Migrate to Power BI without starting from scratch

Excel exports, in-house reporting, SSRS, Qlik, Tableau, Business Objects and scattered .pbix files: many businesses have built up layers of reporting without a shared foundation. Eventually, every change takes longer, every KPI has to be revalidated and people stop trusting the figures.

Move from fragmented reporting to a clear, maintainable Power BI platform built for your teams. We bring across your KPIs, data sources and workflows to modernise what you already use.

A successful Power BI migration starts with your metrics, day-to-day workflows and data sources. This makes the new environment clearer, more reliable and easier to maintain.

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Sovereign Swiss cloud

Data infrastructure and strategy

Free one-hour audit

Training and support

Why Power BI migrations get stuck

In most cases, the obstacles extend beyond technology.

Your KPIs have a history. They may rely on an Excel file, a legacy report or a business rule that is no longer documented. Teams want familiar reference points, while IT wants to avoid inheriting another fragile system. A single large rollout can break the tools people rely on.

Three common risks follow: tools that are too fragmented,a migration that feels too risky and a project that moves too slowly to deliver value.

Common obstacles

A fragmented starting point

Multiple reports, isolated Excel files, KPI definitions that vary by department and incomplete documentation.

A risky migration

Concerns about losing critical indicators, disrupting established routines or increasing technical debt.

A project that stalls

Business teams need quick visibility. IT has limited time, and manual reporting continues longer than planned.

Why migrate to Power BI?

Many businesses already have reports, Excel exports or a legacy tool such as Business Objects, SSRS, Qlik or Tableau, but find it difficult to migrate cleanly to Power BI. Alongside the technical work, they need to preserve their metrics, business knowledge and governance.

What we bring across

We start with the tools and processes you already have.

1

We audit your reports, exports, KPIs and data sources. We map critical dependencies and identify which metrics to migrate first, which to improve and which to retire.

2

Then we organise the foundations: the data model, load flows, security, sharing, documentation and governance.

3

Our aim is a Power BI foundation your teams can understand, use and maintain with clear documentation.

What we handle

Scope

  • Audit your reports, exports, KPIs and data sources.
  • Map business workflows and critical dependencies.
  • Bring priority metrics into Power BI.
  • Structure the data model and data load flows.
  • Secure access, roles and collaboration.
  • Targeted training for end users and internal contacts.

Expected outcomes

  • A clear, documented Power BI foundation.
  • Dashboards aligned with how your teams work.
  • A phased transition that limits disruption.
  • A stronger foundation for self-service analytics.

Our four-step approach

Step 1

Audit and scoping

We prioritise the reports to migrate, the risks to address and the improvements we can deliver in the first phase.

Step 2

Rebuild the initial foundation

We structure the sources, calculation rules and target model. We quickly give users the views they need to track their business.

Step 3

Prepare for production

We consolidate the flows, models, access rules and refreshes to deliver a solution ready to use.

Step 4

Ongoing support

We train your teams and plan the next steps, whether that means greater autonomy, stronger governance or a wider scope. The goal is to help teams use the new environment in their daily work.

Who is it for?

Our approach suits industrial and logistics SMEs that want to move quickly while keeping existing work running.

Business, finance and operations teams

You need your metrics quickly, without weeks of manual rework or losing your team's trust in the figures.

IT teams

You want a well-scoped, documented migration that fits your access, security, maintenance and hosting requirements.

What you get

The deliverables go beyond a Power BI file.

You get a clearer foundation, well-defined KPIs, dashboards aligned with how teams work, a sound basis for self-service BI or stronger governance, and a clear plan for the next phase.

We can host the environment in a sovereign Swiss cloud or align it with your infrastructure requirements.

When this approach fits

This service is for you if any of these situations sound familiar:

You want to migrate legacy reports to Power BI while retaining critical KPIs.

You already use Power BI, but the model has become difficult to maintain.

You run an industrial or logistics SME and your teams spend too much time moving between Excel and exported files.

You want cleaner reporting that several people can maintain.

You want to create a stronger foundation for staff training and useful self-service BI.

Migrate while preserving business context

Datavizin provides turnkey BI for industrial businesses, with a free audit, phased support and Microsoft BI expertise. The goal is to give your organisation more reliable reporting and greater independence.
Start by clarifying what you need to preserve.
We offer an initial migration audit to review your existing reporting, your priority KPIs and the best route to Power BI.

Book a migration audit

Start your Power BI migration

Complete the form. Within 48 business hours, we will contact you to schedule a video call or a site visit in the canton of Fribourg and define the scope of your Power BI migration together.

Contact team BI Starter Pack industriel