Power BI

Microsoft Power BI helps you to visualize your data

Microsoft Power BI (Business Intelligence) is the brand name for a portfolio of cloud-based business intelligence and analytics tools that help clients analyze data and provide insights through rich, visual content from one central solution.

Microsoft Power BI helps companies to develop insightful and powerful analysis through visualized data sets to enable companies to make better and faster decisions. Providing a 360-degree view of all the relevant metrics in real time, Microsoft Power BI unifies all business data centrally, whether the decision is to host on-premise or in the cloud. Available on any device and easily integrated with enterprise resource planning (ERP) solutions like Microsoft Dynamics AX, Microsoft Power BI comes with standard connectors no matter how it’s hosted.

Microsoft Power BI facilitates the creation of business intelligence reports with the desktop application, and the online version gives users the ability to create and view interactive reports from existing databases. Pre-built dashboards can be shared with anyone in the organization, using predefined access rights. Microsoft Power BI has a unique ability to associate category-level or quantitative data with spatial locations to generate reports that enlighten audiences.

The potential of Microsoft Power BI’s benefits start with the collaborative working atmosphere it facilitates within a team and between teams. The main users that Microsoft Power BI assists are:

  • Business analysts—who can import and shape data, generate powerful visual reports and create content packs as required;
  • Business users—who now have instant access to dates, reports and dashboards from almost any device;
  • Business intelligence professionals—who can manage their company data and help others to create personalized reports;
  • Developers—who are now in a unique position to support individuals and teams to set up and maintain a real-time dashboard and customize their reports.

Commonplace departments that are present in almost every organization are supported by Microsoft Power BI’s features and benefits:

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Sales: Create an improved acquisition strategy with decisions based on events from the past and present.

Microsoft Power BI helps sales teams to forecast, to achieve defined targets and, ultimately, to increase profitability. When used to generate insights from Microsoft Dynamics CRM or other CRM solutions, Microsoft Power BI allows teams to track performance metrics, and it visually demonstrates customer profiles from initial contact through to a post-sale status. Customized dashboards allow clients to dive into different stages of the sales process in real-time, building a better understanding of how to progress and complete future sales, as well as identify any underperforming areas. Microsoft Power BI also creates analysis by account owner and region, and it produces trends and overall forecasts versus actual sales data to be shared with the team and senior management.

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Marketing: Generate business insights that transform your marketing data into a plan with activities to clearly demonstrates ROI (return on investment).

Analyzing marketing campaigns can be a time-consuming and complex, ongoing task, something that Microsoft Power BI aims to improve. The solution helps marketers to both monitor available resources and analyze activities by product, service, market segment, customer trends, customer actions, customer sentiment or other criteria. Better reporting of this information can identify new up-selling or cross-selling strategies and opportunities for the business as a whole. Comparing complex metrics including revenue, marketing costs, specific campaigns and channels, calculating ROI in real time is made easier and enhanced by a web and social analytics module. Finally, clients’ marketers can publish the actions detailed in reports to interactive dashboards that can be accessed from anywhere.

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Customer Service: Deliver the best possible service and record every interaction with customers.

Microsoft Power BI links product or service performance with how customers are buying or using what the client sells, and, as a result, it demonstrates how the quality of customer service can impact on brand loyalty. On an operational level, Microsoft Power BI tracks every customer engagement, lets the team analyze closed cases and monitors channel performance, call ratings, hold times and customer agent resolution statistics. In summary, Microsoft Power BI lets clients monitor the performance of this vital department and how the department’s performance impacts financial results.

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Operations: Improve processes and insight to increase performance from all operational areas.

Combining data from production through to distribution, Microsoft Power BI can help managers to identify ways to improve processes and optimize performance. The complexity in and variety of operational data from inventory checks and allocation breakdowns can be reported live in Microsoft Power BI, ensuring clients never miss trends or issues. Mobile alerts, based on predefined metrics such as stock shortages or dispatch problems, can be sent to set team members to allow better decision making.

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Build a company-wide picture from a multitude of business data sources to make better, faster and more informed decisions.

Microsoft Power BI really comes into its own for finance professionals. Drilling down from information held at the summary statement level to the account level in a single view, on-demand reports from multiple sources are quickly generated to inform strategic decision making by the clients. Automatic updates based on real-time information can bring to an organization’s attention information about unanticipated cost increases and other anomalies. Microsoft Power BI’s capabilities create more time for the finance team to spend on strategic analysis of performance and patterns and to make the right recommendations.

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HR: Have your finger on the pulse with visibility of all activities by collecting and monitoring all important data.

From inputting goals and role-based measurements into Microsoft Power BI, HR practitioners can monitor both individual and team growth, employee retention and turnover on an actual and forecast basis. The information generated in a central, interactive dashboard helps the team to make better decisions. HR practitioners can take advantage of Microsoft Power BI’s Q&A format, which lets clients ask questions of other people in the organization. Set up mobile alerts to inform key stakeholders about changes to recruiting performance.

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IT: See all your important data in one dashboard and improve productivity in a quick and affordable way.

Empower the IT team by easily connecting Microsoft Power BI to other tools to compile the performance of network systems, services, applications and security data into one dashboard. Microsoft Power BI also works seamlessly with Microsoft Azure Active Director. Define a range of metrics to help the department identify potential risks. Streamline the Help Desk team’s operations and improve overall service levels with improvements to ticket resolutions based on trends and comparisons of performance metrics. Microsoft Power BI gives clients robust data assurance for improved security and compliance measures.

Client Success Stories

Demain Foundation
Dynamics CRM
Professional Services

CP Pumps
Dynamics AX

Grupo Pozuelo & Pro
Dynamics AX

REEL Alesa
Dynamics AX

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