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Move BI tools without losing a single number

We rebuild your dashboards in the new tool, check every metric against the old one, and switch users over when you are ready.

Request a consultationHow we work
Power BITableauLookerQuickSightQlikDomo
Sound familiar?

Problems we fix

Licenses for two tools during a long switch
Rebuilt reports do not match the originals
Users keep going back to the old tool
Logic is hidden in old calculated fields
No list of what is actually used
The migration keeps slipping
BI migration

What we do

01

Inventory and usage review

List every report and find which are actually used.

02

Logic mapping

Translate calculations and models to the new tool.

03

Rebuild and redesign

Rebuild what matters and improve layouts along the way.

04

Number matching

Side-by-side checks until every key metric matches.

05

User rollout

Training and a clear cutover date for each team.

06

Mixed-tool period

Run both tools in one EmbedPortal during the switch.

How we work

Four steps, no surprises

Discover

A free call to understand your goals, data and tools. You get a written scope and a fixed price.

Design

We agree on metrics and layouts with you before building, so there are no surprises.

Build

Regular updates and working previews, with revisions before sign-off.

Hand off

Documentation and a walkthrough so your team can own what we built.

Results

Recent work and client reviews

Client names are kept private.

Pharmaceutical sales

Territory and account dashboards for a commercial team, rebuilt over several versions as the business grew.

TableauSQL
★★★★★
Exceptional support in creating and publishing Tableau dashboards, seamlessly replicating complex visualizations from Power BI to Tableau. Expertise, attention to detail, and clear communication made the process smooth and efficient.
Power BI to Tableau rebuildVerified client review · Tableau · Power BI
★★★★★
Kept us informed with regular updates, maintained clear communication, and handled any issues promptly. Every phase of the project was well planned and executed on time.
BI and database project managementVerified client review · Project delivery
Ways to work together

Fixed price or monthly

You get a written scope and price after a free consultation.

Fixed-price projectOne dashboard or a full build, with a set scope, timeline and price agreed upfront.Monthly retainerA block of hours each month for new reports, changes, fixes and questions.Delivered in EmbedPortalShare what we build with customers and partners in a branded portal with unlimited viewers.
FAQ

BI migration questions

Which migrations do you handle?

Power BI, Tableau, Looker, QuickSight, Qlik and Domo, in either direction.

How do you make sure the numbers match?

We pick key metrics with your team and compare old and new reports side by side for the same filters and dates.

Do we have to rebuild every report?

Usually not. Usage data often shows a large share of reports are rarely opened, so we start with the ones people use.

Can users keep using both tools during the switch?

Yes. EmbedPortal can show old and new dashboards in one portal so users have one place to go.

How long does a migration take?

It depends on the number of reports. A small set often takes 4 to 8 weeks. We scope it after a review. These are estimates.

Can you help us choose the new tool?

Yes. We compare options on cost, features and fit before you commit.

Talk to us about BI migration

A free consultation. You get a written scope and a fixed price before any work starts.

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