Uncovering the power of Power BI: embedding new practices, empowering users & the handover process

Uncovering the power of Power BI: embedding new practices, empowering users & the handover process

In our previous blog in this three-part series, we explored the ‘meal delivery model’ for the Power BI platform and the tools and teams required to bring this model and its methodology to life. In the final blog of this series, we’ll assess how new practices can be embedded and users empowered as the solution build is underway, as well as how to effectively carry out the handover process for a seamless go-live. 

To read our full whitepaper that outlines additional methodology and best practices to unlock all that Power BI has to offer, click here.   

Embedding new practices and empowering your users

To effectively embed new practices and empower users, evaluating training and resources will be fundamental for a successful Power BI migration. Conducting a training and resource assessment to evaluate users’ training needs and ensure they’re equipped with the necessary skills and confidence to use Power BI will be key to maximising its value. Planning a range of training for various users will be particularly impactful in this case, as will offering the right training to the right users. Communicating expectations, project and migration updates and overarching benefits will also be critical, especially when users are asked to contribute and to change established practices. 

The handover process

Prior to going live, ensuring the necessary solution documentation is in place for both user and developer reference will be vital. Holding handover sessions for your BI team, your IT team and management, unifying support and resources and making sure the helpdesk is both responsive and reactive to any technical issues that arise will bolster this.  

To help determine response times for any technical issues arising, users’ needs that would have arisen during the discovery phase of the project must be understood. Departmental or team champions for non-technical Power BI users can therefore bolster outcomes in these circumstances, and managed support can alleviate the burden of updates and adaptations in fast-changing NHS environments.  

Time must be allocated for handover sessions for the BI team, IT team and management. This will serve as an additional opportunity to reiterate the benefits of the new PowerBI solution along with a practical introduction. Consistent monitoring and feedback should be sought out to refine helpdesk processes and continue deriving the full benefits that the solution can provide as the handover stage continues.  

While PowerBI is an exceptionally flexible platform and will expand and adapt to accommodate new data and reporting requirements, having the necessary development resources available to make changes and upkeep the solution will be paramount. 

How CACI can help

Migrating to PowerBI enables NHS stakeholders to achieve new strategic goals and transform their analytical capabilities. CACI understands the value that migrating to PowerBI can bring, which is why we have developed our own set of best practices and key principles for PowerBI migrations within the NHS. We strive to deliver a seamless migration built on our extensive experience in NHS data and technology, prioritising stakeholder engagement, providing reliable reporting, secure data sharing and self-sufficient BI capabilities for data-driven decision-making. 

For more information or help with Power BI project planning, delivery or ongoing managed services, contact us today. To learn more about how you can tap into the power of Power BI, our whitepaper outlines the best practices and methodology that will boost your understanding and usage. 

Read the rest of the series here:

  1. Uncovering the power of Power BI: discovery & delivery framework
  2. Uncovering the power of Power BI: ‘meal delivery’ model & critical resources

Uncovering the power of Power BI: ‘meal delivery’ model & critical resources

Uncovering the power of Power BI: ‘meal delivery’ model & critical resources

In our previous blog in this three-part series, we uncovered the value of thorough discovery and how to build a successful project delivery framework. Today, we’ll explore the ‘meal delivery model’ for the Power BI platform and the tools and teams required to bring this model and its methodology to life.  

To read our full whitepaper that outlines additional methodology and best practices to unlock all that Power BI has to offer, click here. 

What is the ‘meal delivery’ model for Power BI?

The ‘meal delivery’ model is an analogy for Power BI data insight in NHS systems, stemming from a challenge of making data insight (food) available to a range of different NHS users (eaters). In this context, there are a range of preferences and capabilities among Power BI users and audiences to consider. Therefore, data architecture must enable the experiences and nuances within them, catering to the specific needs of various users: 

  • Analysts: These users will need direct portal access to usable data building blocks and analytics tools. With the ‘meal delivery’ model in mind, these users will need to select quality ingredients to make a meal for themselves.  
  • Executive users: These users need dashboard access to pull reports from selected datasets. They will want the ingredients packaged and provided along with a basic recipe to make the meal in a way that best suits their individual needs.  
  • Report consumers: Finally, these users will need Power BI reports sent direct to their inbox or accessible from Teams. They will want the meal delivered to them, ready to eat. 

