Power BI Project Discovery Call

Tips for conducting a successful Power BI project discovery call:

Introduction:

• Introduce yourself and your role in the project
• Have the stakeholders introduce themselves and their roles
• Set the agenda and goals for the discovery call

Understanding Business Needs:

• Ask about the business problem or opportunity they are trying to address
• Inquire about the key metrics, KPIs or data points they need to track
• Understand the sources of data they currently use and any data quality issues
• Ask about their reporting needs - who needs access to what data/reports

Exploring Data Sources:

• Request an overview of the available data sources (databases, files, SaaS apps)
• Ask about data volumes, refresh frequencies, and any growth forecasts
• Understand data modeling requirements and relationships between sources

Current Processes and Pain Points:

• Ask about their current reporting processes and any manual work required
• Identify any bottlenecks, inefficiencies or frustrations with existing solutions
• Understand their need for self-service analytics or data exploration