Copilot-Ready Data Model

Prepare for AI, unleash MS Copilot

Prepare your data model and users for AI-driven insights with Copilot.

  1. Faster insights, simpler data analysis
  2. Automated report generation
  3. Enhanced data exploration
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Is your data model Copilot-ready?

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Your
Business
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Copilot Readiness Assessment

In the rush to adopt AI in Power BI, foundational steps are often overlooked, leading to ineffective implementations.

Many models fail to support AI-driven enhancements like Copilot due to poor preparation. Proper structuring, clear naming conventions, and optimised model configurations are crucial. Understanding user needs and language is key.

My approach optimises data model design, synonyms and Q&A setup, naming conventions, and enhanced table relationships. I also define suggested prompts, configure security/access controls, and provide user training to ensure effective Copilot use. By focusing on these steps, we can unlock Copilots full potential and drive strategic decision-making.

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Our Step by Step Process

PHASE 1

Planning

  1. Understanding business needs and Requirements: Determine why the client wants to use Copilot and if it aligns with their challenges and expactations.
  2. Identifying Key Stakeholders: Identrify who will benefit from and be involved in the project.
  3. Defining scope: Agree on a small initial scope for a proof of concept, focusing on one same model.

PHASE 2

Current State Analysis

  1. Existing Environment: Assess the current Power BI/Fabrick setup, including licensing administration, user base, and security
  2. Semantic Model Analysis: Evaluate the semantic model’s data sources, structure, naming conventions, measures, KPIs, and current best practices alignment.

PHASE 3

Prerequisite Setup

  1. Licensing: Ensure the organization has the necessary Power BI Premium capacity or Microsoft Fabric capacity.
  2. Settings: Enable required settings in the Admin portal for Copilot and Azure OpenAI Service
  3. Security: Configure access to Copilot features for appropriate security groups.

PHASE 4

Copilot Enablement

Bespoke recommendations that help you achieve best practices in Power BI governance.

  1. Preparing the Samantic Model: Optimize the data model, structure it in a star schema, standardize naming conventions, configure model settings, and set up synonyms and Q&A
  2. Enhancing the Model: Include logical hierarchies, correct sort orders, and ensure proper formatting and data types for all measures and columns.
  3. Copilot Training: Train users on using Copilot in Power BI Service and Power BI Desktop, providing practical examples and user prompts.

Why choose Laz for Copilot-Ready Data Models?

Preparing your data model is key to unlocking Copilot's potential. With my extensive experience in designing high-performance data models, I am well-equipped to make your Power BI models Copilot-ready. This expertise ensures your data models are optimised for maximum insight generation. Additionally, I stay up to date with the latest updates, ensuring your data model is always configured to work best with Copilot.

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Proven Expertise

I have successfully delivered optimised data model solutions to clients across various industries. This extensive background equips me with the skills to tackle any challenge and deliverexceptional results
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Stay Up to Date

I keep current with Power BI's frequent updates and new features, ensuring your data
models are optimised for Copilot and perform at their best
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Customisable Approach

I tailor my Copilot-ready data model services to meet your organisation's unique needs, challenges, and budgets, ensuring value and a well-functioning Power BI ecosystem for any size business
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Personal Attention

Work directly with me, Laz – not the second best. You’ll receive my full expertise and attention at a competitive rate
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Community Engagement

Actively involved in the community, not just a remote face
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Challenging the Status Quo

I challenge bad practices and always strive to offer value
Frequently Asked Questions

The answers to your questions.

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What areas do you focus on as part of the Copilot-ready model preparation process?
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I focus on understanding the current state of your data model, ensuring it is structured appropriately, optimising data sources, refining the semantic model, and enhancing naming conventions and relationships. Additionally, I set up synonyms and Q&A configurations and review licensing, Premium/Fabric capacity, and security settings. Each stage is crucial for making your data model Copilot-ready and aligning with best practices, prioritising areas with the most impact on enabling AI-driven insights.

Is your Copilot-ready model preparation process customisable?
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Absolutely! During our free consultation call, we discuss your specific needs and tailor the approach to meet them. My flexible approach ensures we deliver the most value within your budget and requirements. We can provide detailed recommendations for optimising your data model for Copilot or implement all changes alongside the recommendations.

What sets your Copilot-ready model preparation process apart from others?
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My passion and extensive experience truly set my process apart. I have been working with Power BI since its inception and have a deep understanding of the underlying engine. This background allows me to utilise advanced techniques for optimisation and deliver results faster.

What are the deliverables of the Copilot-ready model preparation process?
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The deliverables can be customised based on your needs. The core deliverable is a detailed document with recommendations on preparing your data model for Copilot. This can include a fully optimised Power BI model, documentation of changes made, and best practice guidelines for maintaining the model's readiness for Copilot. However, we can also proceed directly with implementing the necessary changes.

How long does such an engagement take?
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The duration depends on various factors, such as the deliverables (recommendations or implementation), the number of semantic models, and the complexity and size of each model. We can discuss your specific requirements and provide a timeline based on your current needs.

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