Power BI Migrations

How can our migration process benefit your organization?

DesignMind has performed numerous large-scale migrations from a wide array of Business Intelligence tools and platforms to Power BI. Our migration methodology has proven its effectiveness on dozens of Power BI migrations projects involving over 1,000 reports and dashboards, and dozens of data sources.

Led by DesignMind consultants working in close collaboration with key stakeholders and other participants, our process is designed to:

Gain an early understanding of the migration timeline, effort, and resource requirements

Evaluate and mitigate risk

Replace existing BI tools to provide a familiar user experience, or if desired, dramatic improvements

Facilitate widespread adoption of Power BI throughout the organization

Reduce costs by retiring licenses, hardware and product support of legacy BI tools and platforms

How we'll work with you

Migration Assessments

Our migration assessments are proven to meet objectives such as the following:

Estimate cost savings from migrating your current reporting environment to Power BI
Define migration requirements (timelines, resources, success criteria, training plan, environment setup)
Create an inventory of reports/dashboards to be migrated
Establish what reporting assets can be eliminated, consolidated, or maintained as edge cases
Formulate a migration plan using prioritization criteria, and by reducing licensing/subscription spend as quickly as possible
Determine the project timeline and resourcing needed to complete the migration

Each organization has its own unique needs. Our migration engagement framework is flexible enough to meet any of the following challenges:

Estimate cost savings from migrating your current reporting environment to Power BI
Define migration requirements (timelines, resources, success criteria, training plan, environment setup)
Establish an optimal architecture to support the new environment
Create an inventory of reports/dashboards to be migrated
Establish what reporting assets can be eliminated, consolidated, or maintained as edge cases
Define, then deliver a POC to meet defined success criteria, such as functionality, performance, user acceptance and user experience
Formulate a migration plan using prioritization criteria, and by reducing licensing/subscription spend as quickly as possible
Determine timelines, waves/phases, and resourcing needed to complete migration efforts
Change Management efforts, such as rollout, training and adoption, governance, service management, and security

Planning the work (what to expect)

We're often asked about our engagement process (what information or documentation do we need, what does our process look like, etc.). Here’s what you can expect:

Initial Assessment Meeting

We’ll work with you and your team to define objectives, determine what key activities need to be accomplished, and estimate the effort required. A mutual non-disclosure agreement is typically executed before, or immediately after, this meeting.

Technical Discovery Meeting

We’ll meet to discuss the most important details about the engagement, determine scope (as well as outline individual workstreams, if applicable), and define success criteria, deliverables, and the proposed project team.

Presentation of a Statement of Work (SOW)

Our presentation will convey a well-defined engagement, and that the estimated level of effort is both clear and accurate.

Review, Approval and Onboarding

Once the SOW has been reviewed and approved, we’ll get our teams working together ASAP.

Why choose DesignMind for Power BI migrations?

We’ve helped our clients migrate hundreds of thousands of users off legacy Business Intelligence platforms, and saved them millions of dollars in licensing, subscription, and support costs.

See what makes us so unique, and why we’re the first company our clients contact for all things data.

Dedicated team of over 50 consultants/experts

The experience of hundreds of Power BI projects

Engagement model designed to empower your team

Expertise across the entire Microsoft Intelligent Data Platform

Microsoft Gold Partner with multiple competencies

Frequently Asked Questions

Why should my organization consider migrating to Power BI?

Power BI is the leading Analytics and BI platform (Gartner Magic Quadrant June 2024). Power BI offers advanced data visualization, integration with other Microsoft tools, real-time data access, and cost-effective solutions for business intelligence needs. Standardizing on Power BI will lower cost, reduce complexity, and allow you to provide self-service business intelligence throughout your organization.

What are the initial steps in starting a Power BI migration with DesignMind?

The initial steps include:

Contact us to schedule a free initial discussion
Discussing your organization's objectives
Defining success criteria
Planning the migration process
Setting a schedule and deliverables

What BI platforms can we migrate to Power BI?

Our clients have migrated from all major BI platforms, including Tableau, Qlik, SQL Server Reporting Services (SSRS), Cognos, Business Objects, Domo, Looker, Spotfire, and Excel “spreadmarts.”

What experience does DesignMind have in Power BI migrations?

We have performed dozens of successful Power BI migrations for a wide range of clients, including some of the most recognized companies in the world
We’ve helped our clients migrate hundreds of thousands of users off legacy Business Intelligence platforms, and saved them millions of dollars in licensing, subscription, and support costs
Our migrations have ranged from 20 reports to more than 1,000 reports and dashboards
Data sources have included:

Can DesignMind help us prepare the data?

Yes, we have migrated, designed and built many of the following:

Data warehouses
Data lakes
Lake houses
Data marts

We also build data pipelines and ingestion systems, based on industry recognized patterns and frameworks.

How does DesignMind typically work with a new client?

You can see more information regarding our process here.

What support is available after the migration?

If needed, DesignMind can provide ongoing support to ensure your team can maintain and optimize the Power BI environment post-migration.

Does DesignMind charge for an initial consultation?

We are happy to meet with you to discuss your migration, or any other data related initiatives, with no charge and no obligation. For a free initial discussion, please contact us here or at 415-538-8484.

Power BI Migrations

Our Power BI experts have led successful migrations for many of the world's best-known companies.

How can our migration process benefit your organization?

How we'll work with you

Migration Assessments