How to Get a Free BI Health Check From Padiso
Learn what Padiso's free BI health check covers—stack inventory, cost review, governance gaps, and prioritised roadmap. Book yours today.
Table of Contents
- What Is a BI Health Check and Why It Matters
- What Padiso’s Free BI Health Check Covers
- Stack Inventory: Understanding Your Current BI Landscape
- Cost Review: Uncovering Hidden Spend and Waste
- Governance Gaps: Identifying Security and Compliance Risks
- Prioritised Roadmap: Your Path Forward
- Who Should Book a BI Health Check
- How to Book Your Free BI Health Check With Padiso
- What Happens After Your Assessment
- Real Results: BI Health Checks in Action
- Common Questions About Padiso’s BI Health Check
What Is a BI Health Check and Why It Matters
A BI health check is a structured diagnostic assessment of your business intelligence stack, data infrastructure, and analytics operations. Unlike generic business assessments, a BI health check digs into the technical and operational specifics: which tools you’re using, how much they cost, whether your data governance meets compliance standards, and what’s blocking faster decision-making across your organisation.
For mid-market and enterprise teams in Australia, a BI health check answers critical questions that most leaders can’t answer confidently:
- How much are we actually spending on BI tools, cloud infrastructure, and data platforms?
- Are we using these tools effectively, or are we paying for capabilities we’ve never activated?
- Do we have documented data governance that meets SOC 2, ISO 27001, or industry audit requirements?
- Which gaps are costing us the most time and money to fix?
- What should we prioritise in the next 12 months?
Many organisations discover they’re running 4–6 overlapping BI tools, duplicating effort, and creating compliance blind spots. Others find they’ve invested in enterprise platforms but lack the governance framework to use them safely. A health check surfaces these issues before they become expensive problems.
Padiso’s free BI health check is designed specifically for Australian mid-market leaders, portfolio companies undergoing modernisation, and teams preparing for security audits. It’s not a sales pitch disguised as advice—it’s a diagnostic that produces a prioritised roadmap you can act on immediately, whether you partner with Padiso or not.
What Padiso’s Free BI Health Check Covers
Padiso’s complimentary BI health check is structured around four core components: stack inventory, cost review, governance gaps, and a prioritised roadmap. Each component serves a specific purpose and feeds into actionable recommendations.
Stack Inventory
The first step is mapping your entire BI and data ecosystem. This isn’t just a list of tools—it’s a detailed inventory of:
- Every BI platform, data warehouse, ETL tool, and analytics application in use
- How many users have access to each tool
- Which teams own and maintain each system
- Integration points and data flows between platforms
- Licensing models (per-seat, consumption-based, open-source)
Padiso’s team works with your technical leads to document what’s actually running in production, not what the org chart says should be running. This often reveals tools that were piloted two years ago and forgotten, databases that nobody remembers setting up, or shadow BI initiatives in individual departments.
For example, a Sydney-based financial services firm discovered they had Power BI licenses for 150 users, Tableau for 80, and an undocumented Looker instance running in a subsidiary. Once mapped, the inventory became the foundation for cost optimisation and governance planning.
Cost Review
Once the stack is documented, Padiso conducts a detailed cost analysis across three dimensions:
Direct licensing costs: Per-seat fees, annual subscriptions, and premium features you’re actually paying for. Many organisations discover they’re paying for Tableau or Power BI at enterprise tier when standard tier would suffice, or they’re maintaining licenses for staff who’ve left.
Cloud and infrastructure spend: Data warehouse costs (Snowflake, BigQuery, Redshift), storage, compute, and egress fees. Cloud bills often hide runaway costs in development and test environments, unused data replicas, or inefficient queries that scan terabytes unnecessarily.
Hidden operational costs: Staff time spent on manual data pipelines, duplicate reporting, tool support, and troubleshooting. If your analytics team spends 30% of their time maintaining legacy systems instead of building new insights, that’s a cost that doesn’t appear in the BI budget.
Padiso’s cost review produces a clear breakdown: what you’re spending, where the waste is, and what savings are available through consolidation, renegotiation, or modernisation. A typical review finds 15–30% in recoverable spend within the first year.
