Detailed project case study

Enterprise Power BI Adoption & BI Strategy

The business case, proof of concept and adoption path that introduced Power BI and expanded modern analytics beyond sales.

Portfolio headline

Introduced Power BI into Softcat, moving teams beyond slow Excel and legacy Qlik reporting towards modern, interactive analytics.

01

Context

Reporting relied heavily on spreadsheets and legacy BI patterns. The business needed evidence that a new platform could deliver value and be governed before wider adoption.

02

My mandate

Introduced Power BI into Softcat, moving teams beyond slow Excel and legacy Qlik reporting towards modern, interactive analytics.

03

Scope

  • Enterprise / department-wide
  • Data & BI
  • Softcat

Selected technologies

  • Power BI
  • Power Query
  • DAX
  • SQL Server
  • REST APIs
  • Data modelling
  • Governance
  • User adoption
04

Key decisions

  • Built the platform business case and a proof of concept using live sales data.
05

What the team delivered

  • Combined API and database access into interactive reporting applications.
  • Expanded the pattern into additional departments with standards for security and ownership.
06

Outcome

  • Established Power BI as a credible enterprise reporting platform.
  • Improved speed and interactivity compared with spreadsheet-led reporting.
  • Created a repeatable route from proof of concept to governed adoption.
07

Evidence

Public details are limited to the operational record and outcomes that can be discussed safely. Supporting evidence is available in interview where appropriate.

08

What this demonstrates

Successful platform adoption requires more than technical setup. This work connected a business case, a live proof point, governance and user value.