How We Engage

A fixed scope. A fixed fee. A proven sequence.

Every engagement follows the same four phases. You know what happens next, what it costs, and when it finishes — before migration work begins.

The Process

Four phases. One accountable team.

Phase 1 Assess

Understand your environment before anything moves.

We connect to your Tableau environment and run a full inventory — workbooks, data sources, calculated fields, LOD expressions, permissions, and refresh schedules. You receive a complexity score per asset and a written migration plan. The assessment is free.

Phase 2 Scope & Quote

Fixed fee, confirmed in writing.

Based on audit results, we define the migration scope — which assets migrate, deployment mode, validation criteria, and timeline. You receive a single fixed-fee quote. No hourly billing. No surprise change orders. Work does not begin until you approve the scope and fee.

Phase 3 Migrate

Automated conversion with architect oversight.

Our conversion engine translates Tableau assets to Power BI format. Complex table calculations, custom SQL, and edge cases flagged during audit are handled by a dedicated migration architect — not a rotating offshore team. Your Tableau environment stays live throughout.

Phase 4 Validate & Hand Off

Parity verified. Documentation delivered.

Every migrated report passes visual QA and data reconciliation against source data. You receive a written sign-off report, deployment documentation, and a structured handoff to your team. Cutover happens only after validation passes.

Engagement Model

Fixed scope. Confirmed in writing.

Every engagement is scoped to dashboard count, asset complexity, and deployment mode — not by hours logged. Scope and fee are confirmed during Phase 2, before any billable work begins.

  • One scope covers audit tooling, conversion, validation, and architect time
  • Scope changes require written approval — never silent overruns
  • No per-seat or hourly billing structures

Deployment Impact

Where you deploy affects scope.

All three deployment modes use the same platform. Scope reflects the operational complexity of each environment.

Cloud

QueryNorth-hosted infrastructure. Fastest setup. Baseline scope.

On-Premises

Deployed inside your network. Additional scope for environment setup, access provisioning, and client-side infrastructure coordination.

Air-Gapped

Fully isolated deployment. Highest complexity — physical delivery, offline tooling transfer, and extended validation cycles. Required for classified and high-security environments.

Timeline

Typical ranges — not promises.

Actual timelines depend on asset count, complexity scores from audit, and deployment mode. We provide a written estimate during your assessment — these ranges reflect what we typically see.

Environment size
Dashboards
Typical duration
Notes
Small
Under 50
2–4 weeks
Straightforward assets, cloud deployment
Mid-size
50–150
4–8 weeks
Mixed complexity, may include on-prem
Enterprise
150–500
8–14 weeks
Wave-based migration, architect-heavy
Large / Air-gapped
500+ or isolated
Scoped individually
Written estimate required

Timelines include all four phases. Parallel Tableau operation continues until validated cutover.

Start with a free assessment.

30-minute discovery call. Written migration report. Scoped engagement proposal — no obligation.

Schedule Assessment