Data & Business Intelligence
One trustworthy view of your numbers instead of five conflicting spreadsheets.
We connect the systems that hold your data, including accounting, CRM, ERP, e-commerce and spreadsheets, and turn them into dashboards your managers will actually open.
Good reporting depends on clean, consistent data arriving on schedule. We build automated pipelines into a modern data platform, define the metrics once so everyone uses the same numbers, and design dashboards around the decisions people make each week. Once the foundation is right, it is also ready for AI-powered analysis.
What's included
- Data audit: where your data lives, who owns it and how reliable it is
- A central data platform using Microsoft Fabric, Snowflake or Google BigQuery
- Automated pipelines from QuickBooks, Salesforce, HubSpot, Shopify and other sources
- Power BI and Looker Studio dashboards built around specific decisions
- Shared metric definitions so finance and sales report the same figures
- Data quality checks with alerts when a source breaks
- Row-level security so each person sees only what they should
- Training for staff who want to build their own reports
How we deliver it
Audit
We list sources, owners and the questions leadership wants answered.
Model
We design the data model and agree metric definitions with each department.
Build
Pipelines and dashboards are built and checked against your existing reports.
Adopt
We train users, gather feedback and refine dashboards over the first quarter.
What you can expect
Faster month-end
Reports refresh automatically instead of being rebuilt by hand.
One version of the truth
Every team works from the same definitions.
AI-ready data
Clean, governed data for forecasting and AI assistants.
Common questions
Do we need a data warehouse?
Not always. Smaller businesses can often start with direct connections into Power BI. We recommend a warehouse once sources multiply or data volumes grow.
How long does a first dashboard take?
A focused first dashboard usually takes a few weeks, depending on how clean the source data is.
Who owns the data and reports?
You do. Everything is built in your tenant and accounts, and documented.
Related services
Ready to talk about data & business intelligence?
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