>> OKAY. WE HAVE 20 MINUTES ON HOW
TO ADOPT POWERBI. THANK YOU GUYS
SO MUCH FOR BEING HERE. CAN EVERYONE
HEAR ME. THIS IS A LITTLE DIFFERENT.
WHAT WE'RE GOING TO DO JUST A LITTLE
QUICK ADDING. I LIVE IN CHICAGO.
WE HAVE THE BUSINESS INTELLIGENCE
AND GROWING THE COMPANY TO ADOPT
AND REALLY USAGE FOR POWERBI THROUGHOUT
THE ORGANIZATION. I HELP THE POWERBI
USER GROUP IN CHICAGO. I'VE BEEN
DOING POWERBI SINCE ITS INCEPTION.
THERE IS ANOTHER SESSION TOMORROW
THAT'S GOING TO BE BROKEN DOWN FOR
AN HOUR. BUT FOR THE NEXT 20 MINUTES
WE'RE GOING TO TALK ABOUT PROVIDING
THE FRAMEWORK AND AT LEAST THE STRUCTURE.
IF YOU CAN'T MAKE THE ONE TOMORROW
THE SLIDES ARE TO TAKE THE TEMPLATES.
I THINK REALLY WHAT POWERBI IT'S
A GREAT GROUP. OR MANAGEMENT OF
POWERBI. LIKE REAL WORLD EXAMPLES.
THERE'S A TOP DOWN, BOTTOM DOWN
I. T. LED, HOW MANY DOCUMENTS ARE
WHAT DO YOU DO ACTUALLY DO. WHAT
DOES IT LOOK LIKE INSIDE YOUR COMPANY.
WE'RE GOING TO TALK ABOUT WHAT ARE
THE BASIC PILLARS. TOMORROW WE'RE
GOING TO GO IN-DEPTH IN THE PILLARS
AND THE FOUNDATION. SO THE FRAMEWORK
MODEL THAT KIND OF BASED ON THE
DOCUMENTS RESEARCH IS I SAY THERE'S
A FOUNDATION AND FOUR PILLARS OF
THE FOUNDATION. WHAT IS THE OVERALL
FOUNDATION AND WE'RE GOING TO TALK
WHAT PART OF AN ADOPTION STRATEGY.
ROADMAPS AND TESTIMPLATES. AND GOVERNANCE
AND ORGANIZATION. FOUNDATION. IS
WHETHER OR NOT YOUR COMPANY HAS
A PROVEN AGREED UPON MISSION STATEMENT.
A MATURITY MODEL. IF YOU HAVE AN
ACTUAL STATEMENT THAT YOUR COMPANY
YOUR EXECUTIVES, YOUR LEADERSHIP
KNOWS, GREAT YOU'RE ON THE RIGHT
TRACK. IF YOU DON'T THAT SHOULD
BE SOMETHING THAT YOU FOCUS ON.
MATURITY STATEMENT BEFORE YOU IMPLEMENT
USAGE OR ADOPTION OR SHP SHAREPOINT
SITE. IF OH NO WE ADOPT. WE HAVE
THE USAGE REPORTS. WE'VE GOT A LONG
WAY TO GO. THERE'S SO MUCH MORE
WHEN IT COMES TO USAGE AND ADOPTION.
THE ADOPTION STRATEGIES AND COMPONENTS.
SO THIS IS KIND WHETHER YOU'RE STARTING
FOR THE FIRST TIME WITH BUILDING
OUT YOUR POWERBI TEAM AND FRAMEWORK
FOR YOUR COMPANY OR YOU ALREADY
HAVE SOMETHING IN PLACE. THIS IS
SOMETHING YOU CAN DO ON A RECURRING.
WE'RE GOING TO DISCOVERING FEEDBACK,
AND REVAMP AND BUILDING A FOUNDATION
AND ROLLOUT AND SUPPORTS. SO DISCOVERY
-- ONE OF THE THINGS YOU START WITH.
YOU HAVE A MISSION STATEMENT. YOU
HAVE A MATURITY STATEMENT. ONE OF
THE THINGS THAT IS AS IMPORTANT
TO BUILD TRUST IN YOUR TEAM AND
YOUR COMPANY AND FOR YOUR END USER.
WHEN YOU LOSE TRUST, WITH YOUR END
USER IT IS SO HARD TO GET IT BACK.
IF YOU CURRENTLY HAVE REPORTS THAT
ARE CURRENTLY BEING USED GR GREAT.
START WITH THE SCOPING SESSIONS.
