Existing BI System Takeover & Ongoing Management

We take over Power BI, data warehouse, ETL and SSAS environments built by another consultant, vendor or internal team, then make the platform understandable, sustainable and manageable.

Let’s Assess Your BI Environment

Controlled BI System Takeover
1
Inventory
Reports · models · jobs · data sources
2
Dependencies
Data flows · ownership · critical links
3
Risk Review
Failures · documentation · security
4
Stabilisation
Fix critical issues before redesign
5
Ongoing Management
Monitoring · support · continuous improvement
Understand first · stabilise second · improve with control

When Is a Takeover Needed?

When a BI Platform Depends on a Few Individuals, Operational Risk Increases

Consultant or team changes, weak documentation, performance issues and recurring refresh failures can put an existing BI investment at risk.

Consultant or Vendor Change

A controlled transition that reduces technical knowledge loss when an existing vendor or consultant engagement ends.

Lack of Documentation

Make model, ETL, job, data-source and report dependencies visible.

Operational Issues

Systematic review of refreshes, jobs, SSAS processing, data inconsistencies and performance issues.

Our Approach

We Manage the Takeover from Technical Inventory to Operational Control

1. Inventory

Identify data sources, DWH structures, ETL packages, SQL Agent jobs, SSAS models, Power BI reports and security components.

2. Dependencies

Map process dependencies, critical business rules and operational sequences.

3. Stabilisation

Address the highest-priority reliability, performance and maintainability risks.

4. Ongoing Management

Establish a sustainable operating model for monitoring, support, development and change management.

Technology Scope

SQL Server, data warehouse, ETL/SSIS, SQL Agent, SSAS Tabular, Power BI, DAX, Power Query, RLS and report refresh processes.

Our Goal

The goal is not only to keep the system running, but to make technical dependencies visible, knowledge transfer manageable and operations sustainable.

Let’s Assess How Ready Your BI Platform Is for a Controlled Takeover

In the first conversation, we’ll review your current environment, critical risks and the likely scope of the transition.

Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.