Home Solutions Industries Platform About Us Our Team Insights Innovation Lab Contact

End-to-End Analytics, from Discovery to Adoption

Seven capability domains covering the full BI lifecycle — strategy, legacy migration, Center of Excellence setup, dashboards, governance, managed operations and AI-driven insight.

BI Strategy & Roadmaps

Tool selection, KPI definition and analytics maturity planning that tie every dashboard investment to a business decision it must improve.

Why Most BI Programs Deliver Reports Instead of Decisions

Most enterprises do not suffer from a shortage of dashboards — they suffer from too many of them, built by different teams, on different tools, answering questions nobody prioritized. Licenses are purchased before use cases are defined, KPIs carry different definitions in finance and operations, and leadership meetings begin with a debate about whose numbers are right. A BI strategy reverses that sequence. It starts with the decisions leaders need to make, defines the handful of KPIs that inform those decisions, and only then selects the platform, data model and delivery roadmap that will serve them. For executive teams, this is the difference between analytics as a cost center and analytics as a management system.

Aligning Analytics Investment with Leadership Priorities

A clear roadmap concentrates budget on the analytics that move revenue, cost and risk. Instead of funding dashboard requests in the order they arrive, business sponsors see a sequenced plan where each release retires a manual report, answers a board-level question or unlocks a new operational decision.

Platform decisions become defensible. We evaluate Power BI, Tableau, Qlik, Domo, Looker and ThoughtSpot against your data sources, security model, user population, existing Microsoft or Google footprint and total cost of ownership — so the recommendation holds up in front of procurement and IT architecture boards.

An agreed KPI catalog becomes the contract between business and technology. Every metric has an owner, a definition, a source and a refresh frequency, which removes the reconciliation work that erodes trust in reporting.

Tool-Agnostic by Design

We deliver across Power BI, Tableau, Qlik, Domo, Looker and ThoughtSpot, so platform recommendations follow your requirements — not a vendor preference.

KPI-First Roadmaps with Measurable Milestones

We begin with stakeholder workshops across finance, sales, operations, marketing and HR to capture the decisions each function makes and the evidence it needs. Those conversations become a prioritized KPI catalog rather than a list of report requests.

In parallel we assess analytics maturity: data sources and quality, existing reports and their usage, platform licensing, skills, governance and adoption. The gap between today and the target state defines the roadmap.

The output is a phased plan that identifies quick wins for the first release, the data modeling and governance foundations that must come early, and the milestones leadership will use to measure progress.

What You Receive

A current-state maturity assessment, prioritized KPI catalog, platform recommendation with cost comparison, and a phased delivery roadmap with quick wins identified.

Discover

Interview stakeholders and map key business decisions

Define KPIs

Agree metric definitions, owners and data sources

Assess

Score data, platform, skills and governance maturity

Select

Recommend the platform and target architecture

Roadmap

Sequence releases by business value and quick wins

Legacy BI Migration & Modernization

Structured migration from IBM Cognos, SSRS and SAP BusinessObjects to Power BI, Qlik and Tableau — with full report parity and reconciled numbers.

Why Cognos, SSRS and BusinessObjects Estates Hold Analytics Back

Legacy BI platforms were built for a world of centrally produced, printed reports. Today they carry high license and infrastructure costs, depend on a shrinking pool of specialists who understand Framework Manager packages, Transformer cubes and BusinessObjects universes, and turn every new report request into a weeks-long change cycle. Business users respond by exporting to spreadsheets and building their own shadow analytics, which fragments the numbers even further. Modernization is not simply a change of tool — it is the opportunity to rationalize years of accumulated reports, rebuild the semantic layer on a modern platform and give users self-service access to data they can trust. The risk that stops most organizations is losing report parity along the way. That risk is what a structured migration method removes.

Modern Platforms Without Losing a Single Trusted Report

Moving from Cognos, SSRS or BusinessObjects to Power BI, Qlik or Tableau typically consolidates licensing, retires on-premise report servers and removes the specialist dependency that slows every change. Reporting teams spend their capacity on new analysis instead of maintaining legacy infrastructure.

Users gain interactive, in-memory analytics in place of static, parameter-driven reports. Associative exploration in Qlik, visual discovery in Tableau and self-service semantic models in Power BI let business teams answer follow-up questions themselves rather than raising another report request.

