Strategy & Advisory

We provide KPI alignment workshops, BI maturity assessments, roadmap development, governance models, and team enablement strategies to ensure your data journey is not only technically sound — but organizationally impactful.

Choose your plan

Ready to transform your business?

BI-in-a-Box: Operational KPI Kit

Ready-to-Deploy KPI Dashboards. Custom-Tailored. A pre-scoped Power BI implementation covering your operational KPIs, modeled cleanly and deployed fast. Includes preconfigured visuals, calc groups, and best practices built in.

Features
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2 ready-to-use dashboards (Operations + Labor or Inventory)
Prebuilt semantic model using best practices
Calculation groups (YoY, MoM, trend vs target)
KPI formatting + color logic

Power BI Governance Toolkit

Scale BI Without Losing Control. A complete toolkit for organizations managing multiple developers, reports, and datasets. Governance helps you scale your BI footprint without chaos.

Features
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Folder and naming convention templates
Workspace governance policy (editable doc)
TE3 scripting templates for standardization
Role definitions + publishing checklists

KPI Strategy Workshop

KPIs That Actually Matter. This is a live, interactive workshop to help your stakeholders align on metrics that drive real business outcomes. Perfect for teams overwhelmed with irrelevant metrics or misaligned goals.

Features
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90-minute guided KPI working session (virtual)
Mapping of KPIs to business functions and data sources
KPI definition workbook (template included)
Prioritization framework for dashboard design

Self-Service BI Enablement

Empower Your Team with Guardrails. Build the foundation for reliable, business-managed reporting without chaos. This offer sets up self-service BI frameworks, governance rules, and handoff materials that let users explore data — confidently and safely.

Features
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Self-service access strategy (by persona)
Workspace roles and usage policy templates
Foldered model with defined measures and KPIs
Power BI usage and adoption checklist

Standard Plan

Our Standard Plan is designed to give your team immediate visibility into key operational metrics through a streamlined Power BI dashboard. Whether you're just transitioning from Excel or want a proof of concept, this plan delivers a ready-to-use solution tailored to your most pressing KPIs.

Features
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1 custom Power BI dashboard (up to 6 KPIs)
Starter data model (1 fact + 2–3 dimension tables)
Data import from one source (Excel, CSV, or flat SQL)
Basic visual layout with dynamic filtering

Pro Plan

The Pro Plan is your end-to-end solution for operational intelligence. We engineer powerful, AI-enhanced BI systems tailored to your business processes. From custom dashboards to predictive forecasting and process automation — this is your path to data-driven excellence.

Features
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Full BI audit + roadmap (workshops with stakeholders)
5+ dashboards (Ops, Forecasting, Financial, Executive, Custom)
In-Depth Market Analysis
Custom Growth Strategy Development

Premium Plan

The Premium Plan gives you a deeper BI foundation — covering model optimization, core dashboard suites, and digitized KPI tracking across your operations. We work with you to turn disconnected reports and paper-based processes into a clean, centralized Power BI experience.

Features
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Up to 3 Power BI dashboards (e.g., Operations, Labor, Inventory)
Optimized semantic model (1–2 fact tables + role-playing dimensions)
Digitized input forms via Power Apps (e.g., inspections, issue logs)
Calculated KPIs using advanced DAX patterns