Improved Reporting and Accountability with Microsoft BI (MSBI)
Use Cases and Deployment Scope
We use Microsoft BI (MSBI) to help us build both internal and external dashboards and data visualizations to share out across our different business units, teams, and stakeholders. The tools that we build using Microsoft BI help us manage and track the progress of certain performance contracts that we have with clients. We need to report on how these contracts are performing on a weekly basis to our clients and we utilize Microsoft BI to do this reporting.
Pros
- Microsoft BI has a robust set of standard visualization templates and tools that are easy to use. No advanced technical or programming skills are required to starting use these.
- If your company utilizes Microsoft, then it is very easy to start connecting data to Microsoft BI. It was built for the Microsoft environment.
- Microsoft BI has lots of documentation, guides, and support due to it being a Microsoft software. Because of its popularity, it is very easy to find people that are experienced with it and can offer support in how to use it.
Cons
- We have struggled to utilize it where the manual inputting of data is sometimes needed. It is more a tool for automated pulling of data and does not make it easy to manual input info
- It is not really a tool for one-time, infrequent, or simple reports; it is better for reporting that needs constant, consistent, more complicated updates.
- It is difficult and challenging to share dashboards and reporting outside of our organization. We often have to come up with workarounds to share externally.
Return on Investment
- We structure some of our external client meetings around Microsoft BI dashboards. They are the backdrop for every meeting. Our clients respond very positively to this and it has improved the quality of our meetings.
- The analysis that we are able to glean from Microsoft BI has improved the accountability and performance with some of our client contracts. It has shined a light in areas where we are exceling, and areas that need improvement.
- Microsoft BI has become our centralized source for data and reports. We no longer have different teams working off of various spreadsheets, referencing different data sources. This has improved our communication and operations across different business units.
Usability
Alternatives Considered
Tableau Cloud, SAP BusinessObjects Business Intelligence and Airtable
Other Software Used
Airtable, Asana, Smartsheet



