Data Platform / Fabric Assessment v2.0.0
fabric-platform · 7 sections
Scales, categories & audiences
Scales: none ·
Categories: none ·
Audiences: none (everyone gets everything)
Edit these in the raw JSON editor below — they change rarely and carry structure (levels, signals, deep-dive wiring) that a form would mangle.
1 · Engagement Setup setup
Contacts, logistics and anything we navigate as your vendor — how we work together, not who you are.
| Id | Question | Type | Category | Scale | |
| setup_1_who_are_the_right ★ |
Who are the right people on your side? (day-to-day, executive sponsor, technical/IT, procurement/invoicing) |
contact_grid |
— |
— |
|
| setup_2_which_business_units ★ |
Which business units / divisions / brands are in scope? (and what's explicitly OUT) |
verbatim |
— |
— |
|
| setup_3_vendor_procurement_requirements |
Vendor & procurement requirements (registration, security/IT questionnaire, PO on invoices, data/system access approvals, other onboarding) |
status_grid |
— |
— |
|
| setup_4_how_do_you_prefer |
How do you prefer to receive communications and deliverables? |
multi_select |
— |
— |
|
| setup_5_any_hard_constraints_on |
Any hard constraints on team availability? (blackout dates, leave, quarterly close, board cycles) |
verbatim |
— |
— |
|
+ Add question to “1 · Engagement Setup”
3 · Current State — Data & Reporting currentstate
What you're running today, and how well it's working.
| Id | Question | Type | Category | Scale | |
| currentstate_1_what_are_your_main ★ |
What are your main data sources? (ERP, CRM, finance, databases, files, APIs — cloud vs on-prem) |
verbatim |
— |
— |
|
| currentstate_2_where_does_your_data |
Where does your data live today? |
multi_select |
— |
— |
|
| currentstate_3_what_do_you_use |
What do you use for reporting & analytics? |
multi_select |
— |
— |
|
| currentstate_4_roughly_how_many_reports |
Roughly how many reports are in active use? |
single_select |
— |
— |
|
| currentstate_5_do_you_have_external |
Do you have external reporting obligations? (clients, regulators, funding bodies, parent co — deadlines) |
verbatim |
— |
— |
|
| currentstate_6_how_would_you_rate |
How would you rate overall data quality? |
single_select |
— |
— |
|
| currentstate_7_do_teams_maintain_their ★ |
Do teams maintain their own reporting outside the official platform? (shadow IT — scale matters) |
verbatim |
— |
— |
|
| currentstate_8_approximate_data_volumes_across |
Approximate data volumes across the estate? |
verbatim |
— |
— |
|
| currentstate_9_how_do_you_want |
How do you want to consume analytics — centralised, self-service, or both? |
single_select |
— |
— |
|
+ Add question to “3 · Current State — Data & Reporting”
4 · Microsoft & Fabric Environment environment
Licensing, existing infrastructure, how far along the Microsoft stack you are.
| Id | Question | Type | Category | Scale | |
| environment_1_existing_microsoft_azure_environ |
Existing Microsoft Azure environment? |
single_select |
— |
— |
|
| environment_2_microsoft_365_licensing |
Microsoft 365 licensing? |
single_select |
— |
— |
|
| environment_3_existing_power_bi |
Existing Power BI / Fabric licences? |
multi_select |
— |
— |
|
| environment_4_deployed_or_experimented_with |
Deployed or experimented with Fabric workloads? (OneLake, Lakehouse, Data Factory, RTI, Copilot — and # PBI workspaces) |
verbatim |
— |
— |
|
| environment_5_integration_points_we_should |
Integration points we should know about? (D365, Dataverse, ADF, Purview, Synapse, third-party connectors) |
verbatim |
— |
— |
|
| environment_6_network_security_architecture |
Network & security architecture for cloud services? |
multi_select |
— |
— |
|
| environment_7_any_cost_or_capacity |
Any cost or capacity pressures today? (refresh slowness, throttling, high bills, shared dev/prod capacity) |
verbatim |
— |
— |
|
| environment_8_or_devops_tooling |
CI/CD or DevOps tooling for data/analytics? |
single_select |
— |
— |
|
+ Add question to “4 · Microsoft & Fabric Environment”
6 · Governance & Compliance governance
Data classification, regulatory obligations and sensitivity — before we design anything.
| Id | Question | Type | Category | Scale | |
| governance_1_does_your_data_include |
Does your data include regulated, sensitive or personal information? |
multi_select |
— |
— |
|
| governance_2_existing_data_governance_policie |
Existing data governance policies, catalogue or classification framework? (even informal) |
verbatim |
— |
— |
|
| governance_3_constraints_au_sovereignty |
Compliance/security/data-residency constraints? (AU sovereignty, ISO 27001, IRAP, cloud restrictions) |
verbatim |
— |
— |
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| governance_4_data_retention_or_archival |
Data retention or archival requirements? (regulatory minimums, hot/cold strategies) |
verbatim |
— |
— |
|
| governance_5_using_or_exploring_ai |
Using or exploring AI / ML / advanced analytics? (Databricks, Azure ML, notebooks, Copilot) |
single_select |
— |
— |
|
+ Add question to “6 · Governance & Compliance”
Advanced — raw JSON
Full pack document, validated on save (schema yarn-pack/2). This is where scales, audiences, structured conditions and adaptive config live.