Turning enterprise data into insights for decision-making
Having large amounts of data does not necessarily give managers the information they need.
Data may be scattered across CRM, finance, projects, sales, HR, Excel and other systems, forcing managers to consult several reports to understand the current situation.
Business intelligence can turn this data into information and performance measures that managers can analyze.
Designing management dashboards with Power BI
Microsoft Power BI can be used to build dashboards that show key business metrics at a glance.
Dashboards can cover sales, revenue, projects, customer service, SLAs, employee performance, contracts, purchasing, inventory and other business areas.
Managers can drill down from the overview to investigate what caused a change in a metric.
Connecting Power BI to enterprise systems
Reliable access to data sources is a major part of any BI project.
Power BI can retrieve information from Dynamics 365, SQL Server and other data sources and, when needed, combine data from several systems in one analytical model.
For example, CRM sales data can be analyzed alongside financial information, or project status can be reviewed together with project costs and performance.
Power BI Report Server and on-premises solutions
Organizations that need reporting infrastructure within their own network can use Power BI Report Server.
For organizations using Dynamics 365 On-Premises and SQL Server, this architecture can provide an integrated environment for reporting and analysis.
From charts to management decisions
A BI project goes beyond making attractive charts.
Before designing a dashboard, it is important to identify the manager’s question, the indicator that can answer it, the source of the data and the level of detail that needs to be available.
Defining KPIs and designing the reporting model are therefore central to a business intelligence project.
BI and Power BI services
- Management dashboard design
- KPI and performance measure definition
- Analytical and statistical reporting
- Connect Power BI to Dynamics 365
- Connect Power BI to SQL Server
- Combine data from several systems
- Data model design
- Operational and management reporting
- Sales and CRM dashboards
- Project and financial reporting
- Power BI Report Server implementation