Where we get involved
What we can take on
- Data-source inventory and integration planning
- Power BI dashboards when included in the engagement
- Operational KPI reporting
- Data cleanup and transformation
- API / database / spreadsheet integration
- Scheduled refresh and access control
- Data quality checks
- AI-readiness data preparation when included in the engagement
When clients bring us in
- Teams manually combine reports every week
- Different departments use different numbers for the same metric
- Important data is trapped in separate systems
- AI or automation projects are blocked by poor data quality
How we handle the work
A dashboard is only useful if people trust the definitions and the refresh process. We start with the decision the report should support, then work backward to the data.
The workflow, integrations, permissions and approval points are documented. Customer data and business rules remain under customer control, and sensitive actions can require human approval.