Power BI Modernization
Stop reporting on the past.
Stop reporting on the past.
Start deciding in real time.
Your business runs on data. But if your team is still exporting spreadsheets, refreshing pivot tables, and emailing screenshots, your reports are always a week behind the decisions you need to make. Power BI modernization services from Redefine replace that cycle with live, role-based dashboards your entire organization can trust.
Part of our Power BI services suite.
Submit your brief → call within 48 hours → scoped proposal in 3 days → Sprint 1 begins within 1 week of sign-off
Your team's time investment across a full modernization is typically 3 to 4 hours per week, one sprint review, async feedback on data model iterations, and a final sign-off. We handle data sourcing, semantic modeling, dashboard builds, and deployment.
Parsons Kellogg outcome
$0
annual revenue after Power BI and enterprise resource planning modernization
Up from $14M · 542% growth
The Reporting Gap
Your data exists. Your decisions should not wait for it.
Most organizations already collect the right data. The problem is the gap between that data and the moment your team needs it. Here is what that gap looks like in practice, and what life looks like once it closes.
Auto-cycling
Data Latency
Week-old reports in Monday meetings
Finance exports a comma-separated file on Friday afternoon. The report lands in inboxes Monday morning with data that is already five days stale. Decisions made on it are guesses.
Manual Overhead
One analyst owns every report
When that person is on leave, reports stop. When someone asks for a new filter, it takes a week. Your insights pipeline depends on one spreadsheet-builder's calendar.
Conflicting Numbers
Three versions of the same metric
Sales has one revenue number. Finance has another. Ops has a third. Every meeting starts with 10 minutes of arguing about whose figure is correct instead of what to do about it.
Access Chaos
Everyone sees everything, or nobody does
You share the whole file because building separate views is too expensive. Executives see warehouse detail. Warehouse managers see executive compensation. Neither should.
No Self-Service
Every question requires a ticket
A regional manager wants to know last month's margin by product line. That request goes to analytics, sits in a queue, and arrives four days later. The window to act has closed.
Scaling Blocker
Growth breaks your reporting stack
Add a new product line, open a new region, or acquire a company and the spreadsheet falls apart entirely. Your analytics infrastructure does not scale with your business.
What Your Team Will See
Live analytics, not last week's file
This is the type of operational intelligence your team gains after modernization. Every number below represents the kind of real-time, role-based visibility we build for our clients across their enterprise resource planning, customer relationship management, and data warehouse sources.
Total Revenue Year to Date
$0
+23.1% vs Last Year
Open Orders
0
142 pending fulfillment
Gross Margin
0%
+2.4pp vs target
Avg. Days to Close
0d
-3 days vs Q1
Revenue by Region, Last 6 Months
MonthlyNortheast$18.2M
Midwest$14.7M
Southeast$11.3M
West Coast$9.8M
International$14.4M
Live order feed
ORD-44821
Midwest · $42,100
ORD-44820
Northeast · $28,500
ORD-44819
West · $91,200
ORD-44818
International · $67,400
ORD-44817
Southeast · $19,800
View all orders →
Sample dashboard output, built using real client data structures. Your data, your metrics, your business rules.
What You Get
A complete analytics layer your organization owns
Every Power BI modernization engagement includes a certified semantic model, governance-ready architecture, and dashboards built for the people who actually use them.
Semantic Modeling
One model, every report, zero conflicts
We build a certified Power BI semantic model that defines your key performance indicators once, in one place, with agreed business logic. Revenue, margin, headcount, or any metric your organization tracks. Every dashboard reads from this single source. No more conflicting numbers from different teams.
DAX measures
Certified business logic, standardized across every report
Row-level security
Role-based access configured at the model level, enforced everywhere
Live Data Connections
Connected to your enterprise resource planning system from day one
Dynamics 365, Business Central, SAP, NetSuite, Salesforce. We build and maintain the data pipelines that feed your dashboards without manual exports.
Dynamics 365Business CentralSAPNetSuiteSalesforce
Self-Service Business Intelligence
Your managers answer their own questions
We train your team on self-service slicing and build the governance guardrails that keep them from breaking the model. Reduced analyst burden, faster decisions.
Governance and Architecture
A platform built to last, not just to launch
We design your Power BI tenant with naming standards, workspace governance, dataset certification, and deployment pipelines. Your analytics layer scales with the business instead of breaking every time you add a new data source or hire a new analyst.
Workspace governance
Deployment pipelines
Dataset certification
Real Proof
From 30 disconnected stores to one unified analytics layer
Client
Parsons Kellogg
Promotional Products and ApparelService category
Microsoft Power BI and enterprise resource planning modernization
Organization
Multi-store promotional products and apparel enterprise operating 30 storefronts, over one million inventory items, and a complex multi-platform backend requiring unified reporting and real-time operational visibility.
The problem
No unified reporting layer across 30 stores. Existing analytics relied on an expensive data warehouse with no role-based access controls. Executives could not obtain accurate, timely performance insights for decision-making. Manual processes and fragmented integrations slowed warehouse operations and constrained scalability.
The outcome
$0
Annual revenue after modernization, up from under $14M. Custom Power BI reports and dashboards delivered real-time visibility across all 30 stores and Dynamics 365 enterprise resource planning. Data warehouse costs reduced. Application programming interfaces unified Dynamics 365, customer relationship management, Power BI, and mobile applications. Role-based access ensured every team saw exactly what they needed.
