Supporting technical capability
Bring IT risk and cost into one Power BI dashboard.
Bring the agreed IT risk, cost, user and security data into one Power BI dashboard. Define each metric, check the source data and document how to refresh it.
Illustrative sample · supporting capability
Does the displayed number use a current source and a defined measure?
- SOURCEAccess finding register · earlier export
- DEFINITIONCount findings whose current source status is unresolved
- DECISIONSource owner closed a finding; the displayed count is stale.
REFRESH CONDITIONShow last refresh. Reconcile the source status before publishing the next count.
- Observation
- The dashboard shows an earlier export while the source owner has closed a finding.
- Decision
- Show the refresh date and treat the value as stale.
- Next action
- Reconcile source status, measure definition and refresh behavior before publishing the view.
This capability can inform the next service. Its inclusion, price and calendar must be agreed in that service’s scope; following the link does not make it included.
Explore the relevant next serviceTechnical context
When this work applies
- Leadership has no single, trusted view of IT risk, cost, and progress.
- Board reporting is a recurring manual fire drill across spreadsheets.
- Different teams quote different numbers and nobody trusts the source.
Possible outputs
Outputs to agree in scope
Executive Visibility Dashboard
A one-page Power BI view of IT risk, cost, users, tickets, and security posture.
KPI definitions
Agreed metrics and definitions so the numbers mean the same thing to everyone.
Refresh and access guide
Instructions for refreshing the dashboard, checking data and managing access.
Commercial & delivery basis
The scope and conditions of the work.
Delivery window
This supporting capability has no separate confirmed delivery window. The proposal names its scope and calendar.
Capability scope to confirm
- One Power BI dashboard
- 1 to 2 data sources
- KPI definitions
- Refresh and access guide
Scope assumptions
- Data exports or API access are available
- Access controls applied so people only see the numbers they should
Exclusions
- A data warehouse or custom connector build
- Ongoing managed BI (a separate retainer)
Required access
- Read-only access to source exports (Microsoft 365, Azure cost, tickets)
- A Power BI workspace or licensing
- A 30-minute kickoff to agree the KPIs
Acceptance
The agreed completion standard.
The engagement is complete when the dashboard, KPI definitions, and refresh guide are delivered and walked through.
Discuss the work
Tell us what you need to change.
Share the systems involved, why the change is needed and your deadline. We clarify the work, responsibilities and information needed for a proposal.
Discuss this project