Microsoft Power Platform Partner
Power BI strategy consulting that transforms scattered data into strategic clarity
Your team already has Power BI. What it does not have is a governed semantic model, a key performance indicator dictionary every department agrees on, and a roadmap that scales beyond ad-hoc requests. That is what a Power BI strategy engagement delivers.
112+ Power BI projects completed
$1,200 average monthly infrastructure savings
3 days to scoped proposal
The reporting gap
When your data is everywhere, your decisions come from nowhere
Analytics environments accumulate over time. Each team builds its own reports. Each system exports its own numbers. Leadership stops trusting the data because the same metric reads differently depending on who pulled it.
The old way
Slow3 to 5 days to answer a single board-level question
SiloedFinance, operations, and marketing each pull the same metric differently
ManualAnalysts spend 60% of their week copying data into spreadsheets
BrittleOne person on the team owns all the critical report logic
OpaqueNo one knows which dataset is the source of truth
After a strategy engagement
FastAnswers in under 30 seconds from a governed semantic layer
UnifiedOne key performance indicator dictionary applied across every report and team
AutomatedDashboards refresh and push to stakeholders on schedule
ResilientGovernance framework survives team changes and tool upgrades
TrustedRow-level security and lineage documentation that auditors can verify
Built for your role
A strategy built around how your team actually works
Power BI strategy consulting looks different depending on your priorities. Select your role to see what a typical engagement produces for your team.
Enterprise BI Team
Governance, scale, and trust
Growth Brand
Revenue attribution and speed
Executive Sponsor
Board-ready metrics and clarity
Governed Datasets
24
All certified
Row-Level Security Roles
11
Active
Report Build Time
-40%
Reduction
Dataset RegistryAll sources mapped
Sales Semantic ModelCertified
Finance Key Metric LayerCertified
Operations Inventory FeedIn Review
Customer Lifetime DataCertified
A unified semantic layer eliminates conflicting numbers and gives your BI team a certified source of truth every report can trust.
Revenue Attributed
$4.2M
This quarter
Decision Speed
+35%
Faster cycles
Channels Unified
8
In one view
Channel PerformanceLive • refreshed 4 hours ago
Paid Search
$1.6M
Email
$1.1M
Organic
$820K
Referral
$680K
A connected marketing analytics model gives growth teams a single view of revenue from every channel without waiting for a data analyst to build it manually.
Net Revenue
$28.4M
+12.3% versus prior year
EBITDA
31%
On target
Infra Save
$1.2K/mo
Realized
Operational Key Metrics Single source of truth
Customer Acquisition Cost$148 ↓ 9%
Time to Close (Sales)18 days ↓ 14%
Report Delivery Time30 sec ↓ 96%
Data Disputes (Monthly)0 ↓ from 12
An executive-layer semantic model means your board receives numbers everyone in the room has agreed on before the meeting starts.
What the strategy covers
Five capabilities every Power BI strategy engagement delivers
Each engagement is scoped to your stack, your team, and your current state. These five areas are always covered because skipping any one of them creates the problems you hired us to solve.
Data architecture and semantic model design
We map every data source your organization relies on, define the relationships, and design a Power BI semantic model that all reports pull from. Your key performance indicators stop contradicting each other because they now share one root definition.
Enterprise resource planning integrationStar schema designDAX optimization
Source mapping
- Enterprise resource planning
- SQL Data Warehouse
- Customer relationship management
- Connected to Power BI semantic layer
Governance and row-level security
Role-based access controls, workspace structure, dataset certification, and an audit trail. Your data governance framework survives headcount changes and external audits.
Financial reporting with Power BIDashboard and report blueprint
A prioritized dashboard roadmap with wireframe-level specs for each report: audience, key metrics, refresh cadence, drill-through paths, and distribution method.
Executive dashboard consultingPer-report spec
- Audience and owner
- Key metrics defined
- Refresh cadence
- Drill-through paths
- Distribution method mapped
Roadmap and prioritization
A 90-day and 12-month implementation roadmap sequenced by value and effort. You know what to build first, why, and what it delivers before work starts.
Days 1–90High value
Months 4–12Scaled rollout
Change management and adoption plan
A Power BI strategy that no one uses is not a strategy. We deliver a stakeholder communication plan, a training roadmap by role, and a 90-day adoption tracking framework so your investment converts into daily use.
Role-based training pathsAdoption metricsChampions program
Adoption tracker
Executive layer91%
Operations team76%
Finance team58%
Verified results
A Power BI strategy that cut $1,200 per month in infrastructure cost
Manufacturing & Distribution
The organization
An enterprise marine manufacturing and sales organization with multi-enterprise resource planning reporting complexity and executive analytics requirements at scale.
Skills delivered
Power BI ArchitectureSemantic ModelingRow-Level SecurityCost Optimization
The problem
The business operated across disconnected sales and purchasing enterprise resource planning systems with no unified reporting layer. An existing analytics environment relied on an expensive data warehouse setup, lacked role-based access controls, and made it difficult for executives to obtain accurate, timely insights for decisions.
- No unified reporting layer across enterprise resource planning systems
- Expensive data warehouse with no return on investment justification
- Executive team lacked timely, accurate insights for decision-making
The result
$1,200/month
Infrastructure cost reduction delivered
- Secure, role-based analytics with full data visibility
- Faster executive insights through a Power BI semantic layer
- Scalable analytics foundation for ongoing enterprise reporting
The engagement process
From signed scope to delivered roadmap in four to six weeks
Each phase builds on the last. You see working deliverables at every stage, not a single document at the end.