Because every migrated report is reconciled against its legacy original before cut-over, finance, regulatory and operational users keep the numbers they already trust — while the rationalization step removes unused and duplicate reports that never needed to move.

Proven at Scale

For a major global bank, we migrated 140 complex Cognos reports and dashboards to QlikView/QlikSense in five months — at 50% of the cost of major system integrators. Read the case study →

Inventory, Rationalize, Rebuild, Reconcile

Every migration starts with a tool-based inventory of the legacy estate: Cognos packages, Framework Manager models, Report Studio reports and Transformer cubes; SSRS report definitions and subscriptions; BusinessObjects universes and Web Intelligence documents. Usage analysis identifies which reports are active, which are duplicates and which can be retired.

We then reverse-engineer report specifications and map each legacy construct to its modern equivalent — Framework Manager query subjects to Power BI semantic models or Qlik associative data models, pixel-perfect Report Studio and SSRS layouts to Power BI Paginated Reports, and cross-tab calculations, conditional formatting and bursting logic to native expressions and subscriptions.

Rebuilt reports run in parallel with the legacy platform while automated reconciliation compares figures line by line. Cut-over happens only when numbers match, followed by hands-on user training and post-launch support so adoption does not stall after go-live.

Engagement Model

A no-cost two-week assessment with a full audit and inventory, a hybrid onsite–offshore delivery team, one week of training on the new platform and one month of post-launch support.

Inventory

Catalog reports, models, cubes and their usage

Rationalize

Retire unused and duplicate reports before moving

Rebuild

Map models and recreate reports on the new platform

Reconcile

Run in parallel and validate numbers line by line

Cut Over

Train users, go live and provide post-launch support

Analytics Center of Excellence Setup

A governance model, certified semantic layer, BI standards and skills program that turn scattered dashboard teams into one trusted analytics function.

Why Self-Service BI Fragments Without a Center of Excellence

Self-service BI succeeds quickly and then fails quietly. Within months of a Power BI or Tableau rollout, enterprises find hundreds of workspaces, duplicate datasets pulling from the same sources, the same KPI calculated three different ways and sensitive data shared further than anyone intended. The platform is not the problem — the absence of an operating model is. An Analytics Center of Excellence provides that model: clear ownership and decision rights, certified datasets that everyone builds from, design and development standards that make every dashboard recognizable, and a structured program that raises data literacy across the business. It lets the enterprise keep the speed of self-service while restoring the consistency of centralized BI.

One Version of the Truth, Delivered Faster

With certified, reusable datasets in place, new dashboards are assembled from trusted building blocks instead of re-engineered from raw tables. Delivery accelerates and every report inherits the same definitions, security rules and refresh schedules.

Leadership gains confidence in the numbers. When revenue, margin or headcount is defined once in the semantic layer and endorsed by the CoE, meetings move from debating data to acting on it.

Platform costs and risk come under control. Workspace strategy, capacity planning and access reviews run as defined CoE processes, and a trained community of business champions reduces the volume of basic requests reaching central teams.

Four CoE Pillars

Governance Model — structure, decision flow and accountability. Semantic Layer — certified datasets for trusted reporting. BI Standards — templates, themes and rules. Adoption & Skills — literacy and a structured upskilling roadmap.

Designing the CoE Around Your Operating Model

We start by choosing the right CoE model for your organization — centralized, federated or hub-and-spoke — based on how business units operate, where data skills sit and how much autonomy each domain needs. Roles are defined explicitly: CoE lead, platform administrators, data stewards, BI developers and business champions.

Next we establish the semantic layer: shared dimensional models, certified and endorsed datasets, a KPI catalog with owners, and a promotion path from development to test to production workspaces. Row-level and object-level security are designed once and applied consistently.

Finally we codify BI standards — report templates, themes, naming conventions, documentation and review checklists — and launch an adoption program with role-based training, office hours, playbooks and usage scorecards that show where the CoE is working and where it needs attention.

CoE Delivery Experience

We have built and run Centers of Excellence for enterprise platforms, combining governance, reusable components and team enablement. See our CoE case study →

Charter

Define CoE model, roles and decision rights

Govern

Set workspace, security and access policies

Certify

Build and endorse the shared semantic layer

Standardize

Publish templates, themes and review rules

Enable

Train champions and track adoption scorecards

Data Modeling & Dashboard Development

Dimensional models, semantic layers and executive dashboards designed around the decisions leaders make — built on Power BI, Tableau, Qlik, Domo or Looker.

