Final Power BI file
A complete, tested .pbix file containing the approved report, data model, queries, and measures.
Power BI dashboard delivery & handoff
A Dashboard Your Business Can Truly Own
We design, build, document, and deploy your Power BI solution inside your organization—then train your team and hand over everything needed to operate it with confidence.
Client-owned workspaceSecure data accessComplete documentationTraining and support
Complete handoff packageBuilt for continuity
DataModelReportTeam
- Your data stays under your control
- Production lives in your Power BI environment
- Your team receives the operating knowledge
Client ownership is the default.Your organization controls its data, credentials, gateway, workspace, licenses, and user access. IngoAnalytics receives only the approved access required to complete the work.
Your complete delivery package
More Than a Dashboard File
The engagement is designed to leave your business with a working report, a secure production setup, and the knowledge to maintain it.
deliverables
PBIP source folder
Project-format source files when appropriate, making future changes and version control easier.
Published report
The approved report published into your organization’s Power BI workspace—not retained in ours.
Data-source documentation
A clear guide to Power Query steps, transformations, connections, and source dependencies.
KPI & DAX dictionary
Definitions, formulas, business rules, and calculation notes for important measures and KPIs.
Gateway & refresh setup
Configuration of scheduled refresh and gateway mappings when your data sources require them.
Row-level security
Role definitions and access rules when different users should see different portions of the data.
Source ownership register
A practical list of source systems, responsible owners, connection methods, and dependencies.
Troubleshooting guide
Instructions for routine refreshes, common errors, connection changes, and first-response checks.
User training session
A guided session showing your team how to navigate, filter, interpret, and use the report.
Post-launch support
A defined support period for questions, corrections, and agreed refinements after launch.
How delivery works
From Business Question to Confident Handoff
Discover & define
We document the decisions, users, data sources, KPIs, security needs, and success criteria.
Build & validate
We create the model and report, review it with your team, and validate calculations against trusted results.
Deploy securely
The solution is published in your workspace and connected using client-controlled credentials and refresh settings.
Train & transfer
We deliver the source, documentation, training, and support plan so your team is not dependent on us.
Written project agreement
Clear Expectations Before Data Access Begins
Yes—a signed contract should be part of every client engagement. It protects the client, protects IngoAnalytics, and turns verbal expectations into an agreed project plan.
The final agreement should be reviewed by a qualified attorney for your business, location, and services. Website descriptions are not a substitute for the signed agreement.
Scope & deliverables
The dashboards, pages, data sources, KPIs, documentation, training, and support included in the project.
Access & security
The client provides approved, least-privilege access. Passwords and administrator credentials are never requested by email.
Data confidentiality
How business information is handled, who may access it, permitted uses, and when working copies are deleted.
Ownership & licensing
The client owns the final paid deliverables and remains responsible for Microsoft licensing and source-system access.
Timeline & approvals
Milestones, client review periods, required feedback, and responsibilities that can affect delivery dates.
Revisions & changes
The number of included revisions and how out-of-scope requests are estimated and approved.
Fees & payment
Project price, deposit, milestone payments, due dates, expenses, and the conditions for final handoff.
Support & maintenance
The included post-launch period, response expectations, exclusions, and optional ongoing support.
After launch
Support With a Defined Finish Line
Every project includes a written post-launch support period. After that period, the client can operate the solution independently or choose an ongoing support plan.
Ready to Turn Your Data Into Better Decisions?
Let’s discuss how IngoAnalytics can help your business grow.
✓ No obligation✓ Practical recommendations✓ Tailored solutions