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Power BI environment audit

  • tick-icon Optimize your orgnization's Power BI management and licensing costs
  • tick-icon Secure your business from unauthorized access to data
  • tick-icon Get a report on the state of your environment
With summ-it you will discover the full potential of Power BI
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KEY SUCCESS CRITERIA
POWER BI ENVIRONMENTAL AUDIT

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Full inventory of resources

Full inventory of resources

Identify all reports, dashboards, data sets, data flows and applications. All tanants In one place.

Optimize data processing

Optimize data processing

The performance of data refresh and report performance is at an acceptable level, with no unnecessary delays and errors.

Full management of the Power BI service

Full management of the Power BI service

Visibility of activity, artifacts, settings and license costs In Power BI.

Licensing under control

Licensing under control

Visibility of license assignment to user, elimination of dual licensing and removal of licenses for inactive users.

Correctness of roles and authorizations

Correctness of roles and authorizations

The performance of data refresh and report performance is at an acceptable level, with no unnecessary delays and errors.

Secure data sharing

Secure data sharing

Reports and data are properly secured, and sensitive data is shared in accordance with accordance with security policies.

Compliance with the organization's regulations and policies

Compliance with the organization’s regulations and policies

Tenant is in compliance with legal requirements and internal regulations regarding data protection and security.

 WHAT DOES YOUR COMPANY RECEIVE?

Get a complete view of your Power BI

Minimize maintenance costs and licenses

Improve data security

Order a free consultation

Consult your company’s needs with our experts.
Discover solutions that will help your company streamline business processes and ensure data security.

Our specialist will contact you within 24 hours.

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Your data is safe.

More about data protection

HOW DO WE AUDIT

POWER BI ENVIRONMENT?

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Preparation of a work plan and identification of bottlenecks
  1. Gathering customer requirements and expectations
  2. Interviewing users and system administrators.
  3. Obtaining access to all audited environments. Preferred use of Service Principal.
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Collection of data from the audited service logs
  1. Collection of data from the tenata logs of the Power BI service.
  2. Collect information about the Power BI service catalog – workspaces, semantic models, reports, etc.
  3. Gather information about actions and activities in the Power BI service.
  4. Gather information about Power BI tenant(s) settings.
  5. Taking information about the users using the service.
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Analysis of the Power BI environment:
  1. Data processing performance:
    • Identify bottlenecks and performance issues when refreshing models and data flows.
    • Monitoring peak load and component activity.
    • Assessing the utilization and scaling of the Power BI infrastructure.
  2. Configuration and load of Power BI gateways.
  3. Catalog of Power BI service objects.
  4. Content of workspaces:
    • Popularity of reports and identification of most frequently displayed items.
    • Analysis of active use of objects.
  5. Level of Power BI adoption in the organization.
  6. Users and roles:
    • Role compliance with security policies and data access.
    • Audit of object sharing and security.
    • Audit of tenant settings.
  7. Compliance of tenant settings with default settings and best practices.
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Develop recommendations and an optimization plan
  1. Compile a list of observations about the analyzed environment and identify a list of recommended changes to optimize the use of the Power BI service and data security.
  2. Evaluate the potential effects of implementing the changes from the perspective of performance and compliance with best practices in the context of the defined measure of success.
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Development of the final report
  1. Summary of the results of the audit of the Power BI environment.
  2. Conclusions from the analysis of data processing performance.
  3. Conclusions regarding service content and usage.
  4. Conclusions regarding users and roles.
  5. Review of tenant setup compliance.
  6. Recommendations for further action and optimization.

HOW DO WE AUDIT

POWER BI ENVIRONMENT?

  1. Gathering customer requirements and expectations
  2. Interviewing users and system administrators.
  3. Obtaining access to all audited environments. Preferred use of Service Principal.
  1. Collection of data from the tenata logs of the Power BI service.
  2. Collect information about the Power BI service catalog – workspaces, semantic models, reports, etc.
  3. Gather information about actions and activities in the Power BI service.
  4. Gather information about Power BI tenant(s) settings.
  5. Taking information about the users using the service.
  1. Data processing performance:
    • Identify bottlenecks and performance issues when refreshing models and data flows.
    • Monitoring peak load and component activity.
    • Assessing the utilization and scaling of the Power BI infrastructure.
  2. Configuration and load of Power BI gateways.
  3. Catalog of Power BI service objects.
  4. Content of workspaces:
    • Popularity of reports and identification of most frequently displayed items.
    • Analysis of active use of objects.
  5. Level of Power BI adoption in the organization.
  6. Users and roles:
    • Role compliance with security policies and data access.
    • Audit of object sharing and security.
    • Audit of tenant settings.
  7. Compliance of tenant settings with default settings and best practices.
  1. Compile a list of observations about the analyzed environment and identify a list of recommended changes to optimize the use of the Power BI service and data security.
  2. Evaluate the potential effects of implementing the changes from the perspective of performance and compliance with best practices in the context of the defined measure of success.
  1. Summary of the results of the audit of the Power BI environment.
  2. Conclusions from the analysis of data processing performance.
  3. Conclusions regarding service content and usage.
  4. Conclusions regarding users and roles.
  5. Review of tenant setup compliance.
  6. Recommendations for further action and optimization.

WHY SUMM- IT ?

We work based on a proprietary and proven program

The program enables us to identify bottlenecks, both in terms of data security and report performance. We provide our customers with best practices and guidance on configuration and security. Importantly, our proprietary program has been developed over 10 years of experience in implementing Microsoft Power BI in companies located around the world.

We are a one-stop shop in the world of data – End toEnd Service

safetyOur services are comprehensive – we offer not only an audit of thePower BI environment, but also the implementation of proposedchanges and subsequent maintenance of reports. Besides, we implement Power BI reports, and summ-it clients canalso order their maintenance and development.summ-it specialists provide report support in a 365/7/24 modelwith guaranteed response time in the SLA.

Experience in cloud implementations confirmed bynumerous certifications

Our specialists are certified for Azure, Microsoft and Oracle, as wellas experience in performing numerous database audits on both on-premise platforms and cloud solutions: Azure, AWS and Google CloudPlatform, as well as Oracle.

Guarantee of safety

We guarantee the highest quality of service and security, as evidenced by our ISO 27001 and ISO 9001 certifications.

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Do you want to optimize your company's Power BI environment?

Schedule a free consultation, during which
we will discuss your company's needs.

Maciej Sowa
Head of Data & Cloud BI Architect

Get a free quote!

Consult your company’s needs with our experts. Find out about solutions that will help your company improve business processes and ensure data security.