Power BI Enterprise service

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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.

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 in the project?

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 the project 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	Stage 2: User Acceptance Testing (UAT) - 5 weeks	Stage 3: Project Closure - 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.	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.	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.