Finance leadership reviewing Power BI executive dashboard
Power BI consulting services

Power BI consulting that gives you one trusted source of truth for every number your board asks about

Our Power BI consulting team helps finance and operations leaders replace fragile spreadsheets, midnight reporting jobs, and conflicting reports with a governed Power BI estate that decision-makers actually use. Scoped roadmap in 10 days. Line by line pricing before any build starts.

Submit your brief → discovery call within 48 hours → data audit and scoped proposal in 5 days → first dashboard prototype within 2 weeks of sign-off

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Power BI engagements delivered
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Enterprise clients served
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Roadmap turnaround
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Commitment to receive a proposal
Why most Power BI estates stall

Reporting that nobody trusts is not a tool problem

Your team did the install. The licenses are paid. Yet the Chief Financial Officer still asks the analyst for the real number, three reports show three answers, and every Monday someone rebuilds last week in Excel. The problem is rarely Power BI itself. It is how it was scoped, modelled, and governed.

Analyst working calmly on a healthy Power BI dashboard with green refresh status
Real client context · finance analyst, Tuesday morning

Where the friction lives today

  • Numbers do not match across reports

    Sales revenue in finance does not match sales revenue in the customer relationship management report. Every meeting starts with reconciling, not deciding.

  • Refreshes fail overnight, silently

    Gateways drop, dataflows error, and the team finds out at 9am when the Chief Executive Officer opens the dashboard.

  • Analysts spend more time prepping than analysing

    Two full days a week stitching spreadsheet exports, fixing date keys, and re-keying figures the system should hand back.

  • A wall of unused reports nobody owns

    Forty workspaces, three hundred reports, no clear retention. Leadership opens four of them.

  • Data Analysis Expressions that nobody on staff can maintain

    The original consultant left. Measures break on schema changes and the fix is a guess every time.

What you get on the other side

  • One governed semantic model, every report points to it

    Revenue, margin, headcount, annual recurring revenue. Defined once, certified, and reused. No more reconciliation meetings.

  • Refreshes monitored, alerts to your team before users notice

    Health check, automated retries, and a green or red status before the 9am stand-up.

  • Analysts spend their week answering business questions

    Data prep collapses from 40 percent of their time to under 10. They build insight, not pivot tables.

  • Six reports leadership actually opens, every Monday

    Executive, sales, finance, operations, churn, cash. Designed for decisions, retention rules on the rest.

  • Data Analysis Expressions and documentation your team can own

    Commented measures, a model handbook, and pair sessions so your analysts keep building after we leave.

Calculate the cost of staying put

How much is fragmented reporting costing your team this quarter

Move the three sliders to match your business. The result on the right updates live and compares your current cost of manual reporting against a scoped consulting engagement. No email gate. Take a screenshot.

4
120
16h
2h35h
$85
$40$200

Assumes a Redefine consulting engagement reduces data prep time by roughly 70 percent after the first sprint. Real reductions vary by data source maturity. We confirm yours in discovery.

redefine.ai · consulting savings model
Today · cost of staying put
$282,880
Manual reporting labour, per year
After consulting engagement
$84,864
Residual data prep and governance, per year
Year one net saving
$198,016
Payback period
3.0months
Hours reclaimed
2,329h
per year
Decisions accelerated
52
weekly review cycles
Engagement fee
$49,000
scoped fixed price
What is in the engagement

Every deliverable we hand over, and what your team does not have to do

A Microsoft Power BI consulting engagement at Redefine is shaped, scoped, and priced before any build starts. The deliverables below are the artefacts your team receives, owns, and can extend. We handle the heavy lifting around the data model, Data Analysis Expressions, and governance. You handle business sign-off and access decisions.

Power BI workspace audit inventory
Deliverable 01Sample output

Power BI estate audit and current-state map

A line by line catalogue of every workspace, dataset, dataflow, gateway, and report. We mark what is in active use, what is duplicated, and what should be retired before any new build.

  • Workspace and tenant inventory with usage telemetry
  • Gateway map and refresh failure root cause log
  • Risk register: orphan reports, sensitive data, license waste
Power BI semantic model design
Deliverable 02Real deliverable

Certified semantic model and key performance indicator library

Star-schema model with documented relationships, role-playing dimensions, and a measure library where each key performance indicator carries its definition, owner, and certification status.

Deliverable 03

Executive report pack built around the decisions you actually make

Six to twelve reports designed against your weekly and monthly leadership rituals. Chief Financial Officer views, operations scorecards, sales pipeline, customer health, cash position. Every visual is tied to a question the business asks out loud.

6 to 12
production reports
100%
point at the certified model
2 week
prototype turnaround
Executive Growth · FY26 Q2
Annual recurring revenue
$42.8M
↑ 12.4%
Net retention
114%
↑ 3 pts
Gross margin
78.1%
↓ 0.4 pts
Q4 FY25
$38.1M
Q1 FY26
$40.4M
Q2 FY26
$42.8M
Deliverable 04

Governance playbook

Tenant settings, workspace roles, sensitivity labels, certification rules, and a 90-day rollout plan your information technology lead can run with.

Deliverable 05

Adoption and enablement

Role-based training, paired Data Analysis Expressions sessions for your analysts, and a self-service guardrails document so business users build safely.

Deliverable 06

90-day post go-live support

Slack channel, weekly office hours, a senior consultant on call for Data Analysis Expressions and modelling questions, and a final stabilisation review.

What your team does not have to do

The list of things you are freed from is usually more persuasive than the list of things we deliver.

