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Hundreds of resources
Visit the Resource Library
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to download this presentation
and explore other assets:
senturus.com/resources
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Introductions
Greg Nash
MVP Data Platform | Principal Consultant
Dear Watson Consulting (Australia)
Michael Weinhauer
Director
Senturus, Inc.
Agenda
•Introductions
•Power BI rollout and support
•Why do we need a rollout strategy
•Focus on stakeholders
•Rollout considerations
•Power BI support
•Senturus overview
•Additional resources
•Q&A
4
Enjoy the full webinar presentation
This slide deck is from the webinar Planning for a Power BI
Enterprise Deployment
To view the FREE video recording and download this deck,
go to https://senturus.com/resources/power-bi-enterprise-
deployment-planning/
5
6
What is this session about?
X How to build Power BI
reports
X No DAX / Power Query
X How to organize your
workspaces
X How to configure the
service
6
How to get Power BI into
your organization
How to give you the best
chance of success
What to think about before
you give access to users
Power BI rollout and support
7
Before you rollout
Why do we need a rollout strategy?
Rollout considerations
Power BI support
Power BI rollout and support
8
Before you rollout
Why do we need a rollout strategy?
Rollout considerations
Power BI support
People
9
Technology
10
Diagrams — Coates Data Strategies
Cost
11
Power BI rollout and support
12
Before you rollout
Why do we need a rollout strategy?
Rollout considerations
Power BI support
Who’s on first?
13
1. Executive buy-in is essential
2. Identify the users
3. Select a pilot project
a) High value / low complexity
b) Prioritise projects (!)
4. Review licensing
a) What types of licenses?
b) When do we need them?
14
Consumers (free)
• People who build their own
content for themselves
• Sharing via presentations or
PDFs
• They do not share
interactive reports in Power
BI
• Power BI free license
15
Consumers (Pro)
• Typical Power BI “user”
• Sharing via Power BI service
• Every consumer needs a
license to look at shared
content
• Power BI Pro license
16
Consumers (Premium)
• Larger organisations (200+)
• Sharing via Power BI service
• Paginated reporting e.g. bank
statements
• Consumers do not need a
Pro license
• Power BI Premium capacity
17
Content creators (Pro)
• People who build content in
Power BI for sharing
• Analysts
• Power users
• BI developers
• Power BI Pro license
18
Content creators (PPU)
• Premium per user
• Analysts etc.
• Extra features e.g. paginated
reporting, XMLA endpoint
• Every consumer needs a PPU
license
• Power BI PPU license
19
Support / admins
• IT operations
• IT support
• Admin role in Microsoft 365
• Debug and helpdesk
• Power BI Pro license
Service management
20
Governance and security
21
Like what you see?
To view the video recording and download the slide deck go
to https://senturus.com/resources/power-bi-enterprise-
deployment-planning/
Visit our website to access our library of free BI knowledge
resources including events, blogs, demos, whitepapers, other
on-demand webinars and our dashboard gallery
https://senturus.com/senturus-resources/
22
Power BI rollout and support
23
Before you rollout
Why do we need a rollout strategy?
