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Power BI Implementation: Ready-Made Reports or Custom Development

Power BI

Power BI Implementation: Ready-Made Reports or Custom Development — What Suits Your Business

Every week, the CFO spends 4–6 hours consolidating reports from Excel. Data from CRM, ERP, and accounting lives in separate files. When management asks "how did we perform this month?" — the analyst isn't ready to answer yet.

This is not a problem with a specific person. This is a problem with the tool.

Microsoft Power BI solves it: data from all systems in one place, reports update automatically, without manual work. But the next question arises: how to implement it correctly?

Progresia — a certified Microsoft Partner — offers two formats for working with Power BI: ready-made box reports for a quick start and custom development for non-standard tasks.

Two Paths: Ready-Made Solution or Custom Development

The choice of format depends on where your company stands right now and how specific your business processes are.

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Quick Start

Box Reports

Ready-made dashboard sets for sales, finance, logistics, and production. Connection to Dynamics 365, 1C, Excel, SharePoint — in 1–2 weeks.

  • Industry-standard KPIs — no development from scratch
  • First results in the first month
  • Fixed, predictable cost
  • Suitable for 60–70% of companies
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Tailored to Your Logic

Custom Development

Analytics from scratch — from data model to final dashboard. For non-standard processes, complex data sources, unique KPIs.

  • Audit of data sources and business processes
  • Reports tailored to your real logic — not templates
  • Training for internal analysts
  • Post-launch support

Why Companies Choose Progresia Over Self-Implementation

Power BI is a Microsoft tool, and technically any IT specialist can configure it. But there's a significant difference between "configure" and "implement so that people actually use it."

Progresia holds official Microsoft certification for Power BI and Power Platform, with implementation experience at companies ranging from 50 to 1,000+ employees. We know the typical pitfalls when connecting to Dynamics 365, 1C, SAP — and we don't repeat them.

An internal IT department may spend 3–4 months on what an experienced team delivers in 3–4 weeks. It's not about qualifications — it's about accumulated experience with these specific tasks.

What the Implementation Process Looks Like

Regardless of the format — box or custom solution — we follow the same steps:

1
 

Diagnostics (1–2 days)

We analyze where data comes from, what reports are needed, and who will use them. We determine the format — ready-made reports or custom development.

2
 

Solution Agreement

We show a prototype or demo of the ready report — before the main work begins. You understand the expected result in advance.

3
 

Connection and Setup

We integrate Power BI with your systems and configure automatic data updates.

4
 

Team Training

We conduct hands-on training: analysts and managers receive a tool they can actually use confidently.

5
 

Ongoing Support

We stay in touch after launch — answering questions, making adjustments as needed.

What Can Be Automated Right Now

Power BI is a fit for any function where data exists and regular monitoring is needed:

Sales

Pipeline, plan fulfillment, manager performance

Finance

P&L, cash flow, accounts receivable

Operations

Capacity loading, SLA, process efficiency

HR

Turnover, KPI fulfillment, personnel cost structure

Marketing

Campaign ROI, cost per lead, channel conversion

Logistics

Delivery times, stock levels, warehouse turnover

If you have this data — Power BI can turn it into a dashboard that updates itself.

Free Consultation

Spending more than 2 hours a week on manual reports?

We'll show exactly how it would look in your specific case and estimate the approximate cost — no strings attached.

Get a Free Consultation →