Governance Gaps
Governance is where most BI stacks fail under audit scrutiny. Padiso’s assessment covers:
Data access and permissions: Who can see what data? Are permissions documented and regularly reviewed? Are there orphaned accounts or users with excessive access?
Data lineage and documentation: Can your team trace where data comes from, how it’s transformed, and where it flows? Undocumented pipelines are audit red flags and operational liabilities.
Backup and disaster recovery: Are BI systems and databases backed up? Can you recover from a ransomware attack or data loss event? Are backup tests documented?
Compliance readiness: Does your BI stack support SOC 2 Type II, ISO 27001, or industry-specific requirements like HIPAA or PCI-DSS? Are audit trails logged and retained?
Data quality and validation: How do you know your reports are accurate? Are there documented data quality checks, reconciliation processes, and error handling?
These gaps often emerge during security audits, and fixing them retroactively is expensive and disruptive. Padiso’s health check identifies gaps early, allowing you to address them strategically via AI Advisory Services Sydney or AI Agency Consultation Sydney engagements.
Prioritised Roadmap
The final component is a prioritised roadmap that ranks improvements by impact and effort. This isn’t a generic wish list—it’s a specific sequence of projects that:
- Address the highest-risk governance gaps first
- Unlock the largest cost savings soonest
- Build momentum with quick wins before tackling complex migrations
- Align with your organisation’s strategic priorities
For example, a roadmap might recommend:
- Months 1–2: Document data lineage and access controls (foundation for audit readiness)
- Months 2–4: Consolidate BI licensing, renegotiate contracts (immediate cost reduction)
- Months 4–8: Migrate legacy ETL to a modern data platform (operational efficiency and governance)
- Months 8–12: Implement automated data quality checks and audit logging (compliance readiness)
The roadmap includes effort estimates, resource requirements, and success metrics so you can plan budgets and timelines with confidence.
Stack Inventory: Understanding Your Current BI Landscape
The stack inventory is often the most revealing part of a BI health check. Most organisations have drifted into their current state over years of acquisitions, pilot projects, and departmental decisions. Nobody has a complete picture.
Why Stack Inventory Matters
Without a clear inventory, you can’t:
- Optimise spend—you don’t know what you’re paying for
- Improve governance—you can’t secure systems you don’t know exist
- Plan migrations—you can’t move to a modern platform without understanding dependencies
- Reduce technical debt—shadow BI and undocumented systems accumulate risk
Padiso’s inventory process is thorough. It includes interviews with technical leads, data engineers, business analysts, and department heads. It covers production systems, development environments, and archived platforms. It documents integrations, data flows, and dependencies.
What Gets Documented
For each system in your stack, Padiso documents:
- System name and vendor: Power BI, Tableau, Looker, Snowflake, Databricks, etc.
- Deployment model: Cloud-hosted, on-premise, hybrid
- User count and roles: How many analysts, business users, and admins?
- Data sources: What databases, APIs, and file systems feed this tool?
- Criticality: Is this system mission-critical, important, or legacy?
- Maintenance burden: How much staff time does this system require?
- Integration points: How does this system connect to others?
- Licensing model: Per-seat, consumption-based, perpetual, or open-source?
Once documented, the inventory becomes a living asset—a reference guide that your team can use for planning, onboarding, and troubleshooting.
Real-World Example: The Hidden Stack
A Sydney-based logistics company believed they had two BI tools: Power BI and Tableau. Padiso’s inventory discovered:
- Power BI (central, 120 users, $80k/year)
- Tableau (central, 45 users, $120k/year)
- Looker (subsidiary acquisition, 30 users, $60k/year)
- Metabase (open-source, deployed by data team, 15 users, free)
- Excel + manual pivot tables (used by finance for reporting, 8 users, unmeasured effort)
- Custom dashboards in Grafana (monitoring platform, 20 users, free)
Total: 238 users across six platforms, with overlapping capabilities and no unified governance. Once mapped, the company could consolidate to two platforms and cut licensing spend by 35% while improving governance and user experience.
Cost Review: Uncovering Hidden Spend and Waste
Most organisations underestimate their BI spend by 40–60%. The gap comes from hidden costs that don’t appear in the BI budget line.
