POWER BI QUICK START
Data to dashboards in minutes
If your team is spending hours pulling data, reconciling numbers, or debating which report is “right,” you’re not getting the value you should from your analytics. In just 3–4 weeks, we’ll help you turn your valuable data into
interactive Power BI dashboards.
What is the Power BI quick start engagement?
This is a 3-4 week focused engagement to help you modernize your reporting and analytics. We work with your existing data—SQL, Excel, Dynamics, Fabric, and more—to design dashboards that provide insights your teams can use every day.
What to expect
In 3–4 weeks, by the end of the engagement, you’ll have a complete, usable reporting foundation
Unified performance View
Get one clear view of your key metrics across departments
Interactive dashboards
Design 3–5 custom dashboards with drill-downs, filters, and real-time data
Trusted metrics and models
Build a well-designed data model that keeps KPIs consistent
Faster decision making
Get instant access to insights. Don’t wait on manual reports.
User training and enablement
Learn how to work with data and get deeper insights
Advanced analytics roadmap
Explore a clear path to Microsoft Fabric, Copilot, and AI-powered analytics.
How it works
Discovery and data assessment
We identify your top metrics and review available data sources
Data modeling
We design a semantic model that supports your KPIs
Dashboard development
We build interactive, executive-ready reports
User enablement
We train your teams to use Power BI effectively
Next-steps roadmap
We outline opportunities for advanced analytics and AI
EPIC Insurance Brokers
“We realized we had a massive store of unstructured data that was being underutilized, and we engaged with OZ and got a deployable AI tool in a remarkably short time.”
— Patrick Gallagher,
Chief Growth Officer, Risk Management
Partner with 2% of the world's Microsoft MVPs
Jason Milgram
Chief Technology Officer
and 15-time Microsoft MVP
Pablo Piovano
Director of AI
and 5-time Microsoft MVP
Chris Pietschmann
Senior Manager, Cloud Operations and 14-time Dual MVP, Developer Technologies and Microsoft Azure
Khawar Habib
Manager, Innovation Center
and Microsoft MVP, Microsoft Foundry AI
Jonathan Castillo
Senior AI Consultant
and Microsoft MVP, Microsoft Foundry AI
Carlos Solis
Senior Consultant
and 3-time Dual MVP, Security and Microsoft Azure
Frequently asked questions
What is the Power BI Quick Start engagement?
The Power BI Quick Start is a 3–4 week engagement designed to help you modernize reporting and analytics using Microsoft Power BI. We work with your existing data sources—such as SQL databases, Excel files, CRM systems, and cloud platforms—to build interactive dashboards that deliver clear, actionable insights.
How long does it take to implement Power BI dashboards?
Through our structured engagement, you can start using production-ready dashboards in 3–4 weeks. During this time, we assess your data sources, build a trusted data model, develop dashboards, and train your teams to use them effectively.
What business problems does Power BI solve?
Power BI helps you overcome common analytics challenges such as manual reporting, inconsistent metrics, data silos, and slow decision-making. By centralizing data and delivering interactive dashboards, Power BI enables teams to access real-time insights and make faster, data-driven decisions.
How will you benefit from the Power BI Quick Start engagement?
By the end of the engagement, your team will have:
- • 3–5 interactive dashboards with filters, drill-down capabilities, and real-time data
- • A trusted data model that ensures consistent KPIs
- • A unified view of key business metrics across departments
- • User training so teams can explore insights independently
- • A roadmap for scaling analytics and AI capabilities
What types of data sources can Power BI connect to?
Power BI can connect to a wide range of data sources, including SQL databases, Excel spreadsheets, cloud applications, CRM systems, and ERP platforms. It also integrates seamlessly with modern data platforms such as Microsoft Fabric to support advanced analytics and AI initiatives.
Do we need to replace our current reporting tools with Power BI?
No. Power BI can integrate with your existing systems and data sources. In many cases, it replaces manual reporting processes while continuing to use your existing data infrastructure.
How does Power BI help ensure consistent metrics across teams?
Power BI uses a centralized semantic data model, which ensures that KPIs and metrics are defined consistently across dashboards. This eliminates conflicting reports and gives leadership a single, trusted view of business performance.
Will our teams be trained to use the dashboards?
Yes. Training is included in the engagement so your teams can learn how to explore dashboards, filter data, and uncover deeper insights without relying on technical support.
Can Power BI support advanced analytics and AI in the future?
Yes. Power BI integrates with modern analytics platforms such as Microsoft Fabric and AI tools like Microsoft Copilot, enabling organizations to expand from dashboards to predictive analytics and AI-driven insights.
Who is the Power BI Quick Start best suited for?
This engagement is ideal for organizations that already have data but struggle with manual reporting, inconsistent dashboards, or slow access to insights. It provides a fast way to build a scalable business intelligence foundation.