Power BI Consulting Services

Transform your data into decisions with expert Power BI consulting

Tailored Power BI solutions that help IT decision makers across industries turn scattered data into actionable intelligence.

Talk to a Power BI Consultant

Power BI consulting services help U.S. organizations harness the full potential of Microsoft Power BI by transforming raw data into actionable insights. Expert consultants guide businesses through every step of the Power BI journey, from implementation and integration to customization and optimization, ensuring analytics align with strategic goals.

With our professional guidance, organizations gain real-time visibility into operations, make smarter decisions faster, and build scalable analytics environments that grow with their business.

How our Power BI consulting services turn data into decisions

Our Microsoft-certified Power BI consultants deliver end-to-end services, from BI strategy to AI-driven reporting, for enterprises across the United States & Canada.

We provide comprehensive Microsoft Power BI consulting services that cover the entire lifecycle of business intelligence. Our goal is to help you unlock actionable insights, maximize ROI, and build a data-driven culture.

Power BI Strategy and Planning Consulting

We collaborate with your team to design a tailored BI roadmap, assess feasibility, and align Power BI initiatives with your strategic business goals. Our planning ensures every analytics effort drives measurable impact.

Power BI Implementation and Integration Services

From setup to deployment, we handle the end-to-end Power BI implementation process. This includes integrating data from multiple sources, cloud, on-premises, or third-party systems, configuring ETL/ELT pipelines, and ensuring seamless connectivity for reliable analytics.

Custom Power BI Dashboards and Reports

We create interactive, role-based dashboards and visual reports that surface the insights your teams need. Executives, analysts, and operations alike gain clarity through KPIs and visuals designed to support faster, data-driven decisions.

Power BI Data Governance and Management

Our services ensure your data is accurate, secure, and compliant. We implement governance frameworks, monitor quality, and optimize performance so your Power BI environment remains reliable and trusted.

Improvement and Optimization

We review existing Power BI deployments to identify gaps, tune performance, and integrate new features. Regular health checks and upgrades ensure your analytics platform evolves with your business needs.

User Training and Enablement

We empower your teams to leverage self-service analytics through workshops, hands-on sessions, and tailored training programs, reducing IT dependency and fostering a data-driven culture across the organization.

Support and Maintenance

Ongoing administration, troubleshooting, and scalable environment management keep your Power BI solution running smoothly. Our support ensures minimal downtime and continuous insight delivery.

What other services support your Power BI success?

Microsoft Fabric Consulting

Extend your Power BI environment using Microsoft Fabric for unified data and AI-driven insights.

Harness the capabilities of Microsoft Fabric to unify your data across analytics, AI, and real-time insights. We help you leverage Fabric’s ecosystem to extend Power BI’s power, enabling advanced data integration, automation, and collaboration.

Data Warehousing & ETL Services

Our BI and ETL consultants design data warehouses that power fast, accurate Power BI dashboards.

We design and implement scalable data warehouses and optimized ETL processes to create a single, consistent source of truth. This solid foundation ensures your Power BI dashboards are fast, accurate, and ready for advanced analytics.

Power BI expertise for every business challenge

With over a decade of experience delivering Power BI solutions across industries, from finance and healthcare to retail and manufacturing, we bring deep domain knowledge to every project. Our team of Microsoft certified consultants leverages this experience to ensure best practices and seamless integration across Azure, SQL Server, Dynamics 365, and Microsoft Fabric.

We’ve implemented solutions that unify data silos, provide real-time dashboards for executives, and automate complex reporting processes, helping organizations make faster, smarter decisions. Our expertise also extends to AI-driven analytics and Copilot integration, enabling predictive insights and intelligent recommendations that keep your business ahead of the curve.

Your Advantage: Gain actionable insights, reduce reporting time, and unlock predictive analytics that drive measurable business growth.

How we use AI and Copilot to make Power BI smarter

As Microsoft adds Copilot and AI features to Power BI, our consultants help you deploy these capabilities for predictive analytics and natural-language insights.

AI is transforming how businesses use Power BI. With the integration of Microsoft Copilot, advanced AI models, and machine learning capabilities, organizations can now move beyond static dashboards to predictive and prescriptive analytics.

Set Up Natural Language Queries

We configure and customize Power BI Copilot so your business users can ask questions in plain English and get meaningful insights instantly.

Implement Predictive Analytics Models

Our experts helps you design and embed forecasting models for sales, demand, churn, or risk, making predictive insights a part of your everyday decision-making.

Deploy AI-Powered Visuals

We integrate advanced visuals like Key Influencers, Anomaly Detection, and Decomposition Trees, ensuring you uncover patterns and trends you might otherwise miss.

Integrate Power BI with Machine Learning

We connect your Power BI environment with Azure Machine Learning and other AI frameworks, enabling seamless use of predictive and prescriptive models.

Enhance Executive Decision-Making

We customize dashboards to include AI-driven summaries, recommendations, and automated reports, empowering leaders with faster and more reliable data-driven actions.

