Turn messy business data into golden decisions.
Your Site helps small and mid-sized teams build practical analytics: clean data models, clear dashboards, and reporting that people actually use. We bridge traditional business intelligence and modern AI—so your semantic models are ready for natural language Q&A and Microsoft Fabric when you are.
Is this you?
- You’re running the business from spreadsheets nobody fully trusts.
- Your data lives in ERP, CRM, and finance tools, but there’s no single view of the business.
- Leadership keeps asking for “one dashboard” but every report shows something different.
What Your Site does
Dashboards & Reporting
Design and build Power BI dashboards for sales, inventory, margins, and pipeline so everyone is looking at the same numbers.
Data Modeling & Integration
Connect ERP, CRM, and other systems into a clean semantic model so you can answer questions from a single source of truth—and when you adopt Microsoft Fabric or AI-driven Q&A, your data is already curated and ready.
BI Strategy & Coaching
Help you pick the right tools, define metrics that matter, and upskill your team so they can own the solution.
How we’ll work together
- Discovery call – 30 minutes to understand your business, systems, and questions.
- Plan & proposal – short plan with scope, rough timeline, and a not-to-exceed budget.
- Build, iterate, handoff – build dashboards and models, review with your team, then train and hand off.
Success stories
Manufacturing | ERP integration
Client: B2B manufacturer (150 employees). Systems: NetSuite, Salesforce.
Before: 12+ hours/week on manual Excel packs. After: Single Power BI dashboard, ~2 hours/week for spot checks.
- Sales and inventory dashboard with live NetSuite connection
- Pipeline view synced from Salesforce
- Team training and handoff documentation
Distribution | Data unification
Client: Regional distributor (80 employees). Systems: ERP, CRM, e-commerce.
Before: Sales, ops, and finance disagreed on numbers. After: One semantic model—everyone on the same page.
- Unified data model: ERP + CRM + e-commerce
- Margin and fulfillment dashboards
- Maintenance guide for internal team
Services firm | Forecast accuracy
Client: B2B services (60 employees). Systems: billing, utilization, pipeline.
Before: Forecasts off by ~30%. After: Roughly 40% improvement in forecast accuracy.
- Aligned pipeline, billing, and utilization data
- Forecast vs actual dashboard
- Scenario modeling for resource planning
Ready to get your data under control?
Send a quick note about your systems and what you’d like to see on one screen. You’ll get 1–2 concrete recommendations, a rough timeline, and a ballpark budget if we’re a fit.