Implementation of Power Bi is a quite simple procedure. You just download the program to your computer or log in directly to the program in Microsoft’s sites and start using it.
In practice, it is not that simple. Of course, it is as simple in theory as it is in practice, but harnessing the advantages and the “Power” to enhance your daily work is a whole different story. “Download & use”-mentality won’t take you far.
I want to shed a light on how to adopt Power BI to your organization to provide value for your needs and how you can make it widely used, efficient tool in your company.
Why does your company want to use Power BI?
Before anything is downloaded or decided, you must answer the question why? What are your company’s need for data visualization? What challenges do you want to tackle? Where do you need answers to? What processes do you want to “power up” with data?
It is possible to get answers with Power BI which could be quite challenging to find otherwise. These can include the real expenses of a project, the profitability of a customer and how actions of sales dep. effect on sales.
You can uncover trends on what effects on what. For example, you can see how sales volume, all the sales activities and sales goals between themselves effect on revenue. Usually, aforementioned information is put into different systems: some can be in CRM, some in Excel and some in cloud-based services. With Power BI, the information can be tied together, which is one of the most important benefits of it.
Advanced analytics in Power BI brings a possibility to calculate predictions and probabilities for example, how given change in operations effect on your organization.
Relocating the already existing data to the Power BI
When the locations of your organization’s information have been clarified (CRM, Excel Cloud et cetera), it has to be located into the same place to maximize the benefits.
Does your company have master data? Do you have own systems and external information sources? These are the questions you have to ask yourself and your company. When all the information from different sources has been collected together the data warehouse is created. All the data is going to be integrated into the warehouse.
Finally, the mean of loading the data to the Power BI is chosen, data model and calculating logic are defined. After that, you have to choose the basis and foundation for what and what kind of data visualizations your company will use. Simple, right?
How to consider information and data security?
Power Bi is a cloud-based program. Thus, it can be used where ever and whenever without challenging implementation and installation. The effortless use of the program creates a need for good security.
Who can see the certain information? What data is shared with customers or for external use? This kind of user rights should (and must) define very carefully. Information security “suffers” when data or information is exposed to the whole company. Hence, it’s wise to think what information is relevant to whom.
Leading an organization’s Power BI implementation process
This step is as crucial for the implementation as the technical know-how of the program. Power BI doesn’t offer any value for the company if it isn’t part of the routine workday.
It is crucial to produce controlled implementation and communicate following topics as clearly as possible to the whole company:
- Why is Power BI used?
- What are the benefits of it for the individual’s daily routines?
- What information and content the program includes?
- How is content administered and developed?
- How is information kept up-to-date?
In addition, constant monitoring of usage is advised. After all, information is needed for the future development and optimization: you can’t make anything better if you don’t what has been done in the past. So, implementation isn’t a task done in one afternoon.
If you need or want assistance in Power BI implementation or in its use: we have the experience! You’ll get a powerful start for the process with us: contact us and we’ll make the data work for you.