BI Strategy for Small and Mid-sized Businesses
Microsoft BI Strategy Consultant helping businesses unlock the power of Microsoft Fabric, Power BI, and Kimball Data Modeling for scalable, high-impact analytics.
A BI Strategy Roadmap to Business Success
Many organizations struggle with scattered data, inefficient reporting, and high BI costs. Our structured BI Roadmap ensures you get the right data strategy, tools, and execution for a scalable, cost-effective analytics platform.
✔ BI Strategy Roadmap Implementation – Align your data strategy with business goals.
✔ Power BI Dashboard Development – Build insightful, interactive reports that drive decisions.
✔ Fractional CDO Services – Get expert leadership without the full-time cost.
✔ Ongoing Retainers & Support – Keep your BI ecosystem optimized and evolving.
Our Proven BI Implementation Strategy
We follow a structured approach to ensure quick wins while laying the foundation for long-term BI success.
Phase 1
Assessment – Understanding Your Data Needs
✔ Current State Analysis – Identify who manages data, key reports, critical KPIs, and existing bottlenecks.
✔ Data & Reporting Audit – Evaluate your current BI tools, infrastructure, and governance.
✔ BI Vision & Objectives – Align data initiatives with company-wide goals.
📌 Outcome: Clear roadmap for BI implementation.
Phase 2
Planning – Laying the Foundation
✔ Define People & Processes – Identify key roles (BI team, data stewards, project champions).
✔ Technology Evaluation – Select the right tools (Microsoft Fabric, Power BI, Purview).
✔ Agile Implementation Strategy – Modelstorming for flexible, iterative development.
📌 Outcome: A solid execution plan for BI success.
Phase 3
Modelstorming & BI Use Cases
✔ Stakeholder Workshops – Define critical reporting needs and data requirements. Prioritize the most critical business questions.
✔ Dimensional Modeling & Star Schema – Build optimal data structures for reporting and performance.
✔ First BI Sprint Execution – Develop & deploy initial dashboards.
📌 Outcome: Working Power BI dashboards delivering immediate value.
Phase 4
Continuous Improvement & Optimization
✔ Iterative BI Development – Expand analytics capabilities across departments.
✔ Performance Tuning & Cost Optimization – Ensure scalable, high-performance BI.
✔ User Training & Adoption – Empower teams with self-service analytics.
✔ Data Governance – Ensure clean and accurate data across the BI landscape.
📌 Outcome: A fully optimized BI ecosystem delivering business impact.
Services we offer:
BI Strategy Roadmap
In today’s fast-paced market, staying ahead requires a clear strategy – and that’s exactly what our roadmap provides. Our BI Strategy Roadmap offers a detailed, step-by-step plan tailored to your organization’s unique needs. Identify key performance indicators and align your business objectives with comprehensive data strategies that foster growth. Leverage advanced analytics to enhance decision-making processes and gain a competitive edge in your industry. Stay adaptable with a roadmap designed for evolving technologies and changing market conditions. Don’t let valuable insights slip through the cracks; equip yourself with the BI Strategy Roadmap today. Start transforming your data into strategic actions that propel your business forward.
Microsoft Fabric Data Warehouse Implementation
Unlock the power of your data with our Data Warehouse Implementation services. We design and deploy a robust data architecture that integrates data seamlessly through the Microsoft Fabric. This enables your organization to store, manage, and analyze vast amounts of data efficiently. Experience faster insights and improved reporting accuracy, allowing your BI teams to focus on strategic initiatives rather than data management. We guide you through every step, ensuring a tailored solution that meets your unique business needs and accelerates your growth.
Power BI Dashboard Design
With our Power BI Report Design service, you’ll benefit from customized reports tailored to your specific needs, enhanced visualizations that make complex data easy to understand, and streamlined designs that improve user engagement and decision-making. Imagine having reports that not only provide clarity but also inspire action. Our meticulous attention to detail ensures your reports are both informative and visually appealing, allowing stakeholders to grasp insights at a glance. Don’t let valuable data go unnoticed. Partner with us for your Power BI Report Design needs today, and elevate your reporting game! Contact us now to get started!
Data Governance
Are you grappling with data inconsistencies, compliance challenges, or poor decision-making due to a lack of reliable information? These issues can hinder your growth and undermine your trust in data-driven insights. Our Data Governance framework addresses these pain points head-on by establishing clear policies and procedures that ensure data quality, security, and accessibility. With our solution, you’ll benefit from comprehensive oversight that aligns with industry standards, enhanced data integrity for informed decision-making, and streamlined compliance processes to meet regulatory requirements. Take control of your data landscape and transform it into a strategic asset that drives innovation and success. Don’t let ungoverned data hold you back; choose our Data Governance solution today and watch your organization thrive!