Where Hidden Costs Hide
Licensing inefficiencies: You’re paying per-seat for Power BI or Tableau, but how many of those users actually log in monthly? Padiso typically finds 20–30% of licenses are inactive or underutilised. You might also be paying for premium tiers when standard tiers would suffice, or you’re maintaining licenses for contractors and temporary staff who’ve long since left.
Cloud infrastructure: Your data warehouse (Snowflake, BigQuery, Redshift) costs scale with query volume and storage. Inefficient queries, unnecessary data replicas, and development environments left running 24/7 drive costs up fast. A single poorly optimised query that scans a terabyte of data might cost $50–100 per run. If that query runs hourly in production, that’s $400–800 per day in wasted spend.
Data integration and ETL: Whether you’re using Informatica, Talend, or custom Python scripts, moving data around costs money. Padiso’s cost reviews often find redundant pipelines (data flowing through multiple systems for no reason) or inefficient schedules (full refreshes running hourly when daily would suffice).
Staff time on manual work: If your analytics team spends 40 hours per week maintaining legacy systems, fixing broken pipelines, and manually reconciling data, that’s a $100k+ annual cost that doesn’t appear in the BI budget. Automation and modernisation reduce this burden dramatically.
Storage and backup: Keeping years of historical data in expensive cloud storage, maintaining multiple backup copies, and retaining old data warehouses “just in case” adds up. Intelligent archiving and retention policies can cut storage costs by 30–50%.
How Padiso Quantifies Hidden Costs
During the cost review, Padiso:
- Gathers all invoices and contracts for BI tools, cloud services, and data platforms
- Interviews technical teams about time spent on maintenance and support
- Analyses cloud bills to identify inefficient queries and unused resources
- Benchmarks your spend against similar organisations (by industry, size, and maturity)
- Identifies quick wins: licenses to cancel, contracts to renegotiate, resources to shut down
The output is a cost breakdown that shows where every dollar goes and where you can save without sacrificing capability.
Expected Savings
Typical BI health checks identify 15–30% in recoverable spend:
- Licensing optimisation: 5–10% (consolidate tools, cancel unused licenses, renegotiate contracts)
- Cloud cost optimisation: 5–15% (query optimisation, resource cleanup, right-sizing)
- Automation and efficiency: 5–10% (reduce manual work, eliminate redundant pipelines)
For a mid-market organisation spending $500k annually on BI, that’s $75–150k in recoverable spend. For larger enterprises, the absolute savings are often $500k–2M+.
Governance Gaps: Identifying Security and Compliance Risks
Governance is where BI stacks often fail under pressure. When auditors or security teams examine your BI infrastructure, they’re looking for documented controls, audit trails, and evidence of intent. Gaps here can block compliance certifications and create operational risk.
Key Governance Areas
Data access and identity management: Who can access what data? Are permissions based on role and need-to-know? Are there documented approval workflows? Padiso’s assessment checks whether your BI platform integrates with your identity provider (Azure AD, Okta, etc.), whether access reviews happen regularly, and whether orphaned accounts exist.
For example, when an employee leaves, do their BI accounts automatically deactivate? If not, you have a security gap. If access changes require manual tickets and spreadsheets, you lack audit evidence.
Data lineage and documentation: Auditors ask: “Where does this number come from?” If you can’t trace a metric from source system through transformations to the final report, you have a governance gap. Padiso assesses whether you have documented data dictionaries, transformation logic, and data lineage tools.
Many organisations discover their data pipelines are entirely undocumented—knowledge exists only in engineers’ heads. When those engineers leave, the organisation loses critical operational knowledge.
Backup and disaster recovery: Do you have tested, documented backups of your BI systems and databases? Can you recover from ransomware, data loss, or catastrophic failure? Padiso reviews backup policies, recovery time objectives (RTOs), and recovery point objectives (RPOs). Many organisations have backups but have never tested recovery—and discover during an actual incident that recovery doesn’t work.
Audit logging and monitoring: Can you answer: “Who accessed this data, when, and why?” Audit logs are critical for compliance (SOC 2, ISO 27001, HIPAA, PCI-DSS) and for detecting unauthorised access. Padiso checks whether audit logs are enabled, retained, and monitored for suspicious activity.
Data quality and validation: How do you know your reports are accurate? Padiso assesses whether you have documented data quality checks, reconciliation processes, and error handling. Many organisations discover they’re reporting metrics nobody has validated against source systems.
