CFC2010. How Power BI Made Disparate Systems “Play Nice” with Each Other

Running an internet startup and pioneering new methodologies for an entrenched industry is hard work. PowerPivotPro’s operational complexities mirror those of much-larger firms: a historical hodge-podge of on-premises, cloud, and home-grown systems, each managing a crucial component of the overall business.  

In such a siloed environment, even fundamental questions like “what will cash flow look like in three months,” “when should we hire more staff,” and “are we on pace to hit the budget” can be a nightmare. Sound familiar? But now imagine having crystal-clear vision across ALL of that, from the “10,000 foot view” all the way down to individual transactions (when needed). Furthermore, imagine a laser-precise forecast which automatically refines itself every single day. And last but not least, imagine having all of this without a seven-figure spend, and without waiting a year or more?  

In this session, see how our leadership team “practiced what we preach” on our own business to make this a reality – as a side project. We’ll even demonstrate our fully-functional suite of dashboards (with obfuscated financials), so bring your cell phone cameras! Along the way we hope to inspire you to mirror our results for your own business.

Learning Objectives:

• • Overview of the Microsoft Power BI suite
• • New tools and skills that can dramatically improve Excel based forecasting and budgeting
• • Clear and tangible ROI you can take back to your business immediately
• • Knowledge and assistance from a thought leader in the Power BI world (Rob Collie)