Rollout considerations
Power BI support
Rollout considerations
24
Roll-out approach
Roll-out of Power BI Desktop
Project selection
Change management
Communications
Training
Approach - phased roll-out
Corporate BI
• Product evaluation
• Governance and security standards
• Infrastructure setup
• Support structure
• IT-led solution delivery
• Training program
Business-led self-service BI
• Build on the foundation laid down by IT
• Identification of Power BI champions
• Roll-out at a team / department level
Approach - organisation wide
Corporate BI
• Product evaluation
• Governance and security standards
• Managed service
• Infrastructure setup
• Support structure
• IT-led solution delivery
Business-led self-service BI
• Start gaining benefits of the tool immediately
• Power BI Champions will emerge
• Infrastructure setup
• Support structure
• End user/ Power user training
Authoring requires some governance
Update frequency
Capacity to support
Consider phased roll-out
Capacity planning
Why
Alignment with training
Audit and security readiness
How
Power BI desktop roll-out
Quicker Development
Greater Business Impact
Minimal disruption
Wider Reach
Existing semantic models e.g Cognos / SSAS
Existing data warehouses
Why
High level aggregate data
Excel / Access based solutions
Prototyping stage
How
Project selection
Case for change
Smooth transition
Change management specialists
Change management platforms
Why
Process of transition
Clarity on timelines
Switchover / parallel run
How
Change management
Avoid confusion and uncertainty
Signposting
Purpose alignment
License assignment
Why
Governance overview
Key contacts
Getting started
How
Communications
Great starting point
Preferred format
Available on demand
Introduction to the project
Highlight key capabilities
Why
Usage scenarios
Next steps / go-dos
How
Comms example: project videos
Enable employees appropriately
Minimize fear and resistance
Training needs assessment
Establish training programs
Why
Leverage online resources
Pilot training and feedback
How
Minimize Risk
Training
Rollout considerations
33
Roll-out approach
Roll-out of Power BI Desktop
Project selection
Change management
Communications
Training
Power BI rollout and support
34
Before you rollout
Why do we need a rollout strategy?
Rollout considerations
Power BI support
Types of support
Break-fix – project needs
Project
Mandatory service
Project budget
Project knowledge is important
Knowledge of the tools is essential
SLAs
Break-fix – day-to-day needs
Infrastructure/Service
Mandatory service
IT budget
Service knowledge is essential
Quick turnaround / SLAs
Minor enhancements - needs
Perceived as an essential service
Project budget
Project knowledge preferred
Knowledge of the tools essential
Timescales agreed while scoping
Break-fix / minor enhancements options
Microsoft
Power BI
support
Microsoft
Premier
support
Internal
infrastructure
support
Internal BI
support team
Partners
Enablement - needs
Real time
Team budget
Knowledge of the tools essential
Enablement hub / COE
Enablement options
Internal
Centre of
excellence
Dedicated Power
BI enablement
team
Lunch & learn /
office hours
Internal website
Ongoing
trainings
Advisory service
Enablement options
Community
Power BI website,
blogs, community
portal
Online courses
e.g. eDX
YouTube Power BI
videos
Guy in a Cube
Power BI user
groups
Community
websites, blogs
Power BI rollout and support
43
Before you rollout
Why do we need a rollout strategy?
Rollout considerations
Power BI support
44
Greg Nash
www.dearwatson.net.au
Twitter: @dashboarddr
LinkedIn: Power BI Unicorn
You Tube: Dashboard Doctor
MENTORING | POWER BI ADOPTION
Need help?
Strategy and governance
Architecture
Pilot program development
Enablement & training
Like what you see?
To view the video recording and download the slide deck go
to https://senturus.com/resources/power-bi-enterprise-
deployment-planning/
Visit our website to access our library of free BI knowledge
resources including events, blogs, demos, whitepapers, other
on-demand webinars and our dashboard gallery
https://senturus.com/senturus-resources/
46
47
Join the
Senturus team
We’re hiring talented and experienced professionals
• Modern Analytics Solution Architect
• Senior Microsoft BI Architect
• ETL Developer
• And more
See job descriptions: https://senturus.com/why-senturus/careers/
Send your resume to jobs@senturus.com
Decisions and actions
Business needs
Bridging the gap
48
Analysis-ready data
Full spectrum of BI services
• Data preparation and modern data warehousing
• Dashboards, reporting and visualizations in Power BI,
Cognos and Tableau
• Hybrid BI environments (migrations, security, etc.)
• Software to accelerate bimodal BI and migrations
• BI services and support retainer (expertise on demand)
• Training and mentoring
49
A long, strong history of success
• 20+ years
• 1350+ clients
• 3000+ projects
50
Expand your knowledge
Find more resources
on the Senturus website
senturus.com/senturus-resources
51
Complete BI training
52
Instructor-led online courses Self-paced learning
Mentoring
Tailored group sessions
Additional resources from Senturus
53
Insider viewpoints
Technical tips
Unbiased product reviews
Product demos Upcoming events
More on this subject
© 2020 by Senturus, Inc. This presentation may not be reused or distributed without the written consent of Senturus, Inc.
www.senturus.com 888 601 6010 info@senturus.com
Thank You

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Planning for a Power BI Enterprise Deployment

  • 1. 1
  • 2. 2 Hundreds of resources Visit the Resource Library on the Senturus website to download this presentation and explore other assets: senturus.com/resources 2
  • 3. 3 3 Introductions Greg Nash MVP Data Platform | Principal Consultant Dear Watson Consulting (Australia) Michael Weinhauer Director Senturus, Inc.
