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Power BI Directional: 3-Day Assessment
enVista Enterprise Solutions, LLC (EES) - MBS
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A directional assessment to learn how to use Business Intelligence to deliver actionable insights for your business.
A directional 3-day Business Intelligence (BI) Assessment evaluates an organization's basic reporting needs required for efficient operation. Te assessment engages key stakeholders to understand te 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.
Facilitate requirements gathering with key stakeholder to determine BI needs
Perform a technical assessment to ensure high performance and accessibility of te BI platform
Complete an in-depth review of current reports, dashboards, and analyses
Analyze te current level of end-user adoption of te BI platform
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 te notes and information gathered during te two days on-site. Based on te information, enVista creates a formal presentation that is presented to te key stakeholders.
Key Outcomes & Deliverables
enVista delivers a formal report that is presented to te customer addressing te following areas:
Identification and Prognosis of Challenges
Summary Course of Analysis
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Guided assessment to understand how to leverage Microsoft's Business Intelligence tools to deliver actionable insights for your business.
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Technical and functional assessment of upgrade path, options, best practices, and readiness from Dynamics AX 2009/2012 to Dynamics 365 Finance and Supply Chain Management.
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