Decisions based on current data
Leadership sees company state in real time. Strategic decisions on fresh numbers, not weekly reports.
Power BI implementation — business analytics for the whole organization
We deploy Power BI as a reporting and analytics platform for Microsoft 365 companies. Data integration from CRM, ERP, M365, marketing automation. Data models, leadership dashboards, operational reports, team training. Go-live in 6–12 weeks.
01
Reports for leadership manually built in 2–4 days
02
Inconsistent data between departments
03
No drill-down to details
Customer problem
Manual Excel reports — leadership has no current data
Every week someone in each department builds an Excel report. Sales pulls from CRM, ops from ERP, marketing from analytics. Everyone combines data manually, makes mistakes, the report reaching leadership is already outdated and inconsistent. Strategic decisions based on partial data.
Power BI solves this completely. Automatic data combining from 5–10 systems, leadership dashboards refreshing in real time, drill-down to details, mobile phone access. Leadership has one coherent view of the company, decisions based on current data, end of manual reporting.
Why it matters
Reports for leadership manually built in 2–4 days
Inconsistent data between departments
No drill-down to details
Strategic decisions based on outdated data
Each department has its own KPIs — no shared company view
What we deliver
What we deliver in the implementation
A Power BI rollout is a full analytics project — not just installing the tool, but architecting the data model and dashboards.
01
Data source and reporting needs audit
Mapping systems (CRM, ERP, M365, marketing, accounting). Interviews with leadership, directors, analysts. Defining key KPIs.
02
Data model architecture
Dimensional model design (star schema), fact and dimension tables. ETL and refresh strategy. Choice: Power BI vs Microsoft Fabric.
03
Data integration from company systems
Configuring Dataflows / Power Query / Fabric pipelines for data extraction from CRM, ERP, M365, marketing automation, accounting.
04
Modeling and DAX
Power BI data model build, DAX measures for KPIs, financial and operational calculations. Model performance optimization.
05
Leadership dashboards
CEO dashboard: strategic KPIs, trends, alerts. CFO dashboard: financial. COO dashboard: operational. All refreshed in real time.
06
Operational reports
Reports per department: sales, marketing, operations, HR, finance. Drill-down to details, filters, Excel export.
07
Security and permissions (RLS)
Row-Level Security — each user sees only their data. Access audit. GDPR and company policy compliance.
08
Training and 30 days of support
Sessions for leadership (reading dashboards), analysts (building reports), users (using reports). 30 days of support with calibration.
Technology stack
Technologies we use
Power BI as the core, optionally Microsoft Fabric for larger scale and AI.
Power BI Pro / PremiumMicrosoft Fabric (data warehouse + AI)Azure Synapse AnalyticsPower Query / DataflowsDAX (formulas and calculations)Microsoft Teams (dashboard embedding)SharePoint (report publishing)
Your solution
Typical Power BI scenarios
Leadership dashboard (CEO/CFO/COO)
One screen with key company KPIs: revenue, costs, margin, headcount, orders, customer satisfaction. Real-time updates.
Sales reporting
Pipeline, forecast, per-stage conversions, salespeople performance. CRM integration. Dashboard for sales director and regional managers.
Operational analytics
Operations dashboards: production, warehouse, logistics, quality. Data from ERP, MES, WMS. Identifying bottlenecks and inefficiencies.
Financial analytics
CFO dashboard: P&L, cash flow, receivables, payables, per-product/customer margins. Accounting and ERP integration.
Solution fit
Sprawdźmy, które elementy rozwiązania najszybciej ograniczą pracę manualną i uporządkują procesy w Twojej organizacji.
Impact and metrics
Effects of a Power BI rollout
Clients we have deployed Power BI for report similar effects in the first 2–3 months.
-90%
shorter report creation time (days → minutes)
1
shared company view for leadership
100%
data consistency between departments
Real-time
dashboard refresh
Business benefits
End of manual reporting
Reports generate themselves. Analysts reclaim time for real analysis instead of building spreadsheets.
One coherent company view
All departments look at the same numbers. End of disputes whether 'sales counts differently than finance'.
