BI Reports Transition
Automation Service

legacy reports conversion
Data Analytics Background - BI Report Migration
Performs an Apples to Apples Transition

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Apples-to-Apples Transition Animation - BI Report Migration

DataTerrain automation tool transports UI components like headers, footers, and page layouts, interactive UI elements like drop-down menus or sliders, and programmatic elements like embedded scripts or programs or formulas, conditional logic, APIs, data sources scheduling and delivery components, which can significantly enhance efficiency, accuracy, and consistency from any BI product to any BI product.

Unraveling Business Intelligence and Data Analytics

Business Intelligence (BI) and Data Analytics are related fields that involve working with data to support decision-making. Primarily encompasses various techniques and methodologies for analyzing data to discover patterns, trends, and insights and presenting data to provide business users with monitoring their performance against goals and objectives and lets users quickly access relevant information.

It includes descriptive analytics (summarizing historical data), diagnostic analytics (identifying the causes of past events), predictive analytics (forecasting future outcomes), and prescriptive analytics (offering recommendations for actions) to support data-driven decisions in business.

Leading Data Analytics and BI products

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BI reports and dashboards are designed for
user-friendly visuals and require minimal technical expertise to create and interact with.


Prominent examples of these user-friendly BI platforms include OBIEE, Microsoft Power BI, Jaspersoft, Amazon QuickSight, and others.


Python, R, PL/SQL, and Java-based solutions are renowned for their speed & scalability, making them suitable for handling large-scale data analytics tasks.

BI Report Migration
Legacy Products in Data Analytics and Business Intelligence

Historically, as organizations grew, many products were used to perform Data Analytics and Business Intelligence reporting over years or decades.

Legacy products refer to products that have been in the market for an extended period and have often been replaced or succeeded by newer versions or alternatives. Some customers may still use these products, but they are no longer actively developed, updated, or supported by the manufacturer or vendor.

eliminates business risks

Legacy products typically have the
following characteristics

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Data  BI Reports Transition
Aging Technology

Legacy products are often built on older technology or platforms that may no longer be considered state-of-the-art.

Data Analytics BI Report
Limited or No Updates

Software companies have stopped releasing regular updates, patches, or new features for these products.

Data Analytics Report Migration

The lack of regular updates and patches for a product or system can lead to a potential security risk and vulnerability.

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End of Life (EOL)

When a product reaches its 'end of life,' support and maintenance services from the company are discontinued.

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Replacement Options

Product companies recommend transitioning to newer products with improved features, security, and support.

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Compatibility Issues

Legacy products may have issues with compatibility with newer software, hardware, or operating systems.

Legacy Systems Background - BI Report Migration
Legacy Systems in Business Intelligence

Since the legacy system may contain time-tested valuable business logic and embedded processes, keeping it in the business interests is vital. Still, we need to move it to newer systems to avoid the legacy system risks such as security vulnerability.

The challenge is understanding and porting the old system to newer business Intelligence tools.

Customers’ challenges in
transitioning to a newer system

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 Key Challenges - BI Report Migration
DataTerrain Inc. is your trusted partner for efficiently addressing these challenges.
Migration of Business
Intelligence Tools and Tailored Reporting Solutions

Our customers have switched to many new business Intelligence reporting tools. Our team has worked alongside the customer teams to identify valuable reports and dashboards for customers to retain and performed automated migration to new Business Intelligence tools.

Measurable Impact

Migration of BI Tools and Tailored Reporting Solutions - BI Report Migration
Our Varied Range of Customers - BI Report Migration
Our varied range of customers

Many corporations of all sizes, Government departments, Non-profit organizations, Universities at National and regional levels, Medical Institutions, etc., constantly review the need for Data Analytics and Business Intelligence reporting and identify improvement areas.

Efficient Legacy to New System Migration - Optimized Cost-Benefit Results

The automation tool rapidly performs the lift and shift from legacy to newer systems. It delivers the best cost/benefit ratio.

Automate lift and shift

 Efficient Legacy to New System Migration with Optimized Cost-Benefit Results - BI Report Migration
Comprehensive Data Analytics and Business Intelligence Solutions
Our services are a full suite of Data Analytics and Business Intelligence implementation.

Our solutions are continuously updated to meet our customers' evolving requirements and product trends.

Automation Tool

Automation tools are a critical component of our service, and we use them to rapidly migrate all reports and dashboards into new systems.


Wondering what to migrate? Our rationalization tool analyzes duplications, logic, usability, providing a curated startup list for migration.


Automated test systems compare outputs in many formats, and the look and feel of the reports and business logic are used to make sure accuracy and speed are guaranteed


Our automation deployment tool helps deploy reports and dashboards in various customer systems as needed. It delivers consistency and accuracy.

 Empowering Business Intelligence - Unraveling the Significance of the Metadata Layer - BI Report Transition
Exploring Metadata Layer

The metadata layer in Business Intelligence tools bridges complex, raw data sources and user-friendly interfaces, making data more accessible, understandable, and governed within the Business Intelligence environment. It enhances BI systems' overall usability and value by simplifying data access and ensuring data quality and security.

