services

Services

Most projects combine a few of these: bring the data together, check it, then put it in front of the people who need it.

01

Data analysis & Business Intelligence

  • Power BI dashboards built around the decisions you make
  • Monthly, year-over-year and fiscal-year views that follow your own calendar
  • Redesigns and clean-ups of existing Power BI reports

02

Data visualization

  • Clear charts and tables that read the same way for everyone
  • Phone layouts for people who check numbers on the go
  • Plain-language definitions alongside the numbers

03

Data pipelines & automation

  • Azure SQL databases sized and priced for small organizations
  • Loading QuickBooks, partner reports, PDFs and system exports into one place, checked as they arrive
  • Power Automate and Python to take repetitive steps off your plate, with email or text alerts

04

AI integration

  • Assistants that answer questions about your data in plain English, showing how each answer was worked out
  • Reading invoices, statements and other documents into structured data
  • Automatic summaries of reports, trends and news
  • Sign-in with your Microsoft work accounts, monthly budgets and per-question cost tracking

05

Process optimization

  • Lean Six Sigma and Agile methods to find where time goes
  • Mapping how work actually flows today and fixing the delays worth fixing first
  • Measuring before and after, so improvements are visible

06

Training

  • Excel and Power BI training from a university Business Intelligence instructor
  • Built around your own data and reports