01
Inventory reports and decisions
Identify who uses each report, which decisions it supports, its data source and any required filtering or export behavior. Separate essential reporting from duplicate or unused outputs.
Specialist service
Crystal Reports & Power BI Modernization Services
Modernizing reporting starts with the decisions people need to make and the figures they must trust. CODEESK helps teams review existing Crystal Reports, plan improvements or migration, and shape Power BI dashboards around confirmed operational requirements.
Discuss Crystal Reports & Power BI ModernizationWhen to start
Is this the problem your team is facing?
- Teams reconcile spreadsheets before they can use a management report.
- Important Crystal Reports have become difficult to change or maintain.
- A dashboard project needs agreed metric definitions and validated source data.
What the engagement can cover
Use a time-boxed reporting initiative or an incremental modernization plan, depending on the existing environment.
- Reporting requirements review
- Crystal Reports enhancement or migration planning
- Power BI dashboards within agreed scope
- Data validation and user handover
More accessible reporting and decision-ready views built around confirmed operational requirements.
A practical approach
From assessment to a validated change
02
Choose what to enhance or migrate
Review the fit of existing Crystal Reports and proposed Power BI views. Agree which reports stay, which change and which need a migration plan, including access and refresh requirements.
03
Reconcile and hand over
Validate totals, filters and business definitions against agreed examples. Include user review and handover in the scope so the team understands how the reporting is maintained and used.
Before discovery
What to bring to the first conversation
Prepare a report inventory, sanitized sample outputs, metric definitions, data-source descriptions and a list of report users. Identify existing licences and access restrictions so the scope can distinguish reporting work from platform or infrastructure costs.
Existing client evidence
Grounded in delivered work
Soft-Tech confirms CODEESK enhanced reporting solutions and supported its data analytics requirements.
Evaluation questions
Before you agree the scope
Does every Crystal Report need to become a Power BI dashboard?
No single format fits every reporting task. Review the needs of operational documents, scheduled outputs and interactive analysis before choosing what to retain, enhance or migrate.
Are licences and data connections included automatically?
Confirm the data sources, connectors, refresh arrangements and required licences during discovery. Implementation scope, platform costs and ongoing support responsibilities need to be stated in the quotation.
How are cost, timing and support agreed?
Scope, delivery schedule, access arrangements and commercial terms are agreed after discovery. Ask for implementation responsibilities, exclusions and any ongoing support commitments in writing before work begins.
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