For teams that need to know where their Power BI estate is fragile — failing refreshes, loose access, duplicated reports, hard-to-maintain models — without starting a large transformation programme.
Start with three counts only: workspaces, reports and priority models. Do not send credentials or client data.
The automated checks and the consultant review answer different questions. The final report labels the evidence source, so the two are never confused.
| Layer | Included evidence | Boundary |
|---|---|---|
| Automated estate metadata | Authorized workspace inventory, reports, semantic models, workspace roles, recent refresh history, naming and duplication signals: ten deterministic controls. | Not a tenant-wide scan. It never reads report data rows, and it only sees the workspaces you select. |
| Scoped expert review | Up to five priority model/report pairs, from the PBIP/TMDL, sanitized exports, screenshots or guided session you approve. Eight static model checks (relationships, auto date/time, measure hygiene) support a human review of maintainability, model design and report usability. | A targeted professional review, not exhaustive code verification, data reconciliation, penetration testing, legal compliance advice or formal certification. |
Both routes feed the same ten controls and the same report. Choose whichever is easier to approve; they can also be combined.
Typical effort: about 10 minutes once approved. Repeatable for the re-check.
Typical effort: one 30-minute call. No script, no module, no IT ticket.
The sample deliverable shows the full paid format on synthetic data. The backlog and plan are written by the consultant, not generated by the app.
Open the sample deliverableScoped observations, prioritized and validated against the evidence you approved.
A concise view of material risks, coverage limits and decisions for the sponsor or BI owner.
Each priority action with its evidence source, impact, proposed owner, target date, acceptance test and status.
A sequenced first month covering availability, access, cleanup and lightweight governance.
A focused readout for the sponsor and technical owner, including assumptions and open decisions.
The same agreed scope is checked once within 30 days to evidence what changed after remediation.
The clock starts when access works, the review artifacts are available and the named scope is confirmed.
You sign in on your own computer, select the named workspaces and approve any sharing after review.
Metadata and refresh evidence are read, never report rows or source-system records.
Raw scan metadata stays with you by default; the consultant receives only the summary or evidence you choose to send.
No AI produces findings, and nothing is sent to an external AI service by this app.
Data handling, approved evidence formats, transfer route and deletion timing are confirmed before you share any material.
Read the full methodA short fit check confirms scope, capture route and evidence format before either side commits. Email your workspace, report and priority-model counts — nothing else is needed.