Write the data model brief from scratch
Manage day to day developer schedules
Reconcile gateway connection drift
Author Data Analysis Expressions measures or fix broken ones
Compile workspace inventory by hand
Write report-level quality assurance scripts
Produce training material for end users
Maintain a model handbook nobody reads

A recent engagement, week by week

From four conflicting reports to one executive Power BI dashboard

A growth-stage software-as-a-service organisation engaged Redefine to unify revenue, churn, and product usage analytics into a single source of truth. Below is the timeline the leadership team experienced, milestone by milestone.

Software as a service · Series CEnterprise

Executive Power BI growth dashboard

A software-as-a-service organisation building a centralised analytics solution so leadership has real-time visibility into growth, churn, and product usage in one dashboard.

Published Power BI executive dashboard
The problem

Key business metrics fragmented across customer relationship management, billing, and product databases. Leadership could not access consistent, trustworthy key performance indicators. Manual consolidation introduced delays and accuracy concerns.

Engagement timeline
  1. Week 1Discovery and key performance indicator definition

    Chief Financial Officer, RevOps, and product lead aligned on 14 certified metrics

    Workshops mapped customer relationship management, billing, and product data to the questions leadership wanted answered in every Monday review.

  2. Week 2Semantic model build

    Star schema and Data Analysis Expressions measure library certified

    A central Power BI semantic model unified customer relationship management, billing, and product data. Every key performance indicator now had one definition, one owner, one source.

  3. Week 3Executive dashboard prototype

    Drill-through views from key performance indicator to root cause delivered

    Leadership could move from a high-level performance indicator into the underlying customer, plan, or feature without leaving the report.

  4. Week 4Governance and rollout

    Workspaces certified, retention rules applied to 38 legacy reports

    Tenant settings hardened, sensitivity labels deployed, and leadership-only certified workspace cut report sprawl by 71 percent.

  5. Week 5Live to leadership

    First board meeting run from a single Power BI report

    No more reconciliation slides. Numbers stood up to investor scrutiny on the first attempt.

Result
0
certified key performance indicators leadership now trusts
Result
0%
reduction in active legacy reports
Result
5w
discovery to first board meeting on Power BI

“Leadership stopped arguing about whose number was right. We started arguing about what to do next. That alone paid for the engagement.” VP Finance, software-as-a-service client (named on request)

Why Redefine over the default Power BI consulting company

Six reasons Chief Financial Officers choose us over a generic Power BI consulting partner

Most Power BI partners win the contract on credentials, then bill a year against a roadmap nobody re-scopes. Our engagements look different from the first call. Here is what changes in your favour.

01

Scoped before work starts, priced line by line

Typical partner billing hides the cost of change requests. We agree the deliverable list and the unit price before any sprint kicks off. No mid-engagement surprises.

02

Senior consultants on every call, never a sales engineer

The person scoping your model is the person building it. No bait and switch from named architects to offshore juniors after sign-off.

03

Your team owns the artefacts on day one

Repositories, PBIX files, model documentation, Data Analysis Expressions library, governance scripts. Handed over commented and version controlled. You are never locked into our retainer.

04

Outcomes tied to decisions, not deliverables

Generic partners count reports shipped. We measure how many leadership meetings now run from one Power BI report instead of seven slide decks.

05

We build alongside your analysts, not in a black box

Paired Data Analysis Expressions sessions, recorded modelling walkthroughs, and a Slack channel. Your team finishes the engagement materially stronger, not dependent on us.

06

A roadmap that survives leadership change

Governance and the certified model outlive any one Chief Financial Officer. When leadership turns over, the numbers and the definitions still stand up.

Questions Chief Financial Officers and information technology leads ask

Honest answers to the six reasons buyers stall

Chief Financial Officer reviewing a scoped Power BI proposal

Be straight with yourself first

Is a Power BI consulting engagement the right next step

Likely a good fit

  • You already have Power BI licenses but the estate has grown faster than the governance around it.
  • Leadership receives different numbers for the same key performance indicator depending on which team built the report.
  • Your analyst team can describe the business but spends two days a week stitching spreadsheets together.
  • You have a Chief Financial Officer who wants one trusted dashboard for the board meeting, not seven different decks.
  • You can dedicate 2 to 3 hours per week from one data sponsor for 6 to 10 weeks.

Probably not the right fit yet

  • You do not have a stable source system in place yet. A Power BI consulting engagement cannot compensate for an enterprise resource planning system that is still being chosen.
  • You want a one-off dashboard, not a model and governance plan. A focused build engagement is more honest than full consulting.
  • Your team cannot make a sponsor available. We have seen brilliant engagements stall because no executive owned the key performance indicator definitions.
  • The real need is a rescue, not a consulting engagement. Go to Power BI rescue services first.
  • Your priority is licensing, not delivery. Start with licensing advisory.

Not sure where you land? Tell us your situation and we will be straight with you. If the fit is wrong, we will say so on the discovery call and point you at the right place.

No commitment. No pitch.

Send us your situation. We will reply with a scoped path forward.

Tell us what your team is doing manually that a Power BI consulting engagement should handle. Within 48 hours a senior consultant will review the brief and write back with a scoped proposal or an honest reason to start somewhere else first.

Response time
48 hours
Proposal
5 business days
Proof on file
180 engagements
You own
All artefacts day 1
What you need help with (toggle any)

Call within 48 hours · scoped proposal in 5 business days · first prototype within 2 weeks of sign-off.

Get on a call with us to see how we can help you

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