Reporting health check
A focused assessment of priority reports, measures, refreshes, dependencies, ownership, and material failure patterns. A standalone Power BI health check is available when you need findings before committing to repair work.
Packaged engagement
Reporting and BI Rescue Consulting
Stabilize fragile reporting without assuming that every report, model, or platform must be replaced.
Typical durationSix to ten weeksTypical investment$45K to $100K
Good starting conditions
When this engagement fits
- Power BI, Tableau, Excel, or warehouse estates with repeated failures
- Teams with duplicated measures and unclear ownership
- Leaders facing slow refresh, poor performance, or manual reconstruction
Scope variants
Choose the boundary the evidence supports
Bounded rescue
Repair and release a prioritized reporting path with reconciliation, performance, access, deployment, and rollback evidence.
Estate rationalization
Classify reports and models to keep, repair, consolidate, replace, or retire, then sequence the approved work.
Concrete output
What the engagement produces
Estate triage
Reports, models, refreshes, dependencies, consumers, and failure patterns prioritized by business consequence.
Stabilized reporting path
Targeted repair at the source, transformation, semantic, refresh, access, or presentation layer.
Rationalization record
Keep, improve, consolidate, replace, or retire decisions with owners and dependencies.
Release baseline
Expected performance, refresh, validation, deployment, and support behavior for the rescued scope.
Industry applications
One delivery discipline, different operating context
The offer remains bounded while sources, measures, timing, access, and recurring decisions change by industry.
Healthcare operations
Stabilize recurring claims, census, workforce, finance, access, location, and quality reporting with visible reconciliation and access controls.
View industry contextTravel and hospitality
Repair booking, occupancy, revenue, pace, forecast, and property reporting that depends on repeated manual preparation.
View industry contextMulti-location operations
Consolidate fragile location, sales, margin, labor, supply, and exception reporting without removing useful local context.
View industry contextFinance and private equity
Improve portfolio, close, consolidation, diligence, and recurring management reporting while preserving source and approval evidence.
View industry contextEntry requirements
What must be available
Prerequisites
- Representative workload access
- Named report and measure owners
- A prioritized set of business-critical outputs
- Availability of source and refresh history
Acceptance evidence
- Critical reports meet agreed refresh and interaction baselines
- Priority measures reconcile
- Known defects and deferred work are documented
- Release and rollback paths are exercised
Technical context
Platforms and disciplines
- Power BI
- Tableau context
- Excel
- Microsoft Fabric
- Snowflake
- SQL
- DAX
- Power Query
Boundaries
What this offer does not imply
- No automatic platform migration
- No redesign of every report by default
- Business-hours delivery unless separately contracted
- Upstream application repair remains with the responsible owner unless included
Poor fit
When this is not the right engagement
- A cosmetic dashboard redesign with no access to the reporting path
- A request to migrate platforms before the failure is understood
- An estate with no accountable report, source, or measure owner
- A requirement for unsupported after-hours coverage
Questions
Reporting rescue FAQs
Does reporting rescue require a platform migration?
No. The first task is to locate the material failure. A repair, consolidation, selective replacement, or deliberate decision to keep the current platform may be the strongest result.
Can the work include Power BI and Snowflake together?
Yes. Performance and reliability often cross report design, DAX, semantic models, generated SQL, warehouse workloads, refresh, capacity, access, and release.
Will every report be redesigned?
No. Work is prioritized by business consequence. Low-value duplication may be retired while important outputs are repaired and placed on a maintainable baseline.
What evidence closes the engagement?
The agreed reporting boundary should meet its refresh, interaction, reconciliation, access, deployment, rollback, and ownership expectations, with known defects and deferred work recorded.
Discuss this engagement
Share the reporting system, business consequence, responsible team, and the constraint that needs attention.
Start with this offer