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Do you struggle with data modeling and data sources? Our team of certified Microsoft Power BI analysts have been working with our customers to leverage the end-to-end platform to create powerful insights into their business. Through our work, we have identified several best practices or lessons learned we want to share to help you on your journey in building a data-driven culture through business intelligence.
The fifth article in our series is focused on guidelines for adopting BI into your organization. The challenges of growing as a data-driven business are real. But these best practices in data culture, data governance, and user support can help.
1. Data Culture

2. Data Governance

3. User Support

Check out our first, second, third, and fourth Power BI resource article about Best Practices in Data Modeling and Source.
The information provided in this communication is of a general nature and should not be considered professional advice. You should not act upon the information provided without obtaining specific professional advice. The information above is subject to change.


The FFIEC has updated its IT examination guidelines, expanding the Development, Acquisition, and Maintenance (DA&M) booklet and retiring the Cybersecurity Assessment Tool (CAT) by August 31, 2025. Financial institutions must now enhance IT risk management and adopt alternative cybersecurity frameworks like NIST 2.0 and CISA Cybersecurity Performance Goals to stay compliant.


The IRS has extended tax deadlines to May 1, 2025, for individuals and businesses in areas affected by Hurricane Helene, including Alabama, Georgia, North Carolina, South Carolina, and parts of Florida, Tennessee, and Virginia. This relief provides significant benefits for real estate investors completing Section 1031 exchanges, offering extended deadlines for identifying and purchasing replacement properties.