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Power BI Focused: 5-Day Assessment
enVista Enterprise Solutions, LLC (EES) - MBS
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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 (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.
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 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 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
Following te 16 hours on-site enVista develops a formal report that is presented to te customer addressing te following areas:
Identification of near-term recommendations that can make an immediate impact on te business
Identification of long-term recommendations that should be considered as part of a long-term plan
Delivers a BI Roadmap with recommended sequencing based on near and long-term recommendations
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