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Techaritas

06 · Data Analytics

Models, Dashboards, and Signals the Business Can Act On.

Dimensional models, observable data, interactive dashboards, automated narratives, and a path off legacy BI.

SQL, dbt, Power BI, Looker, Snowflake / BigQuery / Databricks

Where it applies

Decisions the models are built for

  • Marketing and Customer

    Media mix, multi-touch attribution, segmentation, journey analysis, and churn.

  • Supply Chain

    Forecast accuracy, control-tower visibility, and cost-to-serve.

  • Risk and Compliance

    Anomaly detection, risk scores, and audit lineage.

  • ESG

    One sustainability metric set, supplier risk, and compliance tracking.

Predictive and prescriptive

Decision support, not a second science practice

  • Predictive

    Forecasts for demand, sales, and supply, plus scores for churn and fraud, early warnings, and the drivers behind a KPI.

  • Prescriptive

    Pricing, inventory, and capacity recommendations, scenario comparisons, and cost-versus-service trade-offs.

Modeling

A semantic layer the rest of the practice reads

  • Dimensional and Semantic

    Star and snowflake schemas with standardized KPIs, hierarchies, and metrics for self-service reporting.

  • Domain Products

    Reusable products such as Customer 360, with the same definitions in dashboards and AI workflows.

  • Real-Time and Large-Scale

    Streaming models for events and behavior, built for high volume and low latency.

  • Reusable Templates

    Dimensional templates and slowly changing dimensions that shorten delivery without dropping the standard.

  • Validation

    Schema, grain, and consistency checks, plus drift, freshness, and lineage from source to output.

  • Lakehouse Tuning

    Models on Databricks, Snowflake, AWS, and Azure, tuned with partitioning, clustering, and indexing.

Observability

Trust before the number reaches a meeting

  • Quality Management

    Completeness, accuracy, consistency, timeliness, and uniqueness, with profiling and business-rule checks.

  • Pipeline Visibility

    Latency, reliability, and SLA adherence, plus schema changes and upstream impact.

  • Governance and Lineage

    Movement, transforms, and dependencies, with access controls and an audit trail.

  • Detection and Remediation

    Alerts with context, routed into incident handling, and change-impact checks so the same break does not return.

  • Traceable Model Inputs

    Feature pipelines, embeddings, and prompts watched for drift, with a path from source data to the output.

Visualization

Dashboards people can use in the review

  • Dashboard Design

    Complex sets turned into a clear view, with a layout that matches the decision.

  • Interactive Exploration

    Metrics, trends, and performance that can be filtered in the moment.

  • Optimization

    Existing boards tuned for speed, visual clarity, the data model, and repeated workflows.

  • AI-Assisted Visuals

    Predictive and automated signals on the same visual layer as the descriptive report.

  • BI Platform Setup

    Secure access, governance, scheduled refresh, and testing so the platform stays reliable.

Automated insights

Answers without a new dashboard for every question

  • Natural-Language Questions

    Governed answers to a business question, without the asker learning the model.

  • Governed Self-Service

    Prompts and questions for people who are not analysts, with the metric definition held in one place.

  • Narratives

    A short explanation of why a metric moved, including the trend, the anomaly, and the driver.

  • Copilots

    Help building reports, measures, and transforms, with the business logic kept consistent.

BI migration

Legacy reports onto Power BI

  • Assessment and Inventory

    Reports, sources, calculations, and dependencies, then a choice of what to migrate, merge, or retire.

  • Metadata Extraction

    Filters, calculations, and tables pulled from Tableau, Cognos, and similar tools so the logic is not retyped by hand.

  • Semantic Layer

    Tables and views on Snowflake or another warehouse, shaped for Power BI.

  • Logic and Visuals

    Legacy formulas recreated, including DAX, with redundant reports consolidated.

  • Shared Themes

    Layout, type, spacing, headers, and navigation applied from reusable templates.

  • Validation and Training

    Acceptance checks, performance, access, and workshops so the new reports get used.

Why this practice

What the work is for

  • Tied to the Decision

    Models, insights, and dashboards are built for a KPI the business already reviews.

  • One Model

    The same definitions serve BI, real-time views, and AI workloads.

  • Quality in the Design

    Lineage, freshness, and checks sit in the model, not in a later cleanup.

  • Migration and Adoption

    The move off the old tool and the training that makes the new one stick are one engagement.

Migration risks

How a BI move stays predictable

Risks in a BI migration and how each one is handled
StageRiskHow it is handled
PlanningScale, cloud cost, and later analytics needs are understated.A roadmap with a cost view, a contingency, and room to adjust scope.
Stakeholder engagementLow buy-in leaves the new reports unused.Business owners are in the inventory and the priority calls from the start.
ImplementationLogic is lost or governance is thin.Phased releases, a held metric definition, and automated checks against the old report.
TrainingPeople stay on the legacy tool.Workshops, demos, and written steps for the reports they already use.

Methodology

How Raw Sources Become a Model the Business Can Trust

Ingest with lineage, harmonize the dimensions, align facts to KPIs, then publish curated sets for BI and experiments.

  1. 01

    Ingest with Lineage

    Land source data with a trace back to the system it came from, before any metric is named.

  2. 02

    Harmonized Dimensions

    Standardize schemas, dimensions, and definitions so the same customer or product means the same thing everywhere.

  3. 03

    KPI-Aligned Facts

    Publish fact and dimension models that match the decisions leadership already reviews.

  4. 04

    Curated Sets

    Hand BI, machine learning, and experiments a curated set instead of a raw extract.

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