Power BI Health Check
Fixed-scope review of your current reporting stack.
- Model, DAX and performance audit
- Governance, refresh and security review
- Prioritised roadmap with quick wins
I partner with data and finance teams to turn a tangle of ERPs, CRMs and spreadsheets into a governed Power BI and Microsoft Fabric platform - one that answers the questions leadership is actually asking, without the month-end firefight.
Data lives in finance systems, CRMs, ERPs, SQL databases and spreadsheets. Different teams pull different numbers, and month-end turns into a debate about whose figure is right.
Manual to produce, hard to audit and overloaded with numbers. Many are little more than a SQL extract with a few charts on top. Nobody wants to open them, so nobody does.
What changed since last month? What is at risk? Which number should you trust? If the answers take a week of digging, decisions stall and confidence drops.
Well-modelled data, traceable logic, trusted measures and proper design thinking - across finance, operations, customer and leadership reporting.
Fixed-scope review of your current reporting stack.
Enterprise dashboards leaders actually trust.
Lakehouse to report on one unified stack.
Your analysts stop depending on external help.
Each phase has a defined outcome and a go / no-go decision. You are never locked into a giant fixed-price contract. Start with assessment, expand only if it makes sense.
Understand the business questions, current stack, data sources and pain points. Deliverable: a scored maturity report with clear next steps.
Design the target architecture on Power BI or Fabric, define workspaces, capacities, environments and a phased delivery roadmap with budget guardrails.
Set up OneLake / Lakehouse, ingestion pipelines and the raw-to-curated flow. Establish security, naming and folder standards from day one.
Build the enterprise semantic layer, KPI definitions, calc groups, RLS and the first set of executive and operational reports.
Deployment pipelines, workspace roles, refresh monitoring, cost dashboards and a rollout plan across teams and regions.
Train the internal team, hand over documentation and templates, and stay on optional retainer for reviews, hiring support and Fabric upgrades.
You get a working, governed slice of the platform within the first 6-8 weeks - not at the end of a year-long program.
Power BI + Fabric · Enterprise BI
I've spent the last decade inside enterprise data teams - shipping Power BI at scale, cleaning up broken semantic models, and more recently rolling out Microsoft Fabric for organizations moving beyond classic Power BI.
My work sits at the intersection of architecture, delivery and governance. The platform I hand over doesn't just work - your team can run it, extend it and defend it in front of leadership.
I also run a live cohort where analytics professionals learn how senior BI folks actually think. Visit the War Room.
A 30-minute discovery call is free. We'll look at where you are today, what's actually blocking value, and whether a phased Power BI or Fabric engagement is the right fit.