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BUSINESS INTELLIGENCE CONSULTING

Business Intelligence Consulting for Mid-Market Companies: One Set of Numbers, Ready for AI

Our business intelligence consulting services define the numbers your leadership runs on, build the data model and dashboards that deliver them, and govern them so every team, and every AI assistant, gets the same answer. We do this on the BI tool you already own, whether that is Power BI, Tableau or Looker. The result is a board pack built from live data instead of a month-end spreadsheet.

Power BI executive sales dashboard with five KPI cards, a daily sales trend and highlighted best and worst days
Executive Sales Report: a single-screen sales cockpit with KPI cards for sales, margin, orders and target progress, plus a daily trend that highlights the best and worst days.
BI & DATA-READINESS ASSESSMENT
Book a BI and data-readiness assessment

We review your sources, models and reports, score them on seven checks, and hand you a ranked fix list.

WHAT'S INCLUDED

What our business intelligence consulting services include

Business intelligence consulting services cover six pieces of work: deciding which metrics matter, getting the data into one model, certifying the KPI definitions, building dashboards tied to decisions, opening the data to self-service and plain-English questions, and governing all of it. Most firms need some of these more than others, and the assessment tells you which.

KPI and decision framework

We start from the decisions leadership makes each week, then pick the metrics that inform them and give every metric one owner.

Data model, warehouse and pipelines

We connect ERP, CRM, plant and finance sources into one warehouse. We are a Snowflake partner, and we also build on the ERP's own database where that is the better fit.

Semantic layer and certified KPIs

Revenue, margin and OTIF get one definition each, so the semantic layer becomes the single source of truth, held in dbt or the BI tool's model, with reconciliation checks against the source ledger. Our semantic metric layer accelerator is one way to start.

Decision dashboards with alerts

Executive and operational views, such as margin and variance by plant or region, that flag an anomaly the day it appears instead of at the next board meeting.

Self-service and natural language analytics

Business users filter, drill down and ask questions without filing a ticket. See natural language analytics for how plain-English questions work.

Governance

Row-level security, lineage, an audit trail and controls for AI-generated SQL, covered in detail below.

Dashboards from our Power BI portfolio

Root cause dashboard with a fishbone diagram splitting sales variance by category, sub-category, state and city
Root Cause Analysis: a fishbone variance breakdown shows why a KPI moved, from category down to sub-category, state and city. Contributor cards name the largest positive and negative drivers at each level.
Inventory dashboard with an ABC Pareto curve, category bars for quantity, margin and turnover, and a SKU detail table
Inventory Analysis: ABC classification on a Pareto curve ranks products by cumulative revenue into high, medium and low value classes. Category comparisons and a SKU table show turnover, quantity, revenue and margin against the prior year.
Sales forecasting dashboard with actual sales as a solid line, the forecast as a dashed line and a MAPE accuracy card
Sales Forecasting: a short-range sales forecast shown as a dashed line after the actual sales history, with model accuracy reported as MAPE. Companion pages forecast quantity and give an extended view with an adjustable date range.
HOW IT WORKS

How an engagement runs

Every engagement moves through three steps: assess, build, then adopt and hand off. The assessment decides what gets built, the build delivers the first decision dashboards on certified data, and the handoff makes sure your team can run it without us. We agree durations with you after the assessment, once we have seen the data.

Three-step BI consulting engagement showing assessment, build and adoption deliverables.
01

Assess

We run a BI and data-readiness assessment on your sources, models and existing reports. You get the seven-row scorecard below, filled in for your stack, and a ranked list of fixes with the decision each one unblocks.
02

Build

As part of our BI implementation services, we build the data model, the semantic layer and the first decision dashboards, starting with the KPIs that leadership disputes most often. Each dashboard is tested against the numbers finance already signs off.
03

Adopt and hand off

We train the people who will own the model and the dashboards, document every KPI definition in a shared KPI dictionary, and track which reports get used. Ongoing support is optional.

Power BI and Tableau consulting on the tool you already own

You do not need a new BI tool to get trustworthy numbers. We work in Power BI, Tableau and Looker, on data in Snowflake or in the ERP's own database, including SAP HANA. As a Salesforce partner, we also bring CRM pipeline and account data into the same model. We recommend a migration only when the current tool blocks the work.

