BI Ops lifecycle · 01 · Plan

A predictable path for every BI change.

Governance, standards, and guardrails decided up front, before anyone builds. Executives get fewer surprises; BI engineers get a realistic plan.

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01
The lifecycle01 · Plan02 · Develop03 · Test04 · Deploy05 · Monitor06 · Infrastructure
For the BI Executive

Owns scope, resourcing, and sign-off. Wants an agile, predictable process with fewer surprises.

For the BI Ops Engineer

Scopes and estimates the work. Wants a realistic plan that reflects how BI is actually built.

The four types of work

Plan three kinds of work. Eliminate the fourth.

The Phoenix Project taught DevOps that all work is one of four types. BI is no different: three of them you plan, and the fourth, unplanned work, is the one that destroys every plan. Predictability comes from governing the first three so the fourth never shows up.

You plan it
Business projects

The dashboards and models the business is waiting on. Scoped, prioritized, and visible.

You plan it
BI platform projects

Upgrades, migrations, and re-platforming. Planned like the engineering work it is.

You plan it
Changes

The everyday edits and small adjustments that make up most BI work. Ticketed, governed, and traceable.

You eliminate it
Unplanned work

The fire drills: what changed, who broke it, where did it go. This is the work Motio exists to eliminate.

Ticketing Integration

Work arrives planned, tied to its ticket.

Attach a ticket to any object or change event, and update its status without leaving Motio. The issue link jumps straight to Jira, and we work with ServiceNow, Azure Boards, and the other big trackers too.

app.motio.com/releases/qa-p1-pipeline-reset
Release
QA-P1 Pipeline Reset
26 objects grouped
When to deploy
Run now
Deploy all 26 objects immediately.
Schedule
Pick a date and time.
03/12 · 02:00 AM
Save draft
Keep for when you're ready.
Objects in this release4 of 26 shown
v32
BikeStores-data
tfecteau@motio.com
Ready
v1
Customer Profitability
jwieck@motio.com
Ready
v27
Regional Sales
tfecteau@motio.com
Ready
Governance Framework

Guardrails agreed before anyone builds.

Most tools sell governance as another layer of permissions. Motio doesn't. We inherit your platform's permissions exactly as they are, then add the visibility and controlled-change process your BI platform never gave you.

app.motio.com/catalog/analytical-dashboard
Analytical Dashboard
OverviewUsageVolatility
METADATA CATALOG
Reports
105
▲ 133 changes
Models
60
▲ 61 changes
Dashboards
6
▲ 6 changes
Folders
6
stable
Change activityAddedEditedDeployed
Per object type
Reports57%
Models32%
Other11%
Metadata Catalog

Plan against the estate you actually have.

Motio's metadata catalog turns every version, edit, and usage signal into a governed dataset, and ships it back to you as live dashboards in your own BI platform. Track change frequency, usage, and volatility out of the box, or build whatever view your team needs.

app.motio.com/sales-analytics/timeline
Sales Analytics
PropertiesTimelineArtifacts
environment-wide · live
Versions
1,204
▲ history on
Changes · 24h
214
▲ 18%
Authors
37
environment-wide
Restorable
100%
one click
Recent changes
v7
AdventureWorks Sales
tfecteau@motio.com · 11:01 AM
Changed
v46
Structure Dashboard
jwieck@motio.com · Yesterday
Changed
v1
User Permissions
asarir@motio.com · Yesterday
Added
Also at this stage

Cost Control

Understand where spend is going across the environment, then act on it, before the next capacity bill lands.

Trusted analytics & AI

Ungoverned models feed AI assistants the wrong numbers. A governed content layer is what makes BI, and the AI built on it, something you…

Complete audit trail

Versioning isn't limited to reports. Models, datasets, permissions, and the folders that hold them are all versioned automatically the…

If you go to a customer, their first question is: how is your change management? We need to have that ourselves.
Jan-Willem van Essen · Manager IT Advisory, Baker Tilly
Read the case study →
BI Ops · Plan · Motio