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Audit & Training

Audit Your BI Environment. Train the Team That Runs It.

Start with a fixed-scope audit to see where your reporting stands. Then train developers and business users on your own model and reports.

BI Environment Audit

Find duplicated measures, failing refreshes, unused reports and unexplained cost across your Power BI estate.

The audit is a fixed-scope engagement with a written deliverable. The roadmap is yours, whether or not you build with us.

Scope an Audit

What We Review

  • GovernanceWorkspace structure, ownership, access rights and which KPI definitions are authoritative.
  • Model PerformanceModel size, relationships, DAX patterns, refresh failures and readiness for Copilot.
  • Cost & capacityLicences, capacity consumption and what drives the spend.
  • AdoptionWhich reports are used, by whom and how often.

What You Receive

A written assessment with findings ranked by severity, a remediation roadmap prioritised by effort and impact, and a presentation to your decision-makers.

Training

Train your team on your own model, reports and vocabulary, so what they learn applies the next day.

Track 01

Report Developers

For the people who own the environment after handover: data modelling, advanced DAX, performance and report design standards.

  • Semantic modelling and star schema design
  • DAX: context, time intelligence, reusable patterns
  • Report design and UX standards
  • Refresh and performance troubleshooting
Track 02

Business Users

For analysts, managers and decision-makers: read and filter reports with confidence, and know what each KPI measures.

  • Navigate and filter without losing context
  • Understand what each KPI measures, in your definitions
  • Build a personal view without duplicating the report
  • Use Copilot on governed reports with confidence
On Site or Remote English or French Built on Your Own Model Session Recordings Included

Start With an Audit

Find out whether you have a model, platform or training problem before you commit budget.

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