Deliver Engaging Portfolio Reports With Power BI

There is too much demand for projects and not enough people to work on them.
There are not enough project managers and portfolio managers.
Projects are “approved” without someone ensuring that they have sufficient resourcing.
You are expected to provide reporting on project performance and insight into new requests.

Our Advice

Critical Insight

A high percentage of the 33% who acquired a commercial project portfolio management (PPM) tool failed to adopt.
The suitability and adoption of the new strategic portfolio management (SPM) tools remains largely unproven.

Impact and Result

Start with established templates to get a head start on the solution.
Deliver project portfolio visibility early and make it perpetually useful.
Add resourcing if and when you can sustain it. This will help you become throughput focused as you avoid wasteful spending on good ideas you can’t resource.
Make it your priority to have well-informed leadership with easy-to-consume reporting.

Deliver Engaging Portfolio Reports With Power BI Research & Tools

1. Deliver Engaging Portfolio Reports with Power BI – A step-by-step process for implementing and personalizing a set of PPM reporting templates based on Excel and Power BI.

The blueprint guides our members through decisions on process, personnel, and solution architecture.

Use it to get started quickly, develop your skills and processes, and prepare for investment in a commercial PPM solution.

2. Portfolio Manager 2.0 – A set of ready-to-implement reporting templates for the smaller PMO.

This is a series of Excel and Power BI templates that act as a starting point for Executive PPM dashboards and reports.

3. Portfolio Manager Change Plan Template – This template accelerates your deployment by recording decisions and design points in a central change plan.

This is a Change Plan template. Use it to gradually document your key decisions as you walk through the blueprint and prepare to implement the change.

4. Deliver Engaging Portfolio Reports With Power BI Comprehensive Business Case – A financial forecast template to document the costs and benefits of your project as an ROI forecast.

This is an Excel template for developing a cash-flow analysis in support of your implementation.

Deliver Engaging Portfolio Reports With Power BI visualization

Help executive decision-makers lead from a position of knowledge.

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Table of Contents

Need Extra Help?
Speak With An Analyst

Get the help you need in this 5-phase advisory process. You'll receive 9 touchpoints with our researchers, all included in your membership.

Guided Implementation 1:

Call 1: Discuss the overall goals of the project and the skill sets required to succeed. Identify key players and their roles.

Guided Implementation 2:

Call 1: Identify your approach and the high-level impacts on other parts of the organization.

Guided Implementation 3:

Call 1: Install the core templates for Portfolio Manager 2.0.
Call 2: Experiment with extending the data model and rebranding the presentation layer.