Business Intelligence environment migration

A migration starts with dependencies, not with rewriting reports

We first determine which reports are actually used, what data they rely on, and who is responsible for their results. We inventory sources, transformations, models, permissions, refresh schedules, and connections to other systems. This provides the basis for planning the sequence of work and defining consistency criteria between the old and new environments.

We carry out the migration in stages: analysis and prioritization, target solution design, transfer of data and logic, report reconstruction, testing with business owners, and user transition. Where appropriate, we simplify processes and remove unnecessary duplicates, but we do not automatically assume that every existing report should be reproduced without changes.

Typical scope

• migration of reports and dashboards between BI platforms;
• transfer of data models, ETL processes, and schedules;
• transition to Power BI, Microsoft Fabric, Snowflake, or another agreed environment;
• comparison of results and testing of the most important metrics before the transition;
• documentation and definition of ongoing maintenance and development rules.

If it is not yet clear whether a migration is needed, start with a BI Optimization Assessment. If manual data preparation is the main problem, see DataFlow. Return to Data & BI.

Migration to Microsoft Fabric

When moving to Fabric, we map sources, pipelines, models, reports, permissions, and schedules. We design the roles of OneLake, a lakehouse or warehouse, Data Factory, and Power BI, then move the scope in stages and compare results before transitioning users. See Microsoft Fabric implementation, migration, and development.

Alteryx workflow migration

For teams considering a change in data preparation platform, we have described a separate path: from inventorying workflows and dependencies, through choosing DataFlow or KNIME, to comparing results, transitioning, and maintenance. See migration from Alteryx to DataFlow or KNIME →

Why migrate?

In the age of digital transformation, the ability to adapt quickly to changing technologies is essential. As experts in leading technologies identified by Gartner, we see a trend toward migration to other solutions, particularly Power BI. Migration to leading BI tools is no longer a luxury, but a necessity for remaining competitive and meeting growing business requirements.

• Greater flexibility and self-service: Migration to newer BI tools such as Power BI increases organizational flexibility and enables faster, more effective decision-making. Modern tools give users better self-service data analysis capabilities, accelerating decision-making and reducing the burden on IT teams.
• Process optimization: Over time, every organization accumulates outdated processes and systems. A migration, for example from traditional Microsoft ETL solutions to modern platforms such as Snowflake, is an ideal opportunity to optimize them. Removing unnecessary steps and implementing newer, more effective solutions increases organizational productivity.
• Positive change: Moving to a new platform, such as migrating data to the Snowflake cloud, represents positive change. However, it is a complex undertaking that, without proper preparation, can disrupt business operations, undermine user confidence, and put data security at risk.

How do we carry out a migration?

Our expertise across multiple data storage and BI platforms enables us to move clients to a stable new environment cost-effectively and with minimal downtime for users. A migration is not only a technical transfer of data, but also an opportunity to optimize and improve business processes. Our migration process is proven through experience. We take best practices and business value into account, focusing on the areas that generate the greatest value. Our approach is based on continuous optimization, gradual improvement of areas that need attention, and identification and resolution of known errors from previous systems.