Fractional Chief Data Officer (CDO)
Elevate your business intelligence strategy with our Fractional Chief Data Officer (CDO) services. Gain access to seasoned data leadership without the overhead of a full-time executive. Our CDO works closely with your team to define data governance, optimize analytics processes, and create a culture of data-driven decision-making. We help you identify key performance indicators and align your data strategy with business objectives, ensuring you maximize the value of your data assets. With our support, your organization can navigate the complexities of data management and analytics with confidence.
On – going Data Optimization Services
Continuously improve your data analytics capabilities with our Ongoing Data Optimization Services. We provide regular assessments and enhancements to your existing BI infrastructure, ensuring that your reporting processes stay agile and accurate. Our team implements best practices in data management and analytics, enabling your organization to scale effectively as your data needs grow. Through structured workshops and sprint-based development, we help you adapt to changing business requirements and leverage the latest technologies within the Microsoft ecosystem for optimal results. Stay ahead of the competition with our proactive approach to data optimization.
Real World Case Studies
Optimizing Inventory Management with an Executive Dashboard: Door and Windows Manufacturer
Challenge:
The client needed real-time visibility into inventory levels to ensure they could meet their current sales quotes. The lack of a centralized dashboard led to inefficiencies in procurement and manufacturing planning.
Solution:
We utilized Lawrence Corr’s modelstorming technique to develop a dimensional data warehouse model. By integrating Power BI with conforming and degenerate dimensions, we structured data across sales quotes, manufacturing orders, and inventory fact tables.
Results:
✅ Developed a real-time executive dashboard that connected sales quotes to fulfillment, enabling seamless tracking.
✅ Automated alerts for procurement and manufacturing teams, ensuring timely adjustments to stock and resource levels.
✅ Improved supply chain efficiency, reducing stockouts and excess inventory.
💡 Technologies Used: Qliksense, Dimensional Modeling, SQL Server, SSIS
Data Cleansing & Migration Dashboard for ERP Modernization: Heavy Equipment Manufacturer (Forklifts)
Challenge:
A large-scale ERP migration from BaaN to SAP required 5 manufacturing teams to cleanse legacy data efficiently. The client needed a centralized system to track data cleansing progress by plant and by team in real-time.
Solution:
We built a Power BI data cleansing dashboard that ingested data from spreadsheets across all plants. This executive dashboard provided daily progress tracking, a master list of cleaned data, and automated data validation checks.
Results:
✅ Completed data cleansing 10 months ahead of go-live, significantly accelerating the migration timeline.
✅ Achieved a 60% reduction in data defects, ensuring a smooth transition to SAP.
✅ Improved data governance by providing clear visibility into data completeness and accuracy.
💡 Technologies Used: Power BI, Data Integration, Data Cleansing, ERP Migration
Implementing BI Change Control with Source Control & GitHub Integration: Manufacturer of Drainage Pipe & Water Solutions
Challenge:
The company lacked a centralized source control strategy for their mission-critical Power BI reports. This led to change management risks, limited collaboration among developers, and increased incident recovery time.
Solution:
We implemented a GitHub-Fabric integration with a structured branching strategy. Developers could now check in and check out Power BI semantic models and report changes, ensuring proper version control and rollback capabilities.
Results:
✅ Created a reliable repository for all critical reports and data models, reducing catastrophic risks.
✅ Enabled multi-developer collaboration, streamlining report development and minimizing conflicts.
✅ Improved incident management by maintaining a clear version history for BI assets.
💡 Technologies Used: GitHub, Microsoft Fabric, Power BI, Data Governance, Source Control
Reducing Power BI Refresh Costs with Incremental Refresh Strategy: Telecom Company
Challenge:
The client was spending excessively on GCP query costs due to inefficient Power BI refresh cycles. They needed a cost-optimization strategy without compromising report performance.
Solution:
We implemented incremental refreshes in Power BI, optimizing refresh frequency for the most resource-intensive reports. This significantly reduced the volume of data queried during each refresh cycle.
Results:
✅ Lowered Power BI refresh costs by 70% within the first month.
✅ Enhanced report performance by reducing unnecessary full dataset refreshes.
✅ Improved cost efficiency while maintaining data freshness and accuracy.
💡 Technologies Used: Power BI, Incremental Refresh, Cost Optimization, Cloud Analytics
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