Audit for Power BI · fixed-scope health check

Find the risk.
Leave with a plan.

Refreshes that fail on Monday morning. Reports nobody dares delete. An estate you inherited without documentation. In seven working days you get a prioritized 30-day remediation plan for up to three workspaces — at a fixed price.

No credentials, no report data, no tenant-wide access. You decide what leaves your environment.

Or start with the free private scan
Fixed price / fixed scope / evidence you can checkSee the scope
Figure 01 / Risk surface
Contoso Power BI estate
Critical finding Attention / incomplete evidence Lower observed risk
Synthetic sample — no live connection
12 workspaces scanned
SALESFINANCEMARKETING26OPEN FINDINGS
01 / 62
Sales
11 findings
02 / 74
Finance
8 findings
03 / 91
Marketing
3 findings
€1,490 HT
Fixed price
3 workspaces
Up to ~25 reports
5 key models
Expert review
7 working days
After access and files
Sound familiar?

The problems are known.
The priorities are not.

Most Power BI estates do not fail in one dramatic incident. They erode: one failed refresh, one copied report, one extra administrator at a time. The health check turns that unease into a short, ordered list.

01

The Monday refresh failed again

Nobody is sure whether it is the gateway, a credential or the source system — and the management pack is due at nine.

02

Three versions of the same report

Sales_Final, Sales_Final2, Sales_v3. Each still has users, and no one will confirm which one is authoritative.

03

You inherited the estate

The person who built it has moved on. There is no documentation, and every change feels like a risk.

04

Everyone is an administrator

Access was granted to unblock people and never reviewed. Now an internal audit question is on its way.

05

Models are slow and fragile

Refresh takes twice as long as last quarter, and the measures are too tangled to change with confidence.

06

A migration or handover is coming

Before moving to Fabric, changing partner or handing the estate over, you need a baseline you can defend.

Audit for Power BI — Standard

One clear scope.
One useful outcome.

Built for a BI lead, finance team or delivery partner who needs a defensible first view of risk before committing to a larger remediation project.

See terms and exclusions
Estate metadata scan

Automated and evidence-based

Ten deterministic controls over the workspaces you select: report and model inventory, workspace roles and refresh history. Collected by a one-time scanner you run yourself, or together in a 30-minute guided screen-share.

Key asset review

Expert review, explicitly scoped

Up to five priority models and their reports are reviewed from the PBIP/TMDL files, sanitized exports, screenshots or guided session you approve. Eight static model checks support the review; the judgment stays human.

Included outputs
  • Scoped findings with stated coverage
  • Executive summary for decision-makers
  • Consultant-completed remediation backlog

The backlog is a human work product: each priority action records its evidence source, impact, proposed owner, timing and acceptance test.

Decision support
  • Practical 30-day action plan
  • 60-minute findings review
  • One same-scope re-check within 30 days
Open the sample deliverable
Two ways to capture evidence

With a script,
or without one.

The scanner is optional. If running PowerShell needs an approval you do not have time for, the same ten controls are captured live in a short screen-share.

Option A

Run the scanner yourself

An inspectable PowerShell script with Microsoft sign-in on your own computer. About ten minutes once approved; the raw file never leaves your machine.

  • Best for IT-led teams
  • Repeatable for the re-check
  • May need IT approval
Open the private scan
Option B

30-minute guided screen-share

No script and nothing to install. You share your screen in the Power BI service; the consultant walks through the same controls and records only what you both see.

  • Nothing to install or approve
  • You stay in control of the screen
  • No recording unless you ask
See how it works
Method / evidence before opinion

From permissioned scope to a defensible decision.

Observed findings are kept separate from unavailable evidence. Missing access is disclosed as a coverage limit, never silently counted as healthy.

Read the methodology
01ScopeConfirm the three workspaces, key reports and five models that matter most.
02ObserveCapture workspace metadata by scanner or guided session, and collect the agreed review files.
03AssessRun deterministic controls, validate the evidence and complete the expert review.
04ActReview the report, agree priorities and re-check the same scope after remediation.
Security and data handling

Designed to minimize data exposure.

You control the scope

Only the workspaces you select are examined. Nothing is discovered behind your back.

Metadata, not business rows

Inventory, access and refresh metadata are read. Report data values are never queried.

Local-first

Raw scans stay on your computer. The consultant receives only the redacted summary you choose to send.

No AI in the assessment

Findings come from deterministic rules. Nothing is sent to an external AI service.

A small first step, with a fixed boundary

Check fit in 20 minutes.

Send three counts to start: workspaces, reports and priority models. No credentials or client data are needed for the scope check. You get a clear yes, a different quote, or an honest no.