Power BI Toolkit

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Align business goals and the data that exists in your organization

 

How do users connect to, and gain access to data sources while using Power BI?

Is your process flexible that you can quickly apply changes to data sources and logic?

What do you feel is lacking in your current data visualization UI/UX design?

Where should you build your data model?




...Find the answers to these, and more, questions with this Power BI Toolkit:

  • Scale your analytics program to use all of your data effectively.
  • Start moving your organizations BI and Big Data investments to the cloud.
  • Load the query result into your data model.
  • Analyze your data with banding, ranking, and queries.
  • Share data with your staff.
  • Give more people at your organization access to analytics reporting.
  • Use Excel and Power BI to gain real insights into your information.
  • Incorporate predictive analytics and advanced machine learning into your organizations processes.
  • Integrate analytics across all your systems and tools.



HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Power BI Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Power BI related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Power BI specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Power BI Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Power BI improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. Will content be deployed to the Power BI report server on premises and accessed via the reporting services web portal as well as the Power BI mobile app?

  2. How will business intelligence tools integrate with financial systems and what effort is required to make it a mainstream business service?

  3. How can a production business intelligence environment be the most optimally deployed in terms of technical readiness and business value?

  4. Is there a Power clean up or data validation product to review raw data and correct data entry or data gathering errors?

  5. What is the appropriate model to monitor and control the data quality in smart manufacturing in case organization?

  6. Is your retrieval process efficient and simple to follow and support or are there unnecessary steps and queries?

  7. How do you encourage the feedback loop and the lifecycle between frontline users and management for Power BI?

  8. How do you incorporate predictive analytics and advanced machine learning into your organizations processes?

  9. Why do non Dynamics customers who purchase the Dynamics Marketing standalone get Dynamics 365 entitlements?

  10. Is the selected supplier eligible for or precluded from any subsequent procurements related to the project?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Power BI book in PDF containing 993 requirements, which criteria correspond to the criteria in...

Your Power BI self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Power BI Self-Assessment and Scorecard you will develop a clear picture of which Power BI areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Power BI Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Power BI projects with the 62 implementation resources:

  • 62 step-by-step Power BI Project Management Form Templates covering over 1500 Power BI project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Team Operating Agreement: Do you vary your voice pace, tone and pitch to engage participants and gain involvement?

  2. Change Management Plan: Why is the initiative is being undertaken - What are the business drivers?

  3. Roles and Responsibilities: Influence: what areas of organizational decision making are you able to influence when you do not have authority to make the final decision?

  4. Stakeholder Management Plan: Have Power BI project management standards and procedures been identified / established and documented?

  5. Schedule Management Plan: Have adequate resources been provided by management to ensure Power BI project success?

  6. Cost Baseline: Have the lessons learned been filed with the Power BI project Management Office?

  7. Team Member Performance Assessment: How do you determine which data are the most important to use, analyze, or review?

  8. WBS Dictionary: Are records maintained to show how management reserves are used?

  9. WBS Dictionary: Does the contractors system identify work accomplishment against the schedule plan?

  10. Initiating Process Group: How well did the chosen processes fit the needs of the Power BI project?

 
Step-by-step and complete Power BI Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Power BI project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Power BI project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Power BI project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Power BI project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Power BI project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Power BI project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Power BI project with this in-depth Power BI Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Power BI projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Power BI and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Power BI investments work better.

This Power BI All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.





TRUSTED BY NEARLY 200.000 PROFESSIONALS:


'One of my friends hired a consultant who used the knowledge gained working with his company to advise their competitor. Talk about a competitive disadvantage! The Art of Service allowed us to keep our knowledge from walking out the door along with a huge portion of our budget in consulting fees.'

'As a new Chief Technology Officer, I was feeling unprepared and inadequate to be successful in my role. I ordered an IT toolkit Sunday night and was prepared Monday morning to shed light on areas of improvement within my organization. I no longer felt overwhelmed and intimidated, I was excited to share what I had learned.'

'Many of our competitors have asked us about our secret sauce. When I tell them it is the knowledge we have in-house, they never believe me. Little do they know The Art of Service toolkits are working behind the scenes.'

