BI Optimization with Actionable Playbooks
Watch how the BI Optimization Platform transforms BI governance from passive monitoring into automated, guided clean-up — reducing data sprawl, redundant metrics, orphaned assets, and stale reports across the enterprise BI estate.
This walkthrough follows the platform's 5-Step Playbook Framework in action:
Analyze
The Overview Dashboard surfaces key problem telemetry (duplication rates, orphaned asset counts) and calculates real-time financial ROI, so teams can see the cost of inaction at a glance.
Drill-down
The Asset Catalog offers a sortable, searchable system of record with full metadata, workspace paths, and consumption stats for every report and metric.
Compare
The Group Explorer dynamically clusters related assets, making it easy to spot and address root-cause duplication collectively rather than one-by-one.
Decide
The Resolution Wizard presents a side-by-side comparison, clearly recommending a "Survivor" asset against the "Action Target" to speed up confident decision-making.
Govern
The Workflow Board brings it all together in a multi-tenant Kanban view, where resolutions are triaged, peer-reviewed, and executed through backend API scripts — closing the loop from insight to action.
Built as a centralized, React-based internal applet on Alex, the platform gives Data Stewards and Report Owners a consistent, repeatable way to continuously optimize the BI estate — cutting infrastructure costs, reducing technical debt, and restoring a true single source of truth.