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.

Engagement context

Where this capability 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.

The agreed outputs

What the engagement provides.

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.

Worked example

Executive Visibility Dashboard

An illustration of the record an engagement can produce. Names and figures are constructed for this example.

Illustrative content. The engagement record is developed from the client’s own environment and agreed scope.

Commercial & delivery basis

The scope and conditions of the work.

Delivery window

1-2 weeks

How engagements are scoped
Included scope
  • 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.

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