  • 4. Agenda •Introductions •Power BI rollout and support •Why do we need a rollout strategy •Focus on stakeholders •Rollout considerations •Power BI support •Senturus overview •Additional resources •Q&A 4
  • 5. Enjoy the full webinar presentation This slide deck is from the webinar Planning for a Power BI Enterprise Deployment To view the FREE video recording and download this deck, go to https://senturus.com/resources/power-bi-enterprise- deployment-planning/ 5
  • 6. 6 What is this session about? X How to build Power BI reports X No DAX / Power Query X How to organize your workspaces X How to configure the service 6 How to get Power BI into your organization How to give you the best chance of success What to think about before you give access to users
  • 7. Power BI rollout and support 7 Before you rollout Why do we need a rollout strategy? Rollout considerations Power BI support
  • 8. Power BI rollout and support 8 Before you rollout Why do we need a rollout strategy? Rollout considerations Power BI support
  • 12. Power BI rollout and support 12 Before you rollout Why do we need a rollout strategy? Rollout considerations Power BI support
  • 13. Who’s on first? 13 1. Executive buy-in is essential 2. Identify the users 3. Select a pilot project a) High value / low complexity b) Prioritise projects (!) 4. Review licensing a) What types of licenses? b) When do we need them?
  • 14. 14 Consumers (free) • People who build their own content for themselves • Sharing via presentations or PDFs • They do not share interactive reports in Power BI • Power BI free license
  • 15. 15 Consumers (Pro) • Typical Power BI “user” • Sharing via Power BI service • Every consumer needs a license to look at shared content • Power BI Pro license
  • 16. 16 Consumers (Premium) • Larger organisations (200+) • Sharing via Power BI service • Paginated reporting e.g. bank statements • Consumers do not need a Pro license • Power BI Premium capacity
  • 17. 17 Content creators (Pro) • People who build content in Power BI for sharing • Analysts • Power users • BI developers • Power BI Pro license
  • 18. 18 Content creators (PPU) • Premium per user • Analysts etc. • Extra features e.g. paginated reporting, XMLA endpoint • Every consumer needs a PPU license • Power BI PPU license
  • 19. 19 Support / admins • IT operations • IT support • Admin role in Microsoft 365 • Debug and helpdesk • Power BI Pro license
  • 22. Like what you see? To view the video recording and download the slide deck go to https://senturus.com/resources/power-bi-enterprise- deployment-planning/ Visit our website to access our library of free BI knowledge resources including events, blogs, demos, whitepapers, other on-demand webinars and our dashboard gallery https://senturus.com/senturus-resources/ 22
  • 23. Power BI rollout and support 23 Before you rollout Why do we need a rollout strategy? Rollout considerations Power BI support
  • 24. Rollout considerations 24 Roll-out approach Roll-out of Power BI Desktop Project selection Change management Communications Training
  • 25. Approach - phased roll-out Corporate BI • Product evaluation • Governance and security standards • Infrastructure setup • Support structure • IT-led solution delivery • Training program Business-led self-service BI • Build on the foundation laid down by IT • Identification of Power BI champions • Roll-out at a team / department level
  • 26. Approach - organisation wide Corporate BI • Product evaluation • Governance and security standards • Managed service • Infrastructure setup • Support structure • IT-led solution delivery Business-led self-service BI • Start gaining benefits of the tool immediately • Power BI Champions will emerge • Infrastructure setup • Support structure • End user/ Power user training
  • 27. Authoring requires some governance Update frequency Capacity to support Consider phased roll-out Capacity planning Why Alignment with training Audit and security readiness How Power BI desktop roll-out
  • 28. Quicker Development Greater Business Impact Minimal disruption Wider Reach Existing semantic models e.g Cognos / SSAS Existing data warehouses Why High level aggregate data Excel / Access based solutions Prototyping stage How Project selection
  • 29. Case for change Smooth transition Change management specialists Change management platforms Why Process of transition Clarity on timelines Switchover / parallel run How Change management
