startPower BI Enterprise service
How To

Power BI Enterprise service

Power BI
Last update: Reading time 3 minutes
Consultancy

    Our Power BI Essentials service will provide you with customised dashboards to analyse your CCH Central and CCH Practice Management data. We offer a consolidated set of reports and visuals designed to give your practice the core information required to aid decision making and strategic planning.

    What should we prepare in advance?  

    To ensure a smooth implementation within your business the following areas need to be completed:

    • Purchase Microsoft Power BI Pro - Power BI is not part of our commercial offering, a Power BI Pro license is required for anyone who builds or consumes the reports and dashboards.
    • Install and configure the on-premises gateway on a server close to or on the CCH Central database server. You can download the gateway here https://powerbi.microsoft.com/en-us/downloads/ 
    • Create a Windows account for accessing windows file data through the gateway and test this works through the gateway. 
    • Create a Workspace for Central Power BI Reports to be uploaded to. 
    • Decide who will be in your Project Team 

    Who should be involved?   

    We would recommend the following people are involved in the project to help the deployment of the dashboards ensuring that business needs are met. This can be a single individual with multiple responsibilities or a group:

    • At least one member of staff who is proficient in using Power BI
    • Ensure you have someone with technical knowledge and an understanding of databases as part of your Project Team, who will be able to install each version on the dashboard each UAT week.
    • Someone who knows your data and reporting requirements.
    • Individual who needs to review and approve the dashboard before sign-off, checking they have availability to do so within the project timeline.

    How long will it take?  

    The Power Bi Enterprise project is split into three project stages that will take place over the course of 7 weeks.

    Agenda

    During the Power BI Enterprise project we will:

    • Successfully deploy the Power BI dashboards
    • Make amendments and additions to suit your business needs
    • Provide you with information and best practices required to maintain the dashboards going forward

    Project Structure

    Stage 1: Initiation - 1 week 
    • Launch call with project manager to discuss process.
    • Technical meeting with Wolters Kluwer consultant.
    • Develop the initial dashboards
    • Walkthrough of each report and the data displayed.
    Stage 2: User Acceptance Testing (UAT) - 5 weeks
    • Customer to provide Wolters Kluwer with amendments/feedback, by agreed date.
    • Wolters Kluwer consultant to amend dashboards and send customer updated version.
    • Customer to install new dashboards onto system ready for weekly UAT meeting.
    • Wolters Kluwer consultant to walk through the changes made to dashboards.
    Stage 3: Project Closure - 1 week 
    • Customer to provide final feedback/amendments to consultant.
    • Final meeting to walkthrough changes.
    • Formal sign off of the Power BI project and project close. 

    Note: The UAT stage of the project will consist of three sessions per week; two for the consultant to amend dashboards based on feedback, one for the consultant to walkthrough the changes with the customer present. 

    Post Project Support 

    Following the Project sign off, there will be a 6-week period where queries can be sent through to your Project Manager and Wolters Kluwer Consultant. 

    Note: This is online Consultancy.

    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 Consultancy online
    This consultancy is for additional follow up Power BI Consultancy after Solutions Consultancy and roll-out.
    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.