startWhat is it?
How To

What is it?

Power BI
Last update: Reading time 2 minutes
OverviewGetting Started

    Driving business from intuitive dashboards in a single location

    We have listened to our customer’s call for a business intelligence tool that does this and more. CCH Central is now integrated with Microsoft Power BI, giving you the ability to drive business insight from a single, intuitive location.

    Power BI

    Power BI facilitates a data driven cultureInstantly share dashboards
    A business intelligence tool - a hub and spoke system to take data from many places, so it can be visualisedBroader picture – leading companies are now data companies first (Amazon, Google, Tesla) that macro trend is relevant in an industry moving from compliance to advisory
    Enables business leaders to short cut to decisions which will grow the business with the fewest calories burnedData can be refreshed regularly with no manual intervention
    View Power BI reports across multiple platforms and devicesProvide value-added services to your clients, with the right insight built

    Why use a business intelligence tool?

    There is a trend beyond our industry around the opportunity to maximise business growth through harnessing data. You are sitting on a goldmine of data ready to be tapped into for insight around changing behaviours in practice, spotting cross-sell and upsell opportunities among clients, and refining strategy for future business growth.

    Using Power BI with CCH Central

    Become a data-first, growth orientated practice with bespoke business intelligence dashboards using the multitude of data housed in CCH Central showing:

    • Weekly or monthly targets for your practice
    • The full picture of your practice progress from the partners to the practice staff
    • Leaderboards to motivate and encourage growth

    Example Dashboards

    Practice Dashboard

    This is the first tab in the dashboard, and the design principle is to go from the very broad KPIs on the left-most tab, moving across towards the more granular analysis towards the right-hand side.

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    This tab contains most of the KPIs within this report – WIP, Debt, Recovery rates and Billed amounts. The slicers on the left-hand side allow you to slice this by Partner, Office, or department. Also, as most Power BI reports, slicing can occur by clicking on any element of the chart as well.

    Staff Dashboard

    Here we capture progress to target, in this case, WIP, but this is able to be customised to however practices target their staff, provided the data is accessible and in a reasonable format. Targets are sometimes stored in Excel files, brought into the model.

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    Customer case studies

    View our customer case studies to see how other practices are utilising the efficiencies of Power BI.

    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.
    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.
    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.