01
Discovery and audit
Weeks 1 to 2. We interview your team, audit your data landscape, and document every source, gap, and existing report dependency. No assumptions. Real inventory.
1 to 2 weeks
02
Architecture design
Weeks 2 to 3. We design the semantic model, source connections, transformation logic, and workspace structure. You review and approve before any build begins.
1 week
03
Governance framework
Weeks 3 to 4. Security roles, dataset certification process, key performance indicator dictionary, and workspace management policies. Your governance framework is documented and owned by your team.
1 to 2 weeks
04
Roadmap and handover
Weeks 5 to 6. A sequenced 90-day and 12-month roadmap, a prioritized dashboard backlog, and a training plan. You leave the engagement ready to build.
1 week
Ready to move from strategy to build?
Implementation begins immediately after roadmap sign-off, with Sprint 1 starting within one week of the engagement conclusion.
Why clients choose us
Proof-first delivery over generic slides
Power BI strategy partners often deliver broad presentations with claimed experience. Clients reviewing multiple options consistently flag the same gap: no proof, no specificity, no fixed scope. Here is how the approaches compare.
| Evaluation criteria | Typical partner | Redefine approach |
|---|---|---|
| Speed to first deliverable | 4 to 8 weeks scoping, delayed first draft | Scoped proposal in 3 days, Sprint 1 within 1 week |
| Proof transparency | Generic case study slides, unattributed metrics | Named case studies with specific before and after numbers |
| Governance framework | Scoped separately, billed as an add-on | Included in every strategy engagement |
| Pricing model | Hourly billing, variable final cost | Fixed scope before work starts, line-by-line pricing |
| Post-delivery support | Separate retainer negotiation required | Structured handover with documented team ownership |
| Adoption planning | Not included in standard strategy scope | 90-day training and adoption plan included |
Common questions
Real reasons organizations hesitate
These are the objections clients raise before committing to a strategy engagement. We answer them below.
Not sure if this is the right fit?
Tell us about your current state and we will be direct about whether a strategy engagement is the right next step for your organization.
Submit your situationDeploying Power BI and having a Power BI strategy are two different things. Organizations with reports running but lacking a governed semantic model, consistent key performance indicator definitions, and a structured workspace encounter reports that contradict each other, analysts who cannot share datasets, and executives who stop trusting the numbers. A strategy engagement fixes the foundation.
Discovery, architecture design, governance framework, and roadmap delivery complete in four to six weeks. Larger organizations with complex multi-enterprise resource planning environments may take eight to ten weeks. Sprint 1 of implementation begins within one week of signed scope, so the pace does not stall between phases.
Every engagement begins with a data landscape audit of your current stack including enterprise resource planning, data warehouse, customer relationship management, and flat file sources. The architecture is designed around what you have, not a greenfield ideal. Existing investments are accounted for, and the roadmap sequences migration or consolidation steps where they add value without disrupting operations.
You receive six documented deliverables: a data architecture blueprint, a semantic model design with source mapping, a role-based security framework, a key performance indicator dictionary approved by your team, a prioritized dashboard roadmap, and a 90-day change management and training plan. Every deliverable is written to be executed by any qualified team.
No commitment required. The deliverables are documented so any qualified team or internal resource can execute the roadmap. Around 80% of clients continue with implementation because the handover is efficient and the relationship is already in place. The choice is yours, made after the strategy is complete.
Is this the right engagement?
A Power BI strategy engagement is right for your organization if
Good fit
You have Power BI deployed but reports give conflicting numbers across teams
Your analysts spend more time building reports than interpreting them
You are migrating from a legacy analytics platform and need a clean Power BI architecture
Your executive team has stopped trusting the data because metrics differ by source
You have executive buy-in and need a defensible plan before committing the team to a build
Probably not the right fit
Organizations with fewer than 15 employees and simple single-source reporting needs
Teams that want a dashboard built without understanding the data model underneath it
Organizations without internal ownership or an analytics champion to maintain the output
Situations where the primary need is one specific report rather than a scalable architecture
Start your engagement
Book A Power BI Consultation
Tell us about your current data environment and what your team is trying to solve. We will review your situation and send a scoped proposal within three business days. No commitment. No pitch.
Scoped before work starts · line-by-line pricing · no commitment to receive a proposal
Call within 48 hours
We review every brief personally
Proposal in 3 days
Fixed scope, line-by-line pricing
112+ projects completed
Across manufacturing, retail, SaaS
Code and intellectual property ownership
All deliverables transfer to your team
Power BI deployed but ungovernedMigrating from legacy BI toolMultiple enterprise resource planning sources to unifyExecutive reporting not trustedBuilding BI from scratchNeed governance framework
Call within 48 hours · proposal in 3 days · Sprint 1 within 1 week of sign-off
Brief received
We will review your situation and send a scoped proposal within 3 business days. Expect a call from our team within 48 hours to confirm details.
Ready to get started?
Get a Power BI strategy that your team will actually use
Submit a brief, receive a scoped proposal in three business days, and start Sprint 1 within one week of sign-off. No commitment. No pitch. Just a specific plan for your data environment.