FastTrack for
Dynamics 365
Business Intelligence and
Analytics Design
Workshop
Workshop date: YYYY-MM-DD
Introductions
Success by Design
Our success framework
Success by Design is our FastTrack framework for
service delivery
The framework is designed around three core
principles
• Early Discovery
• Proactive Guidance
• Predictable Success
Success by Design brings you the learnings and
experiences from thousands of customer cloud
deployments to make your journey to cloud
smoother, faster and successful
FastTrack.microsoft.com
Business Intelligence and Analytics Workshop Agenda
Agenda SHORT DESCRIPTION
BI & Reporting Planning
BI & Reporting Solution Strategy Format: 90-minute Microsoft Teams call
Attendees: Key stakeholders from the
Q&A
customer and partner teams. Solution
architects, functional and technical leads
Next Steps are mandatory
The Role of FastTrack
In Scope Out of Scope
• Review the answers provided • Create a solution architecture
• Provide findings and based on findings
recommendations following the • Decide on solutions that best fit
workshop presentation gaps identified
• Highlight technical and project • Code review
risks and issues (including • Provide training on product
unrealistic product expectations) features (user or administrative)
• Point out gaps in the plan and • Create comparison between ISV
solution strategy that can result solutions
in an unsuccessful
implementation
Instructions for Customer and Partner
How to fill this PowerPoint document
1. Complete each slide providing the required information
2. Skip slides that are not applicable to your project
3. Extend topic area slides to capture the required information if needed.
Do not hesitate to paste your own slides.
4. Reach out to your FastTrack SA if you have questions on the format or content
5. Send completed deck back to the FastTrack SA 5 business day before the
scheduled Solution Blueprint workshop.
BI & Reporting Planning
Customer slide (please update)
BI Design Blueprint
Details about overall design, integrations points, involved systems – visual diagram
Please provide diagram showing the BI design blueprint. Provide diagrams of current, planned systems.
Customer slide (please update)
BI & Reporting Workstream
Details on BI and reporting workstream structure.
Add info:
Please provide reporting and BI workstream details, team structures, roles and responsibilities. Details can be provided as list
or visual diagram.
Customer slide (please update)
BI & Reporting Project Plan
Details on BI & reporting project activities with respect to overall implementation of project plan.
Add info:
Please provide task details for reporting and BI related items. Please describe here or provide detailed project plan as
relevant.
Customer slide (please update)
Requirements and Fit Gaps
Details on reporting requirement and fit gaps.
Add info:
Please provide the detailed list of BI and reporting requirements and fit gap analysis. You can use sample bellow to prepare
and provide the details.
BI & Reporting Solution
Strategy
Customer slide (please update)
Self-Serve Reporting
Details on solution strategies for self-serve reporting requirements.
Add info:
Solution strategy to solve self-serve reporting requirements. Native Controls (Dashboards, views, charts, embedded PBI, etc.)
Customer slide (please update)
Operational Reporting
Details on solution strategies for operational reporting requirements.
Add info:
Provide details related to operational reporting solution strategy for operational reports that are identified as gap..
Customer slide (please update)
Regulatory and Financial Reporting (F&O)
Details on solution strategies for operational reporting requirements related to business documents, regulatory reporting
and financial reporting.
Add Info:
Provide details around solution strategy to solve Finance and Operations Apps specific operational reporting such as
regulatory and financial reporting requirements.
Customer slide (please update)
Printing Strategy (F&O)
Details on requirement and solution strategies for printing.
Add info:
Provide details on requirement and solution strategies related to business documents, warehouse and production execution
label printing and other printing requirements.
Customer slide (please update)
Strategic Reporting
Details on solution strategies for strategic reporting requirements.
Add info:
Provide details related to strategic reporting solution strategy for example KPIs, trends or in-depth data analysis.
Customer slide (please update)
Data Security
Data security requirements and solution strategy.
Add info:
Provide requirements and solution approach towards data security related requirements.
Customer slide (please update)
Q&A
Brief Q&A to discuss any additional topic areas. List questions and follow up actions
Customer slide (please update)
Next Steps
Discuss next steps and action items. List next steps and action items
