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Business Intelligence & Analytics
Get your data ready for AI.
AI agents are only as good as the data behind them. We build the reports, dashboards and data warehouse your business runs on, and prepare that same data so AI tools give you the correct answer.
The problem
Sound familiar?
Most companies don't lack data. They have scattered data, manual reports and numbers nobody fully trusts.
- Month-end close depends on someone building reports by hand in Excel.
- Sales and finance show different numbers for the same period.
- Information lives in the ERP, the CRM, the point of sale and dozens of spreadsheets.
- Data arrives late, so decisions are made on gut feeling.
- Nobody knows for sure which products, customers or locations earn the most margin.
- Every new report is a project that takes weeks.
Services
Business Intelligence & Analytics services
Everything from your first report to AI that answers correctly. Hire the full stack or only the piece you need.
- Reports & dashboards
- Interactive views for leadership, sales, finance and operations, with filters, drill-down and role-based access from a computer or phone.
- Data warehouse
- All your sources (ERP, CRM, point of sale, spreadsheets) in one modeled, documented database that every report reads from.
- Data integration (ETL)
- Automated, scheduled processes that extract, clean and load your data. No more copy-paste between systems.
- KPI definitions
- Every metric with one agreed formula, one owner and one target, so sales and finance report the same number.
- AI-ready data
- Clean data plus a semantic layer that defines your business terms, so AI agents understand what "revenue" or "active customer" means and return correct, traceable answers.
- Training & support
- Your team learns to use and maintain the solution, and we stay available for new analyses and adjustments.
AI-ready data
Why AI agents give wrong answers
An AI assistant connected to messy data answers confidently and incorrectly. The problem is rarely the AI. It's the data underneath.
Without a data foundation
The AI guesses
- Three tables called "sales", each with a different total.
- "Revenue" means one thing in accounting and another in sales.
- The same customer spelled five different ways across systems.
- No way to check where a number came from.
With an AI-ready foundation
The AI answers from facts
- One modeled data warehouse the AI reads from.
- A semantic layer that defines revenue, margin and active customer once.
- Clean, matched customer and product records.
- Every answer traceable back to its source.
The same foundation feeds your reports and dashboards, so your team and your AI tools always see the same numbers.
Deliverables
What you receive at the end of the project
All work is documented and owned by your company: the data, the model and the dashboards.
- Data map
- Connected sources, refresh frequency and data quality notes.
- Documented model
- Tables, relationships and business rules explained in plain language.
- Published dashboards
- Views by department with filters, drill-down and user permissions.
- Automatic refresh
- Scheduled data loads with no manual work.
- KPI dictionary
- Definition, formula and owner for every metric.
- Semantic layer
- Business definitions shared by dashboards and AI tools, so "revenue" means the same everywhere.
- Training
- Sessions for end users and for whoever will administer the solution.
Methodology
Visible results within the first weeks
We don't disappear for months and come back with a finished system. We work in short iterations and you validate each step.
Discovery
Interviews with key departments, a review of current reports and access to your data sources.
First dashboard
We build a working first version for a priority area to validate the data and the design.
Build-out
We extend the model, automate the loads and add departments in stages.
Adoption & improvement
Training, adjustments based on real usage, and new analyses when the business needs them.
Analysis areas
Questions we help you answer
Sales
Which customers, products and reps are growing? Where are we losing ground?
Profitability
What is the real margin by product line, location or customer after costs?
Inventory
Which products sit still? When and how much should we reorder?
Purchasing
Which suppliers deliver on time, and what are we really paying?
FAQ
Before we start
Do I need a data warehouse or special software?
No. We start with what you already have: your ERP, accounting system, point of sale or even Excel files. If the project justifies it, we'll recommend a more robust data structure.
Do you work remotely or on site?
Both. Discovery and training sessions can be in person in the Miami area, and development is done remotely with secure access to your data.
What size of company is this service for?
Companies that already generate data in several systems and need to see it together: distributors, multi-location retailers, service firms and finance teams at mid-sized companies.
Who owns the dashboards and the data?
You do. The data, the model, the dashboards and the documentation belong to your company from day one.
Which AI tools can use the data?
Copilot in Power BI, ChatGPT, Claude or custom AI agents connected to your data warehouse. We prepare the data and the business definitions so any of them reads the same, correct numbers.
How do you handle confidentiality?
We sign a non-disclosure agreement before accessing any information, and we use read-only access whenever possible.
Book a data assessment
In a first conversation we review your sources, your current reports and the questions your business needs answered. You leave with a clear picture of what is possible and where to start.