startPower BI Essentials service
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Power BI Essentials 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.  

    Who should be involved?   

    we would recommend the following people are involved in the Power BI Essentials service to help the deployment of the dashboards. 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.
    • Someone who knows your data and reporting requirements.
    • Individual who needs to review and approve the dashboard before sign-off.

    How long will it take?  

    The Power BI Essentials service requires 4 consultancy sessions to complete.

    Agenda

    To successfully deploy the Power BI Essentials dashboards.

    Contents

    Session 1:  Initial Dashboard build 

    Prior to this session you must arrange access to your system for the consultant, it is in this session they will build your initial set of essential dashboards, using your CCH Central & Practice Management data. 

    No customer attendance is required for this system. 

    Session 2: Initial Dashboard delivery meeting 

    In this meeting the Consultant will walk you through your Essential Power BI dashboards, they will explain the data being shown, and where it is pulled from in CCH. They will discuss what feedback/amendments is in scope as part of the Essentials service, and provide you with a document for you to populate your feedback, 

    After this meeting it is your responsibility to collate any corrections, your business may require on the dashboard i.e. filters that may not have been applied, any figures that seem incorrect etc 

    The Essentials service does not include any bespoke dashboards creation or customisation of existing dashboards as part of the offering. 

    Session 3: Dashboards amendments 

    Prior to this session you must arrange access to your system for the consultant, it is in this session they make the amendments to your power bi dashboards based on the feedback provided. 

    No customer attendance is required for this system. 

    Session 4: Dashboard sign off 
    In this meeting the Wolters Kluwer consultant will deliver your final set of dashboards, they will walk you through the changes made based on your feedback and sign off the implementation. 

    Post Project Support 

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

    Note: This is online Consultancy. Each session will last no more than 3 hours.

    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 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.