Data Governance Frameworks

We begin by evaluating and taking stock of a client’s current CRM system (if one exists) to better understand how its teams are using and sharing data in their daily workflows. We evaluate current-state technology using our thorough assessment model that accounts for all relevant factors (integrations, data-usage practices across departments, authenticated users, etc.).

Business Intelligence Advocates

Building an effective business intelligence program that’s both self-sufficient and manageable often requires trust and buy-in from multiple levels of an organization. Similar to our proven CRM stakeholder incorporation mode, we recommend incorporating experienced and trusted team members into the business intelligence design and implementation process.

Employee internal stakeholders that will ultimately rely on the Power BI solution once implemented, provides invaluable solution benefits. By properly defining the necessary reporting requirements and other data standards that the technology will need to account for, we can ensure that the solution is properly configured to the end-state users’ need and specifications.

Adept Dynamics works directly alongside our clients to select, brief, and extract insights from internal stakeholders. Our team has deep experience interfacing with employee stakeholders throughout an entire project lifecycle. Once the business intelligence project has been completed, project stakeholders continue to serve as solution experts and advocates. Stakeholders are empowered to provide Power BI guidance and general support to their teammates - further reinforcing a data-driven culture within the organization.

Data Acquisition

Business intelligence tools like Power BI are only as effective as the data that’s used.

Recent business intelligence industry research indicates that as many as 80% of business intelligence projects rely on incomplete data or data sets that lack coherent structural consistency. Because of these kinds of complex data acquisition and data preparation challenges, many business intelligence initiatives never reach their full potential.

Adept Dynamics’ team of Power BI experts are skilled at working with our clients to assess available data and determine which sets and inputs are most relevant for the intended users to meet their data usage objectives.

Once the right data sources have been identified and organized, we then implement innovative data management processes that organize and integrate the information directly into Power BI.

We’re proficient at using Microsoft Power Query for the data acquisition process. Power Query is Microsoft’s data transformation and data preparation engine. Power Query touts a cutting-edge graphical interface that visualizes raw data and migrates it into Power BI. Through Power Query, our team efficiently extracts, transforms, and loads (ETL) data while also ensuring that it’s fully optimized for Power BI.

Data Reporting

After implementing and optimizing Power BI for a client, our business intelligence support often continues indefinitely. One of the primary advantages of Power BI is its mailability and the ability to build on its efficiency gains.

We work with our clients to conceive and establish well-defined Power BI reporting processes that generate accurate, standardized reports.

Our business intelligence experts design custom reporting processes for our clients that deliver the following benefits:

• Creation of reports that utilize the most important and relevant data to the organization’s business needs and its team member requirements.
• The confidence that your intended Power BI users will gain pertinent strategic insights in an expedient and actionable manner.
• Ongoing reconciliation and testing of all reporting data.