Every answer reflects how we actually work — custom data pipelines, governed warehouses, BI dashboards, and AI-powered insights built around your systems, not ours. Browse by industry vertical.
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For distributors and light manufacturers running on disconnected ERP, CRM, inventory, and accounting systems — no IT department, no system replacement required.
The Basics
Yes — and that is precisely the problem we are built to solve. Most distributors and light manufacturers have operational data scattered across exactly this kind of stack: a production or inventory platform, a separate CRM, accounting software, and spreadsheets stitching it all together manually.
We build structured ETL pipelines that connect directly to each system, clean the data, and load it into a centralized data warehouse. From there, your dashboards and AI chatbot draw from one unified, governed source — not five separate exports.
Common connectors for distributors: QuickBooks, NetSuite, Acumatica, Sage (accounting); HubSpot, Salesforce, Pipedrive (CRM); Fishbowl, inFlow, Cin7 (inventory/ERP). If your system has an API or exports structured data, we can connect to it.
No. We build the intelligence layer above whatever systems you already run — not instead of them. Your ERP stays. Your CRM stays. Your accounting platform stays. Most clients see their first live dashboards within 3-5 weeks of granting data access.
Built-in reporting in any ERP or accounting platform is single-source by design. NetSuite reports on what's inside NetSuite. QuickBooks tells you about your financials. Neither can cross-reference your CRM pipeline against your inventory levels against your gross margin by customer — because that data lives in different systems.
Our BI layer solves the cross-system problem native reports cannot. Instead of exporting three reports and reconciling them in a spreadsheet, you get one live dashboard that connects all three — updated automatically, everyday.
Dashboards & KPIs
The most valuable insights are the cross-system ones — metrics that require data from two or more platforms. Examples:
Yes — and this is exactly the work that separates a custom BI engagement from an off-the-shelf tool. During the data discovery phase, we inventory field structures across your connected systems, identify naming conflicts and duplicate keys, and build transformation logic that standardizes everything into a consistent data model.
The customer who appears as "Acme Corp," "Acme Corporation," and "ACME" in three different systems maps to a single clean record in your dashboards. We document all logic — the warehouse is fully auditable.
AI & Chat With Your Data
The AI chatbot lets any authorized team member ask questions about your business in plain English and receive accurate, data-backed answers in seconds. Examples distributors ask regularly:
Implementation & Pricing
We are specifically built for organizations without internal IT resources. Every technical element — ETL pipelines, warehouse configuration, Power BI dashboard build, AI model setup — is handled entirely by our team. Your involvement is limited to providing data access credentials and a handful of scoping calls to confirm KPI definitions.
After delivery, we provide full training and maintain the pipelines as your systems change over time. There is no ongoing technical overhead on your side.
Pricing is modular and scoped to your specific data environment — number of source systems, data volume, dashboard complexity, and whether you're adding the AI chatbot layer. We don't charge for unused features.
We provide a detailed quote after a free 20-minute Data Diagnostic call. Book a diagnostic for a same-call estimate.
For restaurant groups, specialty retailers, and health & wellness operators running 3-20+ locations on disconnected POS, labor, inventory, and accounting platforms.
System Connectivity
Mixed-system environments are common and fully supported. We build individual connectors for each platform and normalize the data into a unified model — so Toast data and Square data map to the same field definitions before they land in the data warehouse.
No. Nothing in your current stack needs to change. Our BI layer connects to your existing systems, pulls the data, and unifies it — without any system replacements, migrations, or changes to how your teams operate their daily workflows.
Dashboards & Operations
This is typically one of the first dashboards we build because it is the highest-stakes metric for most multi-location operators. Once your POS and labor scheduling platforms are connected, labor-as-a-percentage-of-sales by location and day part updates daily — no exports, no spreadsheets.
You can set threshold alerts that notify you when any location crosses your target labor percentage — giving you enough lead time to adjust scheduling before the cost is locked in. For a 10-location operation, catching a 2-3% overage early can represent tens of thousands of dollars in avoided cost by quarter end.