MEETING WITH EVERY TEAM. HOW DO
THEY CURRENTLY REPORT. THEY MIGHT
USE POWERBI. THERE'S A GUY THAT
DOES SSRS. SO WE HAVE FIVE DIFFERENT
REPORTS THAT WE USE. ONE THAT THEM
IS IN THE POWERBI. GOING THROUGH
AND DOCUMENTING WITH THEM WHAT ARE
YOU TRYING TO GIVE. WHAT ARE YOU
NEED TO DO AS THE END USER TO ACCOMPLISH
YOUR GOAL AT OUR ORGANIZATION. TALKING
ABOUT ISSUES. YOU'RE LIKE GREAT.
WE ONLY HAVE EXCEL FILES. WHAT THEIR
DESIRED STATE AND WHAT ARE POSSIBLE
HURDLES. AND WE'VE DONE WHAT YOU
DO FOR EVERY TEAM IS DELIVERY PROJECTS.
THAT'S BASICALLY MAKING SURE THAT
THE TEAM YOU'VE LISTENED TO THEM,
YOU'VE UNDERSTOOD THEM. HERE'S WHERE
WE ARE AT, HERE'S WHERE WE OUGHT
TO BE. HERE'S OUR LONG-TERM. HERE'S
THE THINGS WE NEED TO WORK AS A
TEAM TOGETHER. ACTUALLY I NEED TO
GO TO -- YEP. OKAY. SO DISCOVERY
AND SCOPING IS FOR YOUR END USERS.
THE NEXT PART IS YOUR OWN TEAM OR
IT COULD BE JUST YOU. WHETHER YOU
HAVE A TEAM OF POWERBI AUTHORS OR
CREATORS OR ITS YOU IT'S GOING THROUGH
DOCUMENTING EVERY REPORT OR EVERY
WORKSPACE WHAT'S THE PURPOSE AND
WHO'S THE JOBS. STEVE JOBS WHEN
HE INTRODUCED THE iPAD WE HAVE A
COMPUTER AND PHONE. UNLESS IT HAS
NO ROBE TO BE. IF YOU HAVE A DASHBOARD
THAT HAS NO REASON TO EXIST BECAUSE
IT OVERLAPS WITH 3 OTHER REPORTS.
GOING THROUGH ALL OF YOUR DASHBOARDS.
WHY IS THIS HERE AND WHO IS IT SERVING?
>> WHAT DO YOU DO NEED TO ORGANIZE
IT. WE MET WITH EIGHT TEAMS. IS
THAT EIGHT REPORTS. IS THERE ANY
OVERLAP. GOING IDENTIFYING A DOCUMENT
THAT IDENTIFIES CONTENT AND POWERBI.
AND THEN THE BI TEAM HOW ARE REPORTS
BEING CREATED IN YOUR COMPANY. IS
THERE A PROCESS. SHOULD THEY BE
REQUESTING A REPORT. DO THEY NEED
APPROVAL TO REQUEST A REPORT. AND
WHAT ARE THE NEXT STEPS. BEING ABLE
TO ANSWER THOSE QUESTIONS WITH ANY
REQUEST OR UPDATE AS ESSENTIALLY
AS BEING ABLE TO BOOKMARKS OR DRILL
THROUGH. BEING ABLE TO PROCESS THAT
YOUR TEAM CURRENTLY USES. IS THERE
A TEMPLATE. ARE THERE UNIVERSAL
KPIs THAT THE ENTIRE COMPANY SHOULD
KNOW. ANYTHING THAT'S A HIERARCHY
IS Q8. ONE OF THE DATA SOURCES FOR
THE BUSINESS LOGIC THROUGHOUT THE
COMPANY. ONCE WE HAVE THE DISCOVERY
REPORT. I'M MAKING YOUR JOB A LOT
OF WRITING. A LOT OF THE WORD DOCUMENTS.
THEN WE GE TO REVAMPING. THIS COULD
BE IF YOU HAVE NOTHING AT UL OR
YOU HAVE SOMETHING IN PLACE. SO
CREATING A PROCESS FOR EVERYTHING
IN YOUR POWERBI. I HAVE NOW MADE
YOU A PROJECT MANAGER AS WELL. YOU
ARE AN AUTHOR, REPORT WRITER, AND
NOW A MANAGER. I DON'T RECOMMEND
PUTTING THIS ALL ON YOUR RESUMÉ.
THESE ARE ROLES THAT WE'RE TAKING
ON. PROCESS THE APPROVAL OF AND
MANAGEMENT SYSTEM. IF ANYTHING IN
POWERBI SERVICE ANY USER AND YOU
SHOULD KNOW THAT IS A STAMP OF APPROVAL
FROM THE POWERBI TEAM. ANYTHING
THAT SHOULD KNOW WHAT IT IS. WHO
CREATED THAT OR WHAT IS THAT METRIC.
I'M GOING TO ASK THEM TO PUT IDEAS
IN THE POWERBI. ADD A STAMP LOGO.
