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Professional Organization• Case Study

From Static Reports to Self-Service Insight: A Multi-Year SharePoint & Power BI Modernization

Transforming fragmented data into actionable intelligence. We engineered a custom solution handling vast datasets to give stakeholders secure, real-time visibility.

From Static Reports to Self-Service Insight: A Multi-Year SharePoint & Power BI Modernization
34unified Sites
92migrated Subsites
42GBmigrated Data

The Challenge

The organization's BI team spent substantial time producing standard reports exported to Excel. Their MOSS 2007 intranet relied on unsupported templates, creating technical debt and making future upgrades unpredictable.

Architecting the Solution

WeSucceed delivered a two-phase modernization, migrating to SharePoint 2013/SQL Server 2012, and then to Office 365 SharePoint with Power BI, replacing static Excel-based reporting.

RESULTS

Transformative Impact

Unified Office 365 intranet spanning 16 department sites and 18 team sites.

BI team freed from manual reporting via self-service Power BI data mashups.

Resilient architecture that survived mid-project Microsoft platform changes.

Migrated legacy templates via custom PowerShell scripts.

Established an enterprise-wide single source of truth.

Empowered non-technical staff to build custom analytical models.

4

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