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Available On-Demand - This webinar has been recorded and is now available for download.

Streamlining Planning and Data Collection for Self-Service Business Intelligence

Webinar Speaker: David Stodder, Senior Director of Research for BI, TDWI

Date: Friday, September 15, 2023

Time: 9:00 a.m. PT / 12:00 p.m. ET

Decision-makers in finance and operations are adopting self-service business intelligence (BI) tools such as Microsoft’s Power BI so they can develop data-informed forecasts, plans, and strategies. Not content to merely consume data in historical reports and dashboards, these users need real-time updates and the power to interact with increasingly large volumes of complex data for accurate planning, forecasting, and analytics. Organizations also want to expand self-service BI to support collaborative decision-making more effectively across functions.

Critical to self-service BI is enabling users to bypass long IT data collection and preparation cycles and gain the right data at the right time. However, too often users must choose between waiting in IT backlogs or using inadequate tools and processes that require considerable manual work and risk data exposure through unauthorized access. Performing what-if scenarios with accurate, timely data is too difficult.

Fragmentation of processes for data collection, enrichment, modeling, and analysis add delays and inconsistency. Writeback capabilities for users to align BI with back-end data sources, applications, and platforms are either missing or too rigid, slow, and manual, plus version control is an issue. Getting the right data and fixing problems usually involves chasing down IT experts.

Join this TDWI Webinar to learn how you can streamline self-service users’ data collection and enrichment to improve collaborative analytics, especially for master data management, business planning, forecasting, and strategy. Speakers will discuss both important technology trends for self-service BI and solutions specific to Power BI environments.

Topics this webinar will discuss include:

  • How to streamline data collection, enrichment, and writeback directly within Power BI
  • Improving collaborative planning, forecasting, and strategy by enabling all users to view, measure, and align performance targets with real-time data
  • Empowering users to unify analysis, visualization, modeling, collection, planning, and writeback within self-service BI tools such as Power BI
  • Reducing manual work and increasing automation to accelerate speed to insight
  • How to transform data collection and enrichment for critical use cases such as sales and operational planning, supply chain planning, and master data management

Guest Speaker

Dylan Chapman
Enterprise Account Manager

Dylan Chapman is enterprise account manager with the PowerON team at insightsoftware. Dylan works with Fortune 100, 500, and midsize businesses to transform their Power BI usage by adding write-back capabilities to their Power BI reports. He has spent most of his career Power BI adjacent, working with customers to leverage the platform for process improvement across different industries and functional areas.

David Stodder

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