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The goal of the meeting is to see why you decided to implement the PowerBI tool.

Some examples of your goals that need to be realized through PowerBI tools;

• Cost reduction through inventory optimization (better decision making on ordering/manufacturing products through detailed analytics).
• Faster review of P&L reports and balance sheets in order to see the most up-to-date state of operations, again in order to react faster to the parts of the business that have the greatest impact on the decline in profits.
• Revenue growth through the detection of business errors (OOS, growing business segments which investments do not follow, etc.).

• What are the possibilities of connecting to your data (databases, exports from the system or other).
• Examples of the most important reports and elements that the PowerBI system must meet (in order to justify the transition to PBI).
• Most often the NDA contract is signed at this stage, and the core problem is visible. Here we can see in which elements PowerBI can make a difference compared to the existing solution.

• A very important meeting where we, based on all your inputs, present where the greatest benefits of the PowerBI tool would be.
• We further agree on all the necessary elements that the system must meet.
• Here we often also define your approximate investment budget.

• It is not always necessary, especially if a person who can make a decision was involved from the beginning, or if the elements of the offer have already been elaborated in sufficient detail.