Why Dashboards Fail When the Model Underneath Is Wrong

When dashboards are slow, inconsistent or abandoned, the cause is rarely the visual layer. It is usually a data model built one report at a time: flat extracts, duplicated logic in every visual, calculations that break when a filter changes and refreshes that take hours. Users lose patience, return to spreadsheets and the BI investment stalls. Durable analytics are engineered from the model upward — star and snowflake schemas, a semantic layer with governed measures, incremental refresh strategies — and only then presented through layouts designed for how executives, managers and analysts actually read information. We treat dashboard development as both a data engineering discipline and a design discipline.

Executive Scorecards People Actually Use

Well-modeled data makes dashboards fast and consistent. Measures are defined once, filters behave predictably and new pages can be added without rewriting logic — which keeps delivery costs down as the reporting estate grows.

Storytelling layouts put the most important signal first. Executive scorecards highlight performance against target, operational dashboards surface exceptions that need action and analyst views provide drill-through detail, so each audience gets what it needs without hunting.

Embedded analytics extend insight beyond the BI portal. Dashboards delivered inside customer portals, SaaS products and line-of-business applications put data where decisions are made.

What We Build

KPI dashboards, executive scorecards, operational reports, paginated reports and embedded analytics — plus the data pipelines, semantic models and datasets behind them.

Star Schemas, Semantic Models and Storytelling Layouts

Our BI specialists design dimensional models, semantic layers and star or snowflake schemas before a single visual is built. Transformation logic lives in Power Query, dataflows, Tableau Prep, Qlik load scripts, Domo Magic ETL or LookML — wherever it is most maintainable for your platform.

We prototype dashboards early to secure quick wins and validate the design with real users, then harden the model with DAX and MDX optimization, query tuning and incremental refresh before scaling to the full audience.

Every deliverable follows consistent UX standards for navigation, themes and layout, and ships with documentation so your team can maintain and extend it confidently.

Built-In Accelerators

Pre-built KPI packs for finance, sales, operations, marketing and HR; dashboard UI frameworks for navigation, themes and layouts; and reusable DAX formulas and modeling patterns.

Model

Design star schemas and the semantic layer

Transform

Build pipelines, dataflows and refresh logic

Prototype

Validate layouts with users for quick wins

Build

Develop, optimize and document every report

Publish

Release to users with training and support

BI Governance & Performance Optimization

Workspace strategy, row- and object-level security, naming standards and query tuning that keep analytics secure, fast and auditable as usage grows.

Why Ungoverned BI Becomes a Security and Cost Liability

Analytics platforms concentrate an organization's most sensitive information — revenue, margins, salaries, patient and customer data — in one place and then make it easy to share. Without governance, that convenience becomes exposure: reports published to the wrong audience, datasets without row-level security, no record of who changed what, and capacity consumed by inefficient queries that slow every user. Governance done well is not a set of restrictions bolted on after the fact. It is a workspace structure, security model and set of standards designed into the platform from the beginning, with performance engineering that keeps the experience fast as data volumes and user counts grow.

Secure Access Without Slowing the Business

Row-level and object-level security let one dataset serve every region, business unit and role, each seeing only what it should. That removes the need to maintain separate copies of the same report for different audiences.

Consistent workspace strategy, naming standards, versioning and documentation make the BI estate auditable. Compliance and internal audit teams can see who has access to what, and platform owners can retire unused content with confidence.

Performance tuning protects adoption. Dashboards that load in seconds get used; dashboards that time out get abandoned. Optimized datasets and queries also defer the need for larger capacity or server upgrades.

Analytics Governance Toolkit

A workspace structure blueprint, RLS/OLS templates, and naming and documentation standards ready to apply to your environment.

Tuning Every Layer from Source Query to Visual

We audit the existing environment first: workspaces, permissions, dataset lineage, refresh schedules, gateway configuration and usage patterns. Findings are prioritized by risk and by the number of users affected.

Governance is then implemented as a repeatable setup — workspace strategy, RLS/OLS, metadata management, naming conventions, versioning and documentation templates — across Power BI, Tableau Server and Cloud, Qlik and Domo.

