Power BI consulting that gives you a clear plan
We review your Power BI reports, data models, workspaces and licences, then tell you plainly what to keep, fix, merge or build. You get a written plan you can act on with us or without us.
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What we review
What a Power BI consulting engagement covers
We scope it to your size. A small team may need only a report health check. A larger organisation may need all of these.
Report health check
A review of speed, layout, refresh failures and reports nobody opens, with a ranked list of issues.
Data model review
Whether your models are clean, whether several reports repeat the same logic, and where one shared model would help.
One definition of each number
Agreeing what revenue, headcount or utilisation means, then making every report use it.
Workspaces and access
Who can publish, who can view, and how to organise workspaces so reports are easy to find and safe.
Licensing
Which Power BI and Microsoft licences you need for how you share reports, and where you pay for more than you use.
Roadmap
A sequenced plan of what to do first, what it needs from your team, and what it is likely to involve.
Copilot readiness
A tidy data model makes Copilot more useful
Copilot in Power BI answers from your data model. Clear names, descriptions and consistent measures lead to better answers. A review before you switch it on avoids confusing results.
- Clear names and descriptionsFields and measures are named the way your people talk about them.
- Remove duplicatesFewer overlapping models means fewer conflicting answers.
- Check accessPeople see only the data they should, in reports and in Copilot answers.
How it works
How a consulting engagement runs
Most reviews are short. You see findings before we write the final plan.
Scope
A free call to understand your goals, size and what is not working.
Review
We look at your reports and models with access that you control, and talk to a few key users.
Findings
A working session to walk through what we found, in plain language.
Plan
A written roadmap with priorities. You decide what to do and who does it.
Where we start
We pick the first dashboards by the decisions they support
A list of decisions comes before a list of charts. For each decision we agree the measure, the source and the person who will act on it. Dashboards that pass that test go first.
- One owner named for every measure
- Sources checked before any design work
- A rollout order, so the first dashboard is used before the next is built
Case studies
Power BI projects we have delivered
Power BI job life cycle, exception and debtors reports for a freight forwarder
A set of Power BI reports for a freight forwarding and customs clearing company with many branches. They follow every job from creation to closure and flag exceptions, pending billing, debtors and profit.
A freight forwarding and customs clearing company with many branches and a finance team at head office
Read the case study →Power BI · Energy and renewables
Power BI asset performance dashboards for a renewable energy portfolio
A Power BI report that follows generation, losses, breakdowns and module cleaning across every solar plant in a portfolio, from an executive summary down to the inverter.
A renewable energy company operating several solar plants
Read the case study →Power BI · Retail and consumer goods
Power BI sales dashboards for digital channels and prescription sales
Two Power BI reports that bring sales data from every channel into one view. Digital sales covers partners, marketplaces, website and products, and Rx sales covers prescribers, zones, brands and field teams.
A skincare company selling through digital partners, its own website and prescription channels
Read the case study →Power BI consulting questions
What does a Power BI consultant do?
A Power BI consultant reviews how Power BI is set up and used, advises on data models, access, licences and report design, and plans the work needed to reach your goal. The output is a clear plan and a list of what to fix, merge or build.
What access do you need?
The minimum the review needs, and we tell you in advance what we will look at. You control the access and can remove it when the review ends.
Do we have to hire you to build what you recommend?
No. The plan is yours. We are happy to build it, but you can give it to your own team or another partner.
How long does a review take?
It depends on how many reports, models and teams are involved. We give you a timeline range after the first call.
How do we get a price?
Book a free consultation. After a short scoping call we send a proposal with one price for the core scope, separate prices for optional add-ons, and the assumptions written down.
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