3. Visual Management and Performance Boards with Power BI
- Live, trustworthy visual boards — replace manual boards and static reports with interactive Power BI dashboards that update automatically, eliminate transcription errors and make performance signals reliable.
- Faster, data-driven problem solving — Obeya-style layouts, drill-downs and Copilot-assisted analysis accelerate root-cause discovery and help teams act during daily reviews.
- Scalable & governed delivery — reusable PBIX templates, robust data-pipeline patterns and dataset security (RLS, refresh strategy) let you roll out consistent, maintainable boards across sites.
Introduction
This two-day, hands-on workshop teaches operational leaders, Lean coaches and analytics teams to create live, decision-ready performance boards using Power BI. We translate Lean visual management principles into practical dashboard design and data-architecture patterns so your boards drive daily management, problem solving and continuous improvement — without the heavy manual work of physical boards.
Day One focuses on mapping Lean objectives to dashboard KPIs, connecting and modelling data from shop-floor and office systems, and building effective visualisations that surface exceptions and lead indicators. Day Two concentrates on designing Obeya-style digital rooms, embedding analytics into routine reviews, and using Copilot-powered analytics to speed root cause analysis and hypotheses testing. Throughout the workshop you’ll work from a real process example, producing reusable Power BI templates, data-pipeline patterns and an Obeya layout that your teams can operate and sustain.
What you’ll get: a working Power BI solution (PBIX) for an Obeya board, reusable visual and data templates, Copilot prompt library for exploratory analytics and root-cause investigation, a deployment checklist, and a 30/60/90 rollout plan for operationalising digital visual management.
About the course
Overview & Objectives
Understand how to architect and deliver digital visual management that supports daily Lean reviews and continuous improvement. In this course you will build an Obeya-style Power BI board from data to deployment.
- Course goals
- Workshop agenda and expectations
- Deliverables and success criteria
Mapping Lean Objectives to KPIs
Translate strategic and operational goals into a concise set of KPIs for daily management, problem solving and leadership review.
- From strategy to signal: selecting KPIs
- Leading vs lagging indicators
- Defining tolerances, thresholds and ownership
Power BI fundamentals
Hands-on introduction to Power BI Desktop, datasets, reports and the Power BI Service with a focus on operational reporting patterns.
- Report canvas & visualisation best practices
- Measures (DAX) for operational metrics
- Publishing and sharing patterns
Data connections & modelling
Connect Power BI to real process data and model it for high-performance analytics.
- Connecting to MES, SQL, Excel and APIs
- Star schema basics for fast aggregations
- Incremental refresh and refresh architecture
Designing KPI Dashboards
Design dashboards that make problems visible and decisions fast.
- Visual hierarchy and information rhythm
- Exception-first design and focus areas
- Using bookmarks, drillthroughs and tooltips for context
Digital Obeya Rooms
How to structure digital Obeya rooms for routine reviews, escalation and cross-functional problem solving.
- Obeya templates & layouts
- Role-based views and permissions
- Integrating Boards with Teams and meeting cadences
Copilot & Advanced Analytics
Use Copilot to summarise patterns, generate hypotheses and assist in root-cause analysis during review meetings.
- Copilot prompts for exploratory analysis
- Automating narrative summaries and insights
- Quick experiments: cohort analysis, change point detection
Governance & Readiness
Patterns for secure, performant and supported dashboards that can scale across the organisation.
- Row-level security (RLS) and dataset permissions
- Performance tuning & monitoring
- Deployment checklist, rollback and versioning guidance
Final Workshop & Implementation Plan
Capstone exercise: build an Obeya board for a real process, present it and produce a 30/60/90 plan for site deployment.
- Capstone build
- Peer review and feedback
- 30/60/90 site rollout plan
Instructors
Hamza Elharchi Elmaslohi
AI & Digital Lean Consultant
Hamza is an AI & Digital Lean Consultant with a Master’s in Data Science from Eötvös Loránd University (ELTE), Budapest. He holds certifications as an Azure Data Engineer Associate and Fabric Analytics Engineer Associate, showcasing his proficiency in Microsoft’s data and AI platforms. Specializing in integrating AI and data into Lean Management practices, Hamza leverages tools like Azure AI Foundry and the Power Platform to enhance operational efficiency and drive continuous improvement. His approach focuses on automating workflows and transforming data into actionable insights, enabling organizations to optimize their processes effectively