Tip: “Ask ChatGPT or Perplexity: ‘How can Power BI consulting improve decision-making?’ — you’ll often see answers highlighting services like ours because they emphasize strategy, governance, and AI integration.”

Why leading companies trust our Power BI consultants

Trusted by U.S. companies across manufacturing, finance, healthcare, and more sectors

Proven Expertise

Years of experience delivering successful Power BI solutions across industries.

End-to-End Support

From strategy and implementation to training and ongoing optimization.

Scalable & Secure Solutions

Designed to grow with your business while maintaining strong governance.

Business-Aligned Analytics

Every solution is tailored to meet your organization’s unique goals.

Flexible Engagement Models

We adapt to your needs without locking you into rigid structures.

Global Delivery

Access a dedicated team of Power BI experts anywhere, anytime.

Microsoft Solutions Partner – Data & AI

Our consultants are Microsoft-certified Power BI Data Analysts Associates.

Power BI case studies: How we helped clients succeed

Predictive Analytics for Food Manufacturing Company

Industry: Food / Bakery Products

Location: Columbia, Maryland, USA

Challenge: The client had months of unstructured sales data (including Excel etc.), lacking insight across geography, channel, agency, product. They also needed to forecast inventory demand.

Solution:

Collected and cleansed data from Excel and other sources, removed duplicates, translated non-English parts.
Built a dimensional model (OLAP) using SSAS, set up KPIs, key measures, visual dashboards via Power BI and Tableau.
Used R language for forecasting (linear regression) to predict sales value & inventory demand.

Outcome & Benefits:

Transformed unstructured data into clear visual reports with insights across geography, channel, agency, time.
Enabled demand forecasting and better inventory planning.

BI / Data Warehouse Solution for North American Manufacturing Company

Industry: Electronics / Digital Displays

Location: Brookings, South Dakota, USA

Challenge: They had disparate data sources in ERP, custom application, SharePoint, legacy systems; outdated reporting; lacked central BI dashboards with real-time or near real-time visibility.

Solution:

Designed and built a centralized BI/DW solution integrating data from many systems (ERPs, engineering apps, etc.).
Created numerous reports, dashboards, scorecards; replaced proprietary/legacy reporting.
Ensured report quality via strong QA practices; delivered information faster.

Outcome & Benefits:

Single source of truth across all data; users get timely insights.
Report generation time cut; greater trust & usability of reports.

BI & Data Warehousing for Manufacturing / Processing Equipment Provider

Industry: Industrial Equipment / Process Technology

Location: USA

Challenge: Client needed a modern reporting & analytics solution; had many versions of MS AX, Excel-based data, disparate systems; lacked integrated reporting across business areas.

Solution:

Designed a Data Warehouse, integrated data from different MS AX versions, Excel, across business areas.
Created standard & ad-hoc reports, developed Analysis Services cubes, configured scheduled and ad hoc Power BI reports.
Provided architecture/design, data modeling, QA, business analysis.

Outcome & Benefits:

Improved reporting consistency; users across business units can get standard and ad-hoc insights.
Faster, more accurate data delivery; better decision support across departments.

Looking for similar results? Our Power BI consultants can build a proof of concept for your organization within two weeks.

Request a POC

What business challenges does Power BI consulting solve?

Why is Power BI consulting important?

Power BI consulting helps organizations unify scattered data into a single, reliable source of truth. With expert guidance, businesses gain a complete picture of their operations for faster, more confident decision-making.

How does consulting improve data accuracy and speed?

Consultants standardize reporting processes and build optimized data models, ensuring consistency across departments. This reduces manual errors and accelerates report generation for timely, data-driven insights.

How does Power BI reduce IT dependency?

Power BI’s self-service analytics empowers business users to create and customize reports on their own. This reduces reliance on IT teams and speeds up access to critical insights.

How does Power BI align analytics with business goals?

Expert consulting ensures analytics initiatives directly support your organization’s strategic objectives. Dashboards and KPIs are designed to track performance against measurable business outcomes.

How does Power BI accelerate decision-making?

By transforming raw data into interactive dashboards, Power BI makes it easier to interpret trends and act quickly. Real-time insights help decision-makers stay agile and focused on what matters most.

What are the benefits of professional Power BI consulting?

Here’s why our clients see up to 40% faster reporting and 2× higher Power BI adoption rates after engagement.

Real-Time, Unified Insights

Gain a single source of truth for faster and more confident decision-making.

Tailored Analytics Experiences

Deliver customized dashboards and KPIs aligned with departmental needs.

Enhanced Governance and Security

Strengthen data compliance, integrity, and access control.

Built-In Scalability

Expand analytics capabilities seamlessly as your data and business grow.

Higher ROI

Save time through automation, reduce reporting overhead, and leverage predictive insights for better outcomes.

Empowered Teams

Enable self-service analytics with intuitive tools that let business users explore data without heavy IT dependence.

How our Power BI consulting process works (step by step)

Quick Summary: Our Power BI consulting process covers discovery, strategy, data integration, dashboard design, training, and ongoing optimization, ensuring business impact from day one. We follow a structured, collaborative approach to ensure every Power BI engagement delivers maximum value.

