Learn what’s involved in rolling out Power BI for maximum performance and user adoption. Six considerations to take into account before you deploy including people, process, technology and cost.
Watch the demos and download this deck at: https://senturus.com/resources/power-bi-enterprise-deployment-planning/
Senturus offers a full spectrum of services across the BI stack plus training on Power BI, Cognos and Tableau. Our resource library has hundreds of free live and recorded webinars, blog posts, demos and unbiased product reviews available on our website at: http://www.senturus.com/senturus-resources/.
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Visit the Resource Library
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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
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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/
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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
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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
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Before you rollout
Why do we need a rollout strategy?
Rollout considerations
Power BI support
13. Who’s on first?
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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?
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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
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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
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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
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Content creators (Pro)
• People who build content in
Power BI for sharing
• Analysts
• Power users
• BI developers
• Power BI Pro license
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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
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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
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
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
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
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/
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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
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
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50. A long, strong history of success
• 20+ years
• 1350+ clients
• 3000+ projects
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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.
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Be sure to bookmark the resource library. It has tons of valuable content addressing a wide variety of business analytics topics.
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.
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.
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?
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
You want to save money
Prevent rework, lower the cost of change
Some licensing is expensive, you need to know what you need.
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
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.
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
Power Bi requires a desktop authoring tool that is installed
External Tools may also be required
Capacity of the desktops – RAM / CPU requirements?
PROJECT VIDEOS
WHY User adoption / evangelisim
Power Bi requires a desktop authoring tool that is installed
External Tools may also be required
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
COE = centre of excellence
Senturus can assist you with your Power BI Deployment from pre-planning strategy to on-going enablement
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.
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.
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.
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.
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.
Senturus provides 100s of free resources on our website. We have been committed to sharing our BI expertise for over a decade.