Yes. Connecting your loyalty platform to POS transaction data is one of the highest-value things we build for retail operators — and almost never done by the platforms themselves. Once connected, you can answer: What percentage of our revenue comes from repeat customers? Which locations have the highest retention rates? Which loyalty segments are churning? Which offers drive incremental visits versus simply discounting existing behavior?
Yes. Role-based access control is built into the each data layer. A general manager at location 3 sees their location's metrics. Your VP of Operations sees all locations in a consolidated view. Your CFO sees the full P&L picture. Access is controlled centrally and updated as your team structure changes.
AI & Implementation
The AI chatbot lets any authorized stakeholder ask questions in plain language and get an immediate answer. Example questions retail operators ask:
For a standard multi-location retail deployment (2-4 connected systems, 5-15 locations), most clients are live within 4-6 weeks of granting data access. Larger environments may extend to 6-10 weeks. No IT involvement required on your side.
Pricing is scoped to your specific environment. We provide a detailed quote after a free 20-minute Data Diagnostic. Book a diagnostic to get started.
BI for professional services firms running 20-500 people — connecting time tracking, CRM, project management, and accounting into a single live operational view.
Data Integration
Yes. This is the most common environment we see in professional services firms, and exactly what our ETL pipelines are designed to solve. Platforms we connect to include: Harvest, Toggl, Clockify (time tracking); HubSpot, Salesforce, Pipedrive (CRM); Asana, Wrike, Monday.com, Mavenlink (project management); QuickBooks, Xero, FreshBooks (accounting); and vertical-specific tools like Clio (legal) and Bullhorn (staffing).
Utilization & Profitability
The utilization dashboard surfaces billable vs. available hours by person, team, and practice group — updated everyday, not at month-end. Metrics include:
Industry benchmarks put the optimal utilization zone at 70-80%. Firms consistently below 66% are in margin compression territory.
Yes. The Project Profitability dashboard combines revenue invoiced (from accounting), hours logged against the engagement (from time tracking), and fully-loaded labor cost per person — producing a true margin figure by project and by client. It flags engagements running over budget or below target margin before they become client problems. The firms that don't have this visibility are the ones who unknowingly renew unprofitable client relationships because they look fine at the top line.
The Pipeline-to-Capacity dashboard connects your CRM pipeline to your current staffing capacity — answering the question most firms currently answer through informal conversation: "If these open opportunities close, do we have the bandwidth to deliver them without over-servicing or missing deadlines?"
It surfaces capacity bottlenecks before commitments are made, flags over-hiring risk in slow periods, and identifies resourcing gaps that should inform your next hiring decision.
The WIP & Billing Health Dashboard surfaces the most significant hidden cash flow risk in professional services — time worked but not yet invoiced. It shows:
For a 20-50 person firm, WIP can represent hundreds of thousands of dollars in uncollected cash. This dashboard is typically the one your CFO is most immediately grateful for.
AI & Differentiation
A BI dashboard is the visualization layer — it displays data that has already been connected, cleaned, and modeled. The hard work is everything before the visualization: ETL pipelines from each source system, a governed data warehouse with consistent field definitions, and transformation logic that resolves naming conflicts and normalization issues.
Building and maintaining that infrastructure requires data engineering skills most 20-50 person firms don't have internally. We do all of it. You get the BI reporting output plus the AI chatbot and automated insight layer — without the technical overhead.
Most professional services deployments are live within 3-6 weeks. What we need from you: API credentials or read-access to each connected platform, a scoping call to confirm KPI definitions, and review sign-off on the data model before dashboards go live. No IT department involvement required.
Custom BI for commercial-stage pharmaceutical brands — connecting Veeva CRM, script data feeds, marketing automation, digital channels, co-pay platforms, and patient support into one live command center.
Platform & Data Integration
Veeva CRM is built to track what your field team does — call activity, samples, literature delivery. It reports on itself. It cannot cross-reference your script data, your digital campaign performance, your co-pay utilization, or your patient support enrollments.
Our BI solution pulls from Veeva, script data, your marketing automation platform, your digital ad stacks, and your patient support hub — and unifies them into a single governed warehouse. The intelligence you gain is cross-system: the relationships between field activity, digital touchpoints, and prescribing behavior that no single-source report can surface.
