For mid-market finance and operations leaders in Dallas and across the US. We start with the decisions your leadership needs to make, then build the data and dashboards around them.
Whether you run on QuickBooks and spreadsheets or already pay for Power BI, the symptoms look the same: numbers nobody fully trusts, reports that take days, and answers that depend on one person.
That isn't a software problem. It's what happens when systems, data and reporting grow faster than anyone planned for.
See how we fix itEvery Power BI consulting engagement we run starts at the top of the value pyramid — with the business outcome your leadership needs to hit — and works backward to the data. Not the other way around.
This is why our dashboards get opened. Because they were designed around the decision, not the dataset.
From a free reporting assessment to a fully managed BI function — engagements sized to where you are and where you need to go.
Three recent engagements. Different industries, same methodology, measurable outcomes every time.
Data scattered across three systems. Manual reconciliation extending close periods by days. No real-time visibility into whether the annual revenue target would be hit. The CFO was making strategic calls on month-old data.
Decision-First BI Framework™ applied. Starting with the CFO's mission-critical priority — not the data schema — we mapped every layer from business outcome to data source before opening Power BI.
Finance analysts spending 16 hours per week manually reconciling TAI, NetSuite, and Gusto. A 10-14 day reporting lag meant margin blind spots. Over $200K in cash locked in aging receivables with no automated follow-up.
Azure Data Factory + Power BI deployed in 8 weeks. Automated ETL unified all three systems into a single Azure SQL data warehouse with hourly refresh and role-level security. Reporting time dropped by 87%.
Schedule data trapped in scheduling software, cost data in the ERP, and field records in a third system. Delay claims argued from memory and email threads instead of evidence — with margin decided months after the fact.
Unified schedule, cost, and field data into one analytical model. Delay events became traceable to activities, responsibility, and dollar impact — visible while the job was still running rather than at closeout.
Every engagement is run by senior consultants who have delivered across financial services, freight and logistics, commercial construction, technology and non-profit. A senior consultant leads every engagement from discovery to launch. You approve the KPIs and clickable wireframes before any build starts, and the build is quoted at a fixed price.
We don't measure success by dashboards delivered. We measure it by whether leadership opens them and makes faster decisions because of them.
Sets the direction on every engagement, backed by a team of Microsoft-certified Power BI specialists.
View LinkedIn profile ↗Book a free 30-minute reporting assessment on Zoom. We look at your reporting setup, your top KPIs and where the numbers don't reconcile. Within one business day you get a one-page summary of what to fix first. No pitch deck.
No prep needed. Just show up and talk through where your data is and isn't working.
Within one business day: where you stand and the 2–3 fixes worth doing first.
A fixed-fee plan with KPIs, wireframes and a fixed build price. 100% credited to your build.
Build at a fixed price, with every dashboard approved as a wireframe first.