4. Training and User Support Module

Training and User Support Module

This module is designed to empower clients by equipping them with the necessary skills to effectively use Power BI and providing ongoing support to address any challenges. It ensures clients can independently create and maintain dashboards while also having access to expert guidance when needed.

General Purpose of the Module

To enhance users’ ability to utilize Power BI efficiently, covering everything from basic navigation to advanced data modeling and visualization techniques, while also offering reliable support for troubleshooting and improvements.

Service Packages

1. Basic Training Package

• Purpose: Introduce new users to the Power BI platform and its fundamental features.

• Includes:

  • Navigating the Power BI interface.

  • Connecting to basic data sources (Excel, CSV).

  • Creating simple visualizations and dashboards.

  • Sharing reports with others.

• Duration: 4–6 hours (can be split into multiple sessions).

• Target Audience: Beginners or small teams just starting with Power BI.

  
  

2. Advanced Training Package

• Purpose: Teach advanced features and techniques for creating complex, interactive dashboards and reports.

• Includes:

  • Advanced data modeling techniques.

  • Writing DAX (Data Analysis Expressions) for calculated columns and measures.

  • Optimizing dashboard performance.

  • Utilizing Power BI Service and Power BI Mobile.

• Duration: 8–12 hours.

• Target Audience: Experienced users or teams needing to deepen their Power BI expertise.

  
  

3. Workshop Package

• Purpose: Offer hands-on, project-based training tailored to a client’s specific data and reporting needs.

• Includes:

  • Working on real client data to create actionable dashboards.

  • Industry-specific use cases (e.g., sales, finance, operations).

  • Best practices for dashboard design.

• Duration: Customizable, depending on project scope.

• Target Audience: Teams seeking a personalized training experience.

  
  

4. On-Demand User Support Package

• Purpose: Provide clients with ongoing access to Power BI experts for troubleshooting and guidance.

• Includes:

  • Real-time chat or email support.

  • Issue resolution (e.g., fixing broken reports, data refresh problems).

  • Best practice recommendations.

• Availability: Monthly or annual subscription options.

• Target Audience: Businesses looking for continuous expert assistance.

  
  

5. Train-the-Trainer Package

• Purpose: Equip internal trainers with the knowledge and resources to train their own teams.

• Includes:

  • Comprehensive training on all Power BI features.

  • Guidance on creating training materials.

  • Coaching on effective teaching strategies.

• Duration: 12–16 hours.

• Target Audience: Organizations with in-house training teams.

  
  

Key Features

1. Customized Curriculum: Training sessions tailored to the client’s specific business needs and data requirements.

2. Interactive Learning: Hands-on exercises, real-world scenarios, and live dashboard building.

3. Expert-Led Support: Access to certified Power BI professionals for both training and troubleshooting.

4. Flexible Delivery: Sessions can be conducted online, in-person (if applicable), or through self-paced recorded materials.

   
   

Workflow

1. Needs Assessment:

   • Identify the client’s skill level, use cases, and objectives.

   • Determine whether training will focus on general skills or specific challenges.

2. Training Development:

   • Create a customized syllabus based on the client’s needs.

   • Include examples and exercises using the client’s own data when possible.

3. Delivery:

   • Conduct interactive training sessions with a mix of theory and practice.

   • Encourage participants to ask questions and solve real-time problems.

4. Post-Training Support:

   • Provide materials for future reference (e.g., guides, cheat sheets).

   • Offer a follow-up session to address lingering questions or challenges.

Technical Details

• Training Tools:

  • Live online sessions via platforms like Zoom or Microsoft Teams.

  • Hands-on access to Power BI Desktop and Power BI Service.

  • Pre-prepared datasets for practice.

• Support Tools:

  • Ticketing system for troubleshooting issues.

  • Chat/email support for quick responses.

  • Scheduled consultations for in-depth assistance.

    
    

Service Pricing

• Basic Training Package: $500–$1,000

• Advanced Training Package: $1,500–$3,000

• Workshop Package: $1,000–$5,000 (based on scope)

• On-Demand Support: $300–$500/month

• Train-the-Trainer Package: $2,000–$5,000

  
  

Key Benefits

1. Skill Development: Empower clients to manage and create Power BI reports independently.

2. Cost Efficiency: Reduce reliance on external consultants for day-to-day reporting needs.

3. Enhanced Productivity: Enable faster and more accurate decision-making through better use of Power BI.

4. Ongoing Support: Provide peace of mind with access to experts for troubleshooting and guidance.

   
   

Sample Use Cases

1. Small Business:

   • A retail company received basic training to track daily sales performance using Power BI.

   • Their team independently created dashboards within two weeks of training.

2. Large Enterprise:

   • A finance department received advanced training on DAX and data modeling, enabling them to build complex financial dashboards.

   • They saved significant time on monthly reporting processes.

3. Custom Workshop:

   • An e-commerce company used the workshop package to design real-time dashboards for order tracking.

   • The training focused on their specific data sources and reporting needs.