Project Title: Help Us Build Power BI Dashboards: Empower Small Businesses to Achieve Greater Profitability and Efficiency Through Strategic Analysis

The Finance Consulting Group

Details
Project Title Help Us Build Power BI Dashboards: Empower Small Businesses to Achieve Greater Profitability and Efficiency Through Strategic Analysis
Project Topics Information Technology (IT)
Skills & Expertise
Project Synopsis: Challenge/Opportunity
We help our customers, primarily small businesses, unlock value through data analytics, consulting, and execution. We achieve this by first building a Power BI dashboard, then analyzing trends, and finally recommending a course of action.
Project Synopsis: Activities/Actions Required
Create highly functional Power BI dashboards. 
  • Identify all possible ways the customer has data or can benefit from data analysis. 
  • Develop the functionality to pull the data. Whether you're familiar with APIs or not, we'll show you or learn together how to extract the data. 
  • Build Power BI dashboards with DAX functions that add value to small businesses. 
  • Develop a reusable, plug-and-play dashboard that can be applied to similar businesses after your internship.
Project Synopsis: Expected Results
We are trying to increase profitability, efficiencies, visibility, and trust for our small business partners.  
Measures:
  • Identified data sources and successfully extracted the data.
  • Built a functional dashboard. 
  • Built the dashboard in a scalable way (so we can reuse it for similar industries).
  • Help us identify trends and create recommendations for our partners.

Project Timeline

Touchpoints & Assignments Date Type

Program Kickoff

Aug 16 2024 Event

Student Pre-Kick-off Self-Assessment Form

Aug 16 2024 Evaluation

Team Roles and Meeting Times

Aug 19 2024, 23:55 PM US/Mountain (UTC-06:00) Project Milestone

Engagement Letter Draft

Aug 26 2024, 23:55 PM US/Mountain (UTC-06:00) Project Milestone

TEST123

Aug 28 2024 Project Milestone

Submitted Fully Signed Engagement Letter

Aug 28 2024, 23:55 PM US/Mountain (UTC-06:00) Project Milestone

Complete a full Project Plan

Sep 06 2024, 23:55 PM US/Mountain (UTC-06:00) Project Milestone

Industry Mentor Temperature Check

Sep 18 2024 Evaluation

Test PM For all

Oct 15 2024 Project Milestone

Midterm Project Report

Nov 01 2024, 23:55 PM US/Mountain (UTC-06:00) Project Milestone

Industry Mentor Temperature Check

Nov 13 2024 Evaluation

Invitations sent to all invitees to the Final Report meeting

Nov 21 2024, 23:55 PM US/Mountain (UTC-06:00) Project Milestone

Create a Final Written Report

Nov 27 2024, 23:55 PM US/Mountain (UTC-06:00) Project Milestone

Create a Final Presentation Document

Dec 04 2024 Project Milestone

Industry Mentor Post-Engagement Team Assessment Form

Dec 06 2024 Evaluation

Student Post-Engagement Self-Assessment Form

Dec 06 2024 Evaluation

Complete a Project Presentation and hold a Final Presentation Meeting with Sponsor

Dec 06 2024, 23:55 PM US/Mountain (UTC-06:00) Project Milestone

Program Managers

Name Organization
Roger McCarty Brigham Young University (BYU)

Teams

Team Name  Project Name  Team Members 
No Teams Available