For performance, we check query folding, optimize DAX and data models, tune extracts and incremental refresh, and right-size server or capacity configuration, measuring load times before and after each change.

Performance Optimization Toolkit

Query folding checks, a DAX optimization library and dataset refresh best practices that we apply to every engagement.

Audit

Review workspaces, access, lineage and usage

Secure

Apply RLS/OLS and workspace strategy

Standardize

Set naming, versioning and documentation

Tune

Optimize models, queries and refresh

Monitor

Track performance and access over time

Analytics Managed Services

Monitoring, governance oversight and continuous enhancement for Power BI, Fabric, Tableau Server and Domo — so your team focuses on insight, not upkeep.

Why BI Platforms Degrade After Go-Live

The launch of a BI platform is the beginning of its workload, not the end. Source systems change and break refreshes overnight, new users request access every week, dashboards need enhancements as the business evolves and datasets slow down as volumes grow. Internal teams that built the platform are pulled onto new projects, and support becomes a reactive queue of failed refreshes and access tickets. Over time trust erodes and usage declines. Analytics managed services put the platform on a defined operating rhythm — proactive monitoring, scheduled governance reviews, a steady cadence of enhancements and regular reporting on adoption — delivered by a team that already knows your environment.

Predictable Operations and Rising Adoption

Refresh failures and performance issues are detected and resolved before business users open their morning dashboards, so leadership meetings start with current data rather than apologies.

Governance stays current. Access reviews, workspace audits and naming standards are maintained as a routine service instead of an annual clean-up project.

Monthly usage analytics and adoption scorecards show which dashboards drive decisions and which can be retired, giving sponsors a clear view of the return on their analytics investment.

Service Scope

Monitoring of refresh failures, schedules and performance; access reviews and workspace audits; dashboard enhancements and new releases; query, dataset and extract optimization; platform administration; monthly adoption scorecards.

Onsite–Offshore Operations with Clear Accountability

We begin with a structured transition: documenting data sources, refresh dependencies, security rules and known issues, then agreeing service levels, escalation paths and a prioritized enhancement backlog.

A dedicated onsite–offshore team provides continuous coverage for monitoring and incident resolution, while a named lead works with your business owners on enhancements and roadmap priorities.

Every change is version-controlled and released through test and production workspaces, and each month you receive a service report covering incidents, releases, performance trends and adoption.

Platforms We Operate

Power BI and Microsoft Fabric, Tableau Server and Tableau Cloud, Domo, and Qlik environments — administered to the same governance standards we design.

Transition

Document the environment and agree service levels

Monitor

Watch refreshes, schedules and performance

Resolve

Fix incidents and access requests quickly

Enhance

Release improvements from the agreed backlog

Report

Share monthly service and adoption scorecards

AI-Driven & Advanced Analytics

Automated insights, anomaly detection, generative narration and natural-language querying inside the dashboards people already use.

Why Static Dashboards Are No Longer Enough

Traditional dashboards describe what has already happened and rely on someone noticing when a number looks wrong. As data volumes and the number of KPIs grow, that model does not scale — important changes go unseen until the next monthly review. Advanced analytics changes the relationship between people and their data. Anomaly detection highlights what changed and why, predictive models show where a metric is heading, smart alerts notify owners before thresholds are breached, and natural-language querying lets any user ask a question in plain words. Built on a governed semantic layer, these capabilities extend the value of the BI platform you already have rather than creating another disconnected tool.

From Looking Back to Acting Ahead

Automated insights surface anomalies and trends across thousands of data points, so analysts spend their time investigating what matters instead of scanning every chart.

Predictive models embedded in dashboards put forecasts beside actuals — demand, revenue, churn or risk — giving managers a forward view in the same place they already track performance.

Generative report summaries and natural-language Q&A widen access to analytics. Executives receive a written narrative of what changed, and business users can explore data without learning a BI tool.

Capabilities

Automated insights and anomaly detection, smart alerts and proactive KPI warnings, predictive models in dashboards, generative report narration, and natural-language querying with Power BI Q&A and ThoughtSpot Search.

Grounded AI on a Governed Semantic Layer

We identify the decisions where earlier warning or a forward-looking view would change outcomes, and define how success will be measured before any model is built.

