Power BI Migration - P3 Adaptive

Advisory Services

Supercharge your analytics with AI and Machine Learning

We know the path, the challenges, and the rewards. We’ll be with you every step of the way as you turn data into impact for your business.


When it comes to your Power BI deployment strategy, your secret weapon is already on staff. We help you identify and empower key stakeholders who serve as the force multiplier that drives Power BI adoption.


We guide you through the careful balance of agility and responsibility to develop policies that people actually want to support. Focus on your people and the processes that empower them.


Align your technology and business strategies through strategic system architecture. We help you implement Power BI service security to meet those needs at every level of your organization.

The very first Power BI dashboard we created together saved us two and a half months of work each year, and added six figures to the bottom line. And that was just the beginning.

Paul B.
Category Leadership Manager


Our methods are proven, fast and cost-effective.

  • Fortune 500 firm improved their bottom line by $25M per year
  • Top 3 movie studio turned a two-year project into a two-month project
  • International steel producer recovered $14M annually in lost margin
  • Leading energy company created a unified AR report across the enterprise
  • Logistics company achieved 19% reduction in safety incidents


By the end of the first day, we already had Power BI dashboards worth showing to the team and were already making discoveries about our business that we never had before.

Matt S


Solve your data problems.

Let’s plan your success story.

Migrating to Power BI: Considerations
The Power BI platform was built to promote a healthy data culture, collaboration between IT and business units, fast performance, and secure sharing of insights. When evaluating a move to Power BI from other reporting systems, it is critical to keep in mind high-level strategic outcomes. Without a review of strategic objectives, a transition to Power BI may end up recreating limitations of reporting assets and outdated business logic without taking advantage of the benefits of the Power BI ecosystem.


For a Power BI migration to provide return on investment which goes beyond that of a technology project, executive sponsorship is critical. The executive sponsor is a senior leader who puts together the strategic vision and priorities for analytics and business intelligence. The executive sponsor is not just involved at the beginning of the project but along the way so that the process remains in alignment with strategic objectives. The sponsor leads by example in using Power BI, approves funding, and allocates resources and staff. The executive sponsor will also make key decisions regarding governance and resolve significant disputes that may arise. Fostering a strong data culture requires decisive leadership to ensure that changes happen at the organizational level.


A healthy data culture means making decisions based on analytics instead of opinion or hunches. This needs to happen not only at the executive level, but at the professional level as well. Executive leadership models these behaviors and supports changes at the business unit to ensure that decisions at every level are both aligned with organizational strategy as well as supported by key analytics. Developing these analytics is an iterative process involving business units creating metrics to support decision making and reviewing these metrics to ensure that business improvement is the outcome.


Previous business intelligence solutions may have been based on a centralized model, limiting the responsiveness of analytics to changing business needs. When implementing Power BI, it is critical to take advantage of how Power BI fosters an environment of empowerment. When building a responsive analytical system, the role of ambassadors from the business units is key. Initially, these analysts would work together with central analytics to develop solutions, with the end goal that business units would take over most of their own analytics. This shift enables departments to prioritize their own backlogs and focus on the metrics which best achieve strategic goals.


Data governance means balancing security and data quality with turning data into decisions and actions. Governance should empower internal analysts to make efficient use of data assets. It should ensure that practices align with an organization’s responsibilities for data security, whether internal, regulatory, or related to agreements with customers and partners. Governance also ensures that the sharing of insights happens in an orderly and reliable way. Typically, governance takes the form of a Center of Excellence (COE), an internal group of people, knowledgeable about technology and business needs. The COE evangelizes and promotes a data culture in order to maximize the return on investment from the organizations data assets. In addition to setting guiderails, the COE also ensures user adoption through training and support.


The goal of a Power BI deployment is not only organizational and user adoption of reports and analytical tools, but also solution adoption, analytics that drive business improvement. According to Microsoft’s Power BI Adoption Roadmap, “Solution adoption refers to the impact and business value achieved for individual requirements and artifacts.” The end goal of a Power BI deployment is analytics which support making business decisions in alignment with corporate strategy.


When moving to Power BI, a key strategy is to quickly create new solutions in Power BI. These solutions could be drawn from the backlog of user needs from bottlenecked central analytics, or from questions that require combining data from different sources in order to address. New solutions avoid the issue of trying to duplicate existing reports with current limitations and instead take advantage of the full native capacities of Power BI. An audit of existing report usage will be invaluable in determining priorities for building similar solutions in Power BI.
While every organization IS different and there’s no one-size fits all approach; it is critical to review the impact of existing reporting and analytics to prioritize and consolidate insights into the Power BI solution. For example, 100 reports in legacy could result in 50 reports in Power BI. And these 50 reports could be powered by an even smaller set of shared data models. While moving to Power BI is not an automatic process, it is possible to develop solutions quickly to result in a data culture which delivers business impact in the course of implementing the technology.


A clear support framework is needed for change management. This framework would address re-training current staff or hiring new people needed to support the shift of demand from one platform to another. It also addresses integrating IT infrastructure processes, identifying roles and responsibilities, training, and mentoring. Developing a governance approach aligned to strategic data goals is critical as well.


P3 Adaptive has the expertise and the business acumen to work with you to deliver business improvement through analytics for your specific needs. Our team has broad experience in data platforms and analytical tools, but we specialize in driving return on investment from Power BI, Azure, and the Microsoft Power Platform. Our solution architects can help you bring together strategic guidance with rapid execution.
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