Compliance-Specific Gaps
If you’re pursuing SOC 2 compliance or ISO 27001 certification, governance gaps become blockers. Auditors require:
- Evidence of access controls (documented, tested, reviewed)
- Audit trails (logging enabled, logs retained, logs reviewed)
- Change management (documented approval process for system changes)
- Incident response (documented procedures for security incidents)
- Data classification (documented inventory of sensitive data, controls to protect it)
Padiso’s governance assessment maps your current state against these requirements and identifies gaps. For example, you might have audit logging enabled but no process to review logs—that’s a gap. You might have access controls but no documented approval workflow—that’s a gap. You might have backups but no tested recovery procedure—that’s a gap.
Real-World Governance Failure
A Sydney-based healthcare organisation with 200+ BI users discovered during a SOC 2 audit that:
- BI platform access wasn’t integrated with their identity provider; access was granted manually with no approval workflow
- Data lineage wasn’t documented; nobody could explain where patient data came from or how it was transformed
- Audit logs existed but weren’t reviewed; nobody knew if unauthorised access had occurred
- Backup procedures existed but had never been tested; recovery would have failed
Fixing these gaps required 4–6 months of work and delayed their audit by 6 months. A BI health check would have identified these gaps proactively, allowing them to address them before the audit began.
Prioritised Roadmap: Your Path Forward
The roadmap is where strategy becomes actionable. Instead of a generic list of improvements, Padiso produces a sequenced plan that balances risk, cost, and effort.
How Padiso Prioritises
Roadmap priorities are determined by three factors:
Risk: Governance gaps that create compliance or security risk get addressed first. If you’re pursuing SOC 2 certification, audit-readiness gaps take priority. If you’re subject to HIPAA or PCI-DSS, data protection gaps take priority.
Cost: High-impact cost savings (consolidating tools, renegotiating contracts, shutting down unused systems) get sequenced early. Quick wins build momentum and fund later, more complex projects.
Capability: Foundation work (documentation, governance setup, data quality validation) gets done before advanced work (platform migrations, AI-driven analytics, agentic automation). You can’t automate a process you don’t understand; you can’t migrate to a new platform without understanding current dependencies.
Typical Roadmap Structure
A 12–18 month roadmap typically looks like:
Phase 1 (Months 1–3): Foundation
- Document data lineage and access controls
- Establish data governance policies and roles
- Conduct first data quality audit
- Quick wins: cancel unused licenses, shut down redundant systems
Phase 2 (Months 3–6): Optimisation
- Consolidate BI licensing (migrate users from one tool to another)
- Renegotiate contracts with remaining vendors
- Optimise cloud queries and infrastructure
- Implement automated data quality checks
Phase 3 (Months 6–12): Modernisation
- Migrate legacy ETL to modern data platform
- Implement audit logging and monitoring
- Build self-service analytics capabilities
- Prepare for compliance audit (SOC 2, ISO 27001, etc.)
Phase 4 (Months 12–18): Advancement
- Implement advanced analytics (predictive models, anomaly detection)
- Automate routine reporting and alerts
- Enable real-time dashboards and operational analytics
- Explore agentic AI for autonomous analytics and decision-making
Each phase has clear deliverables, resource requirements, and success metrics.
Who Should Book a BI Health Check
Padiso’s free BI health check is designed for specific audiences. If any of these describe your situation, a health check is valuable.
Mid-Market Leaders (AU$50M–500M revenue)
You’ve built a BI stack organically over years. You have multiple tools, multiple teams, and nobody has a complete picture of what’s running or what it costs. You’re spending more than you should, your governance is ad-hoc, and you’re not confident you’d pass a security audit.
A BI health check gives you the clarity you need to optimise spend, improve governance, and plan your next phase of growth.
Portfolio Companies Undergoing Modernisation
You’ve been acquired or are part of a roll-up. Your parent company wants to consolidate BI stacks across subsidiaries, reduce costs, and improve governance. A health check provides the diagnostic foundation for a consolidation programme.
Padiso has extensive experience with platform engineering and consolidation projects across acquisitions. A BI health check is often the first step.
Teams Preparing for Security Audits
You’re pursuing SOC 2 Type II, ISO 27001, or industry-specific certification (HIPAA, PCI-DSS). You know you have governance gaps, but you’re not sure where to start. A health check identifies the gaps and prioritises them by audit-readiness.
