Summary: I led the migration of reporting from Tableau to Power BI, reducing licensing costs while introducing faster and more flexible reporting prototypes.
S · Situation
UnitedHealth Group was heavily invested in Tableau, but licensing was expensive, and performance optimizations were not yielding significant improvements. End users were dependent on Tableau despite Microsoft 365 already providing Power BI licenses at no extra cost.
T · Task
I needed to prove the value of Power BI by quickly creating prototypes that stakeholders would accept. The challenge was to drive cultural change and accelerate transition by moving away from an established tool.
A · Action
I created rapid prototypes in Power BI to showcase interactive visuals, improved usability, and integration with existing Microsoft systems. I presented side-by-side comparisons showing both speed improvements and cost savings. I gradually migrated core reports while ensuring consistency of metrics across both platforms during the transition.
R · Result
Licensing costs were reduced by approximately $0K annually, since Power BI came bundled with Microsoft 365. Report delivery time improved by ~0%, increasing stakeholder adoption. Leadership shifted to Power BI as the primary reporting platform, establishing a long-term reporting strategy.
Stack: Power BI, SQL Server, DAX, SSIS, Tableau