Your Power BI build partner for healthcare programs.
Prepared for Equasha Colley, Tech E Consulting. August 2026.
- Power BI subcontract lead for the dashboard build, DAX and data modeling, and end-user training.
- Multi-source data integration, roughly 60 to 70 measures across several program areas.
- HIPAA-governed data with a Business Associate Agreement in place; government agency end client.
- 6 to 9 months, compressed timeline. Tech E Consulting leads cloud architecture, security, and compliance.
Scoping the build together.
This slide is for the live conversation. Your answers set the model approach, the measure build plan, and the training scope.
Which program areas does the project cover?
And who are the end users and executive audiences for each?
Which systems sit behind the integration?
EHR, eligibility and enrollment, state registries, finance. Where does the data live, and in whose tenant?
Do the 60 to 70 measures already have definitions?
Owners, targets, and benchmarks in place, or are we authoring numerator and denominator logic from scratch?
What does the Power BI environment look like?
Capacity and licensing, workspace and tenant model, gateways, row-level security by program or site, sensitivity labels, and the BAA chain for reporting outputs.
How do we sequence the work?
Milestone timeline, governance cadence across Tech E Consulting, BICS, and the agency, and the training scope: train-the-trainer or all end users, and what materials.
The demo ahead uses de-identified sample data for an illustrative public health portfolio. Program areas and measures swap for the client's own after NDA.
From five sources to one governed model.
The client's systems are not yet known, so this is the generic shape of the build: staged sources, one documented model with a single measure layer, and governed dashboards for each audience.
- One model, one set of definitions: every measure computed the same way on every page.
- De-identified, aggregate reporting patterns for HIPAA-governed data, including small-cell suppression.
- Cloud architecture, security, and compliance remain with Tech E Consulting; BICS builds inside that envelope.
Here is what that looks like on screen.
Executive Program Overview
One screen that answers how the programs are performing. The filters below are live and carry across all three report pages.
De-identified, aggregate sample data for an illustrative public health portfolio. No PHI. Cells under 11 are suppressed (†). Prepared by BI Consulting Services, LLC.
Operations, Access & Outcomes
One screen that answers where access and outcomes stand. Click any scorecard row to drill through to that program's detail page.
De-identified, aggregate sample data for an illustrative public health portfolio. No PHI. Cells under 11 are suppressed (†). Prepared by BI Consulting Services, LLC.
Program Detail
One template, repeated for each program area. This is how 60 to 70 measures ship on a compressed timeline.
De-identified, aggregate sample data for an illustrative public health portfolio. No PHI. Cells under 11 are suppressed (†). Prepared by BI Consulting Services, LLC.
A 30-person Microsoft data team in Charlotte — and Power BI is our home turf.
Executive reporting, DAX and semantic modeling are the core of what we do every day. When you bring in a trusted advisor, you want senior judgment backed by a bench deep enough to answer any question your model throws — that's us.
Where we live
- Executive report design & storytelling
- DAX review, optimization & performance tuning
- Semantic modeling, RLS & refresh strategy
- Copilot / Q&A enablement
Under the report
- Modeling, query optimization & tuning
- Refresh, backup, monitoring & T-SQL
- Integration via Logic Apps & Azure Functions
- Best-practice guardrails for reliable data
When more is needed
- Full-stack — ReactJS & Python
- APIs, integration & automation
- Cloud-native DevOps: CI/CD, Git, Agile
- Low-code where it fits
Ask-the-data
- Copilot & natural-language Q&A
- ML with Azure Machine Learning
- Analytics tooling end to end
- QA & testing built into delivery
We support universities and advancement-adjacent teams, so fiscal-year calendars, fund accounting, budget-to-actuals and the realities of executive reporting for deans and VPs are familiar ground. You won't spend the engagement teaching us your world.
- ~30 people, based in Charlotte, NC
- Microsoft Partner · Power BI, Fabric, Azure
- MBE Certified · delivering since 2018
- 100K+ subscribers on our Microsoft data channel
Quick wins first, deeper improvements staged — and you always own it.
An advisory engagement should pay for itself early. We start with a review, land the fast improvements, then work through the deeper items with you on a cadence that fits your calendar.
Assess
A structured review of your model, DAX and report against best practice — with a prioritized findings list, quick wins flagged separately from bigger items.
Recommend
Concrete recommendations for visuals, layout, KPI presentation and storytelling — shown on your actual report, not in the abstract.
Optimize
DAX and model tune-ups for correctness and speed, plus a refresh strategy that holds up — implemented with you or handed over as guidance.
Elevate & enable AI
Executive polish across the report and, where you want it, Copilot / Q&A tuned to your measures so leadership can ask questions directly.
Advisor on call
Troubleshooting and a trusted advisor to call when a Power BI issue or new reporting need comes up — as much or as little as you need.
Advisor, not overhaul
We respect what you've built. The goal is to elevate your work, not replace it — you keep ownership of the model and the report throughout.
Show, don't tell
Recommendations are demonstrated on your real report so you can see the before-and-after, then decide what to keep.
Transparent & flexible
Advisory hours you control, clear estimates, and no pressure to buy more than the moment calls for.
Trusted with executive reporting — priced for advisory work.
Helping teams turn a solid model into reporting leadership relies on is exactly the work we're known for.
"Power BI enabled us to move beyond static reporting from SQL Server. Automation and interactive dashboards streamlined data delivery and gave stakeholders immediate access to actionable insights."
"They helped us build strong data foundations and Power BI dashboards, giving our team clarity, confidence, and better decision-making."
Plus clients across senior living, hospitality, industrial and distribution — executive reporting is a constant across all of them.
How an advisory engagement works
Most advisors start with a scoped review, then draw on flexible hours for the improvements you prioritize. You're never locked into a big build.
Dashboard assessment
A fixed-scope review of your model, DAX and report — you get a prioritized findings list and a recommended roadmap. No big commitment to see real value.
Hour bundles
Ideal for advisory: use hours for review, recommendations, DAX work or troubleshooting as you need them.
Prefer an ongoing advisor?
A monthly retainer keeps a trusted advisor on call — enhancements, new views, refresh health and a standing block of development hours every month.
- Monthly planning call
- Monitoring & maintenance
- 4 dev hours / month
- Expert & email support
- Everything in Option 1
- 1 license included
- 7 dev hours / month
- Monitor 3 reports/apps/flows
- Everything in 1 & 2
- 2 licenses included
- 12 dev hours / month
- Monitor 4–5 reports/apps/flows
Six-month minimum on managed retainers · 10% off post-project development · hours don't roll over (we plan the month together) · training available (Lite $1,650 / Advanced $3,000 per person).
Ready to move at your speed.
You asked about moving quickly. Here is the shortest responsible path from this conversation to a running build.
Initial call this week
Fit, roles, and a walkthrough of the project scope.
Mutual NDA
Full project details, data landscape, and the measure inventory.
Scoping memo from BICS
Model approach, measure build plan, and level of effort. [timeline]
Kickoff
Aligned milestones with Tech E Consulting as prime.
One governed model, one measure layer, and end users trained to run the reports themselves.
Pricing and rate structure follow separately once scope is confirmed.
Demo data in this deck is de-identified sample data for an illustrative portfolio. Not actual program results.