Revenue growth
0%
$14M to $90M+
Stores unified
0
One reporting layer
Inventory items
0
Tracked in real time
Systems integrated
0+
ERP, CRM, BI, mobile
Modernization Process
From first call to live dashboards in under 6 weeks
Our modernization process is structured to move fast without skipping governance. You see working dashboards before the engagement ends, not just a final delivery on day 90.
Data source mapping
In progressDynamics 365 ERP (primary)Connected
Salesforce CRMConnected
Excel reports (17 files)Audit required
Warehouse management system (legacy)API mapping
SQL Server data warehouseConnected
Audit note
Revenue metric has 3 conflicting definitions across sources. Recommend semantic model alignment session with Finance lead before model build.
Certified metrics
Total Revenue
CertifiedSUM(Sales[InvoiceAmount]) WHERE OrderStatus = "Closed" AND PaymentStatus = "Paid"
Gross Margin %
CertifiedDIVIDE([Gross Profit], [Total Revenue], 0)
Days to Close
ReviewAVERAGEX(Sales, Sales[CloseDate] - Sales[CreatedDate])
Row-level security
Configuring3 roles defined: Executive (all), Regional VP (region filter), Ops (warehouse only)
Deliverables: Sprint 2
On trackExecutive overview dashboard, complete
Regional VP dashboard (5 regions), complete
Ops warehouse dashboard, in review
Finance profit and loss drill-through, sprint 3
3
Dashboards live
1
In review
2
Upcoming
Handover items
Deployment pipeline configured (Dev, Staging, Prod)
All datasets certified and promoted
Row-level security tested across all 3 roles
Admin and user training sessions completed
Documentation delivered (model guide and governance standard operating procedure)
30-day post-launch support window open
All items complete. Tenant handed over.
Why Redefine
Most implementations deliver dashboards. We deliver a system.
Other implementation partners build reports. We build the semantic foundation, governance architecture, and organizational habits that make those reports stay accurate and useful as your business evolves.
| Capability | Typical partner | Redefine |
|---|---|---|
| Certified semantic model with governed metrics | ||
| Row-level security across all roles | ||
| ERP-native data connections (no comma-separated export layer) | ||
| Deployment pipelines (Dev, Staging, Prod) | ||
| Working dashboards before engagement ends | ||
| Proof from comparable-scale organizations | ||
| Governance documentation and team training |
Common Questions
Frequently asked questions
Most engagements run 5 to 8 weeks from kick-off to a fully governed Power BI tenant. The timeline depends on the number of data sources, how many dashboards you need at launch, and how quickly your team can review and approve iterations. We structure the work so you see working dashboards inside week three, not at the very end.
No. Power BI modernization adds a reporting and analytics layer on top of your existing systems. Your enterprise resource planning system, customer relationship management system, and databases remain exactly as they are. We build data connectors, a semantic model, and dashboards that read from those systems. Nothing is replaced, nothing is migrated. Your data stays where it lives.
That is one of the most common situations we work in. The discovery phase is specifically designed to surface data quality issues, conflicting metric definitions, and missing joins before any model is built. We document what we find, work with your team to agree on the correct business logic, and build data transformation steps that clean and standardize at the pipeline level.
We advise on the right licensing for your use case as part of the scoping process. Most organizations need Power BI Pro per-user licenses for report authors and Power BI Premium for broad read-only distribution. We will recommend the minimum configuration that meets your needs. If you already have licenses, we will work within what you have.
Every engagement includes admin training, a governance guide, and a model documentation package. We train your internal analyst or Power BI admin on how to extend the semantic model, add new dashboards, and manage the tenant. The goal is that your team owns and can evolve the system after we hand it over, without needing to call us every time. We also offer ongoing Power BI support if you prefer managed maintenance.
Is This Right for You
Is this the right engagement for your organization?
Good fit
- You have data in one or more systems but your reporting relies on manual exports or spreadsheets.
- Your leadership team makes decisions from reports that are more than 24 hours old.
- You have more than one team that needs access to the same data with different filters or permissions.
- You already have Power BI licenses but the dashboards your team built are inconsistent or ungoverned.
- You want to hand internal analysts a model to extend, not depend on external partners to run every report.
Not a fit right now
- You have no existing data systems and are still building your core operational stack.
- You need a one-time report delivered rather than a self-service analytics platform your team will maintain.
- Your organization's data quality issues are so significant that a reporting layer is premature before a data cleanup project.
Not sure which applies to you? Tell us your situation and we will be straight with you.
Book a Consultation
Get your scoped Power BI proposal in 3 days
Tell us what your team is doing manually that a connected analytics layer should handle. We scope the engagement, price it per line, and send it back within 3 business days. No commitment required to receive a proposal.
Call within 48 hours of submission
Scoped proposal in 3 business days
42 Power BI projects completed
You own all code and models on handover
Submit your brief
No commitment. No pitch. Proposal delivered in 3 business days.
Brief received.
We will review your situation and send a scoped proposal within 3 business days.
Get Started
Your reporting lag is a competitive disadvantage.
No commitment. No pitch. Submit your brief and receive a scoped Power BI modernization proposal in 3 business days.
Book a Power BI Consultation
Submit brief → call in 48 hours → proposal in 3 days