Project Scope

Objective: Develop and implement Power BI reports to provide actionable insights and enhance decision-making processes within the organization. This project will involve the extraction, transformation, and loading (ETL) of data from various sources into Power BI, followed by the creation of dashboards and reports. The project aims to deliver user-friendly, visually compelling, and interactive reports that can be easily maintained and updated.

Key Activities:

1. Requirement Gathering and Analysis:

   • Conduct detailed sessions with stakeholders to understand reporting needs.
   • Document functional and non-functional requirements.
   • Identify key performance indicators (KPIs) and metrics to be tracked.

2. Data Source Identification and Integration:

   • Identify and document all relevant data sources (e.g., databases, spreadsheets, cloud services).
   • Establish connections to data sources, ensuring secure and reliable access.
   • Perform ETL processes to consolidate data into a unified format suitable for reporting.

3. Data Modeling and Transformation:

   • Design and develop data models that accurately represent the relationships and hierarchies within the data.
   • Apply data transformation techniques to clean, normalize, and enrich the data.
   • Validate the accuracy and integrity of the data models through testing.

4. Development of Dashboards and Reports:

   • Create visually appealing and interactive dashboards and reports in Power BI.
   • Incorporate features such as drill-downs, filters, and dynamic visuals to enhance user experience.
   • Conduct iterative reviews with stakeholders to ensure alignment with requirements.

5. User Training and Support:

   • Develop comprehensive training materials, including user guides and tutorials.
   • Conduct training sessions for end-users to familiarize them with the new reports.
   • Provide ongoing support to address any user queries or issues.

6. Ongoing Maintenance and Updates:

   • Implement a maintenance plan to ensure data and reports are regularly updated.
   • Monitor performance and make necessary optimizations.
   • Address any issues or enhancement requests promptly.

Milestones

• Project Initiation (Week 1):

  • Kickoff Meeting: Conduct a project kickoff meeting with all key stakeholders to discuss project objectives, scope, and timelines.
  • Project Plan: Develop and finalize a detailed project plan, including timelines, resources, and responsibilities.
  • Requirement Gathering: Schedule and conduct initial requirement gathering sessions to understand the reporting needs.

• Data Source Integration (Weeks 2-4):

  • Data Source Identification: Identify all relevant data sources required for the reports.
  • ETL Process Setup: Set up ETL processes to extract data from identified sources, transform it into a suitable format, and load it into Power BI.
  • Data Integration Testing: Test the ETL processes to ensure data is accurately extracted, transformed, and loaded without errors.
  • Security Setup: Ensure secure connections to data sources and implement necessary data security measures.

• Data Modeling (Weeks 5-6):

  • Data Model Design: Design data models that accurately represent the relationships and hierarchies within the data.
  • Data Transformation: Apply data transformation techniques to clean, normalize, and enrich the data for accurate reporting.
  • Validation and Testing: Validate the accuracy and integrity of the data models through rigorous testing. Ensure the models meet the reporting requirements and are optimized for performance.
  • Iterative Feedback: Conduct review sessions with stakeholders to gather feedback on the data models and make necessary adjustments.

Deliverables

• Project Plan:

  • Content: Detailed schedule, resource allocation, timelines, risk management plan, and communication plan.
  • Purpose: Provides a roadmap for the project, ensuring all stakeholders are aware of key milestones and deliverables.
  • Format: A comprehensive document, often in PDF or project management software format.

• Requirement Specification Document:

  • Content: Detailed list of reporting requirements, including data sources, key performance indicators (KPIs), metrics, and business questions to be answered by the reports.
  • Purpose: Serves as a blueprint for the development phase, ensuring all stakeholders have a clear understanding of what the reports should achieve.
  • Format: A formal document outlining the requirements, often in PDF or Word format.

• Data Models:

  • Content: Data schema diagrams, relationships between different data entities, and any calculated fields or measures.
  • Purpose: Provides a structured representation of the data to be used in the reports, ensuring data integrity and performance.
  • Format: Visual diagrams and accompanying documentation, often created using data modeling tools and exported as PDFs or included in the project documentation.

• Dashboards and Reports:

  • Content: Interactive and visual dashboards and detailed reports, including charts, tables, and other visual elements to present data insights.
  • Purpose: Provides users with actionable insights and the ability to explore data interactively.
  • Format: Power BI files (.pbix) and published reports on Power BI Service or an internal reporting portal.

• Training Materials:

  • Content: User guides, training manuals, video tutorials, and recorded training sessions (if applicable).
  • Purpose: Ensures that end-users are proficient in using the new reports and dashboards.
  • Format: PDF guides, Word documents, video files, and online training modules.

• Project Documentation:

  • Content: Final project report summarizing all activities, deliverables, lessons learned, and future recommendations. Maintenance and support documentation outlining procedures for updates and troubleshooting.
  • Purpose: Provides a comprehensive overview of the project and serves as a reference for future maintenance and enhancements.
  • Format: A formal document, often in PDF or Word format.

Payment Terms

Maintenance