Results are difficult to trust
The same KPI has a different value in different reports, and reproducing the definition, filter, and source takes too long.
Audit of an operating BI environment
BI Optimization Assessment
When reports work but are slow, show conflicting results, or users stop using them, we identify the causes and sequence of changes in 2–3 days. The result is a BI health diagnosis, risk map, priorities, and optimization plan.
Reasons for an audit
BI works, but the organization does not know what to fix first
The assessment structures the decision before a larger optimization, migration, or platform development project.
Reports are slow or unstable
Refreshes take too long, users wait for views to load, and resource consumption increases without a clear reason.
The report portfolio grew without control
Models, KPIs, and reports are duplicated. No one knows which assets are critical, used, and ready for further development.
A migration needs priorities
The organization is planning Microsoft Fabric, a platform change, or a migration of Alteryx processes and needs a sequence of work.
Governance has not kept pace with growth
Roles, workspaces, RLS, naming, publication, and data accountability do not form one consistent process.
Data needs to support AI
Before Copilot or other AI solutions are used, the model, descriptions, metrics, security, and answer quality need to be assessed.
Assessment scope
We assess the environment from source to report usage
We align the scope with the most important problem so the short audit ends with a decision, not a general list of observations.
Architecture and models
Sources, flows, the data model, the semantic layer, dependencies, and places where logic is duplicated.
Quality and definitions
KPI meanings, filters, dates, transaction statuses, data completeness, and the path from a result back to its source.
Performance and resources
Refresh time, report speed, critical queries, and the use of available resources.
Report usage
Adoption, critical and unused reports, duplication, and assets to develop, combine, or retire.
Security and governance
Roles, permissions, RLS, workspaces, life cycle, publication, and accountability for the environment.
AI or migration readiness
The state of models, descriptions, and metrics; migration risks; and the conditions for safe use of AI capabilities.
Outcome
Know what to improve, in what order, and why
The assessment separates symptoms from causes and supports a decision on the next scope without starting a large project without adequate information.
- a diagnosis of the BI environment's health and readiness for further development;
- a map of the most important risks and dependencies;
- change priorities based on their impact on users' work and environment maintenance;
- a recommended action plan: quick improvements, sprints, or broader modernization;
- a presentation of findings and discussion of the next step.
Possible next steps after the audit
A smaller module or a broader modernization plan
The assessment does not require a follow-on project. The recommendation identifies the smallest scope that addresses the most important risk.
Performance Optimization
Optimization of a critical report, refresh time, and resource use.
Report Rationalization
Classification of reports into those to develop, combine, or retire.
Data Quality Sprint
Quality rules, exceptions, accountability, and controls for disputed KPIs.
Governance Starter
Roles, workspaces, life cycle, naming, RLS, and the publication process.
AI Readiness Sprint
The model, descriptions, metrics, security, and testing of business questions before Copilot or AI is used.
Migration / Modernization
Migration priorities and the redesign of valuable elements in the legacy environment.
Explore migrations →Data Platform 360
A shared data layer, semantics, and governance as the foundation for future BI and AI solutions.
Analytics Care
Monitoring, performance optimization, a backlog, and a regular environment development plan.
Explore SLA-based support →Engagement requirements
A short audit requires access to a specific problem
2–3 days
We focus the work on a specified environment, report, or group of problems with a common source.
EUR 2,000 net
The fixed price of the starting point covers analysis, diagnosis, priorities, and a discussion of the findings.
Access and subject-matter owners
We need access to the agreed scope and participation from the person responsible for BI and the owners of the relevant data or reports.
BI Optimization Assessment
Determine why BI does not provide a reliable answer.
Describe the report, discrepancy, or performance problem. We will define an audit scope that concludes with a specific decision.
Discuss a BI audit