Power BI · Microsoft Fabric · OneLake · Copilot for Power BI

Business Intelligence ServicesPower BI, Microsoft Fabric, and Managed Dashboards · Nationwide

Most companies sit on years of useful data and still run the business off month-old spreadsheets. On-Site Technology delivers business intelligence services built on Power BI and Microsoft Fabric, including semantic models, governed dashboards, and managed BI for 10–500 user organizations. Strategy and dashboards delivered remotely across the United States, with deepest engineering capacity in Northern NJ, the NYC metro, Pennsylvania, and South Florida.

Microsoft Solutions PartnerPower BI engineering depthFabric & OneLake10–500 user mid-market

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    Business intelligence services turn fragmented operational data into governed dashboards and self-service analytics. On-Site Technology builds the full Microsoft BI stack for mid-market businesses, including Power BI semantic models, Microsoft Fabric workloads, OneLake-backed warehouses, Power Query and DAX, row-level security under Microsoft Purview, and Copilot for Power BI for natural-language reporting. Engagements are delivered remotely across the United States, with regional engineering depth in Northern NJ, the NYC metro, Pennsylvania, and South Florida. We size programs for 10–500 user organizations and work alongside the Microsoft 365 tenant your team already uses.

    100%
    Remote-delivered
    nationwide across the U.S.
    10–500
    User mid-market
    sweet spot we serve
    2 wk
    Discovery sprint
    to a published roadmap
    Fabric
    Microsoft Solutions
    Partner engineering depth
    What We Build

    Six capabilities behind every business intelligence services engagement.

    Dashboards are the visible part. Behind every published report is a semantic model, a refresh schedule, a row-level security boundary, and a governance posture that decides who sees what. We design and run all six.

    Dashboards & Reporting

    Power BI reports, paginated reports, mobile canvases, and pixel-perfect operational views. Published to a Power BI workspace your team can refresh on schedule or on demand.

    Semantic Modeling

    Star schemas, calculation groups, time-intelligence DAX, and well-documented measures. The model decides whether self-service works or breaks under pressure.

    Data Pipelines & ETL

    Dataflows Gen2, Microsoft Fabric pipelines, OneLake ingestion, and Power Query transformations. Sources land in OneLake; the model reads from one place.

    Governance & Row-Level Security

    Microsoft Purview sensitivity labels, dynamic RLS, deployment pipelines, dataset endorsement, and refresh monitoring. Audited access without strangling self-service.

    Embedded Analytics

    Power BI Embedded for SaaS portals, customer-facing dashboards, and internal applications. White-label experiences with capacity-based licensing your finance team can model.

    Adoption & Training

    Author enablement, executive review cadences, content lifecycle, and a self-service framework that keeps the dashboards used three quarters in.

    Where BI Pays Back

    Dashboards your departments will actually open.

    Business intelligence services earn their budget by replacing the spreadsheets people copy-paste at month end. These six departmental rollouts are where almost every BI engagement starts.

    Finance

    Finance dashboards

    Replace the close-week spreadsheet routine with governed P&L, cash, and AR dashboards refreshed nightly from your ERP.

    • P&L by entity, department, and class
    • Cash position and 13-week forecast
    • AR aging with collections workflow
    • Budget vs actual and variance commentary
    • Consolidations across multiple ledgers
    Sales

    Sales dashboards

    Pipeline truth from your CRM, attainment by rep, win-rate by segment, and a forecast that survives Monday-morning scrutiny.

    • Pipeline coverage by stage and rep
    • Quota attainment and rolling forecast
    • Win-rate by segment, source, and product
    • Activity leading indicators
    • Territory and account heatmaps
    Operations

    Operations dashboards

    Throughput, capacity, OEE, and downtime root-cause for plants, warehouses, and field operations.

    • Throughput and yield trends
    • OEE and downtime category breakdown
    • Capacity and utilization heatmaps
    • Vendor on-time performance
    • Quality NCR and CAPA tracking
    HR

    HR dashboards

    People dashboards that pass scrutiny: headcount, attrition, time-to-fill, and pay-equity views with the right access boundaries.

