Power BI Solution Consultancy online service

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This consultancy is for the delivery and configuration of a set of Power BI reports connected to your Central Database. The Consultancy 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.

Overview

This consultancy is designed to provide discussions around the impact on the Practice's procedures and how to maximize the use of Power BI for the firm's benefit. We work with your project team, this team could led by a Partner or Stakeholder, should include a Technical representive, Database Administrator, Super Users. and the indiviual creating reports. After the consultancy is completed you will be able to continue with the system maintenance and configuration changes of the database. The consultancy includes on-going meetings and touch points with the Wolters Kluwer Project Team which includes a Project Manager and Lead Consultant. We will also insure all key information is recorded and shared in the User Acceptance Log.

Key objectives

Agree provisional dates/timings depending on the size and complexity of your database
Work with your lead and your project team
Setup and make changes to the configuration
How to maintain the data base
Create reports based on practice management data in Central
Undertaking your User Acceptance Testing or UAT
Delivery your final reports and dashboards for Power Bi
Handover to Software Support Team

Course contents

Session details

Agree provisional dates/timings
Reporting, targets and working with your data
Use of report filters in Power BI using the standard functionality
Working with your technical representaive, Office 365 PowerBi, SQL server for configuation changes
Meetings and reports following User Acceptance Testing/UAT
Delivery your reports and dashboards and handover to Software Support Team
Questions and answers

Pre-requisites

All users should have access to Power BI application, and read the Power Bi readiness guide.

Note: This is a practical interactive consultancy designed to run online over thirty sessions lasting up to 3 hours each (15 days of consultancy) .

Useful Resources

eLearning courses - online courses that provide you with an overview and insight into our software
Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software
Webinars - sessions for you to attend and learn from