Who this is for
Who this is for
Microsoft 365 companies
Organizations on M365 have Power BI in the bundle or as cheap add-on. Natural integration with Excel and Teams.
Companies with multiple systems
Organizations using 3+ systems (CRM, ERP, accounting, marketing) — Power BI combines data in one place.
Companies building data-driven culture
Organizations where leadership wants to make decisions based on data, not gut feel.
Capital groups and distributed organizations
Companies with many entities or locations — shared dashboards ensure group visibility.
Implementation process
Power BI implementation process
We implement the solution in a structured model that clarifies project stages, integration with the current environment and further development across the organization.
Stage01
Data and KPI audit (1–2 weeks)
Mapping data sources, defining key KPIs, interviews with leadership and analysts.
Stage02
Model architecture (1–2 weeks)
Dimensional model design, ETL strategy, Power BI vs Fabric choice. Leadership approval.
Stage03
Model and dashboard build (3–6 weeks)
Dataflows configuration, model build, DAX measures, leadership dashboards and operational reports.
Stage04
Pilot and calibration (1–2 weeks)
Pilot with leadership and analysts. Model corrections, additional reports on request, performance optimization.
Stage05
Go-live and 30 days of support
Full launch. Per-role training. 30 days of support with model optimization and new reports.
Stage 1 of 5
Current reporting audit
Architecture recommendation (Power BI vs Fabric)
Rollout phase plan with concrete effects
FAQ
FAQ about Power BI implementation
How long does a Power BI rollout take?
Typically 6–12 weeks. Audit + architecture (2–4 weeks), build (3–6 weeks), pilot + go-live (1–2 weeks). Larger scale (capital group) — 12–16 weeks.
Do I need Power BI licences?
Yes. Business users need Power BI Pro per user, and larger organizations Power BI Premium (Per User or organization-wide). We recommend the specific licensing model after auditing reporting scale and needs.
Power BI or Microsoft Fabric?
Power BI for 30–200 person companies with moderate data scale. Fabric for larger companies needing data warehouse + AI + Power BI in one platform. Decision after data audit.
What systems do you integrate with?
200+ connectors: Salesforce, Monday CRM, HubSpot, Comarch, Symfonia, SAP, Microsoft Dynamics, Google Analytics, Facebook Ads, custom APIs. Plus Excel/CSV/JSON files.
Are trainings in the package?
Yes. Separate sessions for leadership (reading dashboards), analysts (building reports), users (using ready dashboards).
What about security and GDPR?
Row-Level Security limits data access per user. Full access audit. GDPR compliance. Data in your M365 instance.
What after 30 days of support?
We can offer development retainer (new reports, model optimization, additional data sources) or leave you with ready rollout.
Related materials
Related solutions
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In-depth analysis
Power BI implementation — what to know
The dashboard is the tip of the iceberg. Three layers sit underneath that usually determine the quality of the reporting: the source layer (where data comes from: CRM, ERP, marketing, accounting, custom apps), the model layer (fact and dimension tables, keys, look-ups, calculation rules), and the presentation layer (reports, dashboards, row-level security). Most companies stop at the third and then wonder why the numbers don't reconcile. A good Power BI project spends 60% of its time on the first two layers — once they're right, the third tends to take care of itself.
Power BI vs. Microsoft Fabric is an increasingly common question. Classic Power BI (Pro or Premium Per User) is the right call for 30–200 person companies with moderate data volume, simple pipelines and a need for management reporting. Microsoft Fabric — for 200+ person companies with high volume, the need for a data lake, ML and AI integration. It isn't a pricing question, it's an architecture question: Power BI for reporting, Fabric for a full analytics platform with a warehouse at its core. We make that decision after auditing data scale and needs.
Power BI pays back fastest in three types of organization. First, companies still reporting manually in Excel, where the quarterly close eats two weeks of the entire finance team. Second, organizations with multiple source systems where the same KPI is calculated differently in sales, finance and operations — Power BI becomes the single source of truth. Third, capital groups where group leadership needs visibility down to the subsidiary level without a weekly cycle of manual consolidation.