Business Intelligence Advisory
BI strategy, KPI frameworks, and a roadmap that pays for itself.
Most BI programs stall at planning, not at building. We embed with your leadership team to define the KPIs that matter, score where your maturity actually is, and sequence a 12-month roadmap that ties every analytics dollar to a revenue outcome.
What we deliver
What a BI advisory engagement actually produces.
Strategy work is only useful if it ships artifacts your team can act on. Here’s what you get.
01
KPI Frameworks
A defined hierarchy of metrics — north-star, leading, operational — agreed across finance, ops, sales, and marketing so every dashboard speaks the same language.
02
BI Maturity Assessment
A clear-eyed scorecard of your current data, tooling, governance, and team — with the specific gaps that need to close before AI or self-serve will work.
03
Roadmap & Governance
A phased 12-month plan with milestones, owners, and budgets — plus the governance model (workspaces, RLS, access policy) that lets analytics scale safely.
04
Executive Enablement
Working sessions with the leadership team so the dashboards actually get used in the rooms where decisions are made — not just admired in a quarterly review.
Tooling & stack
Vendor-neutral by design.
We pick the right tool for the job — and stay out of religious wars about which logo is best.
Power BI
Microsoft Fabric
Snowflake
Databricks
dbt
Tableau
Looker
Azure Synapse
Outcomes
What good BI strategy looks like in numbers.
- 12mo
- phased roadmap tied to revenue outcomes
- 5–10
- executive KPIs with single owners
- 2x
- average dashboard adoption post-rollout
- 1
- governance model the whole org agrees to
Showcase
Real projects. Real outcomes.
A look at recent engagements and the measurable impact they delivered for mid-market teams.
From spreadsheet chaos to a single source of truth
Migrated a 14-spreadsheet weekly reporting workflow — Shopify DTC, Amazon, Sephora/Ulta retail, and wholesale — into a single Power BI data model with permissions by channel and self-serve analytics.
- 5 days → 1 hour
- weekly close-to-report cycle
- 12
- executive dashboards delivered
- 100%
- self-serve adoption across channels
Growth dashboard that finance, growth, and ops all trust
Unified GA4, HubSpot, ad platforms, and transaction-warehouse data into a single Power BI report — with shared CAC, LTV, and revenue definitions on a daily refresh.
- 1
- shared source of truth
- 3x
- faster monthly reporting
- 9
- data sources unified
HubSpot rebuild that cut sales-cycle time by a third
Funnel rebuild with lead scoring tuned to the mid-market and enterprise accounts that actually closed, automated lead routing to sales reps, and a single Power BI report that ties marketing back to revenue.
- 2x
- marketing-to-sales conversion in one quarter
- <5min
- lead routing to sales reps
- -33%
- average sales-cycle time
Frequently asked
Questions we hear most.
Don’t see yours? Drop us a note and we’ll answer in plain English.
Available for Q3 engagements
Stop guessing. Start thriving.
Book a free 30-minute strategy call. Tell us your biggest challenge — we'll map out a clear plan with concrete next steps. No commitment required.
20+
years combined experience
15+
Microsoft certifications across the team
2-week
sprints from kickoff to launch
50+
projects delivered