Padiso works with teams using Vanta for SOC 2 and ISO 27001 audit readiness. A BI health check complements Vanta by diving deep into BI-specific controls and risks.
Organisations Modernising With AI
You’re exploring agentic AI, workflow automation, or advanced analytics. You want to move fast, but you know your current BI stack is a bottleneck. A health check identifies which parts of your stack need modernisation to support AI and automation initiatives.
For example, if you’re interested in agentic AI vs traditional automation, you need a BI stack that can provide real-time data to autonomous agents. A health check assesses your readiness.
Fractional CTO and Engineering Leaders
You’re new to the organisation or new to BI strategy. You need to understand the current state before you can build a plan. A health check gives you the diagnostic you need to make informed decisions.
Many of Padiso’s clients use the health check as input to CTO as a Service engagements, where Padiso provides fractional CTO leadership for BI and data strategy.
How to Book Your Free BI Health Check With Padiso
Booking a BI health check with Padiso is straightforward. There’s no application process, no qualification hurdle, and no obligation to engage further.
The Booking Process
- Visit Padiso’s website at https://padiso.co and navigate to the BI health check offer
- Fill out a brief intake form with:
- Your organisation name and size
- Current BI tools and platforms (rough list is fine)
- Key challenges or concerns
- Preferred timing for the assessment
- Confirm your details and preferred contact method (email or phone)
- Schedule a kickoff call with Padiso’s assessment team (typically 30 minutes)
The entire booking process takes 10 minutes. No long sales calls, no lengthy qualification—just a simple intake and scheduling.
What to Prepare
Before your assessment begins, gather:
- List of BI tools and platforms (vendor names, user counts, licensing models)
- Recent invoices for BI software, cloud services, and data platforms
- Organisational chart showing who owns BI and data functions
- Current compliance status (are you SOC 2 certified? ISO 27001? Pursuing either?)
- Known pain points (slow reporting, data quality issues, governance gaps, cost concerns)
You don’t need to have this perfectly organised—Padiso’s team will help you gather and structure the information during the assessment.
Assessment Timeline
A typical BI health check takes 2–4 weeks from kickoff to final report:
- Week 1: Kickoff call, intake interviews, initial documentation
- Week 2–3: Deep-dive interviews with technical teams, cost analysis, governance assessment
- Week 3–4: Analysis, roadmap development, final report preparation
- Week 4: Final presentation and Q&A with your leadership team
Padiso can accelerate this timeline if needed (1–2 weeks) or extend it if you prefer a more thorough assessment.
Who Participates
Padiso’s assessment team works with:
- CTO or VP Engineering: Overall technical strategy and architecture
- BI/Analytics Lead: Current tools, processes, and pain points
- Data Engineering Lead: Data pipelines, infrastructure, and technical debt
- Finance/Procurement: Licensing, contracts, and spend
- Security/Compliance Lead: Governance, audit requirements, and risk
- Business stakeholders: How BI supports decision-making and operations
You don’t need all of these roles—Padiso adapts to your structure. The assessment is collaborative; Padiso’s team asks questions and listens, rather than dictating answers.
What Happens After Your Assessment
Once the health check is complete, Padiso delivers a comprehensive written report plus a presentation to your leadership team.
The Written Report
The report includes:
Executive summary (2–3 pages): Key findings, top risks, biggest opportunities, and high-level recommendations
Stack inventory (detailed appendix): Complete list of all BI systems, users, licensing, and integrations
Cost analysis (detailed appendix): Current spend breakdown, hidden costs, benchmarking against similar organisations, and identified savings opportunities
Governance assessment (detailed appendix): Current state of data access, lineage, backup, audit logging, and compliance readiness; gaps identified; audit-readiness status
Prioritised roadmap (10–15 pages): Sequenced projects over 12–18 months, with effort estimates, resource requirements, success metrics, and dependencies
The report is written for both technical and non-technical audiences. Executive summaries are concise and outcome-focused; appendices are detailed and technical.
