A scoped environment map
Identify important reports, semantic models, data sources, refresh dependencies, users, and owners. State which parts of the environment were inspected and which were not.
BI & analytics
Power BI health check
Get an independent review of your Power BI environment: models, measures, refreshes, access, performance, and release practices. Receive prioritized findings and a practical next step, with implementation kept separate.
The problem
Know what needs attention before commissioning a rebuild.
Common signals
When this work becomes useful
- Nobody has a complete picture of the reports and models in use
- Teams disagree about measures or maintain overlapping datasets
- Refresh failures, access questions, or unexplained delays keep recurring
- You have inherited a Power BI environment or need an independent review of an existing build
Concrete output
What the engagement can produce
Findings tied to evidence
Review calculations, model structure, refresh history, sharing and roles, performance samples, usage, and release practices. Separate confirmed issues from hypotheses that need more access or testing.
Priorities, not a maturity score
Rank issues by business consequence and dependency. Explain what to repair now, investigate next, keep as it is, or retire with the owner's agreement.
A usable decision packet
Leave findings, supporting observations, recommended actions, responsibilities, and an implementation outline. Your team or another provider can take the work forward.
Scope variants
Shape the engagement around the need
A priority reporting area
Assess the models and reports behind one recurring business review, including the definitions and refreshes it depends on.
An inherited environment
Review ownership, documentation, reliability, sharing, and release risks before accepting responsibility for a system built elsewhere.
A wider Power BI estate
Sample or inventory multiple workspaces and models according to an explicit coverage plan. A sample does not establish the condition of every asset.
Delivery approach
From current state to clear ownership
Agree the questions
Define the business concern, coverage, available evidence, and decisions the review must support.
Inspect
Examine representative artifacts and behavior with the people who know the reporting and source systems.
Prioritize
Connect findings to impact, dependencies, ownership, and the effort required to investigate or repair them.
Review the decision
Walk through the findings and next steps. There is no requirement to commission implementation from us.
Technical context
Platforms and disciplines
- Power BI
- Semantic models
- DAX
- Power Query
- Refresh history
- Workspace roles
- Row-level security
- Microsoft Fabric
What we need to begin
- An agreed set of reports, models, workspaces, and business questions
- Read-only access where practical, approved exports, or a guided inspection
- Availability of a report owner and someone familiar with sources and administration
- An agreed boundary for sensitive information; credentials should never be sent through the website
Engagement fit
Clear boundaries make better projects.
Often a good fit
- Owners deciding whether to repair, consolidate, or rebuild reporting
- Teams inheriting an existing Power BI implementation
- Leaders wanting an independent technical assessment
Probably not the right fit
- Checking whether Microsoft's Power BI service is currently down
- A compliance certification or penetration test
- Emergency incident response or a promise to repair every issue during the assessment
Anonymized proof
The review examines the same model, definition, access, and validation concerns described in our anonymized reporting work. Findings about your environment require inspection; they are not inferred from an industry checklist.Explore representative work
Questions
What teams often ask first
Is this a free automated scan?
No. This is a scoped professional assessment with engineering review and a findings handoff. Tools may help gather evidence, but they do not replace the review or determine a generic score.
Does the health check include fixing problems?
Diagnosis and recommendations are the core deliverables. Any implementation is agreed separately. If you already have a specific slow report to repair, the performance optimization service may be a better starting point.
Can you review software built by another consultant?
Yes, provided you have the right to authorize access and review. We assess the current artifacts and behavior, not the reputation of the previous supplier.
What if we cannot provide direct access?
We can scope a guided review or approved exports. Missing access may limit conclusions, and those limits are recorded in the findings. Do not send sensitive data or credentials through the inquiry form.
How long does the assessment take?
Timing depends on coverage, artifact availability, stakeholder access, and whether issues can be reproduced. We agree a review window after those conditions are understood, rather than promising the same duration for every estate.
Compare scope, prerequisites, investment guidance, and ownership before deciding.
The packaged engagements and delivery models make the commercial boundary visible without forcing every project into the same shape.