Services
Offerings
Senior-led data strategy, architecture, engineering, governance, business intelligence, automation, advanced analytics, and managed support across Microsoft, Snowflake, and the systems already in use.
Private Equity Data AssessmentAssess the data behind a mid-market portfolio company's value-creation priorities. Trace reporting problems, test source readiness, and define the first implementation with owners and acceptance criteria.Acquisition Data IntegrationBring an acquired company's data into a controlled reporting model. Preserve source history, map accounts and entities, and separate acquired contribution from comparable operating performance.Portfolio Performance AnalyticsConnect revenue, EBITDA, working capital, budgets, and operating drivers to a reviewable company performance model. Give operating partners and portfolio CFOs a way to investigate variance and track agreed actions.Portfolio Reporting AutomationConnect portfolio-company data, standardize operating KPIs, and automate recurring management reports with reconciliation, exceptions, and approval built into the workflow.Private Capital Reporting and AnalyticsBuild a reviewable data path for private equity fund finance and investor reporting: contributions, distributions, NAV, performance measures, source mapping, and quarterly approvals.Power BI performance optimizationFind and fix the cause of slow Power BI reports and refreshes. We trace the workload through visuals, DAX, models, source queries, gateways, and capacity, then verify changes against a measured baseline.Power BI health checkGet an independent review of your Power BI environment: models, measures, refreshes, access, performance, and release practices. Receive prioritized findings and a practical next step, with implementation kept separate.Excel to Power BI migrationMove recurring Excel reports into a maintainable Power BI model. We preserve the calculations that matter, reconcile the outputs, connect approved sources, and plan refresh, access, and handoff before replacing the spreadsheet process.Data and analytics strategySet priorities across BI, data platforms, governance, and delivery without turning strategy into an abstract transformation program.Data platform assessmentAssess your data platform before committing to repairs, a migration, or a rebuild. We examine architecture, pipelines, reporting, reliability, cost, and ownership, then deliver prioritized findings and an implementation outline.Data architectureDesign how data is acquired, stored, modeled, secured, served, and changed across the full analytical path.Snowflake consulting and optimizationPlan, implement, modernize, and optimize Snowflake around data products, reporting, security, performance, and cost.Microsoft Fabric implementationDesign Fabric workloads, data layers, semantic models, governance, and deployment around real reporting and analytical needs.Warehouse and lakehouse modernizationMove legacy storage, transformations, and reporting logic to a maintainable cloud architecture with controlled reconciliation.Data engineering and ELTBuild ingestion and transformation pipelines that preserve meaning and make operational failures visible.Data integration and APIsIntegrate applications, databases, files, and APIs with explicit contracts, validation, and recovery behavior.Data governanceEstablish practical ownership, definitions, access, lineage, and change routines around the data people depend on.Data qualityFind, prevent, monitor, and route the data failures that materially affect reporting and operations.Power BI consultingImprove strategy, architecture, semantic models, DAX, report design, performance, governance, and release practices.Semantic modeling and DAXDesign Power BI semantic models, dimensional structures, DAX measures, security, and refresh for reuse and performance.Reporting automation servicesAutomate recurring finance, operations, and management reports. We connect approved sources, apply agreed calculations, check the results, and prepare or distribute reports while keeping exceptions and approvals visible.Managed data and BI supportBusiness-hours monitoring, administration, maintenance, enhancement, and enablement with clear responsibilities.Predictive analytics and forecastingBuild forecasting, anomaly detection, and predictive models around timing, error cost, baseline performance, and responsible use.Data and AI readinessAssess source access, definitions, permissions, quality, feedback, and operating controls before an AI build expands.