Power BI Data Management Platform for Long-Term Research Studies

Power BI Data Management Platform for Long-Term Research Studies
Study Participants

15,000+

Study Participants

Parameters Standardised

35,000+

Parameters Standardised

Historical Data Unified

30+yrs

Historical Data Unified

Faster Data Retrieval

3x

Faster Data Retrieval

Background The Client Challenge

Our client is a leading US research university with a long-standing history in interdisciplinary medical and social science research. Over three decades, the university has run a large-scale longitudinal study tracking the long-term health outcomes of more than 15,000 participants recording lifestyle habits, clinical measurements, demographic data, and environmental factors across hundreds of follow-up cycles.

Despite the scientific value of this dataset, it had never lived anywhere close to a single, usable system. Thirty years of records sat across hundreds of disconnected Excel and CSV files, each following its own internal codebook conventions:

  • Millions of entries spread across hundreds of files with no shared structure
  • The same parameter age, BMI, blood pressure, and others was coded differently from one file or study cycle to the next, making cross-cycle analysis unreliable without manual reconciliation
  • No central database existed; the "source of truth" was effectively whichever file a researcher happened to open
  • Compiling data for a single report or analysis request could take a researcher hours of manual searching
  • Every data query, however small, needed IT involvement, since there was no self-service way in
  • Each new study cycle added to the file pile increased the risk of inconsistency and data loss

The university brought in Versich to design and build a centralised data management and analytics platform on the Microsoft stack, working closely with research leads and statisticians throughout.

Our Solution

Versich assigned a business analyst, two data engineers, and a project manager to the engagement. The team worked closely with the university's research leads and statisticians to elicit requirements and design a solution that would serve both technical and non-technical research staff.

Discovery and Standardization Planning

Discovery and Standardization Planning

  • Ran structured interviews with research leads, statisticians, and university IT staff to scope requirements for the new system
  • Audited the full file archive hundreds of Excel and CSV files spanning all 30 years to map structure, volume, and the coding inconsistencies between cycles
  • Catalogued all 35,000+ parameters in use across the study's history and identified where the same parameter had drifted across different codebooks over time
  • Built a unified coding scheme and a target database design that could absorb all historical data under one consistent structure
  • Documented every mapping decision and parameter definition, creating the reference researchers and engineers would build from for the rest of the project

Platform Build and Data Migration

Platform Build and Data Migration

  • Translated every legacy codebook value into the new unified scheme across all 35,000+ parameters
  • Loaded the full three-decade dataset millions of entries covering demographics, clinical measurements, lifestyle data, and follow-up records into the new database
  • Ran validation checks at each stage of the load to catch inconsistencies before they reached production
  • Set up role-based permissions across Power BI and SQL Server, so each researcher sees only the data relevant to their study
  • Connected both Power BI web and desktop to the database for flexible, day-to-day exploration

Enablement and Future Planning

Enablement and Future Planning

  • Wrote a Power BI handbook covering everyday use running reports, searching parameters, generating exports plus step-by-step instructions for non-technical staff to manage researcher access and edit parameter metadata without needing IT
  • Ran hands-on training sessions for research staff and the university's internal IT team
  • Left a roadmap covering what could come next automated ingestion of future study cycles, automated data-quality checks, and purpose-built analytics views for the university to pursue on its own or with further support

Business Impact

Three decades, one database

Three decades, one database

Millions of entries that once lived across hundreds of disconnected files now sit in a single, structured SQL Server database giving researchers one dependable source of truth for the entire study.

3x faster retrieval

3x faster retrieval

Finding a specific participant, parameter, or study-period record now takes seconds in Power BI, replacing what used to be hours of manual file-hunting.

Reports generated, not assembled

Reports generated, not assembled

Reports for internal review, grant submissions, or external partners that once required pulling data from multiple files by hand are now generated directly from Power BI.

Self-service for research staff

Self-service for research staff

With the new manuals and training in place, research staff manage their own access permissions, update parameter definitions, and run custom analyses freeing the university's technical team to focus on higher-value work.

REVIEWS

What Clients Say About Us

5.0
Full starFull starFull starFull starFull star

We hired Versich to rebuild our analytics stack after an internal project stalled. They came in, assessed the situation quickly, and delivered production-ready Power BI dashboards within weeks. Their DAX knowledge and data modelling skills are exceptional.

Marcus Webb

CTO
5.0
Full starFull starFull starFull starFull star

Versich understood our finance workflows from day one. They built dashboards that connected directly to our ERP and gave our leadership team real-time visibility into cash flow, margins, and budget vs actuals. The quality of the work and the speed of delivery were both outstanding

Priya Nair

Finance Director
5.0
Full starFull starFull starFull starFull star

Before Versich, our reporting was scattered across spreadsheets with no single source of truth. They built us a Power BI environment that connects our warehouse, finance, and sales data in one place. Our operations team now makes decisions in hours instead of days

Daniel Okonkwo

Head of Operations