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
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