Business Intelligence Migration Services for Smarter Data Insights

Benefits of Business Intelligence Migration

Improved Data Accuracy and Consistency

Migrating to a modern BI platform creates a single source of truth: consolidated data models, enforced transformation pipelines, and a governed semantic layer eliminate conflicting metrics and ad-hoc spreadsheets. With standardized ETL/ELT, automated validation and lineage tracking, teams spend far less time reconciling numbers and more time acting on trusted insights.

Faster and Smarter Decision-Making

Modern BI data migration services reduce latency from data capture to insight by enabling near-real-time ingestion, optimized query performance, and curated semantic models for business users. A clear migration plan shortens decision cycles as teams can explore scenarios, test hypotheses, and react to market or operational changes quickly.

Cost Savings Through Cloud BI Solutions

Cloud-native data architectures decouple storage from compute, provide autoscaling, and let you pay only for what you use, combined with query optimization, lifecycle policies, and rightsizing, this often yields material reductions in total cost of ownership. Beyond immediate savings, businesses that migrate BI to the cloud also benefit from predictable cost governance and monitoring.

Enhanced Security and Compliance

BI migration consulting includes security by design: role-based access controls, encryption in transit and at rest, masking and tokenization for sensitive fields, and comprehensive audit logging and lineage. These controls not only reduce the risk of data breaches but also make compliance with GDPR, HIPAA, PCI and other standards demonstrable, which reduces legal and reputational exposure and gives stakeholders confidence that sensitive data is handled correctly.

Our BI Migration Process

Initial BI Assessment and Audit

Our BI migration consulting starts with interviewing stakeholders, mapping data flows, cataloging data sources, and measuring current performance and reporting costs. This phase uncovers hidden assumptions, competing “single sources of truth,” shadow ETL, and the report/metric divergence that slows decisions. You’ll get a prioritized audit report with business-aligned findings, illustrated data lineage, risk hotspots, and a set of quick wins plus a phased roadmap.

Migration of Reports, Dashboards, and Data Pipelines

As a part of our business intelligence migration services, we map dependencies, preserve business logic, and phase report and pipeline moves with parallel runs and reconciliation checks to eliminate surprises. Visuals are reimplemented or modernized to match the new semantic layer, while ETL/ELT is automated and hardened for production. The outcome: the same (or better) user experience with minimized downtime, validated data fidelity, and preserved decision workflows.

Data Model Re-Architecture and Optimization

Next we rebuild the foundation: redesigning schemas, semantic layers, and data marts to remove ambiguity and boost query performance. We translate business KPIs into canonical models, apply pragmatic denormalization, partitioning and indexing strategies, and introduce modular transformation patterns so data is consistent, auditable, and performant. The deliverable is a target data model and transformation plan.

Validation, Testing, and Governance

Our BI team runs automated validation suites, data reconciliations, performance benchmarks, and regression tests against known baselines. Governance is operationalized: metadata, lineage, role-based access controls, and audit logs are put in place so you can demonstrate compliance and traceability. This phase turns uncertainty into measurable SLAs and governance rules that reduce risk and accelerate stakeholder adoption.

Training and Change Management for Teams

We also run role-based workshops, hands-on clinics, and “train-the-trainer” sessions for analysts, data engineers, and business owners, backed by playbooks, sample queries, and office-hour support. Change management focuses on adoption metrics, from dashboard usage to decision-cycle time, so you can see the behavioral change that justifies the investment.

Continuous Support and Post-Migration Monitoring

inVerita post BI migration services include 24/7 monitoring, anomaly detection, cost and performance tuning, and quarterly health reviews tied to business KPIs. We run continuous optimization (queries, storage, compute), maintain runbooks and rollback plans, and keep a clear roadmap for future features like advanced analytics or ML.

BI Tools and Platforms We Support

Power BI Migration

As a part of our business intelligence migration services, we migrate datasets, tabular models, and report logic into Power BI environment while modernizing dataflows, migrating Power Query transforms into scalable ELT, and converting legacy measures into optimized DAX. We set up workspaces, capacity planning, deployment pipelines, row-level security, and governance so reporting is performant, secure, and enterprise-ready.

Tableau Migration

Our Tableau BI migration services include workbook and datasource modernization, Hyper extract data strategy, LOD/parameter translation, and dashboard performance tuning. We re-architect slow data visualizations, align semantic sources to a central warehouse, and implement governance for Tableau Server / Tableau Cloud technology to preserve fidelity while improving responsiveness and manageability.

Snowflake Migration

We help organizations move from fragmented, high-cost data systems into Snowflake’s cloud-native architecture. Our process includes re-architecting schemas and pipelines to leverage Snowflake-native features such as Snowpipe for streaming ingestion, tasks for orchestration, and dynamic tables for incremental updates. We optimize storage and compute usage often achieving cost savings of 50-70%.

