Power BI Visioning Program

Expert Best Practices and Recommendations to Guide Your Power BI Development

Power BI offers unparalleled flexibility for data visualization, modeling and analytics. With its advantages, come increasing options, complexity and therefore risk. Many enterprises are trying to avoid turning their Excel hell into a Power BI Chaos or controlling the rapid adoption of Power BI.

This program has been designed to impart years of enterprise Power BI implementation learnings and experience to your organization. With hundreds of successful projects, our process has been honed to vision, disseminate and document a robust yet flexible framework and actionable best practices to drive success with your BI and data strategy with Power BI.

Find out how Collectiv helped Redwood Credit Union build a scalable data strategy:

Power BI Visioning Program Details

Week 1: Tailored visioning workshops to showcase (the art of the possible):

  • How Power BI can meet current goals,
  • How Power BI can meet future goals
  • Executive, Stakeholders, IT-specific requirements
  • Departmental/functional needs (Finance, Sales, Marketing, HR…)
  • Blue-sky and beyond initiatives

Week 2: Discovery & requirements gathering interviews with:

  • Executive and business stakeholders
  • IT, Data and Infrastructure stakeholders
  • BI, Analytics and Power BI stakeholders

Week 3: Analysis and documentation of:

  • Visioning & discovery findings
  • Advice & recommendations
  • Best practices & standards
  • Strategy, initiatives & roadmap -Review and client alignment

Week 4: Proof of concepts build (if applicable)

  • Finalize documentation
  • Presentation and hand over of findings and program document to stakeholder team

The Power BI Visioning Program delivers tailored best practice advice, recommendations, and strategy for your:

  • Corporate Goals & Initiatives
  • Data
  • Data Platform
  • Data Modeling
  • Reporting & Analytics
  • Budgeting, Forecasting, Planning, Modeling
  • Systems, Architecture & Process
  • Infrastructure
  • Governance & Security
  • Best Practices & Standards
  • Visualization
  • Training & Continuous Learning
  • Licensing
  • Power BI User Adoption Framework
  • Center of Excellence


4 Weeks


$25,000 (estimated)

Do you need a roadmap to achieve your Power BI Vision for reporting, standards, governance, and security?​

Fill out the form to schedule a 15-minute intro call.