A finance team reviewing a business report on a wall display in warm amber light

Platform

Power BI

Reaches further across an organisation than almost anything else, which makes the shared model underneath it the thing that really matters.

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Power BI spreads through an organisation faster than the governance does. That is the whole problem.

A Power BI report showing sales performance by region and segment

What we do with Power BI

Shared models

One approved model per business area, so reports inherit agreed definitions instead of each author inventing their own version of revenue.

Reviewing the calculations

Measures kept in version control and reviewed, because a calculation invented inside one report is a definition nobody agreed to.

A proper release process

Development, testing and live, with a path between them, rather than people editing the live report directly.

Access rules in the model

Defined once and tested against real scenarios, so a new report cannot accidentally sidestep them.

Capacity that does not fall over

Sized and monitored, with refreshes scheduled so they do not collide with each other.

Works with

One model from many sources

ERP, CRM, SQL, Excel and cloud sources brought into a single model rather than five conflicting ones.

DAX and advanced reporting

Calculations, drill-through reports, predictive visuals and the AI-assisted insights where they are useful.

Embedded analytics

Reports placed inside your own applications and portals, where the work already happens.

Workshops and mentoring

Governance frameworks and hands-on sessions, so your team can take it on.

What clients use it for

Finance

Management reporting and regulatory returns.

Retail

Sales, stock and margin reporting that agrees with finance.

Healthcare

Operational reporting with access controls that hold.

Manufacturing

Production and quality measures on the floor and in the boardroom.

Education

Institutional reporting and statutory returns.

Where it fits

We are not a reseller and we take no vendor commissions, so there is nothing riding on which platform you choose. What we care about is whether the setup can be operated by your team after we leave.

Recommended where it genuinely solves a problem you have, not as a default
Implemented as code in your repository, under your accounts
Handed over with runbooks for the failure modes we actually hit

A packaged Power BI app, showing how reports are grouped and shared with an audience

Three colleagues reviewing work on a monitor together

The people who pitch do the work

Small senior teams. There is no arrangement here where an experienced partner wins the engagement and somebody else delivers it.

The rest of the stack we work in

Common questions

Everyone builds their own reports. Is that a problem?

Not in itself. It becomes one when those reports carry their own definitions and end up in front of an executive. The answer is a personal space where anything goes and a shared space where the rules apply.

Import or DirectQuery?

Import for most reporting. DirectQuery where the data genuinely changes during the day and the source can handle the load. A mix of both where each is true of different tables.

Ready to turn complexity into your next advantage?

Tell us what you are running today and what is not working. That is a more useful starting point than a platform comparison.