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May 22, 2017

How Power BI Helps Association Employees Collaborate and Drive Improvements

How Power BI Helps Association Employees Collaborate and Drive Improvements

For membership associations to thrive, you’ve got to find ways to make the best use of your money and time. This usually means staff wearing many hats and working together to get things done. When each department is using separate systems and processes, collaboration is pretty tough. Every employee needs specific data—from a variety of sources—to be effective in his or her role, but getting it takes a lot of phone calls, emails and patience. Would you rather sort through a hundred emails to find an answer or click a button? 

If that button thing sounds nice, Power BI might be an ideal solution for your association.

For starters, if you’re unfamiliar with Power BI, this easy-to-use business intelligence solution automatically consolidates your data from multiple sources and departments and creates visual dashboards, charts and reports for you. You can then embed these into applications so you get real-time, relevant insight aggregated for you, without all the clutter. You can access information across departments at any time, from any device, improving collaboration across the association.

You can learn more about Power BI in our blog How Membership Associations Can Use Power BI to Be More Forward Thinking, but today we want to dive deeper into the value of Power BI for each role. How can it make life easier for your people?

Power BI for Membership Directors

Membership is the lifeblood of your association, and membership directors have a lot of responsibility. You need to not only sustain membership, but figure out how to bring in new members year over year. Being proactive is important and it’s hard to plan ahead when the only reports you can get just tell you what already happened.

How will Power BI help increase membership?

  • Uncover membership trends and behaviors
  • Cost of acquisition for each member
  • Pinpoint where you are losing members
  • Predict good growth areas and membership revenue
  • Segment membership data by any demographic, time period, region, event, etc.
  • Know the programs and benefits members want

Power BI for Event Managers

Event Coordinators and Event Managers are a hard-working bunch juggling multiple events, expenses, registrations, vendors and more at one time. We also know many associations don’t have the luxury of a big event team or money for dedicated event management software. What usually happens is event staff is forced to track down information from a lot of different people and manually create spreadsheets to keep track of each event—and that takes time you can’t afford to waste.

How will Power BI streamline events?

  • Integrate data from sales, marketing, registration, accounting, vendors and venues in one spot
  • Validate the effectiveness of each event by a variety of KPIs
  • Proactively monitor registrations against goals
  • Plan events years in advance
  • Track budgets and expenses in real time so you stay on target
  • Collaborate with marketing to know how, when and where to promote events

Power BI for Association Executives and the BOD

At the end of the day, the executive team and board of directors want to make the best decisions possible for the association, members and staff. You not only need straightforward intelligence to make those decisions, you need to give your people a more efficient way to get it to you.

  • Get a 360-degree, cross-sectional view of the association in real time, from anywhere
  • Customize charts, dashboards and reports with only the information you really need
  • Make informed decisions on where to invest your attention and money
  • Give time back to your employees so they can spend it building the association, not reports
  • Spot trends and forecast into the future faster and more accurately 

Broadpoint can help you design Power BI templates, charts, dashboards and reports to work for your unique needs. We can tailored it in multiple ways—by role, department, region, demographic, etc.—and integrate it with your own data sources so you get actionable insight exactly how you need to see it.

Let us know if you have any questions or would like a personal demonstration of Power BI. If you can’t wait to get started, you can download a free 30-day trial of Microsoft Dynamics 365 with Power BI right now. 

Posted by Steven LaGow on Mon - May 22, 2017

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