Our Methodology

A structured, transparent process designed to minimize risk and maximize adoption.

Phase 1: Discovery & Audit

Week 1-2

We analyze your Tableau Server/Online usage. We identify redundant reports, complex calculations, and data sources.

  • Inventory of all workbooks
  • Usage statistics analysis
  • Data source dependency mapping
  • Stakeholder interviews

Phase 2: Architecture & Design

Week 3-4

We design the Power BI deployment strategy, including workspace structure, data gateways, and the core Semantic Model.

  • Star schema data modeling
  • Security architecture (RLS)
  • Workspace & App planning
  • Mockups for critical reports

Phase 3: Development & Migration

Week 5-10

The heavy lifting. We convert logic, rebuild visualizations, and implement data pipelines using our automation accelerators.

  • Automated logic extraction
  • DAX calculation development
  • Report reconstruction
  • Data pipeline implementation

Phase 4: Validation & Handoff

Week 11-12

We parallel run Tableau and Power BI to ensure numbers match. Then we train your team and officially cut over.

  • Data validation (UAT)
  • Performance tuning
  • Admin & User training
  • Documentation delivery

Ready to modernize your BI stack?

Stop maintaining legacy workbooks. Start leveraging the full power of the Microsoft Data Platform today.