285: Power BI Implementation Tuesdays - Strategic Goals
Jan 16, 2024
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The hosts discuss the importance of strategic planning in Power BI implementation, differentiating between strategic and operational goals, analyzing the OKR framework and ownership of goals, the role of executive sponsors and resource allocation, and the importance of stakeholder involvement in Power BI implementation.
Deciding on BI goals and priorities should align with overall business objectives and involve executive sponsors and decision-makers.
Effective communication and alignment between the BI team and stakeholders is crucial for clarity and shared understanding of objectives and action plans.
Deep dives
Prioritizing BI goals and aligning with business needs
The podcast episode emphasizes the importance of deciding on BI goals and priorities that align with the overall business objectives. It highlights the role of executive sponsors and decision-makers in defining these goals and owning the responsibility of allocating resources. The discussions revolve around the need to skill up the team and measure their success, with an emphasis on continuous assessment and adjustment of goals based on changing business needs. It also stresses the significance of quick wins to demonstrate the value of BI initiatives and the importance of having measurable data points to gauge progress and success.
Granular conversations and strategic planning
The podcast delves into the detailed aspects and granular conversations that arise during strategic planning for BI. It highlights the importance of considering various technical areas and skill sets within the team, such as data modeling and DAX education. The discussions focus on the need to identify the right priorities and goals for different business units and the challenges organizations face in understanding their true needs. It underscores the significance of effective communication and alignment between the BI team and the stakeholders to ensure clarity and a shared understanding of objectives and action plans.
Measuring success and aligning expectations
The podcast emphasizes the need for measurable data points to prove the success and value of strategic BI goals. It stresses the importance of aligning expectations with clear metrics and outcomes that can demonstrate the impact of BI initiatives. The discussions highlight the significance of having a monitoring solution in place to track key metrics related to usage, efficiency, data quality, and security. It also acknowledges the need for a partnership between the BI team and the business units to efficiently allocate resources and ensure successful implementation of the goals.
Continuous evaluation and agile approach in strategic planning
The podcast advocates for a continuous evaluation and agile approach in strategic planning for BI. It suggests breaking down long-term goals into shorter cycles, with a focus on achieving quick wins and tangible outcomes in shorter time frames. The discussions emphasize the need to regularly reevaluate and adjust priorities based on changing business needs and the evolving data landscape. It stresses the importance of flexibility and adaptability in the strategic planning process to stay responsive to emerging challenges and opportunities.
Mike, Seth, & Tommy continue their deep dive into Microsoft's Implementation Guide and focus on what Goals mean, how to get them right, and getting the business onboard.
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