AI features are grounded in the same certified datasets and security rules as your dashboards, so a natural-language answer or generated summary never shows data a user is not entitled to see and always agrees with the governed KPI.

Models and alerts are embedded directly in the reports and workflows people already use, then monitored for accuracy and usage so they continue to earn trust after launch.

Connected Capabilities

For enterprise AI agents and machine learning platforms, see AI Platforms. For lakehouse and real-time data foundations, see Data Platforms.

Identify

Pick decisions that benefit from earlier insight

Prepare

Ground AI in certified, secured datasets

Model

Build forecasts, anomaly rules and alerts

Embed

Place insights inside existing dashboards

Measure

Monitor accuracy, usage and business impact

From Legacy Reports to Decision Intelligence

Business intelligence has moved from static, centrally produced reports to governed self-service and AI-assisted insight. The advantage no longer comes from owning a BI tool — it comes from trusted data models, consistent KPIs and an operating model that puts the right answer in front of every decision-maker.

Every Analytics Program Starts with the Decisions It Must Improve

We do not start with a tool or a report list. We start with the questions leadership needs answered, then work backward to the KPIs, data and platform that will answer them reliably.

01

Discovery & KPI Alignment

Map business decisions to a prioritized KPI catalog with agreed definitions, owners and targets across every function.

02

Data Assessment & Modeling Plan

Assess source systems, data quality and existing reports, then design the semantic model and governance foundations the KPIs require.

03

Prototype Dashboards

Deliver quick-win prototypes on real data so stakeholders validate the design early and see value before full-scale development.

Our 6-Step Analytics Implementation Approach

A proven sequence that produces high-quality dashboards, governed datasets, scalable models and empowered users.

Discover
Align on KPIs
Model
Design trusted data
Visualize
Build dashboards
Adopt
Empower users
01

Discovery & KPI Alignment

Stakeholder workshops that turn business decisions into a prioritized, owned and clearly defined KPI catalog.

02

Data Assessment & Modeling Plan

Source system and data quality review, followed by a dimensional model and semantic layer design.

03

Prototype Dashboards

Quick-win prototypes on real data that validate layout, navigation and KPIs with the people who will use them.

04

Core Development

Production datasets, transformations and reports built to standards, optimized for performance and fully documented.

05

Governance & Security Setup

Workspace strategy, row- and object-level security, naming standards and release management applied before go-live.

06

Deployment, Training & Adoption

Go-live with hands-on workshops, literacy programs and playbooks that keep usage growing after launch.

MOVE OFF COGNOS, SSRS AND BUSINESSOBJECTS — WITHOUT LOSING A REPORT.

Migration projects fail when they are treated as a copy exercise. We treat them as modernization: inventory the estate with tooling, retire what nobody uses, and rebuild what remains on a clean semantic model designed for self-service.

We deliver the paths enterprises ask for most — IBM Cognos to Power BI or Qlik Sense, SSRS to Power BI Paginated Reports, and SAP BusinessObjects to Power BI or Tableau. Framework Manager packages, Transformer cubes and BusinessObjects universes are re-engineered as governed semantic models, and Report Studio expressions, cross-tabs and bursting logic are translated into native equivalents.

Every migrated report runs in parallel with its original and is reconciled before cut-over, so finance, regulatory and operational users keep the numbers they trust. For a major global bank, this approach moved 140 complex Cognos reports and dashboards to QlikView/QlikSense in five months. Read the case study →

Tool-Agnostic Expertise Across Every Major BI Platform

Deep, hands-on delivery experience on the platforms enterprises run today — so we recommend and build on what fits your business.

Power BI & Microsoft Fabric

DAX modeling, Power Query ETL and optimized tabular models; dataflows, Fabric integration, paginated reports and embedded analytics; enterprise semantic models and governance frameworks.

Tableau

Visualization storytelling and Tableau Prep workflows, workbook performance optimization, and Tableau Server and Cloud setup with permissions and governance.

Qlik

Associative data models, QlikView and Qlik Sense development, load-script engineering and large-scale migrations from legacy BI platforms such as Cognos.

Domo

ETL dataflows and Magic ETL, card libraries, Domo Apps, Stories and Notifications, with enterprise governance and cross-department collaboration flows.

