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Supporting a National Multi-Specialty Provider System throug

Tableau to Power BI Migration

 *  Client details anonymized to respect confidentiality.


Opstify supported a large, multi-state healthcare provider during a critical phase of its enterprise data and analytics modernization.

The organization operates across diverse sites of care and service lines, with a distributed footprint and complex reporting needs. As the enterprise advanced modernization of its core data and reporting platforms, leadership required a structured transition from legacy Tableau environments to a future-state Power BI ecosystem — without disrupting business users or operational reporting.


Scope of Support

Opstify provided execution-focused advisory and delivery leadership to guide the organization through the transition and stabilize analytics consumption during platform change.


Key areas of support included:

  • Roadmap design for Tableau sunset and Power BI adoption.
  • Structured decommissioning and knowledge-transfer approach. 
  • Tableau Server administration, performance tuning, and governance. 
  • User transition planning and operating model alignment. 
  • Cross-functional coordination across IT, analytics, and operations.

 

Outcomes & Impact

 This engagement helped establish continuity and trust in analytics during a period of significant change.

Opstify enabled:

  • Stable, secure analytics access for a large enterprise user base throughout the transition. 
  • Improved dashboard performance and reduced report latency through platform tuning. 
  • Strengthened governance and role-based access controls. 
  • Streamlined license utilization and improved cost efficiency. 
  • Sustained user satisfaction and adoption during migration to a modern BI platform.


Beyond technical execution, the work focused on operating model design, governance discipline, and leadership alignment — ensuring that the analytics modernization effort remained sustainable and business-aligned.

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