Data Insights Jumpstart

Service Description

Too many businesses operate without visibility into their performance metrics. Our Data Insights Jumpstart is designed to quickly provide leadership with actionable insights. We’ll audit your existing data sources (Excel sheets, databases, or SaaS systems), set up a secure data pipeline, and build an interactive Power BI (or Tableau) dashboard customized to your KPIs. This dashboard will be configured for automated data refreshes so decision-makers always have up-to-date information. Finally, we’ll conduct a walkthrough session with leadership, ensuring they understand how to use the dashboard to drive business outcomes. This package gives you a practical starting point for data-driven decision-making without a major data warehouse investment. Deliverables: Data source mapping and connection setup Integration of one major data source (CRM, ERP, accounting, etc.) Design and build of 1 interactive KPI dashboard in Power BI or Tableau Automated refresh scheduling and configuration Leadership walkthrough and training session