Power BI consulting & analytics roadmap
Understand your business model, objectives, KPIs and data landscape. We identify high-impact use cases and design a phased roadmap so you can start small, prove value and scale with confidence.
Power BI • BI & Analytics
Power BI Services: Turn Complex Data into Clear Decisions
If your teams are still emailing spreadsheets, reconciling numbers manually, and waiting days for updated reports, it’s a clear sign your data has outgrown your current tools. That’s exactly where Kredo’s Power BI development and consulting services come in.
As a specialised Power BI partner, Kredo helps you connect scattered data, design intuitive dashboards, and build secure, scalable analytics that decision-makers actually use.
Why Power BI belongs at the heart of your analytics
Power BI is Microsoft’s business intelligence and data visualisation platform that turns raw data into interactive dashboards and reports. It connects to almost any data source—Excel, SQL, CRM, ERP, cloud apps—and presents information in a way that’s easy to explore, filter and drill down.
With the right implementation, Power BI helps you:
- Replace static Excel files with live, interactive dashboards
- Combine data from multiple systems into a single source of truth
- Give leadership real-time visibility into KPIs and trends
- Empower non-technical users to self-serve their own reports
- Improve decisions with rich visuals, AI insights and forecasts
Kredo’s role is to make sure Power BI isn’t just installed, but strategically implemented to support your business goals across sales, finance, operations, HR, CX and more.
Why organisations choose Kredo for Power BI
Kredo works with organisations across education, logistics, healthcare, e-commerce, retail, digital platforms, media and entertainment—helping them simplify complexity, reveal insights and support better decisions at all levels.
Clarity for leadership
Move from static presentations to live, board-ready dashboards showing revenue, margin, pipeline, cash flow and operational KPIs—always on, always up to date.
Time back for finance & ops
Reduce manual reconciliation and month-end crunch. Auto-refreshing Power BI reports shorten the close cycle and surface exceptions before they become issues.
Adoption across every function
Dashboards tailored for sales, operations, plant heads, HR and CX teams—so even non-technical users are comfortable exploring data, not just receiving it.
Services
Strategy
Experience
Dashboards
Data
AI & Insight
Integration
Governance
Support
What Kredo’s Power BI development services include
From strategy and data modelling to dashboards, integration and governance, Kredo’s Power BI team covers the full lifecycle so you don’t have to coordinate multiple vendors.
Data visualisation that tells a story
Dashboards are built around questions like “Are we on track?” and “What changed?”. We design views for CXOs, finance, sales, operations and plant heads so each role sees the story that matters to them.
Interactive views for every function
Sales funnels, P&L and cash flow, inventory and SLA performance, HR and people analytics—users can slice, filter and drill down into the latest numbers instead of waiting for static monthly reports.
Solid data modelling & reliable connectivity
Clean data models, correct relationships and business rules, secure gateways and tuned refresh schedules ensure your Power BI environment is fast, consistent and ready for large datasets.
AI insights & advanced analytics
Use AI visuals, key influencers, anomaly detection, decomposition trees and forecasting to move from “What happened?” to “Why did it happen and what’s next?”. We integrate with advanced models where appropriate.
Power BI integration across your ecosystem
Connect Excel, SQL Server, Azure, cloud databases, CRM, ERP and third-party tools. We align definitions and filters so Power BI becomes the trusted interface for your core business data.
Security, governance & compliance built in
Role-based access control, Row-Level Security (RLS), naming standards, encryption and auditability are baked into your Power BI setup so you get self-service analytics without losing control.
Certified experts & ongoing support
Experienced Power BI developers, a dedicated project owner and post go-live support for enhancements, refresh issues and new use cases—so adoption and value keep growing over time.
How a Power BI engagement works with Kredo
From your first critical dashboard to a complete analytics platform, Kredo follows a clear, collaborative delivery model:
1) Discover & design the roadmap
We begin with stakeholder workshops to understand your objectives, KPIs, pain points and existing reports. Together we identify high-impact use cases and prioritise a phased Power BI roadmap.
2) Model & connect your data
Our team designs a clean data model and connects Power BI to your sources—on-premise and cloud. We implement business rules, relationships and measures that make your numbers consistent and reliable.
3) Build dashboards that teams love
We create persona-based dashboards for leadership and functions like sales, finance, operations and HR. Layouts focus on clarity, drill paths and the specific decisions each role needs to make.
4) Deploy, govern & evolve
Kredo rolls out Power BI workspaces with clear governance and access controls, trains users, and remains engaged to handle enhancements, new use cases and continuous improvement.
Spreadsheets vs Power BI with Kredo
Most organisations start with Excel and email attachments. Power BI transforms that into a live, shared analytics layer.
| Capability | Spreadsheets / legacy reports | Power BI with Kredo |
|---|---|---|
| Refresh & timeliness | Manual updates; reports often outdated by the time leadership sees them | Auto-refreshing dashboards with near real-time data and scheduled refresh windows |
| Data consolidation | Multiple versions of truth across teams and files | Single, governed model pulling from CRM, ERP, finance, operations and more |
| Self-service analytics | Analysts build and circulate reports for everyone | Business users slice, filter and drill down on their own in Power BI |
| Governance & security | Ad-hoc sharing, limited control over who sees what | Role-based access, RLS and audit trails designed into workspaces and datasets |
| Scalability | Complex files that break as data grows | Optimised models, partitioning and refresh strategies for large datasets |
| Insight depth | Descriptive, backward-looking reports | Interactive visuals, AI insights and forecasting to understand “what’s next” |
Power BI services – FAQs
What kinds of use cases can we start with in Power BI?
Most clients begin with a handful of high-impact dashboards—typically sales performance, P&L and cash flow,
or operations and inventory visibility. Kredo helps you prioritise use cases where live, shared insight
will immediately reduce manual effort or improve decisions.
Do we need a data warehouse before implementing Power BI?
Not always. Power BI can connect directly to many operational systems and files, and Kredo can still design
a clean, governed model on top. For larger or more complex environments, we’ll advise whether a data warehouse
or data lakehouse is the right next step and how to phase that investment.
How does Kredo handle security and access control?
We design your Power BI environment with governance from day one: clear naming conventions, role-based access,
Row-Level Security where needed (by region, branch or role), and best practices for backups and auditability—
so finance, leadership and operations can all use Power BI confidently.
What ongoing support does Kredo provide after go-live?
Beyond the initial rollout, Kredo stays engaged for enhancements, new dashboards, performance tuning,
refresh troubleshooting and training. As your business questions evolve, your Power BI environment evolves with them.
Ready to see what Power BI can do for your business?
If you’re drowning in spreadsheets, struggling to reconcile numbers across teams, or waiting days for reliable reports, it’s the right time to explore Power BI with Kredo.
Start a conversation with us to define a tailored Power BI roadmap—from your first critical dashboard to a complete analytics platform that supports decision-making across your organisation.
Book a Power BI consultation