    • Headcount by org and location
    • Voluntary and involuntary attrition
    • Time-to-fill and pipeline aging
    • Comp band and pay-equity views
    • Engagement and learning completion
    Inventory

    Inventory dashboards

    Turn rate, stockouts, and ABC analysis straight from your ERP and warehouse system, refreshed on the cadence that matters.

    • Turn rate and days-on-hand
    • Stockout exposure and reorder triggers
    • ABC and slow-mover analysis
    • Supplier lead-time variance
    • Cycle-count and shrinkage trends
    Customer Success

    Customer Success dashboards

    Health scores, churn risk, NPS, and support load cut by tier so the team can act before a renewal turns red.

    • Account health and churn risk scoring
    • NPS and CSAT trends with drilldown
    • Support ticket volume and SLA
    • Adoption depth by feature and seat
    • Renewal and expansion forecast
    Microsoft BI Platform

    Power BI, Microsoft Fabric, and the rest of the stack.

    Every business intelligence services engagement we ship lives end-to-end on Microsoft. Visualization, data platform, AI, and governance all live inside one tenant your IT team already runs, with Power BI and Fabric at the center.

    Visualization
    Power BI Service, Power BI Report Server, paginated reports.
    Data Platform
    Microsoft Fabric, OneLake, Azure Synapse, Azure SQL, SQL Server, Dataverse.
    AI & Automation
    Copilot for Power BI, Smart Narratives, Q&A, Fabric Data Agents, Power Automate.
    Governance
    Microsoft Purview, sensitivity labels, RLS, deployment pipelines, refresh monitoring.
    P

    Power BI

    Pro and Premium licensing, workspaces, paginated reports, deployment pipelines.

    M

    Microsoft Fabric

    Unified analytics platform: data factories, lakehouses, warehouses, Direct Lake.

    O

    OneLake

    One copy of organizational data, shared across Fabric and Power BI semantic models.

    A

    Azure Synapse

    SQL pools, Spark, and pipelines for larger transformation and historical workloads.

    A

    Azure SQL

    Operational and analytics databases, geo-replicated, integrated with Power BI.

    M

    Microsoft Purview

    Catalog, sensitivity, lineage, and access governance across the data estate.

    P

    Power Automate

    Approval routing, alerts, and dataset-driven workflows triggered from BI.

    E

    Excel

    Connected analysis with Power Query, Power Pivot, and live Power BI datasets.

    AI in BI · 2026

    Copilot for Power BI is the differentiator most teams have not turned on yet.

    Microsoft has shipped five AI surfaces inside Power BI and Microsoft Fabric over the past year. Most companies own the licenses already and are not using any of them. We turn them on, scope them to the right semantic models, and train your authors and end users.

    Generative

    Copilot for Power BI

    Generates report pages, suggests measures, summarizes visuals in natural language, and lets users ask questions of a semantic model in plain English. Requires a properly modeled dataset to be useful.

    Insight

    Smart Narratives

    Auto-generated dynamic text that updates with the data behind a visual. The “what changed and why” caption that finance and ops leaders actually read first.

    Self-service

    Q&A Visual

    Natural-language exploration of a semantic model with no dashboard build required. Synonyms, suggested questions, and answer cards that read straight from the published dataset.

    Agentic

    Fabric Data Agents

    Conversational agents over OneLake that let business users query lakehouses without writing SQL. Scoped, governed, and grounded in your published data products.

    Workflow

    Power Automate Triggers

    Dataset-driven flows: alert when a metric crosses a threshold, route exceptions for approval, post to Microsoft Teams, and write back to source systems.

    Five-phase methodology

    Discover, model, build, govern, adopt.

    Every business intelligence services program we ship runs through the same five phases. None can be skipped. Skipping discovery means rebuilding the model six months in. Skipping governance means losing the workspace eighteen months in.

