Dashboard Design

• Create Concepts & Mock Ups for Service & Repair Dashboards
• Data Model Schema ? Create Data Model
• UAT Scripts ? UI/UX & Testing Documents
• Governance Documentation ? Standard Project Docs ? Definition Of Project, Mock Ups & Definition of KPIs & Measures
• Summary Page ? Overview of all reports by MTD/YTD
• Analysis Page ? Text & KPI Analysis on performance
• Custom KPI Visuals ? Test various visuals to create best custom visual to display KPIs on various pages

Dashboard Build

• DAX Measures for Service & Repair Dashboards ? Define & Create measures using DAX or Power Query
• Extract, cleanse and enrich Excel/SQL data in Power BI
• Power Query ? Shape Data to create Dynamic KPIs & Measures
• Conditional Formatting on Visuals ? Create Dynamic Measures to format visuals to requirements.
• Navigation ? Drill Throughs, Summary & Analysis Pages ? Create & Test Navigation to Mock Ups
• Visuals ? Analysis Markers added into visuals ? Average, High/Low, Abnormalities
• Summary Page ? Overview with navigation button to reports,
• Analysis Page ? Incident or Case Analysis created from Text & KPIs
• Custom KPIs ? Customized KPIs built for multiple pages to track performance by MTD/YTD
• Customer Brand ? Added in Logos & Specific brand colours across dashboard

Project Management

• Update Project Management System ? Keep Project Plan up to date.
• Project Update Meetings ? Daily, Weekly
• Project Budget ? budget tracking
• Time Utilization ? Manage Hours within Budget
• Project Governance Documentation ? Standard Project Scope

Security

• Create Security & User Role Documentation ? Define Roles and Security Levels
• Create Power BI dashboard with Row Level Security
• Manage Data Protocols ? Create Alerts & Groups to monitor data breaches.
• Manage Sensitivity Labels
• Manage Links to Share outside of Organization.
• Monitor Utilization Across Departments

Dashboard Design

• Create Concepts & Mock Ups for Financial, HR, Sales & Marketing Dashboards
• Data Model Schema ? Maintain & Update Data in SQL & Power BI
• KPI Tracking ? Define KPIs across various dashboards.
• Data Write Back ? create input for user to make changes to data in real time.

Dashboard Build

• Measures for Financial, HR, Sales & Marketing Dashboards
• Extract, cleanse and enrich Excel/SQL data in Power BI.
• Navigation ? Bookmarks ? Create App like user interface.
• Advanced Visualizations ? use customized visualizations namely TRUECHART.
• Measure Testing ? Cross Check Measures against Master Measure definitions to ensure they are correct.

Security

• Create Security & User Roles
• Create Row Level Security Power BI dashboard.
• Manage Links to Share outside of Organization.
• Monitor Utilization Across Departments
• Project Management
• Update Kanban Tiles
• Project Update Meetings - Weekly
• Time Utilization ? Stay Within Internal Budget

Dashboard Design

• Create Concepts & Mock Ups for Financial, Sales & Operation Dashboards
• Data Model Schema ? Migration from QLIK
• KPI Tracking ? Master Measures & Helper Tables
• Custom Visualization ? TRUECHART

Dashboard Build

• Measures for Financial, Sales & Operation Dashboards
• Extract, cleanse and enrich Datamart data in Power BI.
• Advanced Dax Measures ? Profit & Loss Calculations, Migration of QLIK measures
• Governance Documentation ? DEV notes, UAT Scripts & Measures Definitions
• Navigation ? Bookmarks, Drill Throughs & Nav Buttons
• Custom Visualization ? Advanced TRUECHART setups on all main visuals

Security

• Create Security & User Role Documentation
• Row Level Security Across Power BI dashboard.
• Manage Alerts ? Create alerts for data branches.
• Project Management
• Update Project Plan
• Project Update Meetings - Weekly
• Time Utilization ? Stay within Budgeted Hours
• Migration from QLIK

Dashboard Design

• Create Concepts & Mock Ups for Financial, HR, Inventory, Operations, Manufacturing, Sales & Marketing Dashboards
• Data Model Schema ? Multiple Systems
• Mobile Applications for collecting data ? Collect information from Field Services & Customers
• User Requirements across 12 Departments ? Multiple Dashboards Across Departments, standardize design.

Dashboard Build

• Measures for Financial, HR, Inventory, Operations, Manufacturing, Sales & Marketing Dashboards
• Extract, cleanse and enrich Excel/SQL/Dataverse/Azure data in Power BI.
• Create UAT Scripts ? UAT Scripts across multiple dashboards & apps
• Training Material for each dashboard as new users ? training per department on using the dashboards.
• Support Setup within Dashboards ? create info & support functionality in dashboard.

Security

• Create Security & User Role Documentation
• Create Row Level Security Across Power BI dashboard.
• Manage Data Breaches ? Create Alerts & Monitoring
• Database Administrator ? User Management
• Security Audits ? Audit System Data across multiple platforms

Mobile Applications

• Technical Documentation ? define & create documents from stakeholder feedback.
• UAT Scripts ? create scripts to test UI/UX
• Version Control ? Updates created from user feedback and for optimization.
• Data Management
• Administration & User Monitoring

Web Development

• Technical Documentation? define & create documents from stakeholder feedback.
• Payment Portal Integration -  API integration & maintenance
• UI/UX Testing ? UAT scripts
• Data Management - Extract data into SQL server
• Customer Service Support ? Dashboards created to monitor performance.
• Operational Documentation and Setup ? Training Guides & Standard Documentation Created

Project Management

• Project Lead
• Project Update Meetings
• Time Utilization- Resource Management