Just a moment, logging you in...
https://store-images.s-microsoft.com/image/apps.38697.78cf4622-a974-4806-b42a-c2ce137a1bd4.fead10fe-1623-4211-96ce-f9420738d55c.ad4050b6-d1cf-4958-8c58-8969c1ba54a0
BC Power BI Financial Reports: 8-Wk Implementation
Walkerscott
A structured program that modernizes financial reporting and analytics within Business Central
A structured program that modernizes financial reporting and analytics within Business Central
Walkerscott will engage the finance team (and other stakeholders) over an 8-week period (1.5 day/week) to deliver pre-built and custom Power BI reports designed for Business Central financial module and enable wider business to self-service analytics and reporting
Agenda/Topics
Weeks 1-2 - Profit & Loss report implementation
- Configure pre-build P&L Power BI report and embed into Business Central
- Handover and user adoption session
- Minor changes based on UAT feedback
Weeks 3-4 - Accounts Receivable Ageing report implementation
- Configure pre-build AR Power BI report and embed into Business Central
- Handover and user adoption session
- Minor changes based on UAT feedback
Week 5 - Customer Sales Trend report implementation
- Configure pre-build Sales Power BI report and embed into Business Central
- Handover and user adoption session
- Minor changes based on UAT feedback
Weeks 6-8 - Other reporting requirements
- Requirements gathering session on other financial reporting needs
- Build and customise Power BI report
- Handover and user adoption session
- Minor changes based on UAT feedback
Deliverables
Power BI Reports embedded into Business Central
- Profit & Loss
- Accounts Receivable Ageing
- Customer Sales Trend
- 2-page custom report based on sessions on weeks 6-8
Documentation
- Prioritized list of additional reports required by the finance team & estimates
At a glance
https://store-images.s-microsoft.com/image/apps.3113.78cf4622-a974-4806-b42a-c2ce137a1bd4.fead10fe-1623-4211-96ce-f9420738d55c.735a92e9-cc66-44e5-b78a-914e03117b11
https://store-images.s-microsoft.com/image/apps.56045.78cf4622-a974-4806-b42a-c2ce137a1bd4.fead10fe-1623-4211-96ce-f9420738d55c.1db5228f-5b93-45ea-bbb0-07af2023de06
https://store-images.s-microsoft.com/image/apps.25895.78cf4622-a974-4806-b42a-c2ce137a1bd4.fead10fe-1623-4211-96ce-f9420738d55c.a0188d4f-e730-4fc7-b45e-91a834343a5b
https://store-images.s-microsoft.com/image/apps.47110.78cf4622-a974-4806-b42a-c2ce137a1bd4.fead10fe-1623-4211-96ce-f9420738d55c.06647d91-0cde-4850-b971-2b6abb5a4ded
Other consulting services from Walkerscott
Cloud for Nonprofits Fundraising App: 12-Day ImplementationWalkerscottDeploy the Fundraising & Engagement app to meet the needs of not-for-profits who want a pre-configured and ready to use solution at an out of the box price and rapid deployment in days.
+1
Applicable to:
Power Apps
Power AppsNaN out of 5
Power BI v2 Workspace Migration: 3-Day WorkshopWalkerscottThe Power v2 Workspace Migration covers a structured, risk-free path for v2 migration and helps IT or the in-house BI team gain visibility on Power BI & Office 365 group admin activities
+1
Applicable to:
Power BI apps
Power BI appsNaN out of 5
Power BI Pathway Training & Build: 4-Wk WorkshopWalkerscottA guided framework combining immersive training
& workshops to spearhead self-service analytics.
+1
Applicable to:Power BI apps
Power BI appsNaN out of 5
Power BI Supercharged Training: 1-Day WorkshopWalkerscottThe Power BI training is an immersive, hands-on workshop that will cover the breadth of features Microsoft Power BI Desktop and Service has to offer to accelerate decision-making in business.
+1
Applicable to:Power BI apps
Power BI appsNaN out of 5
Klevr CRM: 12-Day ImplementationWalkerscottKlevr CRM is a model-driven Power App built on Dynamics 365 to meet the needs of businesses who want a pre-configured and ready to use solution at an out of the box price and rapid deployment in days.
+1
Applicable to:Power Apps
Power AppsNaN out of 5