Excel to BI Migration Specialist

Excel migration specialists help businesses stuck in Excel hell - complex spreadsheets, manual data entry, broken formulas, version control nightmares, and error-prone processes.

You identify Excel-based workflows, understand business logic embedded in spreadsheets, rebuild reporting in proper BI tools with automated data connections, and train users on new systems.

This niche focuses on transition management and change adoption versus pure BI implementation.

Projects range from $8,000-$60,000 depending on spreadsheet complexity and organizational size.

Services include Excel audit and documentation, requirements gathering from spreadsheet users, data source automation replacing manual entry, BI dashboard development replicating Excel functionality, user training and adoption support, and validation ensuring accuracy.

Revenue reaches $100,000-$250,000 annually with 60-75% margins.

Target clients include finance teams drowning in monthly close spreadsheets, sales organizations with complex commission calculations, supply chain teams managing inventory in Excel, small to mid-sized businesses running on spreadsheets, and departments in large enterprises with shadow IT.

Success requires understanding Excel deeply (VBA, complex formulas, pivot tables), ability to extract business logic from undocumented spreadsheets, change management skills helping users adopt new tools, patience working with resistant spreadsheet power users, and proving new solution maintains accuracy.

Many clients have 10-20 year old critical spreadsheets nobody fully understands.

The migration work is part detective work, part implementation, part psychology.