The people and tools that make it happen

Using all the insights that have been discovered, a plan can be created to maximise Power BI benefits and meet all identified requirements, goals and constraints. The development process and method will determine the pace of the Power BI implementation and the level of disruption to business as usual. It will also define a team’s size, roles, skills required and cost of resources. An Agile Scrum Project method can be utilised here to maximise developer and user collaboration and allow for continuous improvement across each sprint to incorporate change in a controlled way without derailing the project’s progress.  

With Power BI project delivery being split into two workstreams— one being data and infrastructure, the other reporting— this method offers the flexibility to continuously embed best practices and ensure data and infrastructure workstreams do not diverge.  

How CACI can help

Migrating to PowerBI enables NHS stakeholders to achieve new strategic goals and transform their analytical capabilities. CACI understands the value that migrating to PowerBI can bring, which is why we have developed our own set of best practices and key principles for PowerBI migrations within the NHS. We strive to deliver a seamless migration built on our extensive experience in NHS data and technology, prioritising stakeholder engagement, providing reliable reporting, secure data sharing and self-sufficient BI capabilities for data-driven decision-making.  

For more information or help with Power BI project planning, delivery or ongoing managed services, contact us today. To learn more about how you can tap into the power of Power BI, our whitepaper outlines the best practices and methodology that will boost your understanding and usage. 

In the upcoming and final blog in this series, we’ll investigate new practices to be embedded and how to empower your users to ensure a successful handover. 

Read our previous blog in the series ‘Uncovering the power of Power BI: discovery & delivery framework’ here

Uncovering the power of Power BI: discovery & delivery framework

Uncovering the power of Power BI: discovery & delivery framework

NHS organisations that pursue data transformation will achieve substantial changes in their data-driven decision-making that ultimately improves efficiency, quality and patient experience. Power BI is an optimal contender for NHS organisations seeking a complete data transformation. However, achieving this and reaping its many benefits requires a carefully planned migration process, necessitating a partnership with a reliable data partner that possesses innate experience.  

Having worked with many NHS organisations over the years to plan and implement data migrations, this three-part blog series is developed from the principles of our Power BI migration methodology and real-world experience of NHS data projects, sharing key questions you should consider asking and areas to address to ensure a successful migration to Power BI. 

As such, the series begins with understanding the value of thorough discovery and how to build a successful project delivery framework. To read our full whitepaper that outlines additional methodology and best practices to unlock all that Power BI has to offer, click here. 

The value of thorough discovery

Unearthing all the information that will influence and affect your migration is a vital—albeit lengthy— first step. Skimping on discovery can compromise the solution’s effectiveness. 

Stakeholder mapping and collaboration

Stakeholder mapping and collaboration can make a significant impact to help define migration goals, as it will unearth possible issues and harvest key requirements to define migrations goals. Workshops with key stakeholders can aid this process, helping establish users’ needs and gauging their use of the Power BI platform. 

Conduct a current state analysis

Reviewing current data architecture, data processing locations and transformation methods will help you intrinsically understand stored data and information flows. During this review, inefficiencies within the operating landscape where your new solution will be situated can be identified and a solid foundation for new data architecture objectives can be built and defined. 

Building the project delivery framework

Building a successful project delivery framework will begin with defining features and functionalities required, including visualisations, connectivity, AI functions, data modelling and relationships between datasets. Ensuring you have a single version of the truth that is built on high quality data will also be critical. Reporting and analysis must also be transparent, enabling users and auditors to visualise how figures are produced. To facilitate this, solutions and configurations by audience type should be proposed to ensure users’ needs and Power BI access requirements will be met. 

Furthermore, developing a full target data architecture and identifying software/licensing requirements based on an assessment of your current analytics development process and available resources will be an integral part of the development of this framework. Availability will also need to be considered, as will security across all apps, including different access levels and permissions. 

How CACI can help

Migrating to PowerBI enables NHS stakeholders to achieve new strategic goals and transform their analytical capabilities. CACI understands the value that migrating to PowerBI can bring, which is why we have developed our own set of best practices and key principles for PowerBI migrations within the NHS. We strive to deliver a seamless migration built on our extensive experience in NHS data and technology, prioritising stakeholder engagement, providing reliable reporting, secure data sharing and self-sufficient BI capabilities for data-driven decision-making. 

For more information or help with Power BI project planning, delivery or ongoing managed services, contact us today. To learn more about how you can tap into the power of Power BI, our whitepaper outlines the best practices and methodology that will boost your understanding and usage. 

Stay tuned for the next blog in this series, where we’ll explain the ‘meal delivery model’ and the teams and tools that activate it.