  • 30. Avoid confusion and uncertainty Signposting Purpose alignment License assignment Why Governance overview Key contacts Getting started How Communications
  • 31. Great starting point Preferred format Available on demand Introduction to the project Highlight key capabilities Why Usage scenarios Next steps / go-dos How Comms example: project videos
  • 32. Enable employees appropriately Minimize fear and resistance Training needs assessment Establish training programs Why Leverage online resources Pilot training and feedback How Minimize Risk Training
  • 33. Rollout considerations 33 Roll-out approach Roll-out of Power BI Desktop Project selection Change management Communications Training
  • 34. Power BI rollout and support 34 Before you rollout Why do we need a rollout strategy? Rollout considerations Power BI support
  • 36. Break-fix – project needs Project Mandatory service Project budget Project knowledge is important Knowledge of the tools is essential SLAs
  • 37. Break-fix – day-to-day needs Infrastructure/Service Mandatory service IT budget Service knowledge is essential Quick turnaround / SLAs
  • 38. Minor enhancements - needs Perceived as an essential service Project budget Project knowledge preferred Knowledge of the tools essential Timescales agreed while scoping
  • 39. Break-fix / minor enhancements options Microsoft Power BI support Microsoft Premier support Internal infrastructure support Internal BI support team Partners
  • 40. Enablement - needs Real time Team budget Knowledge of the tools essential Enablement hub / COE
  • 41. Enablement options Internal Centre of excellence Dedicated Power BI enablement team Lunch & learn / office hours Internal website Ongoing trainings Advisory service
  • 42. Enablement options Community Power BI website, blogs, community portal Online courses e.g. eDX YouTube Power BI videos Guy in a Cube Power BI user groups Community websites, blogs
  • 43. Power BI rollout and support 43 Before you rollout Why do we need a rollout strategy? Rollout considerations Power BI support
  • 44. 44 Greg Nash www.dearwatson.net.au Twitter: @dashboarddr LinkedIn: Power BI Unicorn You Tube: Dashboard Doctor MENTORING | POWER BI ADOPTION
  • 45. Need help? Strategy and governance Architecture Pilot program development Enablement & training
  • 46. Like what you see? To view the video recording and download the slide deck go to https://senturus.com/resources/power-bi-enterprise- deployment-planning/ Visit our website to access our library of free BI knowledge resources including events, blogs, demos, whitepapers, other on-demand webinars and our dashboard gallery https://senturus.com/senturus-resources/ 46
  • 47. 47 Join the Senturus team We’re hiring talented and experienced professionals • Modern Analytics Solution Architect • Senior Microsoft BI Architect • ETL Developer • And more See job descriptions: https://senturus.com/why-senturus/careers/ Send your resume to jobs@senturus.com
  • 48. Decisions and actions Business needs Bridging the gap 48 Analysis-ready data
  • 49. Full spectrum of BI services • Data preparation and modern data warehousing • Dashboards, reporting and visualizations in Power BI, Cognos and Tableau • Hybrid BI environments (migrations, security, etc.) • Software to accelerate bimodal BI and migrations • BI services and support retainer (expertise on demand) • Training and mentoring 49
  • 50. A long, strong history of success • 20+ years • 1350+ clients • 3000+ projects 50
  • 51. Expand your knowledge Find more resources on the Senturus website senturus.com/senturus-resources 51
  • 52. Complete BI training 52 Instructor-led online courses Self-paced learning Mentoring Tailored group sessions
  • 53. Additional resources from Senturus 53 Insider viewpoints Technical tips Unbiased product reviews Product demos Upcoming events More on this subject
  • 54. © 2020 by Senturus, Inc. This presentation may not be reused or distributed without the written consent of Senturus, Inc. www.senturus.com 888 601 6010 info@senturus.com Thank You

Editor's Notes

  1. The first question we usually get is “Can I get a copy of the presentation?” Absolutely! It’s available on Senturus.com. Select the Resources tab and then Resources Library. Or you can click the link that was just posted in the GoToWebinar Control panel. Be sure to bookmark the resource library. It has tons of valuable content addressing a wide variety of business analytics topics.
