Playbook

Power BI Quickstart playbook

Rebuild one critical report in two weeks. Flat fee $3,000. Built for US mid-market finance, ops, and manufacturing teams who need trusted numbers in the meeting—not a six-month “BI transformation.”

No invented case studies. No chatbot theater. One painful report, then handoff.

1. Pick one painful report

Choose the recurring pack that burns the most hours and creates the most arguments:

• Month-end close / P&L variance pack
• Weekly production, scrap, or OTIF
• Pipeline vs bookings for the QBR
• Inventory or cash view leadership opens on Monday

2. Data checklist before kickoff

• Source systems identified (ERP, CRM, Excel, warehouse, SharePoint)
• Grain agreed (unit, period, plant, GL, opportunity)
• Access path for read-only extracts or certified datasets
• Current “source of truth” spreadsheet attached (warts included)
• Named steward who can approve measure definitions
• Refresh expectation vs close / huddle calendar

3. Two-week path

1. Days 1–2: Discovery — name the report, grain, and success criteria.
2. Days 3–8: Model + report — connect sources, certify measures, build the pack.
3. Days 9–10: Review with the steward; fix trust issues, not polish-only.
4. Days 11–14: Training on your model + one week of support after go-live.

4. Alluvium vs client

5. FAQ

Is $3,000 the whole engagement?

Yes for one critical report in two weeks as scoped. Optional add-ons for extra reports, deeper model work, or workspace setup are quoted separately.

Do you invent client logos or case studies?

No. This playbook describes the delivery pattern—not fictional wins.

What if the model is a mess?

Start with model health or the partner checklist. Quickstart still needs one named report and a steward.

Where does conversational analytics fit?

Only after measures are certified. See conversational analytics—ask the model, not chatbot theater. AlluviumAI is parked; delivery is on alluviumbi.com.