Leadership teams requiring consistent performance views
Create shared definitions and decision-ready reporting across revenue, operations, customers, product, finance, and risk.
Dashboards, reporting, semantic models, metrics, self-service, governance, and decision workflows
Rokad develops business-intelligence systems that connect governed metrics and data models with dashboards, reporting, self-service analysis, and operational decisions.
Designed for / 01
Business intelligence succeeds when information is trustworthy, understandable, timely, and connected to action. Rokad designs metric systems, semantic models, dashboards, scheduled reporting, exploratory analysis, alerts, governance, access, and adoption around real decision workflows.
Create shared definitions and decision-ready reporting across revenue, operations, customers, product, finance, and risk.
Automate recurring analysis, exceptions, alerts, drill-down, and workflow context from governed sources.
Provide documented semantic models and access without allowing metric logic to fragment across spreadsheets.
Challenges / 02
Users cannot understand definitions, drivers, thresholds, ownership, actions, or uncertainty behind the visualisation.
Filters, timing, statuses, joins, exclusions, and dimensions are recreated independently in every dashboard.
Consumers lack safe models, documentation, reusable metrics, discovery, and skills for controlled self-service.
Capabilities / 03
Decision, audience, metric, reporting, and adoption discovery
Metric definitions, ownership, dimensions, hierarchies, and semantic models
Executive, operational, analytical, customer, and embedded dashboards
Scheduled reports, alerts, subscriptions, exports, and narrative reporting
Drill-down, exploration, self-service, row-level access, and governance
Data quality, freshness, lineage, documentation, usage, and trust indicators
BI migration, performance, tool evaluation, training, and managed improvement
Platform expertise
Rokad designs, builds, migrates, governs, and operates Power BI semantic models, reports, apps, gateways, security, deployment pipelines, and analytical workflows.
Rokad designs, develops, migrates, governs, and operates Tableau Cloud and Tableau Server across data sources, dashboards, permissions, deployment, embedding, and analytical workflows.
Rokad designs, builds, migrates, governs, and operates Looker across LookML semantic models, Explores, dashboards, embedding, Git delivery, security, and Google Cloud integration.
Rokad implements, customises, embeds, governs, and operates Metabase Cloud and self-hosted analytics across models, metrics, dashboards, permissions, and applications.
Solution components / 04
Definitions, grain, dimensions, status, time, targets, thresholds, owners, tests, and change control.
Reusable models, relationships, permissions, row security, calculations, documentation, and query behaviour.
Dashboards, reports, alerts, annotations, drill-down, comparisons, explanations, and workflow actions.
Freshness, failures, performance, usage, content lifecycle, ownership, training, support, and governance.
Use cases / 05
Connect strategic objectives with governed financial, customer, operational, product, and risk indicators.
Surface workload, exceptions, service levels, delays, quality, capacity, and actions for daily operations.
Understand acquisition, journeys, usage, conversion, retention, revenue, support, and segment behaviour.
Provide authorised customers or partners with contextual dashboards and reports inside a product or portal.
Architecture and integration / 06
Centralise important definitions and relationships so dashboards consume governed meaning instead of recreating it.
Begin with decision-level signals and allow users to drill into drivers, segments, records, and evidence without clutter.
Expose update time, quality status, ownership, definitions, caveats, and lineage where decisions depend on them.
Quality and control / 07
Ownership, schemas, semantics, freshness, completeness, access, and failure expectations are explicit between producers and consumers.
Pipelines and models include validation, reconciliation, lineage, observability, and controlled change before decision use.
Identity, classification, least privilege, retention, masking, audit, and usage boundaries follow the sensitivity of the data.
Delivery / 08
Clarify the objective, users, systems, constraints, dependencies, risks, and measurable acceptance criteria.
Define the target design, interfaces, controls, migration or delivery sequence, and operating model.
Implement in controlled increments with testing, review, documentation, observability, and stakeholder validation.
Establish ownership, service controls, measurement, support, and a prioritised improvement backlog.
Typical deliverables
Engagement models / 09
A bounded evidence review, target direction, prioritised risks, and executable next-stage plan.
A defined implementation, migration, prototype, procurement, or transformation outcome with acceptance criteria.
Specialists working alongside internal product, engineering, data, operations, security, or procurement teams.
Ongoing ownership, maintenance, monitoring, supplier coordination, reliability, security, and improvement.
Related capabilities / 10
Create the tested semantic and metric foundations behind BI.
Provide governed historical models and analytical performance.
Operate the shared access, quality, catalogue, and data-serving foundation.
Strategy, architecture, discovery, due diligence, feasibility, and market intelligence.
Custom applications, platforms, integrations, APIs, and software modernisation.
Application, cloud, security, reliability, maintenance, and continuous engineering operations.
FAQ
Scope, ownership, assumptions, delivery, security, and long-term operation are clarified before work begins.
Yes. We can improve Power BI, Tableau, Looker, Metabase, Superset, cloud-native tools, or other supported platforms before recommending replacement.
We introduce ownership, semantic reuse, certification, naming, collections, lifecycle, usage review, archival, templates, and a controlled request process.
Yes. We provide documented models, governed dimensions and metrics, appropriate access, examples, training, and usage monitoring rather than unrestricted raw-table access.
Yes. We can use native embedding, APIs, custom visualisations, semantic services, tenant controls, row security, caching, and product-specific interfaces.
Data engineering
Rokad can define the metrics, build the semantic foundation, deliver the experience, and establish BI governance and adoption.
Contact / 05
Tell us what you need to build, improve, procure, deploy, or operate. We will respond with a practical next step.