1. Power BI Jumpstart Sample Proposal Prepared by: Jamie W. Ross
Sales Development Representative
O: x1132 M:

2. Road Map to Self-Service BI
DATA MODEL
Create & iterate on Power BI Desktop data model to intake data from Dynamics GP source system.
Normalize GP data into fact/dimension data model using Edit Queries window
Implement friendly names/formatting for tables and fields used in visualizations
Create relationships between tables
Create calculated fields and measures using DAX
Integrate date table & time intelligence functions with COMPANY’S fiscal calendar
Implement hierarchies where possible
REPORT & DASHBOARD DESIGN
Once data model is complete, build 3 standard reports containing operational data, metrics and KPIs:
Implement CUSTOMER branding, style and colors
Work with stakeholders to iterate on visualizations that will tell the right story and enable insights
Create Power BI App Workspace and upload reports to shared OneDrive
Create simple dashboard with pinned visualizations from the reports built
DEPLOY & TRAIN
Assist with licensing, sharing and securing the Power BI reports and training on how to modify existing reports/create new reports:
Assist with configuration of the Power BI licensing for end users **
Implement binary security
Install & configure the Power BI Data Gateway on COMPANY’S VM; configure scheduled refresh in Power BI Service
Create and share content pack to COMPANY’S users
Demonstrate how to make changes to Power BI Desktop file and disseminate changes to users
Power BI Jumpstart Proposal

3. Inviso Resourcing, Estimate & Timeline
OUR TEAM
Business Analyst
Primary liaison between COMPANY stakeholders and Inviso. Responsible for:
Gathering, documenting and executing all requirements
Building reports and dashboards
Configuring and troubleshooting scheduled refresh
Leading working sessions and progress reviews
Power BI Practice Director
Responsible for:
Unblocking Sr. BA from difficult technical challenges
Ensuring Power BI best practices are being followed
Reviewing deliverables for quality assurance
Helping to optimize Power BI subscription and license purchases
ESTIMATE
$3,600 for project deliverables
This estimate assumes the following:
All required data will be available and sourced from a single system (Dynamics GP)
In scope reporting includes a P&L table table and 2 supplemental operational reports with standard aggregations and calculations, i.e. no forecasting, predictive analytics or real time reporting required.
COMPANY will list Inviso as the Digital Partner of Record for the Power BI subscription purchased.
TIMELINE
3 days total – can start as soon as PO is open
Data Model – 1 day
Report & Dashboard Design – 1 day
Deploy & Train – 1 day
Inviso will facilitate 3x daily working sessions (full day duration) and progress reviews with COMPANY’S team to iterate on deliverables and review any work done outside of working sessions
Power BI Jumpstart Proposal