Migrating Off Legacy BI Without Losing a Number

The problem

Operational and sales dashboards lived in an aging BI platform that had become expensive and limiting, with metric logic accumulated over years and documented nowhere. The team wanted a modern, self-hosted stack, without a migration that quietly changed the numbers everyone ran the business on.

What we did

We inventoried every dashboard and the logic underneath, recommended the target platform against the team's skills and budget rather than a default, rebuilt the metric logic once in a governed model over self-hosted pipelines, recreated the dashboards faithfully, and ran old and new side by side until every figure matched or the difference was explained and signed off.

What we connected

• The legacy BI platform
• Apache Superset & Power BI (evaluation)
• Airbyte & dbt pipelines
• The operational databases
• PostgreSQL models
• Scheduled refresh & alerts

What we automated

• Metric logic rebuilt once in a governed model
• Dashboards recreated on the chosen platform
• Side-by-side parity checks during migration
• Automated refresh, alerts and documentation

Reliability & controls

• Every metric mapped and documented before rebuild
• Old and new run in parallel until parity is proven
• Discrepancies explained, never shrugged off
• Cutover only after sign-off