Migrating to Microsoft Power BI - Part 5: The Proof-of-Concept (PoC)

Overview

This video, "Microsoft Power BI Migration: Part 5, The PoC," focuses on the crucial step of conducting a Proof of Concept (PoC) during a migration from Tableau or Click to Power BI. The video explains that the PoC is important for building confidence among both business users and the IT team regarding the new Power BI reports and the overall migration process.

The video outlines several key elements for a successful PoC:

• Defining a clear scope that is agreed upon by both business and IT sponsors. This includes specifying which Tableau or Click reports will be migrated (recommending a report with some complexity but not too many to keep the timeline manageable), the approach for the PoC, and the associated costs and timeline.
• Defining clear and objective success criteria for the PoC, such as how the reports should look and the expected response times, to avoid subjective interpretations.
• Outlining key assumptions clearly and documenting what is included and excluded in the PoC, as well as the data sources being used.
• Maintaining transparency and open communication throughout the PoC process by providing updates and sharing the progress with business users and developers.
• Conducting a thorough review of the completed PoC with key users and the development team, emphasizing the user experience.
• Providing users with time to use and experience the report and then gathering their feedback, addressing any concerns before full deployment.
• Conducting a debrief with the core team to gather lessons learned from all aspects of the PoC, including infrastructure, processes, development, and data issues.

The video concludes by emphasizing that a successful PoC, following the planning phase, prepares the team to create a comprehensive roadmap for the eventual migration to Power BI.

If you are exploring migrating to Microsoft Power BI from Qlik or Tableau, you may qualify for a free Proof of Concept.