How To
Power BI Consultancy online
Power BI
Overview
This consultancy is designed to provide additional follow up Power BI consultancy after Solutions Consultancy and roll-out.
Key objectives
- To be agreed based on your additional requirements
Course contents
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Pre-requisites
All users should have access to Power BI application, read the Power Bi readiness guide, and after Power BI consultancy and Solutions Consultancy.
Note: This is consultancy designed to run online over 2 sessions both lasting up to 3 hours each .
Useful Resources
eLearning courses - online courses that provide you with an overview and insight into our software
Webinars - sessions for you to attend and learn from
Customer Onboarding Glossary - Our terminology explained for customers
Related documents
How do I get started?
This document serves as a prerequisite guide for implementing Power BI within a practice. It outlines essential steps such as purchasing a Power BI Pro license, ensuring staff proficiency through available online courses, and installing a gateway for data access. Additionally, it emphasizes the need to create a workspace for reports and maintain a detailed employee spreadsheet. The aim is to thoroughly prepare practices for effective Power BI deployment, offering resources like webinars for further education.
What is it?
CCH Central has integrated with Microsoft Power BI, providing a comprehensive business intelligence tool that enhances data visualization and decision-making from a single platform. Users can access customized dashboards, track practice and staff performance, and quickly respond to growth opportunities. The tool promotes a data-driven culture, supports seamless sharing across devices, and empowers businesses to harness their data for strategic insights. By adopting this solution, practices can improve efficiency and offer value-added services, driving business growth in a competitive landscape. Customer case studies highlight the successful implementation of Power BI in various practices.
FAQs
This document provides answers to frequently asked questions about Power BI, outlining how to get started, the necessity of a Power BI subscription, and recommended steps for pre-implementation. It discusses lead time for implementation, the requirement of an onsite technical contact, connection capabilities with other software, and future updates for the dashboards. Interested users are encouraged to contact their account manager for further assistance and demo arrangements.
Power BI Essentials service
The Power BI Essentials service offers customized dashboards for analyzing Central and Practice Management data, designed to support decision-making and strategic planning. To prepare for implementation, businesses need to purchase Microsoft Power BI Pro, configure an on-premises gateway, and create a dedicated workspace. The service involves four consultancy sessions, including initial dashboard build, delivery meeting, amendments based on feedback, and final sign-off. Post-project support is provided for six weeks for ongoing queries. Each session is conducted online and lasts no more than three hours.
Power BI Enterprise service
This service is for the delivery and configuration of a set of Power BI reports connected to your Central Database. The service is suitable for CCH Central users and those who are responsible for reporting and analysis of the performance of the business. The consultant will assist you with modifying your reports to suit your business requirements.