Services

A focused diagnostic of the reporting system leadership relies on.

This engagement identifies the root causes behind untrusted numbers, slow performance, or fragile refresh processes—before changes are made.

Typical focus areas

• Semantic model structure and design

• KPI and metric definition consistency

• DAX logic correctness and performance risk

• Refresh reliability and data dependencies

• Governance and access control gaps

Outcome
Clear, prioritized findings and recommendations that define what needs to be fixed first to restore confidence and reliability.

Correction of the issues that cause leadership to question the numbers.

This engagement focuses on stabilizing executive-facing reporting by aligning KPI logic, correcting inconsistencies, and eliminating manual reconciliation required before meetings.

Typical focus areas

• Conflicting or ambiguous metric definitions

• Inconsistent calculations across reports

• Manual Excel validation or overrides

• Fragile refresh logic impacting trust

Outcome
Executive reporting that can be relied on without manual checks, last-minute fixes, or parallel spreadsheets.

Improving report responsiveness and reliability as data volume and usage grow.

This engagement addresses performance bottlenecks that make Power BI slow, unreliable, or difficult to scale across teams.

Typical focus areas

• Model structure and query efficiency

• High-impact DAX optimization

• Dataset size and refresh performance

• Scalability risks as adoption increases

Outcome
Faster, more responsive reports and confidence that the reporting system will scale with the organization.

Establishing clear ownership, security, and standards for shared reporting.

This engagement ensures Power BI environments remain secure, manageable, and consistent as more users and departments rely on them.

Typical focus areas

• Role-based security aligned to organizational structure

• Workspace and dataset ownership standards

• Access control consistency across reports

• Governance rules that prevent regression

Outcome
Secure, scalable reporting with reduced administrative overhead and clear accountability.

Design and delivery of new Power BI reports built on a stable, governed foundation.

This engagement is used when new reporting is required after core modeling, KPI definitions, and data sources are clear—or when replacing legacy reports that were never designed for scale.

Typical focus areas

• Business requirements translated into decision-ready visuals

• Clean semantic model and measure design

• Executive-appropriate layouts and drill paths

• Validation against source systems

• Deployment aligned with governance standards

Outcome
Production-ready reports that are accurate, performant, and designed to be trusted—not prototypes or one-off visuals.

This service is typically scoped after an initial diagnostic to ensure reporting is built on a reliable foundation.

Targeted training to ensure Power BI solutions are used correctly and maintained responsibly.

Training is tailored to the audience—either developers responsible for maintaining the system or business users responsible for interpreting results.

Typical focus areas

• Developer training: model design, DAX patterns, governance standards

• Analyst training: interacting with reports, filters, drill-throughs

• Executive enablement: interpreting KPIs and avoiding misreads

• Best practices aligned to the organization’s actual environment

Outcome
Higher adoption, fewer support requests, and reduced risk of misuse or regression after delivery.

Training is most effective when delivered after stabilization or remediation work, using the organization’s real reports and data.

Fractional BI leadership focused on reporting correctness and evolution.

This retainer-based engagement provides ongoing ownership of the reporting layer, ensuring changes are made deliberately and reporting remains reliable as the business evolves.

Typical focus areas

• Priority enhancements and support

• Governance oversight and enforcement

• Executive and leadership requests

• Guidance on reporting and analytics decisions

Outcome
A trusted reporting partner without the cost or commitment of hiring internally.