The Problem

Our construction client had existing pieces of Power BI reporting. However, the client desired wider adoption throughout the business, with a focus on security and best practices. A staggered approach to implementation was requested while reworking their core data systems and existing reporting.

This client was striving to obtain confidential contracts. To facilitate these contracts, the client engaged in the ISO 2700-1 accreditation relating to information systems management, presenting a unique scenario for this Power BI Operational Framework.

The client identified the need for enablement training to increase capability and meet current business reporting requirements. The long-term business goal was to provide secure, relevant and verified data access for business units to work towards meeting their own reporting requirements.

The Solution

Exposé worked closely with the client to create a Power BI Operational Framework that used a pragmatic approach to best practice, while enabling them to meet business and accreditation requirements.

Exposé’s framework for Power BI navigated various areas crucial to business adoption, including:

  • Alignment of capability and skill sets into personas, separating development and custodians from consumers.
  • Appropriate levels of access across the business and security achieved by combining personas, teams, workspace roles and RLS.
  • Development guidelines covering consistency in collateral and data verification following the Software Development Life Cycle.
  • Encouragement for governance checks and SME/consumer engagement.
  • Certification in order to distinguish between validated, managed collateral and personal BI collateral.

Business Benefit

Establishing a Power BI Operational Framework provided the client with the support required to effectively manage and guide their adoption journey. The client has fostered a data-focused culture, gaining confidence in their BI reporting.

Completion of the adoption phase will ensure consistency across the business and reduce reporting redundancy and data divergence.

Extra care was taken when providing security recommendations so that the business was able to enforce additional security measures where required in the future.

The framework guidelines empowers this client to take the necessary steps to engage in the long-term goal of self-service reporting, that is scalable with any number of users.

Download our full case study here.

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