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Reporting Migration Strategy and Roadmap

Before the first report migrates: a clear-eyed assessment of your estate, a target architecture on Power BI and Fabric, wave-sequenced planning, honest costs, and the risks named. A defensible roadmap in 2 to 4 weeks.

What You Get

2-4 wksFrom kickoff to costed roadmap
WavesSequenced by value and risk
CostedEffort and licensing, honestly modeled
Board-readyA plan leadership can approve
What's Included

Reporting Migration Strategy and Roadmap: the full scope

Estate assessment
Platforms, report counts, usage, complexity, and dependency mapping.
Target architecture
Power BI and Fabric design: models, workspaces, capacity, and governance.
Wave planning
Sequencing by business value, risk, and renewal deadlines.
Effort and cost model
Migration effort, licensing deltas, and run-cost comparison.
Risk and mitigation register
Validation strategy, parallel-run windows, and rollback criteria.
Executive readout
The business case and plan, presented for decision.
How We Work

Structured delivery, every engagement

The same disciplined framework behind our enterprise migrations: documented, validated, and led by senior expertise from start to finish.

1

Assess

Inventory every report, data source, and dependency. Usage analysis identifies what actually matters.

2

Rationalize

Retire duplicates and unused reports. Typically 30 to 50 percent never need migrating.

3

Modernize

Rebuild on Power BI and Fabric with governed semantic models and validated outputs.

4

Govern

Workspaces, row-level security, certified datasets, and documented standards.

5

Enable

Training and handover so your team owns the platform, not a vendor.

Talk to a specialist

A free 30-minute discovery call: bring your questions about reporting migration strategy and roadmap, leave with a clear next step and an honest read on effort and cost.

Book a Discovery Call →
Common Questions

Reporting Migration Strategy and Roadmap FAQ

Why a strategy phase instead of just starting?

Because sequencing mistakes are expensive: migrating before rationalizing, or building reports before the model layer, doubles work. Two to four weeks of planning routinely saves months of rework.

What decisions does the roadmap settle?

Target architecture, what migrates versus retires, wave order and timing (often against license renewals or EOL dates like Crystal's 2026 deadline), effort and cost, and the governance model.

Can our team execute it without you?

Yes, that is a valid outcome. The roadmap is written to be executable by internal teams, another vendor, or us, with no lock-in by ambiguity.

What do you need from us?

Repository access for inventory extraction, usage logs where available, and a handful of stakeholder hours. We handle the rest.

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Tell us what you are working with. A senior specialist will respond within one business day.

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Location
Vancouver, BC. Serving BC, Alberta, and Washington.
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