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Case Study Retail May 2022

Reporting Modernization: Cognos to Power BI Paginated Reports

report-migration paginated-reports cognos-modernization operational-reporting
Portfolio-safe report modernization frame

Summary

What changed, in short

Successfully modernized operational reporting with improved maintainability and consistent delivery format.

Outcome-first metrics

Outcome-first metrics

Outcome signal

10+ reports migrated

Reports migrated to Power BI Paginated Reports with improved maintainability

Focus

Cognos to Power BI modernization

Industry: Retail

My role

End-to-end migration delivery with multinational stakeholders

Tools: Power BI, Paginated Reports, Cognos, SQL

Problem

What needed to change

A Canadian retail client relied on 10+ legacy Cognos reports for sales and inventory tracking that were difficult to maintain and extend.

Context / Constraints

What shaped the work

Industry context: Retail. Primary focus: Reporting Modernization. The scope and sequencing were shaped by concrete delivery constraints.

  • 10+ legacy Cognos reports with fragile maintenance model

Approach

How the work was handled

Delivered migration of 10+ sales and inventory reports from Cognos to Power BI Paginated Reports, working with Canadian stakeholders and multinational teams.

Outcome

What changed in practice

Successfully modernized operational reporting with improved maintainability and consistent delivery format.

  • Migrated 10+ sales and inventory reports from Cognos to Power BI Paginated Reports.
  • Worked with Canadian stakeholders and multinational teams.
  • Improved maintainability and delivery consistency for operational reporting.

My Role

Where I contributed most

End-to-end migration delivery with multinational stakeholders

Trade-offs / Lessons

Choices, constraints, and what mattered

  • Used Power BI Paginated Reports for the modernization target.
  • Covered both sales and inventory reporting needs in the migration scope.
  • Kept delivery aligned across data, integration, and reporting teams.

Additional Notes

Extra implementation detail

Highlights

  • Migrated 10+ sales and inventory reports from Cognos to Power BI Paginated Reports.
  • Worked with Canadian stakeholders and multinational teams across data, integration, and reporting.
  • Improved report maintainability and delivery consistency.

Contact

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