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Business Intelligence (BI) Solutions

Our experienced BI implementation team collaborates with clients of all sizes to implement management reporting and dashboard solutions for executive leadership, support functions, and local operations management.

Past Implementations

BI Tool Selection

  • Discovery and requirements gathering

  • Pricing and capability comparison analysis

  • Option presentation and recommendation

  • Implementation ROI analysis



  • Trend and benchmarking analysis on critical organization KPI's

  • Financial Metrics

  • Sales Analysis

  • Operational KPI's

Support Function


  • Insight into capacity management and efficiency within support functions

  • Cash collections

  • Invoicing capacity

  • Caseload management

  • Sales touches and client management

  • etc.




  • Develop dedicated reporting views to better facilitate management reporting and the financial close process

  • Developing prebuilt financial reporting packages to take the leg work out of the reporting cycle

Operations Dashboard

  • Standardized operations dashboards that facilitate consistent  management to centralized targets and benchmarks

  • Reporting that creates a common ground for collaboration between operations and finance

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