CREATING NAME AND CONVENTIONS FOR
CONTENT. A LOT OF TIMES WE START
CREATING THINGS. THINKING ABOUT
THE END USER ' EXPERIENCE. SO THEY'RE
PROBABLY AT SHARE WITH ME OR POWERBI
HOME. IF YOU'RE USING DASHBOARDS
I RECOMMEND DOING A NAMING CONVENTION.
IF YOU HAVE MARKET DASHBOARDS MKT
AND THEN DASH. JUST BY LOOK AT THE
TITLE OF THE CONTENT THEY SHOULD
HAVE A GOOD IDEA OF WHAT IT'S ABOUT.
WE RE- LOOP OR POWER INQUIRY WHICH
IS PHENOMENAL. IF PEOPLE DON'T UNDERSTAND
THE HIERARCHY OR. WHAT IS A PRODUCT
NAME. WHAT IS A RECIPE. I DON'T
KNOW WHAT THAT IS. BUT MY OTHER
COLLEAGUE IS USING DIFFERENT UNDERSTANDS.
IF THERE'S NOT A UNDERSTANDING HOW
YOU'RE GROUPING THINGS THROUGHOUT
THE COMPANY. CONSOLIDATION. THIS
IS OUR SPRING-CLEANING GETTING OUT
THE BROOM. DOES THIS HAVE A REASON
TO EXIST? NO, GET IT OUT. >> BASICALLY
SOMEONE WHO'S INS CHARGE OF THE
CONTENT IN THE WORKSPACE. BUT THEY'RE
IN CHARGE OF MAKING SURE WHATEVER
IT'S IN THEIR WORKSPACE. REMOVING
REPORTS WITH NO PURPOSE. GOING THROUGH
AND THIS DOESN'T NEED TO BE. WE'RE
CREATING A NEW REPORT. AND THEN
TEAM ANY REPORTS HAVING A PROCESS
FOR APPROVAL. AGAIN, NOT EVERYONE
HAS THE RIGHT TO REQUEST A NEW REPORT.
FOR THOSE WHO THINKS THAT'S TRUE
THAT'S NOT THE CASE IT SHOULDN'T
BE THE CASE. AND IN ORDER TO GET
THE PROVIDE BUSINESS VALUE AND MAKE
SOMETHING THAT'S VALUABLE TO THE
BUSINESS THAT'S GOING TO BE A FEW
PEOPLE. FINALLY PART OF THIS REVAMPING
GOVERNANCE AND ADMIN. BUT A DATA
CHAMPIONS TEAM BECAUSE YOU AS A
BI AND YOUR BI TEAM MAY BE ABLE
TO UNDERSTAND. WE HAVE FIVE LEVELS
OF HIERARCHY WHICH IS GREAT. BUT
IF NO ONE ELSE IN THE COMPANY USES
THAT AND THEY MIGHT HAVE THEIR LOGIC.
YOU'RE NOT BUILDING ANY BRIDGES.
ACCESS AND SHARING. WHAT IS THAT
PROCESS? YOU CREATE A REPORT, AND
YOU PUBLISH. WHO DESERVES TO IT
WHO SHOULD SEE IT? IS IT THE ONLY
THE REPS THAT SHOULD SEE THE DATA.
CHANGE MANAGEMENT FOR UPDATES. SO
IF YOU UPDATE A BOOKMARK OR UPDATE
A FILTER OR UPDATE A NAME. IF --
WHAT WE CALL UNION VERDICT CULL
KXIs OR UNION VERSAL PRODUCT. AND
FINALLY IS ROLL OUT AND SUPPORT.
SO BEFORE GRADING ALL THESE GREAT
NEW REPORTS IS HAVING A WAY TO COMMUNE
WAIT WITH YOUR COMPANY. THIS IS
WHAT WE'RE PLANNING TO DO. THIS
IS THE NEW PROCESS. ONE OF THE THINGS
WE DID IS ROAD SHOWS. HERE'S YOUR
NEW REPORTS. BY THE WAY THIS IS
THE NEW PROCESS. IF YOU GUYS HAVE
A TICKET SYSTEM IS IT STRUCTURED.
DO YOU UNDERSTAND WHAT TO DO WITH
A NEW REPORT OR UPDATE OR BREAK
OR FIX. AND THEN FINALLY STKABL
A SYSTEM TO UPDATE AND CREATE REPORTS.
DISCOVERING FEEDBACK IN THE DELIVERY
PROJECTS. SO ONE THING I WANT TO
KIND OF A TEMPLATE FOR A ROADMAP
FOR TEAMS. PEOPLE WANT TO SEE THINGS
NOW OR YESTERDAY. IF ET CETERA NOT
COMING TOMORROW THEY'RE A LITTLE
UPSET. PROVIDING A WAY FOR PEOPLE
TO SEE WHAT'S DOWN THE PIPELINE.
WHAT'S NOW, AND WHAT'S 100 DAYS
FROM NOW. SHOWING THE ENTIRE TEAMS.
