I help teams move legacy reporting systems into maintainable, documented reporting workflows — without losing the business logic people still rely on.
Who this is for#
Finance, operations, compliance, and planning teams with reports that still matter but are hard to change: Crystal Reports, spreadsheet packs, manual extracts, old SQL jobs, SSRS-style report libraries, or month-end reporting chains stitched together by one person who knows where everything is.
What gets modernised#
- Crystal Reports migration — inventory reports, extract business rules, rebuild the logic, and validate outputs against the old report.
- Report data flows — replace manual exports and copy-paste steps with scheduled, documented pipelines.
- Semantic and metric layers — define the fields, joins, filters, and calculations so reporting stops depending on tribal memory.
- AI-assisted review — use models where they help: report cataloguing, rule extraction, anomaly notes, draft commentary, and migration QA. Humans stay in the loop for sign-off.
- Handover — documentation, tests where practical, and walkthroughs so your team can own the reporting system after the migration.
How I approach it#
1. Inventory#
We list the reports, owners, sources, schedules, and downstream decisions. Not every report deserves migration; some should be retired.
2. Rebuild#
I rebuild the useful reports around the tools you can actually support: SQL, Fabric or Power BI where appropriate, KNIME, Python, APIs, or existing databases.
3. Validate#
Old and new outputs are compared with the business owner. Differences are explained, fixed, or documented before handover.
Good outcomes#
- Fewer fragile reports owned by one person.
- Clearer lineage from source data to final pack.
- Reporting logic that can be tested, reviewed, and changed.
- AI used as a careful assistant, not a black box replacing business judgment.