Deliverables designed for BI leaders
Project-ready scope with clear outputs so you know exactly what is delivered and when.
1️. Power BI Development & Automation
End-to-end design and build of Power BI dashboards, including data modelling, DAX optimisation, and automated refresh pipelines.
Deliverables
- Interactive Power BI reports and dashboards
- Power BI workspace setup and permissions
- Automated refresh pipelines
- DAX and performance optimisation
2️. Data Pipeline Design & Automation
Automated ETL/ELT data flows using Azure, Fabric, SQL, or Python to streamline reporting.
Deliverables
- Data extraction and transformation pipelines
- Scheduled refresh and monitoring setup
- Integration with Power BI or Tableau
- Error handling and alerting
3️. Data Modelling & KPI Frameworks
Robust, validated data models and KPI structures ensuring consistent, trusted metrics.
Deliverables
- Logical and physical data models
- KPI catalogues and documentation
- Data validation and quality checks
- MDM and data governance alignment
4️. BI System Audit & Optimisation
Comprehensive audit of your BI environment — performance, design, and governance improvements.
Deliverables
- Audit report with actionable recommendations
- Performance tuning summary
- Data quality and governance review
- Redesign roadmap (where needed)
5️. Workflow & Reporting Automation
Automation of manual reporting tasks and integration between Excel, SQL, and Power BI.
Deliverables
- Automated Excel → Power BI integrations
- Data refresh scheduling
- Email and report distribution automation
- Process documentation
6️. BI Strategy & Advisory
Consulting on BI architecture, tool selection, governance, and data-driven decision frameworks.
Deliverables
- BI roadmap and architecture design
- Tool selection and governance model
- Adoption and training strategy
- KPI alignment and prioritisation plan
7️. BI Training & Mentorship
Practical training for analysts and business teams in Power BI, DAX, and SQL.
Deliverables
- Custom training sessions and materials
- Hands-on exercises using real business data
- Team mentoring and Q&A sessions
- Post-training support and guidance
8️. Data Storytelling & Visual Design
Visually compelling, executive-level dashboards and reports for clear decision-making.
Deliverables
- Executive dashboards and KPI visuals
- Data storytelling templates
- Design and branding alignment
- Usability and accessibility optimisation
Project or retainer — transparent either way
Choose the model that fits your team’s cadence. Every engagement includes clear scope, documentation, and knowledge transfer.
Project / Ad-hoc Work
Flat-Rate Packages
Flat-Rates are flexible and tailored to each client’s needs.
Monthly Retainers
Plans are flexible and tailored to each client’s needs.
Proven process for reliable delivery
1️⃣ Discovery
Understand goals, data sources, and success metrics before drafting a solution.
2️⃣ Build & Automate
Model data, develop dashboards, and implement the right pipelines and governance.
3️⃣ Iterate & Support
Validate KPIs, optimise performance, and train teams so the work keeps delivering.
Answers before we start
Do you work onsite or remote?
What tools do you use?
How do retainers work?
Can you start with an audit?
Do you sign NDAs?
Ready to discuss your BI needs?
Share the challenge, the stack, and your timeline — we will send a clear plan and budget.