    1

    Discover

    Stakeholder interviews, KPI tree, source inventory, current-state lineage, and a sized roadmap with license recommendations.

    2

    Model

    Star schema design, conformed dimensions, DAX measures, calculation groups, time-intelligence, and dynamic row-level security.

    3

    Build

    Dataflows Gen2, Fabric pipelines, Power BI reports, paginated reports, embedded scenarios, and a refresh schedule that holds.

    4

    Govern

    Workspaces, deployment pipelines, Microsoft Purview labels, dataset endorsement, refresh monitoring, and access reviews.

    5

    Adopt

    Author enablement, executive review cadence, Copilot training, content lifecycle, and a self-service framework that survives turnover.

    Engagement tiers

    Three ways to engage. All contact-scoped.

    Business intelligence services pricing is scoped to your data sources, dashboard count, license posture, and governance maturity. The tiers below describe what we deliver. Send us a message and we will reply with a fixed-fee proposal for the engagement that fits.

    Discovery

    Discovery Sprint

    Right when you have data sources, a budget intent, and no documented BI roadmap. Two-week engagement that ends with a sized plan.

    • Stakeholder interviews and KPI tree
    • Source system inventory and lineage
    • Power BI license recommendation
    • Sized 12-month BI roadmap
    • Semantic-model spec for phase 2
    • Workspace and governance recommendation
    • Live readout with leadership
    2 weeks · fixed fee

    Scope a Discovery Sprint

    Build · most popular

    Build Engagement

    Right when you have a roadmap and need a working program: governed semantic model, four to six dashboards, ETL, RLS, and trained authors.

    • Star-schema semantic model
    • Dataflows Gen2 or Fabric pipelines
    • Four to six published dashboards
    • Row-level security and Purview labels
    • Deployment pipeline and refresh monitoring
    • Author enablement and executive readout
    • 30-day post-launch hypercare
    6–12 weeks · phased

    Scope a Build Engagement

    Managed BI

    Managed BI Program

    Right when the program needs to keep evolving: monthly dashboard delivery, governance, refresh monitoring, and Copilot adoption.

    • Monthly net-new dashboard delivery
    • Semantic-model maintenance and DAX tuning
    • Refresh and capacity monitoring
    • Workspace and access governance
    • Copilot for Power BI rollout
    • Quarterly business review with leadership
    • Ongoing license and capacity advisory
    Monthly retainer

    Scope a Managed BI Program

    FAQ

    Common questions about business intelligence services.

    Twelve answers to the business intelligence services questions teams actually ask in discovery. Bring more.

    How much do business intelligence services cost?

    Business intelligence engagements with On-Site Technology are scoped to your data sources, dashboard count, semantic-model complexity, and governance maturity, then quoted as a fixed fee. A two-week Discovery Sprint typically lands in the low five figures. A full Build Engagement, six to twelve weeks, typically lands in the mid five figures. A Managed BI program is a monthly retainer sized to dashboard volume and refresh cadence. Power BI Pro and Premium licensing is separate and we recommend the right SKU as part of discovery.

    How long does a Power BI implementation take?

    A first published dashboard is reachable in two weeks for a single source and a focused KPI set. A full Build Engagement covering a star-schema semantic model, four to six dashboards, dataflows, row-level security, and trained authors typically takes six to twelve weeks. The driver is rarely Power BI itself. It is data quality, source-system access, and stakeholder availability for KPI definition.

    Power BI Pro vs Premium — which do I need?

    Power BI Pro is per-user and lets a user author and consume content in shared workspaces. Power BI Premium Per User adds AI features, paginated reports, larger model sizes, and 48-refresh-per-day capacity. Premium Capacity is the right call when consumers outnumber authors significantly, when you need Direct Lake on Microsoft Fabric, or when paginated reports and Copilot for Power BI are mandatory. We model the break-even and recommend the SKU during discovery.

    Do I need a data warehouse before Power BI?

