Visualize Your Strategic Roadmap With Power BI

Organizations are struggling with too much demand for projects and not enough people to work on them. Exacerbating this situation, projects today are often requested and received without cost and benefits data. That means projects get approved but languish in a growing backlog of initiatives waiting to get off the ground. Use our two-step methodology and suite of practical tools to develop a strategic, visualized roadmap for your project portfolio, even if you don’t have enough details for a conventional PPM dashboard.

Executive leaders want to intervene and break up the string of projects stuck in a holding pattern. But how can they decide between so many competing projects with so little actionable information? Learn how to develop a strategic roadmap from the data available to you and deliver a decision-informing experience with the lowest possible friction.

1. Storytelling is a potent PPM tool.

Don’t have the kind of data typically used to prioritize projects in an ever-expanding portfolio queue? Then craft a compelling story around the information and data points you do have. IT leaders need to take a storytelling approach to unquantified funding requests.

2. Executive decision-making has atrophied over decades.

Executive leadership has become further removed from project-oriented decisions due to several shifting trends since the 1990s, including an agile product management paradigm that moved decision-making further down the org chart.

3. It’s time to reassert control of the project pipeline.

Faced with economic uncertainty and board-level pressure, executive leaders realize they must regain control of the way projects are prioritized and how resources get allocated to them. Restoring the rigor and visibility of project portfolios at the executive level is critical.

Use this step-by-step methodology to make sense of competing priorities in your project portfolio.

Our comprehensive framework helps speed up the development, presentation, and implementation of your strategic roadmap. Use our research and supporting tools to:

Establish minimum standards for the definition of a funding request without concern for how it’s packaged (e.g. project, program, product, work effort, initiative).
Re-establish the responsibility-authority paradigm for your portfolio across the organizational hierarchy.
Maintain a frequently refreshed strategic roadmap that offers a transparent view of the competition for funding and resourcing.

Visualize Your Strategic Roadmap With Power BI Research & Tools

1. Visualize Your Strategic Roadmap With Power BI Storyboard – This PowerPoint deck outlines the method to create a strategic roadmap without the cost and benefits information needed for a conventional project portfolio dashboard.

Use this framework to:

Present a widely scalable roadmap in the near term with data from Excel and reporting from Power BI.
Bring executive decision makers into the conversation earlier to avoid costly mistakes.
Spend more time producing solutions and less time on administrative distractions.

2. Visualize Your Strategic Roadmap With Power BI Zip File – This zip file contains Excel and Power BI templates that act as a starting point for visualizing strategic roadmaps.

Using this zip file, you can:

Download Info-Tech’s “Visualize Your Strategic Portfolio” files.
Deploy the Excel file to OneDrive or SharePoint.
Install the Roadmap in Power BI Desktop.

3. Visualize Your Strategic Roadmap With Power BI Overview Video – A seven-minute video that introduces you to the key concepts of visualizing strategic roadmaps using Power BI.

This introductory video helps you:

Address common challenges in project management today.
Establish minimum standards for data in roadmap visualization.

Understand classification schemes, visualization options, and templates for roadmap visualization.

4. Visualize Your Strategic Roadmap With Power BI Install & Deploy Video – A five-minute video that takes you through the steps to install the software from the Power BI zip file.

This video tutorial shows you how to:

Download templates, access the Excel file, and open the Power BI file to read data.
Publish the Power BI report to the Power BI Service.
Deploy the published Power BI report to Microsoft Teams.

Create visibility to shape the strategy.

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Talk to an Analyst

Our analyst calls are focused on helping our members use the research we produce, and our experts will guide you to successful project completion.

Book an Analyst Call on This Topic

You can start as early as tomorrow morning. Our analysts will explain the process during your first call.

Get Advice From a Subject Matter Expert

Each call will focus on explaining the material and helping you to plan your project, interpret and analyze the results of each project step, and set the direction for your next project step.