Power BI Health Check

Find What Is Holding Your Power BI Environment Back

Our Power BI Health Check gives you an independent assessment of your reports, data models, performance, usability and governance, followed by clear, prioritised recommendations for improvement.

Independent assessment Prioritised recommendations Practical improvement plan
Power BI Health Check diagnostic illustration A diagnostic dashboard showing Power BI performance, data-model quality, usability and governance scores. Power BI Health Assessment Technical and business review REVIEW 76 Health score Data Model 82 ! Performance 65 User Experience 75 Prioritised improvement plan Clear actions ranked by risk, impact and effort ! 12 findings risks and opportunities Clear actions ranked by priority
Common Warning Signs

Is Your Power BI Environment Becoming Difficult to Manage?

Power BI solutions often grow quickly. New reports, measures, data sources and users are added over time, but the underlying structure is not always reviewed.

A Health Check identifies technical weaknesses, reporting risks and usability issues before they cause larger performance, maintenance or adoption problems.

01
Reports Are Slow or Unresponsive Pages take too long to load, interactions feel delayed or refresh processes are becoming unreliable.
02
Measures and Models Are Difficult to Maintain DAX calculations are duplicated, naming is inconsistent and changes create unexpected consequences.
03
Users Do Not Fully Trust the Reports Figures differ between reports, business definitions are unclear or users continue relying on spreadsheets.
04
The Reporting Environment Has Grown Without Governance Ownership, security, standards, documentation and release processes have not kept pace with development.
What We Review

A Structured Assessment of Your Power BI Solution

We assess the areas that influence report accuracy, performance, usability, maintainability and long-term reliability.

Data Model Quality

We review relationships, schema design, tables, columns, cardinality and model structure for efficiency and clarity.

fx

DAX and Business Measures

We assess calculations for accuracy, consistency, performance, naming, duplication and maintainability.

Report Performance

We identify model, query, visual and calculation issues that may be affecting load times and user interaction.

Dashboard Usability

We review layout, navigation, visual hierarchy, chart selection, accessibility and the overall user experience.

Refresh and Data Processes

We assess data preparation, refresh reliability, dependencies, gateways and avoidable manual processing.

Governance and Maintainability

We consider ownership, security, deployment, documentation, standards and the ability to support future change.

Business Outcomes

Understand the Risks and Know What to Improve Next

The Health Check gives you a practical view of your current environment and a clear route towards better performance, reliability and user adoption.

01

Reduce Reporting Risk

Identify calculation, data-quality and governance issues before they affect important decisions.

02

Improve Performance

Understand which models, calculations and visuals are slowing reports down.

03

Increase User Confidence

Improve consistency, clarity and usability across the reporting experience.

04

Prioritise Investment

Focus time and budget on the changes likely to deliver the greatest value.

How the Health Check Works

A Clear and Independent Review Process

The assessment is designed to minimise disruption while giving us enough context to understand both the technical solution and the business requirements it supports.

01

Initial Discussion

We discuss your reporting environment, concerns, objectives, users and the Power BI assets included in the review.

02

Technical Assessment

We review the selected reports, data models, calculations, refresh processes and relevant configuration.

03

Findings and Priorities

We document issues and opportunities, then rank them according to business impact, risk and implementation effort.

04

Recommendations Review

We explain the findings, answer questions and discuss the most practical route for improvement.

What You Receive

Clear Findings Without Unnecessary Technical Complexity

You receive an assessment that explains what is working, what needs attention and which improvements should be prioritised.

Independent assessment of the selected Power BI solution
Summary of strengths, weaknesses, risks and opportunities
Findings covering technical and user-experience considerations
Recommendations ranked by priority and expected impact
Practical next steps for short-term and longer-term improvement
Review session to discuss findings and answer questions

Your Health Check Report

01 Executive summary of the current environment
02 Health assessment by review category
03 Detailed findings with supporting explanations
04 High, medium and lower-priority recommendations
05 Quick wins and longer-term improvement opportunities
06 Recommended roadmap for the next steps
Who the Health Check Is For

A Practical Review for Existing Power BI Environments

The Health Check is suitable for organisations that already use Power BI but need greater confidence, clarity or direction.

01

Slow or Unreliable Reports

For organisations experiencing long load times, failed refreshes or inconsistent report performance.

02

Rapidly Growing Environments

For teams whose reports, users and data sources have expanded without a structured review.

03

Low User Adoption

For environments where users continue relying on manual reports because Power BI is difficult to navigate or trust.

04

Before Major Investment

For organisations planning a redesign, migration or wider rollout and wanting to understand the current position first.

05

Internal Handover or Change

For teams taking ownership of reports developed by another employee, contractor or consultancy.

06

Governance Concerns

For organisations needing stronger standards, ownership, documentation, security or deployment controls.

Why Smart Statistics

An Independent Review Focused on Practical Improvement

Our objective is not to criticise your existing solution or recommend unnecessary rebuilding. We identify the improvements that will make the greatest practical difference.

01

Business and Technical Perspective

We consider both technical quality and whether the reporting solution supports its intended business decisions.

02

Clear Priorities

Findings are translated into practical recommendations rather than presented as an unstructured list of technical issues.

03

No Obligation to Rebuild

Where the existing solution can be improved, we recommend optimisation rather than unnecessary replacement.

Frequently Asked Questions

Power BI Health Check Questions

What can be included in a Power BI Health Check?

The review can include Power BI reports, semantic models, DAX measures, data preparation, refresh processes, dashboard usability, governance and maintainability. The exact scope is agreed before the assessment begins.

Do you need access to our Power BI environment?

The required access depends on the scope of the review. We may need access to selected report files, models, workspace information or supporting documentation. Access requirements will be discussed and agreed in advance.

Will you make changes during the Health Check?

The Health Check is primarily an assessment and recommendation service. Implementation work can be scoped separately once you have reviewed and agreed the priorities.

Does the Health Check mean our reports need to be rebuilt?

Not necessarily. In many cases, targeted changes to the model, calculations, visuals or refresh process can provide meaningful improvements without a complete rebuild.

Can you review more than one report or data model?

Yes. The Health Check can be scoped around a single critical report, a group of related reports or a wider Power BI environment. The effort and deliverables will reflect the agreed scope.

Can you help implement the recommendations?

Yes. After the findings have been reviewed, we can help optimise the existing solution, resolve priority issues, redesign reports or support a wider improvement programme.

Give Your Power BI Environment a Clear Improvement Plan

Identify hidden risks, improve performance and understand exactly where to focus next with an independent Power BI Health Check.