Maturity stages
Current demo
Portfolio-level BI architecture, impact story, representative dashboards and synthetic or abstracted data context.
Pilot
Connect approved source extracts, validate definitions with finance and operations, run parallel reporting against current packs.
Production
Scheduled warehouse refresh, certified semantic model, role-based Power BI access, monitoring and metric ownership.
Controls required
Security
Microsoft Entra roles, workspace permissions, row-level security and least-privilege access.
Data governance
Certified metric definitions, source lineage, business owner approval and data-quality thresholds.
Monitoring
Refresh failure alerts, anomaly flags, budget variance checks and monthly release notes.
Adoption
Analyst training, executive review cadence and feedback channel for metric changes.
Roles and ownership
| Role | Responsibility |
|---|---|
| Data owner | Approves definitions and source-system interpretation. |
| BI developer | Maintains model, measures, refresh and dashboard UX. |
| Leadership users | Use certified views for performance review and decisions. |