  2. Joining us today is…..Greg Nash Greg Nash is a Senturus partner in Australia. He is principal consultant at Dear Watson Consulting, a Microsoft Data Platform MVP and Power BI user group leader based in Melbourne Australia. He has 20 years of experience in enterprise IT and more recently, he’s specializing in Microsoft  Power BI adoption, mentoring and development for organizations of all sizes.
  3. Today’s agenda. After a brief introduction of the speakers, we’ll get right into the topic. Stay on after the presentation when we will We’ll then share useful links, provide a quick overview of Senturus and let you know of upcoming events. We’ll wrap with a live Q&A.
  4. One of the biggest challenges for technology rollouts is PEOPLE They resist change People don't know what they don't know We need a structure to help manage the changeover Who will manage and run the service?
  5. Power BI is a complex technology platform Power BI can get messy Power BI is BIG can be confusing How do we manage Governance? How do we manage Security Skills Required to deliver DAX Modelling ETL / Power Query Admin
  6. You want to save money Prevent rework, lower the cost of change Some licensing is expensive, you need to know what you need.
  7. There is a TON of stuff to consider before we roll out power bi, This is just a quick review of these things and will not have time to deep dive into each one. Why do we need to identify the users/stakeholders? Developers, content creators, admins, trainers, champions, users etc. How to identify the roles in your org License Assignment - License Types
  8. Consider the day to day operations of the service. Who manages the service? Who runs it, for example who adds new users, assigns licenses? Who sets the standards for development? Who administers the workspaces? Who monitors the service? It doesn’t HAVE to be IT.
  9. Every data platform project needs to consider governance and security You’ll need to have the governance and security conversations and workshops BEFORE you roll out. Check out Senturus’ Governance Webinar for more on this topic. Data Accuracy / Data Quality – who owns data inside your org / product owner Data stewardship
  10. Power Bi requires a desktop authoring tool that is installed External Tools may also be required
  11. Capacity of the desktops – RAM / CPU requirements?
  12. PROJECT VIDEOS WHY User adoption / evangelisim
  13. Power Bi requires a desktop authoring tool that is installed External Tools may also be required
  14. Intake process - having a process defined for capturing enhancements, how do they get into the backlog? Who is responsible? Post user acceptance - informal and complicated
  15. COE = centre of excellence
  16. Senturus can assist you with your Power BI Deployment from pre-planning strategy to on-going enablement
  17. At Senturus, our clients know us for providing clarity from the chaos of complex business requirements, disparate data sources and constantly moving targets. We have made a name for ourselves because of our strength at bridging the gap between IT and business users. We deliver solutions that give you access to reliable, analysis-ready data across the organization so you can quickly and easily get answers at the point of impact: the Decisions you Make and Actions you Take.
  18. Our consultants are leading experts in the field of analytics, with years of pragmatic, real-world expertise and experience advancing the state-of-the-art. We’re so confident in our team and our methodology that we back our projects with a 100% money back guarantee that is unique in the industry.
  19. We have been focused exclusively on Business Analytics for 20 years. (2001 start) We have worked across the spectrum from Fortune 500 to mid market, we have solved business problems across many industries and function areas including in the office of finance, sales and marketing, manufacturing, operations, HR and IT Our team is large enough to meet all your business analytics needs yet small enough to provide personal attention.
  20. Senturus has 100s of free resources on our website, from webinars on all things BI, to our fabulous up-to-the-minute, easily consumable blogs.
  21. We provide training in the three top BI platforms. We are ideal for organizations running multiple platforms or those moving from one to another. We can provide training in many modes and can mix and match to suit your user community.
  22. Senturus provides 100s of free resources on our website. We have been committed to sharing our BI expertise for over a decade.