Retiring a legacy BI tool without freezing analytics
Consolidate first, migrate second. Only the content still earning its keep moved into the new tool.
The problem
Migrating off a BI tool is where reporting goes to die. The default approach is porting content one piece at a time, which faithfully recreates the original sprawl in a new tool, costs the most where it matters least, and takes long enough that the business stops trusting both systems in the meantime. Most estates are mostly dead weight, and nobody knows which parts.
What we built
We consolidated before we moved anything. Using our own Claude Code skills library, which is Spicy Data IP that comes with the engagement, we inventoried the existing Mode estate, established what was genuinely still in use, and separated the content that was delivering business value from the reports that had quietly died. Only the surviving set was migrated into Omni, rebuilt against a governed semantic layer rather than lifted query by query. The mechanical load sat with the tooling: Omni YAML managed as version-controlled code, and branch management so several people could develop the model at once with every change reviewed before it landed.
The impact
What came out was smaller than what went in, which is the point. The migration ran at a pace a manual port does not reach, and the effort went into content that was actually being used rather than into faithfully reproducing years of abandoned reports.
What they own now
The Omni semantic layer, in version control, along with the workflow for changing it safely.
We publish client work without naming the client. No logos, no business metrics, no data. If you want references, we make them on a call, with the client's blessing.
Same build, your data. Tell us what is broken and we will tell you what it takes.
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