ReviewARCH-012

Architecture review: 80 reports, 19 models, no owner

The new CEO-sponsored data programme starts with a question: what do we actually have, and what should it look like in a year? You lead the review.

Reported by: Grace Hollis, CEO
Opened: Mon 14 Sep 2026, 09:00
Needed by: Leadership offsite, Fri 9 Oct
Priority: High
Time box: 6 h

Labels: roadmapestate-review

Previously at Northwind

You are now leading BI architecture at Northwind. The shared revenue model (Sprint 05), the deployment checks (Sprint 07), the incident process (Sprint 08) and ADR-009 (Sprint 09) all exist, but only for the parts of the estate the BI team touches.

Why the business cares Every unmanaged copy of a model is a possible wrong number, a possible data leak and a refresh that costs capacity. The offsite will decide the data programme's budget; a vague review gets a vague budget.

Brief

Grace HollisCEOemail Mon 14 Sep, 09:00

What do we have?

I keep hearing we have "hundreds" of reports and nobody knows which to trust. Before the offsite I want a short, honest picture of where we are, where we should be in a year, and what it takes to get there.

One page for the leadership team, the detail behind it for Elena. Grace

Elena TorresBI Lead (your manager)chat Mon 14 Sep, 09:30

I exported the tenant inventory: workspaces, semantic models, reports with 90-day views. It's messy. Don't propose deleting things you haven't checked; people get very upset about "their" report.

And please don't produce a 40-page governance framework nobody reads.

Ava MartinCompliance Officeremail Mon 14 Sep, 11:10

Ownership

From a compliance point of view my main concern is items with personal or financial data that have no named owner. Please flag those.

What you are expected to do

Assess the current state with numbers: duplication, ownership, endorsement, usage, refresh health, revenue and customer definitions.
Design the target: workspace strategy, model consolidation, endorsement and ownership, security, and how it fits ADR-009.
Define a light governance model that people will actually follow.
Plan a 12-month roadmap with phases, owners and risks. Nothing is deleted without checking dependencies and telling owners.
Write the one-page executive recommendation for the offsite.

Deliverables

Current-state assessment with numbers
Target architecture and workspace strategy
Governance model: roles, endorsement criteria, ownership rules
Consolidation and retirement plan
12-month roadmap with risks
One-page executive recommendation

Evidence

workspaces.csv
semantic_models.csv Owner, endorsement, revenue measure name, customer table name, RLS and last refresh status.
reports.csv Every report with its model and views in the last 90 days.
What already exists from earlier work