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Ongoing Support and Maintenance Module
This module is designed to ensure clients have continuous access to expertise and regular updates to their Power BI dashboards and reports. It addresses day-to-day maintenance, troubleshooting, and enhancements to keep Power BI solutions running efficiently.
General Purpose of the Module
To provide consistent, reliable support for Power BI users by maintaining existing reports, resolving issues, and implementing updates or improvements as business needs evolve.
Service Packages
1. Basic Support Package
Purpose: Provide light-touch maintenance for small-scale Power BI implementations.
Includes:
Monthly check-ups of dashboards and reports.
Fixing minor issues (e.g., broken visuals, outdated connections).
Guidance on using Power BI features effectively.
Availability: Up to 5 hours of support per month.
Target Audience: Small businesses or clients with simple dashboards.
2. Advanced Support Package
Purpose: Offer comprehensive support for larger or more complex Power BI environments.
Includes:
Regular performance checks and optimizations.
Refresh schedule monitoring and error resolution.
Implementing minor feature enhancements (e.g., adding new visuals, metrics).
Dedicated support contact for quick issue resolution.
Availability: Up to 15 hours of support per month.
Target Audience: Medium-sized businesses or clients with multiple dashboards.
3. Premium Support Package
Purpose: Provide enterprise-level support with a focus on scalability and proactive management.
Includes:
Full monitoring of data pipelines and refreshes.
Real-time issue tracking and resolution.
Regular updates for large datasets or complex models.
Proactive recommendations for improvements and new features.
Availability: Unlimited support with a Service Level Agreement (SLA) for response times.
Target Audience: Large organizations with critical Power BI reporting needs.
4. Project-Based Maintenance
Purpose: Focus on specific one-time maintenance tasks or updates.
Includes:
Updating dashboards for new business requirements.
Modifying data models or integrating new data sources.
Migrating existing reports to new Power BI environments.
Target Audience: Clients with occasional, ad-hoc maintenance needs.
Key Features
Issue Resolution:
Fixing broken visuals, errors, or outdated data connections.
Resolving refresh failures or schedule errors.
Performance Monitoring:
Regularly reviewing dashboard performance and suggesting improvements.
Monitoring and optimizing large datasets or complex queries.
Proactive Updates:
Implementing new features or enhancements based on client feedback.
Keeping Power BI environments aligned with evolving business needs.
User Support:
Providing guidance on best practices.
Training new team members on how to use and maintain Power BI.
Workflow
Initial Assessment:
Evaluate the client’s existing Power BI environment.
Identify potential issues or areas for improvement.
Maintenance Plan:
Develop a tailored support plan based on the client’s needs.
Define service scope, response times, and availability.
Implementation:
Set up monitoring systems for data refreshes and performance.
Address any immediate maintenance tasks.
Ongoing Support:
Provide regular updates, fixes, and enhancements.
Offer on-demand assistance for urgent issues.
Reporting and Feedback:
Deliver monthly performance reports and highlight improvements made.
Gather feedback to refine future support efforts.
Technical Features
Monitoring Tools:
Automate refresh error notifications and performance logs.
Utilize Power BI Premium features for enhanced monitoring.
Version Control:
Keep track of report versions to ensure safe updates and rollbacks.
Security Updates:
Regularly review and update user access permissions.
Ensure compliance with data security standards.
Service Pricing
Basic Support Package: $300–$500/month
Advanced Support Package: $800–$1,500/month
Premium Support Package: $2,000–$5,000/month
Project-Based Maintenance: $500–$2,000/project (depending on scope)
Key Benefits
Minimized Downtime: Quickly resolve issues to ensure uninterrupted access to dashboards and reports.
Improved Efficiency: Optimize performance and reduce load times for a better user experience.
Scalability: Adjust Power BI environments to accommodate growing data or new business needs.
Expert Support: Access a team of Power BI professionals for reliable assistance.
Cost Savings: Reduce the need for in-house maintenance resources.
Common Challenges Addressed
Data refresh failures causing incomplete or inaccurate reports.
Performance issues with large or complex datasets.
Need for regular updates to reflect evolving business priorities.
Troubleshooting errors or broken visuals.
Ensuring security and access control compliance.
Sample Use Cases
Retail Chain:
Provided ongoing support for sales dashboards across multiple regions.
Resolved refresh errors and implemented new KPIs for seasonal analysis.
Financial Services Firm:
Monitored and optimized large financial data models.
Added new features to existing dashboards based on regulatory changes.
E-commerce Company:
Implemented proactive performance monitoring for real-time reporting dashboards.
Reduced average data refresh times by 50%.