Defined project
A scoped deliverable such as a warehouse, dashboard suite, integration, or platform improvement.
Services
Practical solutions across the data lifecycle.
Build a reporting foundation, improve an existing platform, or automate a process that has outgrown spreadsheets and manual work.
The systems behind the decisions
Build the foundation.
Improve the workflow.
Reliable source data, clear reporting logic, and connected systems make analytics useful to the business.
Business intelligence & reporting
Reporting that supports real decisions.
Dashboards and reporting systems for executive, sales, finance, and operations teams. Metric definitions and data validation are part of the work, alongside the visual presentation.
- Tableau dashboard development and platform administration
- KPI definitions, reporting models, and source reconciliation
- Scheduled reporting and Excel-based SSRS outputs
Data warehousing & engineering
A dependable foundation for analytics.
Centralize data from operational systems, structure it for reporting, and build repeatable load processes. Work can include a new warehouse, a legacy migration, or targeted pipeline improvements.
- Warehouse design and dimensional modeling
- Incremental ETL, stored procedures, and job scheduling
- Query performance, data quality, and reconciliation
Salesforce configuration & analytics
Make the CRM support the process.
Configure fields, layouts, permissions, reporting, and flows around the needs of sales and operations. Connect CRM data with downstream reporting where the business requires it.
- Profiles, permissions, record layouts, and data management
- Flow automation and operational reporting
- CRM-to-warehouse data integration
System integration & automation
Connect systems and reduce repetitive work.
Replace recurring exports, file handling, and manual reporting steps with workflows that can be monitored and maintained. Integrate CRM, ERP, and reporting systems around a defined business need.
- API integrations and scheduled data transfers
- File-based workflows and reporting automation
- Logging, error handling, and operating documentation
Business applications & AI integration
Put useful tools in the hands of business users.
Build focused internal applications for self-service reporting and operational workflows. AI-generated summaries can complement structured reporting, with review and validation appropriate to the use case.
- Filterable reporting portals and Excel export
- Business application front ends and API back ends
- LLM API integration and reporting summaries
Fractional BI leadership
Direction for the platform and the people.
Provide senior analytics leadership without requiring a full-time hire. Define the roadmap, prioritize delivery, and align the technical work with stakeholder needs.
- Analytics roadmaps and platform assessments
- Delivery planning and stakeholder coordination
- Team structure, development standards, and vendor evaluation
Choose the engagement that fits.
Ongoing support
Recurring implementation, maintenance, and enhancement work for existing systems.
Fractional leadership
Senior BI direction paired with practical delivery planning and technical involvement.