Looker

Looker semantic layer and LookML development that gives every team consistent, governed metric definitions on top of cloud data warehouses.

ThoughtSpot

Search-driven analytics and natural-language exploration that let business users ask questions of governed data without building reports.

Proven Frameworks for Faster Delivery

Reusable Codenatives assets that shorten delivery time and bring every engagement to the same quality standard.

📊

KPI Packs & Dashboard Frameworks

Pre-built KPI packs for finance, sales, operations, marketing and HR, dashboard UI frameworks for navigation, themes and layouts, and reusable DAX formulas and modeling patterns.

🔒

Analytics Governance Toolkit

A workspace structure blueprint, row- and object-level security templates, and naming and documentation standards that make governance repeatable from day one.

⚡

Performance Optimization Toolkit

Query folding checks, a DAX optimization library and dataset refresh best practices that keep dashboards fast as data and users grow.

Trusted by Enterprises Worldwide

Built on 20+ years of enterprise delivery across industries and regions.

150+
Enterprise Engagements
40+
Fortune 500 Clients
7
Countries Deployed
98%
Client Retention

Our Insights About Data Analytics & BI

How do you migrate from Cognos to Power BI or Qlik without disrupting business users? +
We start with a tool-based inventory of Cognos packages, Framework Manager models, Report Studio reports and cubes, and use usage data to retire reports nobody opens. The remaining reports are reverse-engineered and rebuilt on a governed semantic model in the target platform. Each rebuilt report runs in parallel with its Cognos original and is reconciled before cut-over, and users receive hands-on training and post-launch support. Business users keep working in Cognos until the new version has been proven to match.
Power BI, Tableau or Qlik — which BI platform is right for us? +
There is no single right answer, which is why we stay tool-agnostic. Power BI is often the natural fit for organizations invested in Microsoft 365, Azure and Fabric. Tableau is strong for visual exploration and storytelling. Qlik's associative engine suits highly exploratory analysis across many related data sets. Domo, Looker and ThoughtSpot each serve specific cloud, semantic-layer and search-driven needs. We compare platforms against your data sources, security model, user population, existing licensing and total cost of ownership before recommending one.
What is an Analytics Center of Excellence, and when does an organization need one? +
An Analytics Center of Excellence is the operating model that sits around your BI platform: a governance structure with clear decision rights, a certified semantic layer, design and development standards, and a program to build data literacy. Organizations usually need one when self-service BI starts to sprawl — duplicate datasets, conflicting KPI definitions, hundreds of workspaces and uncertainty over who can see what. A CoE restores consistency and trust while keeping the speed of self-service.
Why does a semantic layer matter for enterprise reporting? +
A semantic layer defines business entities and measures — revenue, margin, active customer, headcount — once, in a governed model that every report uses. Without it, each dashboard re-implements the same calculations in slightly different ways, and leadership sees conflicting numbers. With certified datasets in place, reports become faster to build, security rules are applied consistently, and AI features such as natural-language Q&A return answers that agree with official KPIs.
How do you keep Power BI dashboards fast as data volumes grow? +
Performance starts with the model: star schemas, appropriate storage modes and measures written for efficiency rather than convenience. We verify query folding so transformations run at the source, apply incremental refresh to large tables, optimize DAX with a library of proven patterns, and reduce visual and cardinality overhead on report pages. Where needed we also right-size capacity and gateway configuration, measuring load times before and after every change.
What is included in analytics managed services? +
Our analytics managed services cover monitoring of refresh failures, schedules and performance; governance oversight including access reviews, workspace audits and naming standards; dashboard enhancements and new feature releases; query, dataset and extract optimization; administration of Power BI and Fabric, Tableau Server and Domo environments; and monthly usage analytics and adoption scorecards. Delivery runs through a dedicated onsite–offshore team with version control for every change.
Can you work alongside our existing BI team and tools? +
Yes. Many engagements extend an in-house BI team rather than replace it. We can take on a specific migration, set up governance and the CoE while your team continues development, or provide specialist resources who work within your standards while retaining the backing of Codenatives' wider knowledge base and global expertise. Our toolkits and templates are handed over so your team can keep using them after the engagement ends.

Ready to modernize your
BI and analytics? ↗

Start with a conversation about your reporting estate.

Stand out with Codenatives