Data Analytics & Business Intelligence Consulting Services

We start with questions, not tools. Which decisions do you make every week? Which numbers do you lean on? Then we sit down with sales, finance and operations and turn those numbers into KPIs, each with a written formula and a named owner. Once everyone signs off, those definitions go into the build.

Your data lives in a CRM like Salesforce or HubSpot, an accounting tool like QuickBooks, an ERP, and a handful of Excel or Google Sheets files. A data warehouse brings the cleaned version of all of it into one place. Snowflake and BigQuery are two common choices: Snowflake lets you scale storage and computing separately, while BigQuery is Google Cloud's serverless option. We connect your sources, clean what needs cleaning, and set up ETL or ELT jobs that refresh on a schedule. Power BI and Tableau then read straight from the warehouse, so every dashboard draws on the same data. If a source changes or breaks, you'll hear about it before your dashboard goes wrong.

We build dashboards around the decisions your team makes, so each page answers one question. Our business intelligence consulting covers the data model underneath and the reports on top, in Power BI, Tableau or Odoo. We'll help you choose the right one if you haven't picked yet.

A good dashboard is worthless if nobody trusts it. We reconcile every figure against your source records, use row-level security so each person sees only what their role allows, and document how each number is calculated. When someone asks "where does this come from?", the answer is written down.

Power BI is Microsoft's BI tool, and it's a strong fit if your team already lives in Microsoft 365 and wants something people can pick up quickly. You build in Power BI Desktop, share through the Power BI service in the cloud, and check numbers on the mobile app. We design the data model so reports stay fast and consistent as your data grows, lay out each report page around one decision, schedule refreshes (including data pulled from Odoo and other systems) and walk your team through the result so you're not calling us for every small change. Under the hood, Power Query prepares your data and DAX, short for Data Analysis Expressions, handles the measures. If your team is moving to Microsoft Fabric, which brings Power BI and data storage together on one platform, we can build on that too. Not sure whether Power BI is the right call? We can load a sample of your data into both Power BI and Tableau and show you the two side by side.

Tableau, which Salesforce owns, shines when you want to explore your data freely and build highly visual, interactive dashboards. We prepare data with Tableau Prep and publish to Tableau Cloud, which Tableau hosts, or Tableau Server, which you host yourself. Our work covers data preparation, interactive dashboards with filters and drill-downs, performance tuning for slow workbooks, and documentation plus a hands-on session with your team.

Odoo is a modular ERP that covers sales, inventory, accounting and more, so it holds a lot of useful data. For day-to-day questions, Odoo's own reporting is often enough, and we set up the views, filters and custom reports your team needs. When you need to combine Odoo with other sources, or build richer dashboards, we connect it to Power BI or Tableau. Odoo stores its data in PostgreSQL, an open-source database we can query with SQL, so the figures stay live. That way your Odoo orders can sit next to marketing spend, support tickets or anything else you track.

A dashboard isn't a one-off job. Sources change, people ask for new reports, and refreshes occasionally fail. If you'd rather not handle that yourself, our data analytics managed services keep it running for a monthly fee. Each month we watch your data refreshes and fix them when they break, update existing reports as your business changes, build new reports in agreed blocks of work, and keep documentation and user access up to date. Before we start, we write down who is responsible for what, so you always know who to call.