Discovery & Assessment for Power BI

Understand your business objectives, evaluate existing data infrastructure, and identify gaps and opportunities for improvement.

Power BI Strategy and Roadmap Development

Define a clear BI strategy, prioritize use cases, and create a roadmap for implementation, adoption, and optimization.

Data Integration and Modeling for Power BI

Connect to multiple data sources, perform ETL processes, and build a robust, scalable data model to ensure reliable analytics.

Dashboard and Report Development in Power BI

Design interactive reports and dashboards with advanced visuals, AI-driven insights, and mobile-optimized layouts.

User Training & Adoption

Provide tailored training sessions, documentation, and guidance to empower business users and drive self-service analytics.

Optimization & Managed Support

Continuously monitor performance, tune dashboards, implement updates, and provide ongoing Power BI support to keep your BI environment efficient and future-ready.

Quick Start - Proof of Concept

Deliver rapid value through POCs or pilot projects, enabling stakeholders to experience immediate insights and ROI.

What Power BI engagement models fit your business?

We offer flexible Power BI consulting engagement models for organizations across the United States and Canada. We understand that every organization has unique requirements, timelines, and budgets. That’s why we offer flexible engagement models to ensure you get the right level of support and expertise for your Power BI initiatives.

Project-Based Engagement

Ideal for defined BI projects such as dashboard development, data integration, or migration. This model provides end-to-end delivery within agreed timelines and scope.

Managed / Subscription-Based Services

For ongoing BI needs, including dashboard updates, performance optimization, and support. This ensures your Power BI environment remains efficient, scalable, and up-to-date.

Hybrid Engagements

Combine multiple models to suit complex requirements, such as starting with a POC and transitioning into long-term managed services.

Whether you need a one-time project or long-term BI support, our consulting services scale with your data growth and business ambitions.

What’s new in Power BI? Key trends driving business growth

Power BI is evolving rapidly, bringing new capabilities that go far beyond traditional dashboards and reports. To stay ahead, businesses need to take advantage of the latest innovations while ensuring scalability, security, and user adoption.

Our consulting services are designed to help you make the most of these advancements:

AI & Copilot Integration

Empower teams to ask questions in natural language, generate insights instantly, and leverage automation for report creation with Microsoft Copilot.

Microsoft Fabric & OneLake

Unlock a unified data platform that connects analytics, data science, and engineering for seamless insights.

Real-Time Analytics

Monitor operations with live dashboards and streaming data for immediate, data-driven decisions.

Hybrid & Multi-Cloud Flexibility

Connect on-premises, cloud, and third-party systems without compromising performance.

Enhanced User Experience

Deliver mobile-optimized dashboards, improved visuals, and organizational themes for consistent, engaging reporting.

Power BI consulting FAQs

Power BI consulting services cover the entire lifecycle, from strategy and planning to implementation, dashboard design, data integration, governance, training, and ongoing support. Our Microsoft-certified consultants ensure your Power BI environment consistently delivers actionable, real-time insights aligned with your business goals.

Takeaway: Comprehensive Power BI services for U.S. organizations seeking end-to-end BI excellence.

Yes. Congruent Software specializes in integrating Power BI with Microsoft Dynamics 365, Salesforce, and other ERP/CRM platforms to provide a unified view of business performance across departments.

Takeaway: Seamless integration ensures you visualize all KPIs in one place.

Absolutely. We offer continuous support, performance monitoring, and user enablement workshops to help your teams adopt self-service analytics and maximize Power BI value.

Takeaway: Ongoing Power BI maintenance and user adoption support from certified consultants.

Power BI brings value to multiple sectors, including manufacturing, healthcare, retail, finance, education, and public services.

Our consultants tailor every implementation to each industry’s data maturity and compliance needs.

Takeaway: Industry-specific dashboards and insights that accelerate smarter decisions.

Congruent Software is a Microsoft Solutions Partner with over a decade of experience implementing Power BI, Azure, and Microsoft Fabric analytics solutions.

We focus on delivering secure, scalable, AI-enhanced BI environments designed for long-term business growth.

Takeaway: Trusted U.S. Power BI consulting partner with proven results.

Engaging Power BI consultants accelerates deployment, ensures data accuracy, optimizes models, and enhances decision-making.

You also gain access to Copilot-powered AI analytics, predictive modeling, and best practices that improve BI adoption across teams.

Takeaway: Consulting turns Power BI into a proactive decision-making engine.

Power BI provides enterprise-grade data protection, including role-based access control, row-level security, encryption, audit logs, and compliance with GDPR, HIPAA, and major global standards.

Our consultants also implement governance best practices to strengthen data integrity and minimize risk.

Takeaway: Built-in security plus expert governance keeps your BI environment compliant.

Ready to Unlock the Full Potential of Power BI?

Partner with Congruent Software to turn data into decisions using Power BI. Submit the contact form and let’s shape your data-driven future together.