Demystifying Metadata Layers in BI - A Comprehensive Look into RPD, Universe, and Beyond

The Oracle Business Intelligence metadata layer is called the RPD file (Repository Database), and the SAP metadata layer is called the Universe file. All Popular BI tools include metadata layers or semantic layers. It acts as an intermediary or abstraction layer between the raw data sources and the end-user interface, such as dashboards, reports, and queries.

 Unveiling Metadata Layers in BI RPD Universe and Beyond - BI Report Migration
 Seamless Metadata Layer Migration - A Track Record - BI Report Migration
Seamless Metadata Layer Migration

Transporting the metadata layer from legacy platforms to newer systems poses various challenges. Our automation tools deliver rapid transitions from legacy environments to newer systems. We have delivered results for 700+ clients(36,000 objects) based on multi-tenant metadata files with unparalleled speed and accuracy.

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What a metadata layer in BI tools
typically involves

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Data Abstraction

The metadata layer abstracts the underlying complexity of the data sources, which may include multiple databases, tables, or even data warehouses. Users interact with the metadata layer instead of directly interacting with these sources.

Data Modeling

Within the metadata layer, data is often modeled and transformed to provide a unified view of the data. This may involve creating data models, defining table relationships, and applying calculations or transformations.

Semantic Layer

The metadata layer adds a semantic layer on top of the raw data, allowing users to interact with data using business-friendly terms and concepts. It enables non-technical users to query data more intuitively and by drag and drop method.

Data Governance

The metadata layer is crucial in enforcing data governance policies. It helps ensure data quality, security, and compliance by providing a centralized point for managing metadata and access controls.

Data Lineage

It meticulously tracks the data lineage, offering a comprehensive view of its origins, transformations, and utilization. This transparency is a valuable resource for data auditing and troubleshooting processes.


The metadata layer can optimize performance by generating efficient SQL queries based on user interactions. Caching and query optimization techniques can be applied to enhance responsiveness.

Data Security

The metadata layer often incorporates security features, allowing administrators to control who has access to specific data elements, reports, or dashboards, helping to protect sensitive data.

Data Integration

The metadata layer seamlessly integrates data from diverse sources, encompassing databases, spreadsheets, cloud services, & APIs, creating a unified view through the metadata layer.

Ease of Use

One of the primary benefits of the metadata layer is that it simplifies the user experience. Business users can access and work with data without understanding the technical details of storage and retrieval.

Comprehensive Project Management - Inception to Success

We provide End-to-end project management from its planning phase to its completion and closure. This approach ensures that every aspect of the project, from its inception to its final delivery, is effectively managed to meet its objectives and achieve success.

streamlined project management

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Our Migration Expertise for BI Reports Transition

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 Five Steps of Project Management for BI Transition Services - BI Report reports conversion
Our principles of
end-to-end project management

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The project's purpose, scope, objectives, and stakeholders are identified and defined. The initial project plan is created, and approval or funding is obtained.


Detailed planning includes defining tasks, creating schedules, allocating resources, setting budgets, and identifying risks and mitigation strategies.


The project plan is put into action. Tasks are executed, teams are managed, and resources are allocated to accomplish project goals.

Monitoring and Controlling

Progress and performance are continuously tracked against the project plan. Adjustments are made as needed to ensure the project stays on course. This phase is essential for quality control, issue management, and risk monitoring.


Effective communication with stakeholders is maintained throughout the project to ensure that expectations are met and any changes are well understood.

Risk Management

Risks are identified, assessed, and managed throughout the project to mitigate potential issues that could impact success.

Change Management

Changes in project scope, objectives, or requirements are carefully evaluated, and their impact on the project is managed to avoid scope creep.

Resource Management

Resources, including personnel, materials, and equipment, are efficiently allocated and managed to meet project demands.

Quality Assurance

Quality standards are defined and monitored to ensure the project's deliverables meet the required quality criteria.


The project is formally closed, and all deliverables are reviewed and accepted. Documentation and lessons learned are collected, and final reports are generated.

Post-Implementation Review

A post-project review is conducted to assess the project's success, identify areas for improvement, and capture lessons learned for future projects.


Comprehensive documentation is maintained throughout the project, including project plans, reports, and records of decisions and changes.

Stakeholder Engagement

Continuous engagement with stakeholders ensures that their needs, expectations, and feedback are considered throughout the project lifecycle.

Continuous Improvement

After project completion, the organization analyzes the project's performance and outcomes to identify ways to improve future project management processes.

Strategic Project Management for Success - BI Report automation
Strategic Project Management for Success

Effective, comprehensive oversight and project management control ensures that projects are completed on time, within budget, and with the desired quality while meeting stakeholder expectations. Our experienced team is set to deliver leadership, communication, and organizational skills to coordinate various project elements and stakeholders effectively.

Steadfast commitment to completion

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Data Analysis Budget Service - BI Report
Guaranteed Budget and delivers on Time
  • Time and cost

    All our projects have a fixed price guarantee for every report or dashboard migrated to the newer system, so we do not exceed the cost and time!

  • Complete Service Offering

    It is a comprehensive service to convert each report or dashboard to a newer system, validate, and deploy in the latest system.

case study
Streamlining BI Reports Transition: A DataTerrain Inc. Success Story

Explore how our Business Intelligence Reports Transition Automation Service optimized data Analytics, driving efficiency and delivering measurable results.

View Detailed Case Study