Standardizing Power BI Practices across a Real Estate Company
Primary Challenge: The real estate and property management company had already implemented Power BI but encountered several obstacles. The employees were in the early stages of developing their report-building skills and were working to fully leverage Power BI’s capabilities. They were in the process of enhancing their understanding of best practices, guidelines for creating and sharing reports, setting up security, designing data models, and standardizing naming conventions. Improving standardization would facilitate better collaboration and make it easier for departments to understand and further develop each other’s reports.
Primary Challenge: The real estate and property management company had already implemented Power BI but encountered several obstacles. The employees were in the early stages of developing their report-building skills and were working to fully leverage Power BI’s capabilities. They were in the process of enhancing their understanding of best practices, guidelines for creating and sharing reports, setting up security, designing data models, and standardizing naming conventions. Improving standardization would facilitate better collaboration and make it easier for departments to understand and further develop each other’s reports.
Industry
Real Estate Management & Property Management
Company Size
> 900 Employees
Client
ZBI (Union Investment Group)
Data Sources Involved
Bison Box (Excel and CSV exports)
Wodis (Excel and CSV exports)
Supream (Excel and CSV exports)
Our Approach
We provided comprehensive support to standardize and enhance their use of Power BI across the company. This included:
Standardization and Best Practices:
Developed and implemented best practice guidelines for report building, sharing, and security.
Established naming conventions and standardized data model designs.
Training and Workshops:
Conducted extensive workshops and training sessions for different departments.
Created detailed training materials and blueprints to ensure consistent report structures.
Provided hands-on support, being available regularly to assist with report building and review.
Ongoing Support and Development:
Offered continuous training and support to ensure the team could independently build and manage reports.
Helped employees transition from a trial-and-error approach to a structured, principle-driven method.
We provided comprehensive support to standardize and enhance their use of Power BI across the company. This included:
Standardization and Best Practices:
Developed and implemented best practice guidelines for report building, sharing, and security.
Established naming conventions and standardized data model designs.
Training and Workshops:
Conducted extensive workshops and training sessions for different departments.
Created detailed training materials and blueprints to ensure consistent report structures.
Provided hands-on support, being available regularly to assist with report building and review.
Ongoing Support and Development:
Offered continuous training and support to ensure the team could independently build and manage reports.
Helped employees transition from a trial-and-error approach to a structured, principle-driven method.
Outcome
Our intervention led to significant improvements in the company’s use of Power BI:
Increased Efficiency: Employees became more proficient with Power BI, building reports faster and with greater confidence.
Improved Quality and Consistency: Standardized practices and guidelines ensured high-quality reports that were easy to read and develop further.
Enhanced Collaboration: The standardization made it easier for different departments to understand and collaborate on reports.
Empowered Teams: Continuous training and support empowered the teams to fully leverage Power BI's capabilities, leading to more insightful and actionable reports.
Our intervention led to significant improvements in the company’s use of Power BI:
Increased Efficiency: Employees became more proficient with Power BI, building reports faster and with greater confidence.
Improved Quality and Consistency: Standardized practices and guidelines ensured high-quality reports that were easy to read and develop further.
Enhanced Collaboration: The standardization made it easier for different departments to understand and collaborate on reports.
Empowered Teams: Continuous training and support empowered the teams to fully leverage Power BI's capabilities, leading to more insightful and actionable reports.
Key Benefits
Streamlined report-building processes.
Higher quality and consistency in reporting.
Better collaboration across departments.
Increased utilization of Power BI’s full potential.
A solid foundation for future growth and development with Power BI.
Streamlined report-building processes.
Higher quality and consistency in reporting.
Better collaboration across departments.
Increased utilization of Power BI’s full potential.
A solid foundation for future growth and development with Power BI.
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Want Power BI expertise in-house?
Get in Touch With Us
Turn your team into Power BI pros and establish reliable, company-wide reporting.
Or reach out to us at:
powerbi@casewhen.co
Want Power BI expertise in-house?
Get in Touch With Us
Turn your team into Power BI pros and establish reliable, company-wide reporting.
Or reach out to us at:
powerbi@casewhen.co
Want Power BI expertise in-house?
Get in Touch With Us
Turn your team into Power BI pros and establish reliable, company-wide reporting.
Or reach out to us at:
powerbi@casewhen.co
© 2024 CaseWhen Consulting
© 2024 CaseWhen Consulting
© 2024 CaseWhen Consulting