The How’s and Why’s White Paper

Cover page of a report titled 'The How’s and Why’s: Business Benefits, ROI, and What to Expect When Partnering with DataNimble,' dated May 2025, featuring a geometric design with pink, blue, and gray shapes.

The How’s and Why’s of Partnering with DataNimble

The document outlines how DataNimble provides a turnkey Power BI dashboard service to help organizations transform raw data into actionable insights quickly and efficiently. It details the challenges businesses face with traditional reporting methods and presents a seven-step process for implementation, emphasizing benefits like reduced costs, faster decision-making, and improved data accuracy. The service aims to deliver measurable ROI and ongoing support without the need for new hires.

How It Works

Turn Key Dashboards

  • Understand your business goals, critical KPIs, data sources, and reporting pain points.

  • Translate discover insights into a clear scope, timeline, and investment estimate.

  • Build your custom Power BI solution, sourcing, and modeling your data.

  • Incorporate your feedback until the dashboard meets your exact needs.

  • Publish your dashboard and empower your team.

  • Ensure long-term maintainability and transparency.

  • Keep your dashboards running smoothly as your needs evolve. 30 day complimentary support for any post go-live tweaks. Retainer options for monthly data-model updates, new visuals, or ad-hoc analysis available.

Requirements for Power BI Implementation

  • Power BI Pro or Premium license for every user who will publish, view, edit, or share reports. (One license for DataNimble, too).

    https://www.microsoft.com/en-us/power-platform/products/power-bi/pricing

  • DataNimble will require read-only access to relevant data sources or sample data schema that you can then connect the Power BI dashboard to after development is complete.

    • SQL databases (e.g., Microsoft SQL Server, MySQL, PostgreSQL)

    • Excel/CSV files

    • Cloud services (e.g., SharePoint, OneDrive, Google Sheets)

    • APIs or flat files for 3rd party platforms (e.g., HubSpot, Salesforce, etc.)

    • Admin-Level Access or Read-Only Permissions to necessary data platforms (CRM, ERP, etc.)

    • Credential Sharing or OAuth Setup for secure data refreshes and scheduled updates.

    • A document that defines tables, fields, and relationships in your data.

    • Helps speed up development and ensure KPI alignment.

  • Clear understanding of:

    • KPIs and metrics to track

    • Desired visualizations or existing report mockups

    • Frequency of data updates

    • Stable internet connection for cloud-based integrations and Power BI Service access.

    • Stakeholder time for feedback and iterations sessions.

Frequently Asked Questions (FAQ)

  • Most clients are live within 2-3 weeks. That includes scoping, design, automation, and delivery.

  • Power BI, Power Automate, SQL, Azure, SQL Server, CRMs like HubSpot and Salesforce - whatever is needed to streamline your data flow.

  • Yes. You get 30 days of check-ins included, plus you can add on 10-hour blocks of data analyst retainers that you can use flexibly.

  • No worries! We'll help you map and clean it up during setup. Bring us your mess and we'll leave you with automated clarity.

  • There are 2 secure ways DataNimble can build dashboard for your organization.

    1. Create a guest user in your Microsoft 365/Azure environment, then we can work directly inside your Power BI workspace with a Pro License.

    2. We can build the dashboard offline using Power BI desktop and deliver a .PBIX file for you to publish inside your environment.

Still have Questions?