    No. Power BI can connect to operational sources and build a model using Power Query, and many programs start there. A warehouse becomes worth building when you have multiple source systems, historical retention requirements, performance constraints on large models, or analytics that need to survive source-system outages. Microsoft Fabric and OneLake collapse warehouse, lakehouse, and semantic model into one platform, which has changed the math on this question in 2026.

    What is the difference between Power BI and Microsoft Fabric?

    Power BI is the visualization and self-service analytics product. Microsoft Fabric is the unified data platform that Power BI now sits on, including OneLake storage, data factories, lakehouses, warehouses, real-time analytics, and Direct Lake mode. A team can run Power BI without Fabric, but Fabric is where end-to-end pipelines, governance, and AI agents live in 2026. Most new programs we ship use both.

    What is Copilot for Power BI?

    Copilot for Power BI is the generative AI surface inside Power BI that creates report pages from natural language, summarizes visuals, suggests measures, and answers questions about a semantic model in plain English. It requires a properly modeled dataset and either Premium Per User or Premium Capacity licensing. We turn it on, scope it to the right datasets, and train authors and consumers as part of every Build Engagement.

    How do you handle row-level security?

    We design dynamic row-level security on the semantic model using DAX rules tied to the user identity and security tables in the model. Common patterns: territory-based access for sales, entity-based access for finance consolidations, manager-only views for HR, and customer-tenant scoping for embedded scenarios. RLS is paired with Microsoft Purview sensitivity labels and workspace access controls so the security boundary survives any export.

    Who owns the dashboards after we build them?

    You do. Reports and the semantic model live in your Power BI tenant under your workspace. We document the model, transformations, measures, and refresh schedule. On a Managed BI program we keep evolving and supporting the work. On a one-time Build Engagement, your authors take it forward with the enablement we deliver in phase five.

    Do you embed BI inside our applications?

    Yes. Power BI Embedded supports two scenarios: customer-facing analytics inside your SaaS or portal, and internal applications where BI is part of the experience. We design the embedding pattern, capacity sizing, tenant or workspace strategy, and the row-level security boundary that scopes data per customer. Embedded analytics is a Build Engagement specialty area for us.

    Can we migrate existing Excel reports to Power BI?

    Yes, and it is one of the most common starting points. We inventory the spreadsheets people actually rely on, design the semantic model that reproduces those numbers from system-of-record data, and rebuild the reports in Power BI with refresh, RLS, and version control. Excel does not go away. It connects to the model with Analyze in Excel and Power Pivot for power users.

    How often do datasets refresh?

    Power BI Pro datasets support up to eight scheduled refreshes per day. Power BI Premium and Microsoft Fabric capacity support up to 48 per day. With Direct Lake on Fabric, dashboards read directly from OneLake and reflect new data on commit, with no scheduled refresh required. We recommend a cadence based on source-system load, decision velocity, and capacity cost during discovery.

    Where do you deliver these services?

    Discovery, modeling, dashboard development, governance, and managed BI are all delivered remotely across the United States. Our deepest engineering capacity is in Northern New Jersey, the New York City metro, Pennsylvania, and South Florida, where we can also support on-site stakeholder workshops and executive readouts when the engagement calls for it. Most programs run fully remote.

    Ready to scope an engagement?

    Tell us about your data and what you want to see.

    Send your sources, the dashboards your team actually uses, and your timeline. We will reply with a scoped proposal for the tier that fits. A BI architect typically responds within one business day.

      Your Name (required)

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      Subject

      Your Message

      Your info stays with us. No resale.
      Turn data into decisions

      Stop running the business off month-old spreadsheets.

      Bring us the sources, the questions, and the budget. We will scope a Discovery Sprint, a full Build, or a Managed BI program that matches where the business actually is today. Business intelligence services delivered remotely, nationwide.

      2 wk
      Discovery sprint
      5-Phase
      Methodology
      100%
      Remote nationwide
      Fabric
      Power BI partner