Professional Services

We Specialize In Helping Analytics Teams Get More From Their Platform

Professional Services engagements from experts who specialize in making hard analytics tasks easy. We have over 20 years of experience working with clients to solve and fill gaps in analytics platforms. If you’re struggling with repetitive tasks, upgrades, migrations, or deployments, let us help you get you to your desired state faster than you thought possible, and within budget.

Our Services

Upgrade Your BI Platform

We help you design the project and draw up the plan. During execution we can install the new version, clean up the old system, migrate content, test, validate, and support go-live. Using our software technology, we are able to reduce cost and time up to 50% compared to a manual process. Looking to upgrade? Start HERE.

Security Migrations

When organizations change security providers it can cause major issues in the BI platform and break dashboards, schedules, reports, and row-level security. Motio has built tooling to help migrate between security providers, eliminating most of the manual effort and minimizing downtime. 

Implementing Performance Management

Performance issues can arise and surface through your BI system. Motio provides services to analyze and determine the source of the performance degradation in your BI and surrounding architecture. We can execute a health check, tune the system, make recommendations, and verify improvements within your BI platform.


Implementing Data Quality Assurance

Modern data pipelines have challenges associated with poor data entry, the sheer volume of data, and the speed of data movement, which can cause issues that surface in analytics tools. When using complex calculations in databases or dashboards, incorrect data can lead to blank cells, unexpected zero-values, or even incorrect calculations. Motio helps you to get ahead of the curve and notifies you of any data issues before the information is delivered to end-users by implementing our automated testing solutions. 


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As the BI space evolves, organizations must take into account the bottom line of amassing analytics assets.
The more assets you have, the greater the cost to your business. There are the hard costs of keeping redundant assets, i.e., cloud or server capacity. Accumulating multiple versions of the same visualization not only takes up space, but BI vendors are moving to capacity pricing. Companies now pay more if you have more dashboards, apps, and reports. Earlier, we spoke about dependencies. Keeping redundant assets increases the number of dependencies and therefore the complexity. This comes with a price tag.
The implications of asset failures differ, and the business’s repercussions can be minimal or drastic.
Different industries have distinct regulatory requirements to meet. The impact may be minimal if a report for an end-of-year close has a mislabeled column that the sales or marketing department uses, On the other hand, if a healthcare or financial report does not meet the needs of a HIPPA or SOX compliance report, the company and its C-level suite may face severe penalties and reputational damage. Another example is a report that is shared externally. During an update of the report specs, the low-level security was incorrectly applied, which caused people to have access to personal information.
The complexity of assets influences their likelihood of encountering issues.
The last thing a business wants is for a report or app to fail at a crucial moment. If you know the report is complex and has a lot of dependencies, then the probability of failure caused by IT changes is high. That means a change request should be taken into account. Dependency graphs become important. If it is a straightforward sales report that tells notes by salesperson by account, any changes made do not have the same impact on the report, even if it fails. BI operations should treat these reports differently during change.
Not all reports and dashboards fail the same; some reports may lag, definitions might change, or data accuracy and relevance could wane. Understanding these variations aids in better risk anticipation.

Marketing uses several reports for its campaigns – standard analytic assets often delivered through marketing tools. Finance has very complex reports converted from Excel to BI tools while incorporating different consolidation rules. The marketing reports have a different failure mode than the financial reports. They, therefore, need to be managed differently.

It’s time for the company’s monthly business review. The marketing department proceeds to report on leads acquired per salesperson. Unfortunately, half the team has left the organization, and the data fails to load accurately. While this is an inconvenience for the marketing group, it isn’t detrimental to the business. However, a failure in financial reporting for a human resource consulting firm with 1000s contractors that contains critical and complex calculations about sickness, fees, hours, etc, has major implications and needs to be managed differently.

Acknowledging that assets transition through distinct phases allows for effective management decisions at each stage. As new visualizations are released, the information leads to broad use and adoption.
Think back to the start of the pandemic. COVID dashboards were quickly put together and released to the business, showing pertinent information: how the virus spreads, demographics affected the business and risks, etc. At the time, it was relevant and served its purpose. As we moved past the pandemic, COVID-specific information became obsolete, and reporting is integrated into regular HR reporting.
Reports and dashboards are crafted to deliver valuable insights for stakeholders. Over time, though, the worth of assets changes.
When a company opens its first store in a certain area, there are many elements it needs to understand – other stores in the area, traffic patterns, pricing of products, what products to sell, etc. Once the store is operational for some time, specifics are not as important, and it can adopt the standard reporting. The tailor-made analytic assets become irrelevant and no longer add value to the store manager.