Save time, empower your teams and effectively upgrade your processes with access to this practical Power BI Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Power BI related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated Power BI specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Power BI Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
Then find your goals…
STEP 2: Set concrete goals, tasks, dates and numbers you can track
Featuring 927 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Power BI improvements can be made.
Examples; 10 of the 927 standard requirements:
- Self-service analysis is meaningless unless users can trust that the data comes from an approved source and is up to date. Does your BI solution create a strong partnership with IT to ensure that data, whether from extracts or live connections, is 100-percent accurate?
- If on-premise software is a must, a balance of choice and simplicity is essential. When specific users are viewing and interacting with analytics, can you use a named-user licensing model that offers accessibility without the need for hardware considerations?
- Forget right-click and control+z. mobile interactions are fundamentally different from those on a desktop. does your mobile solution allow you to interact with desktop-authored dashboards using touchscreen gestures like taps, flicks, and pinches?
- Do we have mature business intelligence environments that can integrate fraud analytics within our current environment to take advantage of processes and architecture that are already in place?
- Does your BI solution honor distinctions with dashboards that automatically authenticate and provide the appropriate level of detail based on a users privileges to the data source?
- Research reveals that more than half of business intelligence projects hit a low degree of acceptance or fail. What factors influence the implementation negative or positive?
- Overall Viability: What is the likelihood of the vendor continuing to invest in products and services for its customers and how do references rate the vendors relevance in the future?
- What type of user interface has been recognized as an effective DSS GUI because it is familiar, user friendly, and a gateway to almost all sources of necessary information and data?
- Does the software let users work with the existing data infrastructure already in place, freeing your IT team from creating more cubes, universes, and standalone marts?
- When specific users are viewing and interacting with analytics, can you use a named-user licensing models that offers accessibility without the need for hardware considerations?
Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:
- The workbook is the latest in-depth complete edition of the Power BI book in PDF containing 927 requirements, which criteria correspond to the criteria in…
Your Power BI self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:
- The Self-Assessment Excel Dashboard; with the Power BI Self-Assessment and Scorecard you will develop a clear picture of which Power BI areas need attention, which requirements you should focus on and who will be responsible for them:
- Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
- Gives you a professional Dashboard to guide and perform a thorough Power BI Self-Assessment
- Is secure: Ensures offline data protection of your Self-Assessment results
- Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:
STEP 3: Implement, Track, follow up and revise strategy
The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Power BI projects with the 62 implementation resources:
- 62 step-by-step Power BI Project Management Form Templates covering over 6000 Power BI project requirements and success criteria:
Examples; 10 of the check box criteria:
- Procurement Management Plan: Have Power BI project management standards and procedures been identified / established and documented?
- Initiating Process Group: Were sponsors and decision makers available when needed outside regularly scheduled meetings?
- Milestone List: How difficult will it be to do specific activities on this Power BI project?
- Team Member Status Report: When a teams productivity and success depend on collaboration and the efficient flow of information, what generally fails them?
- Stakeholder Management Plan: Are written status reports provided on a designated frequent basis?
- Process Improvement Plan: What personnel are the coaches for your initiative?
- Human Resource Management Plan: Is there a set of procedures defining the scope, procedures, and deliverables defining quality control?
- Probability and Impact Matrix: What should be the gestation period for the Power BI project with this technology?
- Project Management Plan: What happened during the process that you found interesting?
- Lessons Learned: How effectively were issues managed on the Power BI project?
Step-by-step and complete Power BI Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Power BI project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Power BI project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Power BI project Scope Statement
- 2.7 Assumption and Constraint Log
- 2.8 Work Breakdown Structure
- 2.9 WBS Dictionary
- 2.10 Schedule Management Plan
- 2.11 Activity List
- 2.12 Activity Attributes
- 2.13 Milestone List
- 2.14 Network Diagram
- 2.15 Activity Resource Requirements
- 2.16 Resource Breakdown Structure
- 2.17 Activity Duration Estimates
- 2.18 Duration Estimating Worksheet
- 2.19 Power BI project Schedule
- 2.20 Cost Management Plan
- 2.21 Activity Cost Estimates
- 2.22 Cost Estimating Worksheet
- 2.23 Cost Baseline
- 2.24 Quality Management Plan
- 2.25 Quality Metrics
- 2.26 Process Improvement Plan
- 2.27 Responsibility Assignment Matrix
- 2.28 Roles and Responsibilities
- 2.29 Human Resource Management Plan
- 2.30 Communications Management Plan
- 2.31 Risk Management Plan
- 2.32 Risk Register
- 2.33 Probability and Impact Assessment
- 2.34 Probability and Impact Matrix
- 2.35 Risk Data Sheet
- 2.36 Procurement Management Plan
- 2.37 Source Selection Criteria
- 2.38 Stakeholder Management Plan
- 2.39 Change Management Plan
3.0 Executing Process Group:
- 3.1 Team Member Status Report
- 3.2 Change Request
- 3.3 Change Log
- 3.4 Decision Log
- 3.5 Quality Audit
- 3.6 Team Directory
- 3.7 Team Operating Agreement
- 3.8 Team Performance Assessment
- 3.9 Team Member Performance Assessment
- 3.10 Issue Log
4.0 Monitoring and Controlling Process Group:
- 4.1 Power BI project Performance Report
- 4.2 Variance Analysis
- 4.3 Earned Value Status
- 4.4 Risk Audit
- 4.5 Contractor Status Report
- 4.6 Formal Acceptance
5.0 Closing Process Group:
- 5.1 Procurement Audit
- 5.2 Contract Close-Out
- 5.3 Power BI project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Power BI project with this in-depth Power BI Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Power BI projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
- Implement evidence-based best practice strategies aligned with overall goals
- Integrate recent advances in Power BI and put process design strategies into practice according to best practice guidelines
Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.
Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’
This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Power BI investments work better.
This Power BI All-Inclusive Toolkit enables You to be that person:
Includes lifetime updates
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.