Power BI Consulting Services:
dashboards your leadership actually uses.
For finance and operations leaders who are tired of competing numbers and dashboards nobody opens. We start with the decisions your leadership needs to make, then build the data model and reports around them.
What the work delivered for clients like you
Works with the systems you already run: QuickBooks, Sage Intacct, NetSuite, Dynamics, Procore, Salesforce, SQL Server and more.
The problems we get called in to fix
These aren't software problems. They're alignment problems, and they get more expensive every quarter.
Manual reporting every week
Hours lost to exports, copy-paste and Excel version chaos before every leadership meeting.
Numbers that don't match
Finance says one thing, operations says another. Nobody trusts the data, so nobody acts on it.
Dashboards nobody opens
They were built and launched. Leadership looked once and went back to spreadsheets.
Metrics with no link to goals
Plenty of charts, but no clear line between the data and the decisions that move revenue and margin.
The Business Intelligence Blueprint™
Many Power BI projects stall because they start with the data instead of the decisions. The Blueprint fixes that. In 3–4 weeks we work top-down: business goals first, then the KPIs and questions that track them, then the data that supports them. You end with a plan your leadership agrees on and a fixed-price build quote.
Stakeholder survey & workshop
Leadership and end users aligned on goals and priorities.
BI maturity baseline
Your current state scored 1–5 across five areas, adapted from Microsoft's adoption roadmap for mid-size teams, with a target for each.
KPI dictionary with owners
One agreed definition for every metric, and who owns it.
Data source map
Every system and gap documented, plus a technical scan if you already run Power BI.
Opportunity matrix & wireframes
Use cases ranked by value and effort, and dashboard mockups before anything is built.
Roadmap & fixed-price quote
Phased plan and a fixed build price, walked through in a readout.
Business Intelligence Blueprint™
- If you start your build within 60 days, the Blueprint fee is applied to it
- You own every deliverable, whoever builds it
- Fixed price. No hourly billing, no surprise change orders
The free 30-minute assessment tells us both whether the Blueprint is the right next step.
What every engagement delivers
Dashboards executives trust
KPIs tied to business goals and designed for the decision-maker. They answer the questions leadership asks every Monday.
One reconciled data model
ERP, CRM and operational data joined into one governed model (on a data warehouse when you need one), so finance and operations finally see the same number. Works with Sage Intacct, QuickBooks, NetSuite and more.
Reporting that runs itself
Scheduled refreshes and alerts replace the weekly export-and-paste routine. No analyst scramble before meetings.
Adoption built into delivery
Training, a written user playbook and post-launch office hours come standard, because an unused dashboard is a failed project.
The foundation most dashboard projects skip
When your numbers live in an ERP, a CRM, payroll and a few spreadsheets, Power BI on its own just shows the mess faster. So when a project needs it, we build a data warehouse first: one clean copy of your data, in your own Azure account, that every report reads from.
- Every number ties back to your general ledger
- Your systems sync automatically. No more exports.
- You own all of it, with no lock-in
Finance spent 16 hours a week stitching TAI, NetSuite and Gusto together. We poured the slab first, an Azure data warehouse, then framed the dashboard on top.
Every engagement is led by a senior consultant from the first call to launch, with Microsoft-certified specialists on the build and one point of contact the whole way through. No hand-off to someone you've never met.
Our approach is top-down: agree on the business goals, define the KPIs that track them, then connect only the data that supports them.
Build options, scoped to your plan
Dashboard Accelerator
A focused 2–4 week sprint delivering a high-impact dashboard for one team or function.
- ✓1–2 executive or operational dashboards
- ✓Data model design & source connection
- ✓Automated refresh configuration
- ✓User training session + playbook
- ✓2-week post-launch support
Enterprise BI Rollout
Multi-department dashboards, governed data architecture and adoption across your reporting stack.
- ✓Multi-department dashboard suite
- ✓Data warehouse, data model & governance
- ✓Row-level security & workspace setup
- ✓ERP, CRM & operational system integrations
- ✓Team training, playbooks & office hours
- ✓30-day hypercare support
Managed BI
A fractional BI lead who keeps your reporting healthy, current and improving.
- ✓Monthly dashboard enhancements
- ✓Support & issue resolution
- ✓New data source onboarding
- ✓Quarterly BI strategy review
- ✓Adoption monitoring & coaching
Questions before you book
Stop chasing numbers.
Start seeing them clearly.
Thirty minutes on Zoom with a senior consultant. 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: where you stand and the 2–3 fixes worth doing first. No pitch deck.
Book your free reporting assessment
Fill this in, then pick a time on the calendar right after you submit.