Solutions
Your BI priorities.
A practical path forward.
Understand your estate, improve reporting, move selected assets or strengthen everyday operations. Start with the work your team needs next.
- Your starting pointA reporting challenge
- Work with CoDashConnected capabilities
- Your team takes forwardReviewed work. A clear next step.
Choose your starting point
See how the work gets done.
Choose a priority to see the workflow, the pillars behind it and the decisions your team owns.
See what deserves your next investment.
Bring your reports and models into view, then give owners the evidence to decide what stays, changes or goes.
- AnalyzeUnderstand the assets
Review inventory, dependencies and complexity.
- RationalizeReview the overlap
Compare similar reports and shared calculations.
- Your team decidesPrioritize the work
Keep, consolidate, retire, rebuild or migrate.
Report owners decide business value and retirement. CoDash provides analysis and comparison evidence.
Move the assets your business needs.
Start with a reviewed scope, follow a supported migration direction, and validate the result before release.
- Analyze + RationalizeChoose what moves
Assess source assets and agree the delivery scope.
- MigrateConvert and refine
Review mappings, repair exceptions and inspect outputs.
- Manage + your teamValidate and hand over
Check the deliverables against your acceptance criteria.
Your team owns acceptance and release. Supported directions and asset types define the conversion scope.
Build what comes next on the platform you use.
Turn a reporting requirement into reviewed model, calculation and report changes with AI assistance.
- Your requirementChoose the improvement
Start with an existing asset or a new reporting need.
- Reporting StudioBuild and refine
Develop models, calculations and reporting together.
- Manage + your teamReview and deliver
Validate changes, then download or publish where supported.
Your team sets the requirement and approves the result. Available outputs depend on the platform and asset type.
Keep the next change connected to the last.
Use workspace history and connection management to support ongoing reporting work. Review recurring tasks for reuse.
- ManageKeep work in context
Review versions, changes and workspace connections.
- Your teamAgree the next change
Prioritize new requirements and review responsibilities.
- Automate · Design previewPlan repeatable work
Explore reusable workflows for recurring tasks.
Your team owns operations. Enablement, support and review cadence are agreed in your proposal. Workflow design is in preview; execution and scheduling are scoped per workflow.
Compare your options
Which starting point fits?
These workflows can connect. Improving existing reporting does not require a platform change.
Scroll to compare all columns
| Your priority | Start here | Take forward |
|---|---|---|
| Overlapping reports and an unclear backlog | Understand your estate → | An owner-reviewed portfolio plan |
| A platform transition or consolidation | Modernize a platform → | Converted assets and validation evidence |
| New requirements or reporting that needs improvement | Improve reporting → | Reviewed reporting ready for handoff |
| Repeated changes and ongoing reporting responsibilities | Keep improving → | Traceable changes and an improvement backlog |
Enterprise fit
Connect the work to your organization.
Agree how your team and CoDash will deliver, where the platform runs and what the engagement covers.
Your next step
See a workflow on your platform.
Explore Power BI from assessment through reporting improvement and review.