Yes. Integrating syndicated data feeds — IQVIA NRx/TRx, Symphony Health, PulsePoint — alongside CRM and digital sources is a core capability we've specifically built for pharma commercial engagements. Once your script data is in the warehouse alongside your CRM activity and digital spend, it stops being a spreadsheet input and becomes a live strategic asset — queryable, cross-referenceable, and visible to every commercial stakeholder who needs it.
Attribution & Analytics
The indirect nature of pharma attribution is real — but it doesn't make the analysis impossible. Multi-touch attribution models in pharma work by correlating HCP engagement touchpoints — rep visits, digital impressions, email opens, virtual program attendance, co-pay enrollments — with NRx trends at the prescriber level over a defined time window.
What we build: a prescriber-level engagement history across channels, overlaid with script data at the NPI level, with segmentation by HCP decile, channel combination, and touchpoint sequence. It won't tell you a single rep visit caused a single script. It will tell you, with statistical credibility, which channel combinations are associated with NRx lift among your top-decile targets.
That is precisely the problem automated dashboards solve. When every metric in your brand review pulls from live connected data — rather than from analyst exports pulled on a specific date — the review deck stops requiring manual construction. The numbers are always current. The charts update automatically.
Beyond time savings, automated dashboards eliminate the interpretive risk of multiple analysts pulling the same data at different times and arriving at different numbers. One warehouse. One version of truth.
Compliance & Implementation
The absence of an internal data engineering function is the reason most commercial-stage brands haven't solved this problem yet — and exactly the gap we fill. Every element of the infrastructure is built and maintained by our team. Typical implementation runs 6-10 weeks, depending on data source complexity. Your commercial team's involvement is limited to scoping calls and review sign-offs.
DP365 — Digital Performance 365 — is a modular ETL business intelligence platform built for digital marketing analysis, consolidating data from 365+ sources into a unified, AI-powered command center.
Platform Overview
DP365 is a comprehensive business intelligence platform specifically designed for digital marketing analysis. It is a modular ETL (Extract, Transform, Load) solution that consolidates data from multiple digital marketing platforms.
DP365 transforms complex marketing data into semantic form, making analysis accessible through real-time interactive visualizations, AI-powered insights, and an intelligent conversational agent that lets you "chat with your data" in plain English.
Just about. Along with AI business intelligence, DP365 also delivers autonomy and ownership. If the goal is to establish an independent, reliable source for analysis, own your data, control your workspace and pipeline, gain independence from vendor reporting schedules, and take a forward-looking approach — DP365 puts you in the driver's seat, now and into the future.
Data Sources & Integration
DP365 connects with over 365 data sources. Examples include:
DP365 is specifically built to analyze the dual-campaign strategy (common in healthcare marketing) — including side-by-side metrics showing how each campaign type drives user acquisition, engagement, and conversion, along with allocation recommendations between branded and unbranded spend based on performance data and strategic goals.
AI Capabilities
DP365's conversational AI Agent (Chat with Your Data) allows you to ask questions about your marketing performance in natural language. It understands context from your previous questions, accesses real-time data from all integrated sources, generates visualizations on demand, and explains results in business terms — not technical jargon.
Example questions: "Why did traffic drop last week?" · "Which age demographic has the best CTR?" · "What was our cost per click in September vs. October?" · "Create a report comparing branded and unbranded campaigns."
Compliance, Pricing & Support
DP365 uses flexible, modular pricing based on project requirements — serving modest campaign projects with 2-3 data sources through to large brands with multiple products and complex requirements. Schedule a demo for an immediate quote.
Implementation timelines: basic dashboards with AI Agent in 2-4 weeks · mid-sized applications in 4-6 weeks · enterprise implementations in 8-10 weeks.
Included with all DP365 deliverables: comprehensive onboarding training for your team; email support from our pharmaceutical marketing experts; regular platform updates with continuous feature enhancements and new integrations; and monthly performance reviews — scheduled check-ins to review insights and optimize usage.
Book a free 20-minute Data Diagnostic. We'll map your current data environment and show you exactly what a BI solution built for your organization would look like — dashboards, data sources, and all.