Power BI and Fabric Roadmaps
Align your analytics strategy with business goals through a clear, phased implementation plan
The Challenge of Ungoverned Growth
Organizations that implement Power BI or Fabric often race ahead to build new reports and data engineering processes without a clear plan. This results in the accumulation of technical debt due to poor or inconsistent processes that do not align with industry best practices. Common problems include:
Inconsistent or non-existent testing and release processes
Security gaps from a lack of a security framework
Ad hoc tenant-settings configurations, especially around sharing and export
Incorrectly sized dedicated capacities resulting in throttling or cost management issues
No governance strategy for sharing content or managing workspace access
No plan for backup and disaster recovery of critical content
Gaps in compliance requirements
Lack of consistent, scalable testing to ensure performance
No monitoring to detect issues before they become problems
The Solution
Our Roadmap service elevates your analytics maturity by aligning Power BI and Fabric implementations with your broader IT infrastructure and governance goals. We outline each phase through accepted best practices and deliver actionable insights to optimize your environment. We review tenant settings for security and scalability, set up comprehensive monitoring to catalog content and track activities, and implement automation processes to streamline testing, release, and governance workflows. Each recommendation directly addresses a specific challenge to prevent technical debt and ensure a high-value analytics environment.
Key Benefits
Gain end-to-end visibility into your Power BI & Fabric environment
Automate monitoring and governance to detect issues proactively
Reduce risk with automated rule checks enforcing security and compliance
Accelerate releases and save time with streamlined, scalable workflows
Cut costs by replacing manual audits with automated checks
Improve data quality through standardized, repeatable tests
Scale governance seamlessly as your tenant grows
Demonstrate ROI with clear metrics on usage, security, and cost
The Process
Phase 1: Understand Business Context. Gather business goals, compliance requirements, existing IT infrastructure, and assess team history, skills, and experience
Phase 2: Review of Tenant Settings. Audit global Power BI and Fabric settings for security and compliance guardrails
Phase 3: Audit and Data Collection. Catalog workspaces, reports, datasets, and usage history in a Fabric Lakehouse
Phase 4: Identify High-Value Content. Use usage metrics and stakeholder input to pinpoint mission-critical reports
Phase 5: Governance Framework Setup. Where needed form a cross-functional groups using “non-invasive data governance principles”, define policies, and establish certification and handover processes.
Phase 6: Focused Governance Initiatives. Clean up or archive stale content than can be a security risk. Automate monitoring, Roll out training relating to governance tools.
Phase 7: Ongoing Support & Training. Provide continuous advice, troubleshooting, and governance best-practice training as needed
Outcomes
Our clear, phased plan delivers:
An analytics environment aligned with industry best practices
Clear understanding of which challenges each best practice addresses
A fully documented, cataloged, and auditable analytics environment
High automation to scale governance with your environment, enabling analysts to focus on insights
Reduced risk of data leaks and performance bottlenecks
Faster rollout of new reports through controlled release processes
Metrics that demonstrate improvements in usage, security, and cost