Business intelligence and data platform consulting

From executive dashboards to cloud warehouses, Aurea Quantra helps teams create a reporting environment that is accurate, maintainable, and suited to the business—not just the technology.

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BI strategy and reporting

Who it is for: Leadership teams that need clear KPIs and a reporting roadmap before more dashboards are built.

Symptoms: Conflicting metrics, dashboard sprawl, no shared operating questions.

Starting deliverable: KPI workshop, report inventory, prioritized roadmap.

Likely timeframe: 2–4 weeks.

Typical investment: Scoped after diagnostic; often $5,000–$12,000 for the plan phase.

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Power BI and Tableau delivery

Who it is for: Teams still assembling weekly packs by hand or sitting on untrusted dashboards.

Symptoms: Manual Excel cycles, slow refresh, low adoption.

Starting deliverable: One high-value dashboard, governed measures, training and handoff.

Likely timeframe: 4–8 weeks.

Typical investment: $5,000–$15,000 typical.

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Semantic modeling and KPI governance

Who it is for: Organizations where finance, sales, and operations argue about the same number.

Symptoms: Duplicate measures, tribal definitions, broken Q&A/AI readiness.

Starting deliverable: Metric dictionary, model fixes, ownership and refresh standards.

Likely timeframe: 3–8 weeks.

Typical investment: Scoped after diagnostic.

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ERP, CRM, and operational integration

Who it is for: Companies whose systems disagree on pipeline, orders, customers, or revenue.

Symptoms: Spreadsheet merges, account matching gaps, backlog that does not reconcile.

Starting deliverable: Shared semantic model, matching approach, source-of-truth map.

Likely timeframe: 6–12 weeks.

Typical investment: $10,000–$25,000 typical.

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Microsoft Fabric and Azure analytics

Who it is for: Teams on or evaluating Fabric, OneLake, Azure data services, and Power BI at scale.

Symptoms: Unclear Fabric roadmap, fragile refresh, semantic models not ready for AI.

Starting deliverable: Architecture review, phased plan, initial model or pipeline work.

Likely timeframe: Scoped by readiness vs. build.

Typical investment: Scoped after diagnostic.

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AWS and Amazon Redshift analytics

Who it is for: Organizations on AWS that need trustworthy warehouse and BI consumption patterns.

Symptoms: Costly or opaque Redshift workloads, S3 lakes without clear gold layers, weak BI handoff.

Starting deliverable: Workload/architecture review and practical modernization plan.

Likely timeframe: Scoped after diagnostic.

Typical investment: Scoped after diagnostic.

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Snowflake consulting and integration

Who it is for: Teams adopting or already on Snowflake who need BI-ready models and clear metric ownership.

Symptoms: Warehouse exists but dashboards still disagree; unclear transformation ownership.

Starting deliverable: Integration and modeling plan tied to Power BI or Tableau consumption.

Likely timeframe: Scoped after diagnostic.

Typical investment: Scoped after diagnostic.

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Databricks and lakehouse readiness

Credential: Databricks-certified practitioner delivery.

Who it is for: Teams whose reporting has outgrown desktop files or isolated SQL jobs.

Symptoms: Orphan Spark notebooks, slow Power BI, unclear bronze/silver/gold ownership.

Starting deliverable: Lakehouse readiness review and first governed pipeline/model step.

Likely timeframe: 4–12+ weeks depending on scope.

Typical investment: Scoped after diagnostic.

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BI modernization, migration, and rescue

Who it is for: Teams inheriting fragile, expensive, or undocumented BI estates.

Symptoms: Single points of failure, undocumented SQL, platform lock-in without business case.

Starting deliverable: Architecture review, migration options, stabilize-or-replace recommendation.

Likely timeframe: 2–6 weeks for assessment; build phases follow.

Typical investment: Scoped after diagnostic.

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Fractional BI and data leadership

Who it is for: Mid-market leaders who need senior BI guidance without hiring a full platform team yet.

Symptoms: No internal owner for metrics, vendors without accountability, stalled roadmaps.

Starting deliverable: Operating cadence, prioritization, and hands-on guidance through first wins.

Likely timeframe: Ongoing monthly or project-based.

Typical investment: Scoped after diagnostic.

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