THIS IS WHAT WE SAY FOR YOUR ONE
TEAM. YOU'RE SCOPING DISCOVERING.
GIVING A PROJECT PLAN. SANDBOX REPORTS,
DEVELOPMENT OF PRODUCTION, AND TRAINING
AND EDUCATION. I'M GOING TO TALK
A LITTLE BIT ABOUT THE SANDBOX REPORTS.
ANY REPORTS SOME PEOPLE CALL IT
DEVELOPMENT OR PROTOTYPING. ALLOWING
PEOPLE WHEN YOU'RE STARTING A NEW
REPORT FROM THE GROUND UP CREATING
A ROORT CALLED A SANDBOX REPORT.
CREATING SANDBOX REPORTS IN A DEVELOPMENT
WORKSPACE WHERE PEOPLE CAN PROVIDE
FEEDBACK. IT'S MEANT TO GO TO THROW
THESE AWAY, AND GO THROUGH ITERATIONS.
ROADMAP BASICALLY THIS IS A SLIDE
THAT YOU CAN DO OR AN ENTIRE WORD
DOCUMENT. LEADERS HIGH LEVEL REPORTING.
WHAT IS THE MAIN OBJECTIVE FOR OUR
TEAM. AND BASICALLY A ROADMAP A
LITTLE NICE TOUCH. 30 DAYS, 90 DAYS
, 120 DAYS. BUT PART OF THIS WE'RE
DATA CHAMPIONS TEAM. AND PART OF
THAT IS ALSO THE NOMENCLATURE AND
THE TERMINOLOGY USED IN YOUR COMPANY,
MAKING SURE IT'S UNIVERSAL. WHEN
HE TALKS TO TONY IN SALES THEY UNDERSTAND
WHAT A PRODUCT CATEGORY IS. AND
THEY HAVE THE SAME IDEA AND SAME
UNDERSTANDING OF THAT. SO DATA CHAMPIONS
TEAM, AND AGAIN THIS IS SOMETHING
THAT IS PART OF GOVERNANCE BUT NOT
PART OF THE POWERBI DOCUMENTATION.
THIS IS GETTING A REPRESENTATIVE
FROM EVERY TEAM TALKING ABOUT BASICALLY
HOW DO THEY USE THEIR TERMI TERMINOLOGY,
WHAT IS THEIR DEFINITIONS. EVERYONE
ON THE SAME PAGE. THEY ARE RESPONSIBLE
WITH YOU FOR THE CREATION OF THE
LOGIC AND THE BUSINESS RULES. THEY
UNDERSTAND THEIR TEAM AND DEPARTMENT
INTIMATELY. THEY COME TOGETHER AS
A COMPANY. INTERNAL TEAM GOVERNANCE.
TALKING ABOUT MAKING SURE THAT EVERYONE
IS CREATING REPORTS IS ON THE SAME
PAGE. THEY HAVE A WORKSPACE TO PUBLISH
TO. FINALLY ROLL OUT AND SUPPORT.
THE FINAL PILLAR. PROMOTING YOUR
TEAM. HAVING A TEAM LIKE FOR EXAMPLE
A COMPANY AT OR BI BI@COMPANY NAME.
com. HAVING ROAD SHOWS AND ESTABLISHING
YOUR TEAM THROUGHOUT THE COMPANY
IS JUST AS IMPORTANT AS SHALES.
ROAD SHOWS AND TRAINING IS ONE OF
THE THINGS YOU CAN DO WHERE ANY
NEW REPORTS OR ANY UPDATES OF POWERBI
YOU'RE DOING MEETING WITH ALL OF
THE TEAMS INDIVIDUALLY. SHOWING
THEM UPDATES AND SHOWING THEM THEIR
REPORTS AND HOW TO USE IT. GIVING
THEM THE POWER THROUGH TRAINING.
PART OF THAT IS COMMUNICATION. WHETHER
WHEN POWERBI INTRODUCED THE PERSONAL
BOOKMARKS HAVING A COMMUNICATION
PLAN TO PROVIDE THAT THROUGHOUT
THE ENTIRE COMPANY. FINALLY IS THE
ADOPTING. GOING THROUGH ANY TIME
YOU CREATE A NEW REPORT AND GOING
THROUGH GIVING A FEEDBACK SURVEY.
WHAT IS THE EXPERIENCE IS THIS WHAT
YOU WANTED. TO UNDERSTAND HOW YOUR
PROCESS IS GOING AND MODIFY IT.
TOMORROW WE'RE GOING TO GO FULL
BREAKOUT. IT WILL BE MORE INTERACTIVE
QUESTIONS. BUT WE'RE GOING TO GO
IF ANYONE HAS MORE QUESTIONS IT
WILL BE INTERACTIVE. EVALUATE THIS
SESSION ON YOUR MOBILE APP. AND