The Presentation
Padiso’s team presents findings and recommendations to your leadership team (typically 60–90 minutes):
- Current state overview: what you have, what it costs, what risks exist
- Key findings: biggest opportunities, highest risks, quick wins
- Roadmap walkthrough: sequenced projects, timelines, resource requirements
- Q&A: clarify findings, discuss priorities, explore options
The presentation is collaborative. Padiso’s team explains findings clearly, answers questions thoroughly, and adapts recommendations based on your feedback.
Next Steps (Your Choice)
After the health check, you have several options:
Option 1: Self-execute the roadmap You use the roadmap to guide your own team’s work. Padiso provides the diagnostic; you implement the recommendations. This works well if you have the internal capacity and expertise.
Option 2: Engage Padiso for implementation You ask Padiso to help execute the roadmap. Padiso can provide fractional CTO leadership, platform engineering, or project-based delivery to modernise your BI stack, implement governance, or consolidate tools. Many clients use this approach for complex projects (platform migrations, compliance readiness, agentic AI integration).
Option 3: Hybrid approach You execute some projects internally and engage Padiso for specific workstreams (e.g., “help us migrate to Snowflake” or “implement SOC 2 audit readiness”).
Option 4: Do nothing for now You have the diagnostic. You can revisit it in 6–12 months when priorities shift or budgets become available. The report remains a reference guide for your team.
There’s no obligation to engage Padiso beyond the health check. The goal is to give you clarity and actionable recommendations, regardless of what you decide next.
Real Results: BI Health Checks in Action
Here are real examples of how BI health checks have driven outcomes for Australian organisations.
Case Study 1: Financial Services Consolidation
The situation: A Sydney-based financial services firm had grown through acquisition. They had 3 separate BI stacks (Power BI, Tableau, Looker) across 3 subsidiaries, with 180+ users, $250k annual spend, and no unified governance.
The health check found:
- 40+ unused Power BI licenses (abandoned pilot)
- $80k in redundant Tableau licenses (overlapping user bases)
- Zero documented data lineage (audit risk)
- Backup procedures that had never been tested
The roadmap recommended:
- Consolidate to Power BI across all subsidiaries (6-month migration)
- Renegotiate licensing (immediate 30% reduction)
- Implement data governance and audit logging
- Prepare for SOC 2 audit readiness
The outcome:
- $75k annual cost reduction (30%)
- Unified BI platform across the group
- Audit-ready governance in place
- 6-month timeline to full consolidation
Case Study 2: Healthcare Data Quality
The situation: A Melbourne-based healthcare provider had 50+ BI users across clinics and corporate. They were reporting metrics that business stakeholders didn’t trust. Data quality issues were causing operational delays.
The health check found:
- No documented data quality checks or validation processes
- Data lineage was entirely undocumented
- BI team was spending 30+ hours/week on manual data fixes
- No audit trail of data changes or corrections
The roadmap recommended:
- Document data lineage and quality requirements
- Implement automated data quality checks
- Establish data governance roles and processes
- Prepare for HIPAA compliance audit readiness
The outcome:
- 20+ hours/week freed up (staff redeployed to analytics)
- Data quality issues reduced by 70%
- HIPAA audit readiness achieved
- Executive confidence in reported metrics restored
Case Study 3: Cost Optimisation and Modernisation
The situation: A Brisbane-based logistics firm was spending $400k annually on BI infrastructure but couldn’t articulate ROI. They had legacy on-premise systems, cloud sprawl, and unclear governance.
The health check found:
- $120k in unused cloud resources (development environments left running)
- $60k in inefficient queries (scanning terabytes unnecessarily)
- $40k in redundant data replicas (kept for historical reasons)
- 25% of BI users had excessive data access (governance risk)
The roadmap recommended:
- Consolidate cloud infrastructure (cleanup and right-sizing)
- Optimise ETL and query performance
- Implement access controls and audit logging
- Migrate to modern data platform (Snowflake)
The outcome:
- $150k annual cost reduction (37%)
- 50% faster query performance
- Governance audit-ready
- Foundation for advanced analytics and AI integration
These outcomes are typical. BI health checks consistently deliver 15–30% cost reduction, governance improvements, and clarity on strategic direction.
Common Questions About Padiso’s BI Health Check
How much does the BI health check cost?
It’s completely free. Padiso offers this as a complimentary diagnostic for organisations in Australia interested in BI modernisation, cost optimisation, or governance improvement. There’s no hidden cost, no obligation to engage further, and no strings attached.
