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Tableau modernization —
reporting built around the decisions that matter.

Audit the reporting decisions, metric definitions, and data sources that matter, then scope a maintainable reporting experience around them.

savingsModelled in the audit
build costScoped after audit
paybackDepends on data sources, governance, and operating cost
durationScoped in the audit

/audit · Scope, timing, and commercial terms agreed in discovery

Book a BI audit →
[03]
§ Where it pays

What we replace, line by line.

The audit identifies which decisions, metric definitions, data sources, and reporting experiences should remain part of the operating model.

Area
What we ship
What the BI tool was charging for
Charts & dashboards
A focused reporting interface sized to the decisions, users, and adoption needs defined in the audit
Broad platform capability that may be larger than the reporting need
Data layer
Access to the agreed warehouse or source systems, with refresh behavior and caching set against the reporting need
A generic extract and refresh model that may not fit the required freshness
Ad-hoc queries
An optional assisted-query experience, included only after its data access, review path, and safety controls are agreed
A report-request process that may be slow for routine questions
Permissions
Access designed to fit the existing identity, roles, and approval model where it is in scope
A separate permissions model that must be maintained alongside the rest of the stack
Embeds
A stand-alone or embedded reporting interface where the delivery context and operating model make that useful
An embedded-product tier that may be broader than the required experience
[04]
§ Process

Inventory → replicate → cutover → extend.

  1. [01] · Inventory

    A discovery engagement identifies the dashboards, metrics, sources, owners, access needs, and decisions that matter. It separates essential reporting from lower-priority material and records the scope before build.

  2. [02] · Build

    The agreed dashboards, data access, refresh behavior, permissions, and validation checks are implemented against the scope. Any AI-assisted query experience is assessed for data access, reviewability, and operational fit before inclusion.

  3. [03] · Cutover

    The cutover plan defines reconciliation, data-quality checks, ownership, user validation, rollout sequence, and rollback decision before production change. A parallel-run period is used where the reporting risk requires it.

  4. [04] · Extend

    Embedded reporting, alerts, and scheduled summaries are considered only when their ownership, data quality, delivery channel, and operating needs are clear.

[05]
§ Fit & boundaries

Replace the workflow, not the parts that already work.

The audit defines the migration scope, ownership, acceptance checks, and rollback path before a build is proposed.

  • Who it fits

    Teams with named metric owners, known audience needs, and a small set of reporting decisions that deserve a purpose-built interface.

  • What stays

    Warehouses, operational systems, semantic definitions, and existing data governance stay in place unless a specific source or model is included in the scoped work.

  • Operating risks to plan

    Plan data lineage, permission boundaries, refresh behavior, metric definitions, error handling, adoption, and how the team will maintain each dashboard after handoff.

  • When to stay

    Keep the current BI platform when broad self-service exploration, governed semantic models, or a mature analytics operating model already serve the organization well.

[06]

Other workflows to assess — related SaaS replacement offers.

[07]
§ Contact

Start with the workflow that matters.

Tell us what is costly, slow, or difficult to change. We’ll review the request and follow up.

Preparing the consultation form…

Optional context: offer, company, spend, or renewal timing
We review every request before replying.