'The risk of our competitors getting ahead has been mitigated because The Art of Service has provided us with a 360-degree view of threats within our organization before they even arise.'

'After purchasing The Art of Service toolkit, I was able to identify areas where my company was not in compliance that could have put my job at risk. I looked like a hero when I proactively educated my team on the risks and presented a solid solution.'

'Before The Art of Service, I waited eagerly for consulting company reports to come out each month. These reports kept us up to speed but provided little value because they put our competitors on the same playing field. With The Art of Service, we have uncovered unique insights to drive our business forward.'

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'I usually work until at least 8pm on weeknights. The Art of Service questionnaire saved me so much time and worry that Thursday night I attended my sons soccer game without sacrificing my professional obligations.'

'I used the questionnaires to interview members of my team. I never knew how many insights we could produce collectively with our internal knowledge.'

'I customized The Art of Service toolkit to focus specifically on the concerns of my role and industry. I did not have to waste time with a generic self-help book that wasnt tailored to my exact situation.'

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CONTENTS:


Checklists:


Checklists:Power BI Checklist Report on DATA.pdf

Checklists:Power BI Checklist Report on ORGANIZATION.pdf

Checklists:Power BI Checklist Report on 365.pdf

Checklists:Power BI Checklist Report on USER.pdf

Checklists:Power BI Checklist Report on CUSTOMER.pdf

Checklists:Power BI Checklist Report on POWER.pdf

Checklists:Power BI Checklist Report on BUSINESS.pdf

Checklists:Power BI Checklist Report on TIME.pdf

Checklists:Power BI Checklist Report on SALES.pdf

Checklists:Power BI Checklist Report on WORK.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Power_BI_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Power BI Self-Assessment Pre-Filled EXAMPLE.xlsx





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Power BI Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Power_BI.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

  • Coaching or Consulting
  • Online Courses
  • Masterminds
  • Professional Services
  • Agency Services
  • Events and seminars
  • Software / SaaS
  • Done-for-you Services

Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

When it comes to making purchasing decisions, do you have clarity on your decision-making process before possibly purchasing this Toolkit? Are there others to consider and are they supportive of you wanting to possibly get results?

The Reason:

What are you looking for that this Toolkit can help you with, what do you need help with specifically. Is the cost of feeling the pain far more than the cost of removing it?

Can you fill in the blanks: “I need help with … because of …?”

You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

  • Why do you think this problem exists?
  • What have you tried to fix it?
  • How long has this been a problem?
  • Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

Current and desired situation:

This toolkit will give you the exact quantifiable metrics in your situation; identifying where exactly you are in the journey to solving your problem and what that looks like.

Where do you want to be, what is your desired situation: if you were to use this Toolkit, where would you want to be 12 months from now to feel like the investment was more than worth it?  Make sure you set realistic expectations.

Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

  • I do not know how to do it
  • I want to follow a proven process from someone that has already done it
  • I want to get there faster

Commitment:

When are you wanting to fix this? If the answer is now; how committed are you to making that happen? Will you do the work? Will you take action? Will you show leadership?

The fact is, it is never a good time, it is never a good time to start a new program, and it is never a good time to fix a major problem. And even if you think a later time is a good time, you know something will come up. Life will keep happening. If you truly want to solve this problem, would you agree you have to commit to solving it even when it is not the perfect time?

The Art of Services Toolkits only work with people that are ready to go. You do not have to work with The Art of Service, we are not here to convince you. We are just here to see if you are a good fit.

However, if you are wanting to solve your problem, this Toolkit can make that happen.

Which would you like to do?

Our area of expertise is helping professionals to get the results they want so they can lead and get ahead. And we do that by pouring our experience, advise and knowledge in this Toolkit. Now, this may not be for you, but we let you decide if it sounds like a good fit so far.

What happens upon purchase: When you add to cart and checkout you will instantly be able to access the Toolkit resources, no delays, no waiting, no talking to people; this is unique and custom to our Toolkits and business. Right away the Toolkit will Guide you through a step-by-step process to get results.

If at any point you have a question, we are here for you, we are simply one email, one phone call away to get the most out of your Toolkit.