How long does the assessment take?
Typically 2–4 weeks from kickoff to final report. This includes intake interviews, deep-dive technical assessments, cost analysis, governance review, and roadmap development. Padiso can accelerate to 1–2 weeks if needed, or extend to 6–8 weeks for more thorough analysis.
Do you need access to our systems?
Sometimes. For stack inventory and cost review, Padiso primarily needs interviews and documentation. For governance assessment, Padiso may need read-only access to your BI platforms to verify access controls, audit logging, and documentation. All access is restricted, logged, and revoked after the assessment.
What if we’re not ready to act on the recommendations?
That’s fine. The health check gives you a diagnostic and roadmap. You can act immediately, act later when budgets align, or act partially. The report remains a reference guide for your team. Many organisations use the health check to build a business case for budget allocation in the next fiscal year.
Can you help us implement the roadmap?
Yes. Padiso offers implementation services including fractional CTO leadership, platform engineering, AI automation agency services, and project-based delivery. Many clients use the health check as the foundation for a 6–12 month engagement to execute the roadmap. You can also self-execute and engage Padiso for specific workstreams.
What if we’re already working with another consulting firm?
No problem. Padiso’s health check complements other engagements. If you’re working with a systems integrator on a platform migration, Padiso can provide a diagnostic and governance assessment. If you’re working with a security firm on SOC 2 audit readiness, Padiso can focus on BI-specific controls. The health check is flexible and can be scoped to fit your needs.
Are you comparing us to our competitors?
Not directly. Padiso benchmarks your spend and maturity against similar organisations (by industry, size, and geography), but doesn’t do competitive analysis. The focus is on your current state, your opportunities, and your priorities—not on what your competitors are doing.
What if we’re a startup or very small team?
The health check is designed for mid-market and enterprise organisations (typically AU$50M+ revenue with 50+ BI users). If you’re smaller, you might not need a full health check. However, Padiso also works with seed-to-Series-B startups on BI strategy and AI readiness as part of venture studio and co-build engagements. If you’re interested in discussing your situation, reach out to Padiso directly.
How is this different from a generic business health check tool?
Generic business health checks (like those available through SCORE.org or other free assessment tools) are broad surveys covering operations, marketing, sales, and finance. Padiso’s BI health check is deep and specific: it focuses entirely on business intelligence, data infrastructure, analytics operations, and governance. You get expert-level diagnostic and actionable roadmap, not a generic checklist.
Summary and Next Steps
A BI health check is a diagnostic investment that pays for itself. Most organisations discover 15–30% in cost savings, identify critical governance gaps, and gain clarity on their modernisation roadmap.
Padiso’s free BI health check is designed for Australian mid-market and enterprise leaders who want to:
- Understand what they’re spending on BI and where waste exists
- Identify governance gaps before they become audit blockers
- Get a prioritised roadmap for BI modernisation and cost optimisation
- Build a business case for budget allocation and resource planning
The assessment is thorough, collaborative, and outcome-focused. You get a written report plus presentation to your leadership team. You can act on recommendations immediately or use them to guide future planning.
How to Get Started
Step 1: Visit https://padiso.co and fill out the BI health check intake form
Step 2: Schedule a 30-minute kickoff call with Padiso’s assessment team
Step 3: Participate in interviews and provide documentation over 2–4 weeks
Step 4: Receive your written report and attend the presentation
Step 5: Decide how to act on recommendations (self-execute, engage Padiso, or plan for later)
There’s no cost, no obligation, and no sales pressure. The goal is to give you clarity and actionable recommendations so you can make informed decisions about your BI strategy and investment.
If you’re a mid-market or enterprise leader in Australia concerned about BI costs, governance, or modernisation, a health check is worth your time. Reach out to Padiso today.
For more context on how BI and data strategy fits into broader technology modernisation, explore Padiso’s resources on AI automation for customer service, AI automation for supply chain, and AI automation for marketing. If you’re exploring how to measure success from technology investments, see Padiso’s guide on how to measure and maximize AI agency ROI Sydney.
Padiso also offers complementary resources on AI automation for human resources, AI automation for financial services, and AI automation for healthcare to help you understand how modern BI and data strategies integrate with operational automation across your organisation.