From spreadsheets to real‑time decisions
Design the right KPIs, model your data, and ship dashboards people actually use, with automated refresh and exception alerts.
Problems we solve
Typical triggers for this service:
- Management running on Excel with inconsistent numbers
- Slow insights; no single source of truth
- No ownership of KPIs or data definitions
- Manual MIS every week/month
- Hard to spot exceptions and trends
Popular use case
Expense & Leave Approvals
Automate submissions and manager approvals
AI-Powered Document Processing
Scan bills/receipts and auto-fill data
Client Onboarding
Digital KYC forms, document uploads, automatic welcome emails
Invoice Reminders
Auto-send payment reminders via email/WhatsApp
Compliance Workflows
Automate filing deadlines and approvals (e.g., tax, legal)
Automated Reporting
Generate monthly MIS without manual Excel work
Key features & capabilities
Implementation process
A predictable, low-friction rollout:
Typical timeline: 4–10 weeks for first dashboards; ongoing expansion per domain (package dependent).
Case Study: Retail BI and Reporting Transformation
Client: Retail Client
Challenge
Sales and finance reported conflicting numbers; MIS took days and leaders lacked trusted visibility.
Solution
➨ Defined KPI taxonomy and ownership
➨ Built a semantic model across POS, ERP, and CRM
➨ Published executive and departmental dashboards
➨ Set up scheduled refresh and anomaly alerts
Timeline
Pilot in 7 weeks; rollouts continued over 3 months
Impact
✓ Decision cycle time improved 2×
✓ Cloud cost down 18% in 4 months
✓ Roadmap adherence >85% for two quarters
✓ Security incidents reduced to zero criticals
“We finally trust the numbers. Decisions that took days now happen the same day.” – Retail Client
Discover the right price plan for you
Essential
$19/Per Month
- Lead, deal, contact, calendar and pipeline management
- Seamless data import and 400+ integrations
- 24/7, multi-language support
Professional
$49/Per Month
- Full email sync with templates, open, click tracking & emailing
- Automations builder, including email sequences
- Meeting, email and video call
Enterprise
$129/Per Month
- Streamlined lead routing and account access control
- Document and contract management with e-signatures
- Revenue forecasts & reporting
Essential
$29/Per Year
- Lead, deal, contact, calendar and pipeline management
- Seamless data import and 400+ integrations
- 24/7, multi-language support
Professional
$69/Per Year
- Full email sync with templates, open, click tracking & emailing
- Automations builder, including email sequences
- Meeting, email and video call
Enterprise
$199/Per Year
- Streamlined lead routing and account access control
- Document and contract management with e-signatures
- Revenue forecasts & reporting
Frequently Asked Questions
What types of companies benefit most from Data and BI services?
Firms that rely on Excel, lack a single source of truth, or struggle with slow insights benefit the most. This includes retail, professional services, finance, and any SME with fragmented systems.
How do you ensure KPI definitions are consistent across teams?
We create a semantic model and shared definitions so every department uses the same rules, calculations, and data lineage.
How long does it take to build dashboards?
Most clients receive working dashboards in 4 to 10 weeks. After that, new domains and metrics can be added continuously.
Can BI tools connect to our existing systems like ERP, CRM, HRMS, or eCommerce?
Yes. We consolidate data across multiple systems including ERP, CRM, HRMS, eStore, and finance tools through secure connectors and models.
Do you support Power BI, Tableau, Looker Studio, or others?
Yes. We work across Power BI, Tableau, Looker Studio, Metabase, and modern data stacks including dbt, Fivetran, and Airbyte.
Can AI improve analytics and reporting?
Yes. AI supports forecasting, anomaly detection, and scenario planning to reduce blind spots and manual analysis time.
Ready to Turn Data into Decisions?
Start your 30-day pilot and see how dashboards and analytics create real-time visibility and control.