🎯 The Smart Path to Power BI Success: What Our BI Process Looks Like

Jul 4

Building robust, reliable Power BI reporting isn’t about luck, it’s about process and clarity. At DataNimble, we guide clients from idea to impact with a proven roadmap designed for speed, quality, and long-term effectiveness.

1. 💬 Discovery Call

We start by listening to your goals, KPIs, data sources, and reporting challenges. Clear communication early on saves time and refines focus.

2. 📄 Proposal

We transform insights from our discovery into a scope, timeline, and transparent fixed-cost estimate so you know exactly what you’re getting, and when.

3. 🛠️ Dashboard Development

Our Power BI experts build your custom solution: sourcing, modeling, and visualizing your data, not copying spreadsheets.

4. 📝 Review and Revisions

Feedback is built into the process. We iterate based on your input until the dashboard meets your exact needs.

5. 🚀 Deployment & Training

We publish the dashboard and ensure your team knows how to use it, maximizing adoption from day one.

6. 📚 Handoff & Documentation

You’ll receive fully documented build details—tab definitions, relationship diagrams, DAX logic, so you own your analytics environment.

7. 🔄 Ongoing Support

All dashboards come with 30 days of complimentary support. Beyond that, we offer flexible monthly retainer options for updates, new features, or ad-hoc analysis.

✅ What You Need to Get Started

We handle the heavy lifting, but to move quickly, clients typically provide:

Power BI licensing (Pro or Premium) for anyone using the dashboards
Read-only access to data sources: SQL, ERP/CRM, Excel/CSV, Google Sheets, APIs
Appropriate user permissions or guest access in Power BI/Azure
A data dictionary or schema guide, if available
Clarity on KPIs, visuals, and data refresh cadence
Stable internet and stakeholder availability for review sessions

💡 FAQs to Ease the Process

What’s the timeline? Clients often go live within 2–3 weeks—including scope, build, automation, and delivery.
What tools do you use? We work with Power BI, Power Automate, SQL/Azure, CRMs like HubSpot and Salesforce, and more.
Is support included? Yes—30 days of post-launch check-ins, with optional hourly retainers available.
What about messy data? No problem. We help map and clean data during setup.
Can you build outside our tenant? Absolutely—you can grant guest access for live builds, or we can deliver a .PBIX file for you to publish yourself.

Josh Giarratano