YARN Studiopack-driven assessments · Agile Insights · v0.1.0

Data Platform / Fabric Assessment v2.0.0

fabric-platform · 7 sections

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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.

IdQuestionTypeCategoryScale
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”

2 · Goals and Drivers goals

We know the headline — help us understand the nuance.

IdQuestionTypeCategoryScale
goals_1_we_understand_your_primary ★ We understand your primary objective is [PREFILLED]. What context/constraints/nuance didn't surface in scoping? verbatim — —
goals_2_is_there_a_deadline Is there a deadline, event or external driver making this urgent? verbatim — —
goals_3_have_you_tried_to Have you tried to solve this before? What happened? verbatim — —
goals_4_any_internal_political_sensitivi Any internal political sensitivities we should be aware of? verbatim — —
+ Add question to “2 · Goals and Drivers”

3 · Current State — Data & Reporting currentstate

What you're running today, and how well it's working.

IdQuestionTypeCategoryScale
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.

IdQuestionTypeCategoryScale
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”

5 · Team & Capability team

Who owns this after we leave — and what they're starting with.

IdQuestionTypeCategoryScale
team_1_how_would_you_rate How would you rate your team's current data & analytics capability? single_select — —
team_2_after_the_engagement_who After the engagement, who owns & operates the platform? (internal / managed / hybrid — headcount, skills) verbatim — —
team_3_any_concerns_or_resistance Any concerns or resistance within the organisation about this project? verbatim — —
+ Add question to “5 · Team & Capability”

6 · Governance & Compliance governance

Data classification, regulatory obligations and sensitivity — before we design anything.

IdQuestionTypeCategoryScale
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 — —
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”

7 · Documents & Pre-Reading docs

Share what you have — we'll read it before we walk in. ★ items make the most difference.

IdQuestionTypeCategoryScale
docs_1_architecture_diagram_system ★ Architecture diagram / system landscape map evidence — —
docs_2_data_dictionary_or_catalogue ★ Data dictionary or catalogue (even partial) evidence — —
docs_3_power_bi_fabric ★ Power BI / Fabric tenant settings or governance docs evidence — —
docs_4_sample_reports_dashboards ★ Sample reports / dashboards representative of current state evidence — —
docs_5_previous_assessment_audit_or ★ Previous assessment, audit or roadmap documents evidence — —
docs_6_azure_subscription_resource Azure subscription & resource inventory evidence — —
docs_7_data_source_inventory Data source inventory / key systems list evidence — —
docs_8_etl_pipeline_documentation ETL / pipeline documentation evidence — —
docs_9_org_chart_data Org chart (data / IT team) evidence — —
docs_10_contracts_slas_with Contracts / SLAs with data & technology vendors evidence — —
docs_11_microsoft_licence_agreement Microsoft licence agreement / summary evidence — —
+ Add question to “7 · Documents & Pre-Reading”

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Advanced — raw JSON

Full pack document, validated on save (schema yarn-pack/2). This is where scales, audiences, structured conditions and adaptive config live.