As the demand for processes that generate real-time data and facilitate faster decision-making grows, many businesses still rely on manual reporting, limiting their productivity. To ensure you’re on the right track, ask yourself these key questions:

Do you spend a lot of time doing manual reporting? :

Do you have access to the relevant data and insights in a timely manner to make effective decisions? :

Are you identifying issues early so that you can address them before they get too difficult and end up costing more? :

If you’re unclear with your answers or find solving this problem too complex and don’t know where to start, we have the perfect solution for you. :

In our Business Insights Design Workshop, we will help you:

Identify Your Top Priorities: Capture requirements, metrics, business rules, data flows, data quality remediation actions to prioritise the most critical insights. :

Document Your Requirements: Understand your current state and defi ne the vision for your future reporting solution by gathering user stories. :

Design the Visuals You Need: Develop personas for role-based access control (RBAC) and create reporting interface designs tailored to each persona's needs. :

Modernise Foundational Architecture: Design a solution based on the Microsoft Fabric Architecture and Power BI for a cost effective, flexible, scalable and a future proof data estate. :

AGENDA OVERVIEW

Strategy, Vision, and Goals

Discuss overall strategy, vision, and goals for reporting by examining current state and determining future direction. :

Capture User Stories

Define requirements for each persona and identify key metrics, business rules, and report frequency. :

Identify Personas for RBAC (Role-Based Access Control

Outline the roles and responsibilities of each persona, including SMEs, reporting consumers, and leaders. :

Design UI Wireframes

Explore different types of reports, such as dashboards and PDFs. :

Data Quality Review

Address issues related to missing data, collection, accuracy, and validation while identifying strategies to enhance data. :

Design Foundation Architecture

Design the Microsoft Fabric Architecture and the Power BI environment to meet current and future needs. :

By the end of the workshop, you will have a comprehensive report with all the gathered requirements and a clear roadmap to develop a self-service reporting solution that meets your business needs and enhances decision-making capabilities. :

Don't let manual reporting hold you back. Take the first step towards a smarter, more efficient self-service reporting solution with CBS. :

The business insights workshop delivers exceptional value by ensuring high-quality outcomes. The workshop provides a platform for in-depth discussions and thorough analysis, leading to a comprehensive understanding of key business and technical requirements for reporting.

The quality of the workshop is evident in the outcomes giving stakeholders wireframes of how the reporting interfaces would look like and the clear roadmap for implementation that emerged from the collaborative efforts of all participants. The meticulous attention to detail and the expertise of the team ensure that the workshop's objectives were not only met but exceeded, providing valuable insights and actionable plans for future initiatives. :

Workshop Duration: 1 full day or two half-day sessions, spanning 1 to 2 weeks.

Cost: $3,500 + GST