financial metrics for cooperative iterative performance improvement.

When companies pool their data it provides visibility into market metrics relative to a much larger organization. By comparing performance, individual organizations can understand best practices and performance opportunities for the group.

Features of the Group Financial template include:

• Common P&L metrics for sales, costs, expenses, gross & net profit
• Balance sheet metrics for receivables, payables, net worth, current & debt ratio
• Comparison of metrics by YTD, month, previous periods
• Selectively compare and drill down metrics for sales, expenses, costs, assets, liabilities, net worth, F&I
• Compare individual entities to average, variances from previous periods, performance thresholds

Easily integrate custom accounting codes, industry, demographics or other external data for even more visibility into process improvement and actionable insights.

PowerBI Collaboration for SharePoint

View and Collaborate on your PowerBI Dashboards and Reports in SharePoint

Send notifications to your corporate groups and add follow-up actions for your team to more tightly collaborate on your business intelligence efforts in one location.

• Automatically add all of your PowerBI items in your work space and groups to your SharePoint lists
• Send notifications to your group and team members about dashboards, reports, and documents with state and priority
• Add tasks and follow up actions for your PowerBI and document library items
• Add data point annotations
• Free limited trial and site license available
• Add publish to web embed code to a custom list to share with co-workers

• Power BI Collaboration Overview

• Privacy, Guide and Instructions

• Schedule a Demo