Qlik to Power BI / Tableau Migration

BI migration services from Qlik’s associative model and set-analysis expressions requires careful translation. We extract QVD-driven models, map variables and set analyses to equivalent DAX or Tableau calculations, re-create app logic in a canonical semantic layer, and rebuild UX with equivalent interactivity, all validated with reconciliation tests so business users see consistent metrics after cutover.

Legacy BI (Oracle, SAP, MicroStrategy) to Modern BI

For legacy platforms like OBIEE, SAP BW, or MicroStrategy, we extract and document proprietary metadata and report logic, reimplement the semantic layer on modern warehouses/analytics stacks, and convert batch ETL to resilient ELT pipelines. During our BI migration services, we address common pitfalls such as proprietary scheduling, bursting, and bespoke data security with repeatable patterns that reduce operational fragility and unlock cloud-native benefits.

Cloud BI Migration (AWS, Azure, GCP)

Whether you choose BigQuery, Snowflake, Redshift, Synapse, or Databricks to migrate BI to cloud, we ensure secure networking (VPCs, private endpoints), IAM/KMS-driven key management, data lifecycle policies, cost governance, and managed orchestration (Airflow/Step Functions). Our BI team also implements monitoring, alerting, and SLOs so the new platform is both resilient and cost-predictable.

BI TOOLS AND TECHNOLOGIES WE USE

Our Case Studies

Snowflake Migration to Reduce Infrastructure Costs

Our client was struggling with a Databricks-based setup that drove up infrastructure costs, created fragmented data systems, and wasn’t ready to support advanced analytics or machine learning. To solve this, we designed a phased seamless migration to Snowflake as a scalable, cost-efficient single source of truth. Along the way, we optimized Snowflake loading to cut costs by up to 70%, replaced Snaplogic with AWS Step Functions, enabled real-time ingestion with Snowpipe Streaming from DynamoDB, and established stronger governance with DBT, semantic layers, and structured raw data handling. The result of inVerita business intelligence migration services was a modern, centralized data platform that significantly reduced infrastructure overhead, streamlined access across business units, and ensured greater reliability and auditability. Most importantly, it’s now fully prepared to power machine learning workflows and scale with the company’s growing data needs.

Why Choose inVerita for Business Intelligence Migration Services

Proven Expertise in Legacy-to-Modern BI Transformations

We’ve led complex BI migration services where fragile, costly legacy BI stacks were turned into modern, maintainable platforms. Our BI teams translate legacy constructs into modern patterns, validate results with automated reconciliation suites, and hand over a platform that’s faster, auditable, and ready for advanced analytics.

Secure, Cost-Efficient, and Scalable Approach

High security standards, cost control, and scalability are core design constraints. We build zero-trust pipelines, encryption-at-rest/in-transit, RBAC, audit logging, and data residency controls while right-sizing storage/compute, applying lifecycle policies and query-level optimization to eliminate waste. Our cloud-native architectures enable auto-scaling and on-demand compute, so you only pay for what you use, and we put governance, monitoring, and cost-controls in place so savings are sustained, not one-off.

Industry-Specific BI Experience

At inVerita, we bring deep domain experience across healthcare, fintech, logistics, retail, and defense, each with its own KPIs, regulatory constraints, and data sensitivities. That lets us design semantic layers, validation rules, and access controls that reflect real business functions and processes from day one, reducing compliance risk for regulated organizations.

End-to-End Migration and Long-Term Partnership

Beyond assessment, BI migration consulting and cutover, we deliver training, runbooks, SLA-backed support, continuous optimization, and a roadmap for future capabilities. Our goal is to make you self-sufficient while remaining your reliable long-term partner for platform evolution and performance tuning.

Start Your BI Migration Journey

With our team, you can migrate BI to cloud, leveraging top global talent with proven experience in BI modernization. Most importantly, we ensure every step of your migration is secure, from data transfer and integration to governance and compliance, so you can focus on unlocking AI-driven insights, not managing risks.

Frequently Asked Questions

How long does a BI migration take?

Smaller BI data migration services can be completed in a few weeks, while enterprise-scale projects may take several months. At inVerita, we typically start with a detailed assessment to provide a realistic, phased timeline tailored to your business.

Can you migrate custom dashboards and legacy reports?

Yes. In addition to BI platform migration, we also re-create or optimize your existing dashboards and reports in the new BI environment. This ensures your teams maintain continuity and benefit from improved system functionality and usability.

Do you provide post-migration support?

Yes, inVerita business intelligence migration services include monitoring, anomaly detection, cost and performance tuning, and quarterly health reviews tied to business KPIs. We run continuous optimization (queries, storage, compute), maintain runbooks and rollback plans, and keep a clear roadmap for future features like advanced analytics or ML.