From Dashboard Sprawl to Scalable Intelligence: A Case Study in BI Modernization at Enterprise Scale

One-liner summary:
Stride K12 partnered with Ideas2IT to evolve from static e-learning to an AI-powered education platform with avatars, tutors, journaling, and real-time personalization driving student engagement and performance.

The Problem with the Status Quo

The client's BI environment had become a drag on decision-making.

Over 80 Tableau dashboards were hosted on a replicated on-prem SQL Server. Business logic was embedded in workbooks, not models. Governance controls varied from one dashboard to the next. Reporting was slow, expensive, and overly dependent on IT support.

As Microsoft Fabric became part of their enterprise stack, the organization needed a BI architecture that supported reuse, enabled governance, and aligned with long-term cloud strategy.

Where the Gaps Were

The Tableau environment exposed several architectural gaps:

  • No centralized semantic model. KPIs and metrics were hard-coded into dashboards
  • Governance was ad hoc. Access control varied across workbooks
  • Business users couldn’t self-serve. Even minor changes required IT intervention
  • Tableau licensing clashed with their Microsoft-focused roadmap
  • Duplicate logic created inconsistencies across reports and metrics

The migration had to simplify complexity and enable scale.

What We Delivered

Ideas2IT led the engagement through two structured phases:

Phase 0: Assessment and Prioritization

  • Audited every Tableau workbook, data source, and calculated field
  • Classified dashboards into tiers simple, moderate, and complex
  • Mapped user roles and access flows across reporting layers
  • Identified logic duplication and created a consolidation plan

Phase 1: Migration and Fabric Enablement

  • Migrated all dashboards to Power BI with equivalent UX and improved performance
  • Built a reusable semantic model using centralized DAX logic
  • Enabled workspace-level RBAC for access control and governance
  • Delivered strategic guidance for Microsoft Fabric, covering OneLake integration, pipeline design, and role-based data modeling

This was a rebuild for long-term scalability.

Outcomes We Achieved

Metric Outcome
Dashboards migrated 80 fully redesigned Power BI dashboards
Report development turnaround 60% faster with reusable semantic layers
Reporting support tickets 40% reduction via access and workspace governance
Dashboard reuse rate 75% reuse through standardized logic and components
Fabric integration readiness Architecture and governance playbook delivered
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Challenge

Key Takeaways

  1. Gamification is only valuable when tied to academic milestones
  2. Emotional intelligence (SEL) must be designed into the core UX
  3. Large-scale personalization depends on system-wide integration and adaptive content
The real insight? AI in education should foster deeper student connection.

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