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Case study 01

Company-Wide BI Transformation

Looker → Tableau

Migrating the company's BI layer from Looker to Tableau while preserving KPI consistency and improving business self-service.

Business IntelligenceTableauLooker
30+
Critical BI dashboards rebuilt, enhanced, and validated
USD 50K+
Annual BI cost savings enabled
KPI consistency
Preserved through the migration
Broader self-service
Expanded access to business reporting across teams

01Context

4Sale was moving its company-wide BI layer from Looker to Tableau.

The migration had to preserve existing business reporting and KPI definitions — while creating a BI environment that was easier to maintain and easier for the business to use.

02Challenge

This was not a matter of rebuilding visualizations. Critical dashboards depended on established analytical models, KPI definitions, comparison logic, and reporting workflows used by multiple teams.

The migration had to keep people's trust in the numbers while improving the reporting experience.

03My role

I led the migration from the analytics side, working with stakeholders across teams to:

  • Review existing reporting
  • Prioritize critical business dashboards with stakeholders
  • Rebuild and enhance dashboards in Tableau
  • Validate metrics and business logic
  • Keep reporting consistent throughout the transition

04Approach

A controlled migration, validated at every step.

  1. 01

    Understand & Prioritize

    Reviewed existing Looker reporting and aligned with stakeholders on the dashboards and business use cases that mattered most.

  2. 02

    Rebuild & Improve

    Recreated critical reporting in Tableau, improving usability and supporting stronger self-service rather than performing a one-to-one copy.

  3. 03

    Validate

    Compared KPIs, analytical logic, and reporting outputs to preserve consistency and catch discrepancies before relying on the migrated reporting.

  4. 04

    Maintain Continuity

    Worked across the analytical layer and the BI layer so backend and data-model changes did not break downstream reporting.

  5. 05

    Support Adoption

    Structured the new BI environment around recurring business needs and easier access to reporting for cross-functional teams.

05Impact

30+

Critical BI dashboards rebuilt, enhanced, and validated

USD 50K+

Annual BI cost savings enabled

KPI consistency

Preserved through the migration

Broader self-service

Expanded access to business reporting across teams

06What this demonstrates

This was a business and analytics transformation — not simply a dashboard migration.

Business IntelligenceData ModelingData ValidationData QualityStakeholder AlignmentKPI ConsistencyAnalytics Ownership

Tools & capabilities

TableauLookerBusiness IntelligenceData ModelingData ValidationKPI DesignStakeholder ManagementData Quality

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