What is Business Intelligence and what is it for?

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Microsoft Power BI is a Business Intelligence solution that allows you to unite different sources of information, group it and work with it, in order to analyze your business data, present them through panels and reports, and that these can be consulted in a very agile, attractive and intuitive way.

In addition, they can be shared by many users of the same company or organization. In this way, General Managers, Financial, Marketing, Administrative and Commercial Directors, can instantly have information about their business in real time.

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We have been working for more than 5 years in projects of implementation of solutions based on Power BI.

During this time, we have implemented this tool in companies and organizations of very diverse sectors of activity and business volume (Food, Transportation, Public Entities, Distribution, Emergency Services, among others).

Likewise, these projects have been focused on all types of departments and users within the organization: from Finance to Human Resources, including Sales or Quality.

We can also work for Ad Hoc projects or through monthly fees. Ask us without obligation.

How do we do it?

All our projects are carried out completely Ad Hoc for each of our clients, identifying their needs and providing a close and personalized service.

Business and data understanding

This phase consists of performing an analysis of the company's needs, both current and future. A detailed analysis of the current and required data architecture must also be carried out.

It includes the following tasks, among others:

  • Identification of the problem
  • Business questions
  • Requirements (indicators, info) and scope of the solution (one department, general)
  • Current data architecture
  • Proposed architecture
  • Available information sources
  • Data description
  • Selection of useful fields
  • Verify data quality

All failures made during this phase are the most costly to rectify.

Data Model

This phase consists of designing a data model to support each of the indicators and information to be included in the report.

Among others, it includes the following tasks:

  • Entity identification
  • Selection of useful fields
  • Descriptive tables vs. Facts tables
  • Relational model design
  • Denormalizing the data model
  • Creation of the dimensional model

An incorrect implementation of the data model will lead to the creation of more complex indicators that require less simple and efficient programming.

Extract, Transform and Load

In this phase all the necessary transformations are performed to physically implement the Data Model designed in phase 2.

Extract

We must pass all that information that is in a data capture environment to an environment that is based on the analysis of this data. This process allows us to import information from multiple data sources to unify it into a single model and create relationships.

Transform

When we import the data, it is most likely that they are not "clean". That is, they are not in a state to be analyzed because they are disorganized.

It is in this second phase of the process that we can transform this data and model it in order to make it ready for further analysis.

Load

It is in this last phase that we load the data into a model so that we can work on them and begin to visualize their behavior. This does not mean that, if we need to, we cannot go back to the previous step.

Among others, it includes the following tasks:

  • Storage structure.
  • Connection to data origins.
  • Data processing.
  • Table loading.
  • Relationship creation.
  • Creation of measures.


The main objective should be to optimize the steps applied, which will significantly help to make data processing more efficient.

Monitoring and Training

This phase consists of providing the necessary training so that all end users of the dashboard are fully familiar with the sections of the dashboard and can independently perform the basic functions (use of the dashboard, data segmentation, file export, among others).

In addition, updates to the dashboard will be scheduled automatically, as often as required, and will be followed up during the first few days after publication.

Among others, it includes the following tasks:

  • User management.
  • User training.
  • Scheduling automatic database updates.
  • Follow-up of the first updates.
  • User feedback on usage.
  • If applicable, adjustment of visualizations or indicators, to improve the user experience.

The work during this phase also requires the involvement of the company, especially active feedback on the user experience, so that certain improvements can be made before the end of the project.

Reporting

This phase consists of the creation of the necessary measurements and calculations with DAX language, and the respective visualizations for the final structure of the report.

Among others, it includes the following tasks:

  • Reporting mockup.
  • Functional structure of reporting.
  • Establishing KPIs.
  • Visualizations.
  • Verify results.

The work during this phase requires the involvement of the company, as it will be the end user and it is essential that they feel comfortable with the general structure and the specific information included in the report.

Contact us!

If you have any questions regarding our services or want to know more about the firm, please do not hesitate to contact one of our specialists.

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