Business Intelligence Consulting Services | Seven BillionPower BI
Business Intelligence Consulting Services | Seven BillionTableau
Business Intelligence Consulting Services | Seven BillionLooker
Business Intelligence Consulting Services | Seven BillionSnowflake
Business Intelligence Consulting Services | Seven BillionSAP HANA
Salesforce
Business Intelligence Consulting Services | Seven Billiondbt
RESULTS

Results from our BI work

Our BI consulting is judged by whether leadership stops arguing about the numbers and starts using them. Across our BI work, that has meant retiring most slide decks for live executive dashboards, raising sales hit-rates with daily recommendations, and cutting empty miles with a shared map. Three examples, by company type:

85%

Executive dashboards, multi-sector

KPI packs used to arrive 12 days after month-end, and teams spent 300+ hours duplicating work in Excel. After we built a dbt semantic layer feeding Power BI and Tableau, with anomaly alerts pushed into Microsoft Teams, 85% of the slide decks were retired.
+18 pts

FMCG distribution

A Power BI app connected to SAP HANA served sales reps a daily next-best-SKU list for each distributor. The hit-rate rose 18 percentage points, and 93% of the field team adopted it.
-19%

Logistics

GPS data flowing into Snowflake drove a Power BI map that showed inefficiencies by 5 km grid, and empty miles fell 19%.

At a renewable energy operator, a client-facing Tableau portal replaced daily CSV files, and data latency now averages 10 minutes. More in our case studies.

AI DATA READINESS

Is your data ready for AI-generated SQL?

AI can now write long SQL in minutes, but speed without control is a liability. Before you put an AI assistant on your warehouse, check that its queries bind to certified definitions, respect access rules, and leave an audit trail a human can review. A wrong number that arrives fast still gets used.

Why this is coming up now

Data teams are already feeling it. One analyst on Reddit described generating 2,000-line SQL in minutes on top of a semantic layer, and the sense of losing control over what the output does. Another team asked the same forum for data-readiness assessment recommendations before an AI project kicked off. The question has moved from whether to use AI on the warehouse to how to trust what it writes.

Assess first or pilot first?

Our view is to do both, in a narrow order. Assess the data behind one use case, not the whole company, fix the gaps that use case exposes, then pilot on governed data. A company-wide audit delays the pilot for months, and a pilot on ungoverned data teaches people not to trust the assistant.

The one-page AI data-readiness scorecard

One-page AI data-readiness scorecard with seven governance checks scored one, three or five.

The AI data-readiness scorecard checks seven controls an AI assistant needs before it queries your warehouse: certified definitions, owned metadata, access rules, SQL validation, human review, logging and data quality. Score each row 1 if the control is absent, 3 if it is partial, and 5 if it is enforced by default.

  1. Certified KPI definitions exist and the AI is bound to them through the semantic layer.
  2. Every table and column the AI uses maps to catalog metadata and a named owner.
  3. Sensitive fields are classified, and access rules apply before a query runs.
  4. Generated SQL is validated, by parsing and a sample or sandbox run, before results reach a user.
  5. High-impact or unusual queries route to a human reviewer.
  6. Every prompt, query, answer and approval is logged, giving an audit trail and lineage.
  7. Data freshness and quality checks run on every source the AI reads.

As a rule of thumb, treat any row below 3 as a gap to fix before rollout. These seven checks are the core of text-to-SQL governance. For the failure modes behind them, read why text-to-SQL fails in production.

WHO IT'S FOR

Who this is for

Our BI consulting fits mid-market companies, roughly ₹1,000 to ₹2,000 crore or $120M to $240M in revenue, that already own a BI tool but still argue about the numbers. The typical signs are scattered source systems, an Excel board pack and an AI assistant on the roadmap. Specifically, where:

Data sits in several systems, typically an ERP, a CRM, plant systems and finance tools.
The board pack is still assembled in Excel each month.
Teams quote different numbers for the same KPI.
An AI assistant or copilot is on the roadmap.

Most of our BI work is in manufacturing and retail and FMCG, plus logistics and energy. For dashboards that drive action rather than just report, see from BI dashboard to decision engine and why your dashboard is lying to you. Our wider enterprise AI work builds on the same governed data.

FREQUENTLY ASKED QUESTIONS

FAQ

What do business intelligence consultants do?

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BI consultants decide which metrics leadership needs, connect the source systems into one data model, define each KPI once in a semantic layer, and build dashboards tied to real decisions. Good consultants also train your team and leave documentation, so the reporting keeps working after they leave and nobody rebuilds the board pack in Excel again.

How is BI consulting different from buying a BI tool?

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Can you work with our existing Power BI or Tableau setup?

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What is a semantic layer and why does it matter for AI?

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How do we know if our data is ready for AI-generated SQL?

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Should we assess our data first or start with an AI pilot?

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Do you work with Snowflake and Salesforce data?

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GET STARTED

Book a BI and data-readiness assessment

We review your sources, models and reports, score them on the seven checks above, and hand you a ranked fix list.