Tier 1: Start Here

Business Data Diagnostic

We dig into your operational data and find what's costing you money. You walk away with a prioritized list of opportunities and a clear plan for what to do next. If you decide to move forward with a dashboard build, this becomes the blueprint.

Essentials

1–3 data sources

  • Data quality scoring
  • Findings report with key recommendations
  • Dashboard mockups
  • ROI projections and roadmap
  • 30 days of email support

Timeline: 1–2 weeks
Your time: ~3 hours

Comprehensive

8+ data sources

  • Cross-system data flow mapping
  • ROI-quantified recommendations
  • Phased implementation plan
  • 3–5 bonus insights discovered in your data
  • 90-minute leadership presentation
  • Prioritized remediation roadmap with ROI analysis
  • 30 days of email support

Timeline: 2–3 weeks
Your time: ~8 hours

All levels include a full data audit, root cause analysis, dashboard mockups, ROI projections, and 30 days of email support. Even if you don't hire us again, you walk away with a solution design you could give to another vendor.

See a diagnostic-style deep dive: How we turned Greenville’s public permit data into an interactive explorer →

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Tier 2: The Full Build

Dashboard Implementation

We build your Power BI dashboards from start to finish: requirements, data connections, design, deployment, and training. Scope and pricing are determined at the end of the Tier 1 diagnostic, based on your specific data landscape and complexity.

Foundation

1 data source • 1–2 dashboards

  • Single-source dashboard build
  • 4–6 week timeline
  • Example: Sales performance tracker

Enterprise

4+ data sources • 5+ dashboards

  • Full cross-system analytics suite
  • 8–10 week timeline
  • Example: Cross-department analytics suite

All levels include custom Power BI dashboards, automated refresh schedules, mobile-optimized views, complete documentation, 2-hour team training, 30-day post-delivery support, and full ownership of everything we build.

See a real Tier 2 engagement: Shipping analysis that drove a 74% purchase-rate increase →

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Tier 3: Stay Sharp

Ongoing Support & Optimization

Analytics support on retainer. We keep your dashboards running, handle new questions, and help you act on what the data shows. 3-month minimum commitment, then month-to-month with 30 days notice.

Bronze

~6–8 hours/month

  • Dashboard maintenance and bug fixes
  • 2 minor updates per month
  • Priority email support (24-hour response)
  • Monthly data quality monitoring
  • Quarterly review call (30 min)

Gold

~15–18 hours/month

  • Everything in Silver, plus:
  • 6 updates per month
  • 2 ad-hoc analyses per month
  • Bi-weekly check-in calls
  • Same-day response for urgent issues
  • Quarterly strategic planning session
  • Training and enablement

All tiers include flexible hours (more during busy periods), hours that roll over up to 1 month, and month-to-month billing after the initial 3-month period.

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Compare All Options

Tier 1 Tier 2 Bronze Silver Gold
Best For "Where do we start?" "Build the solution" "Keep it running" "Active partnership" "Strategic advantage"
Engagement One-time One-time Monthly Monthly Monthly
Timeline 1–3 weeks 4–10 weeks Ongoing Ongoing Ongoing
Deliverable Diagnostic & roadmap Production dashboards Maintenance Active support Strategic partnership
Monthly Hours N/A N/A 6–8 hrs 10–12 hrs 15–18 hrs
Post-Delivery Support 30 days email 30 days email 24-hour email response Proactive insights + monthly call Same-day response + bi-weekly calls

Looking for training or standalone services? See Training Options and Add-On Services below.

Training Services

Standalone training packages to build your team's data capabilities.

Power BI Team Training

$2,000

6 hours of hands-on instruction (flexible scheduling). Train 2–8 people to build their own dashboards using your actual data. Custom manual, videos, and 30 days of support included.

Dashboard User Training

$1,000

3 hours of hands-on instruction for end users who need to navigate and use existing dashboards. Covers filtering, drill-downs, exporting, and interpreting the data. Up to 10 people per session with 30 days of follow-up support.

Data Analysis Training for Leaders

$3,000

6 hours of instruction (flexible scheduling). Teach analytical thinking, root cause analysis, metrics frameworks, and how to build a data-driven culture. Custom workbook, templates, and 60 days of support.

Standalone & Add-On Services

Available as standalone engagements or additions to any active project or retainer.

Data Cleaning & Integration

Your data probably lives in a dozen different places: ERP exports, spreadsheets, databases, legacy systems. We clean it up, standardize it, and connect it so it's accurate and ready for dashboards.

  • Fix inconsistencies, duplicates, and formatting issues
  • Standardize data across systems
  • Scope and pricing based on number of sources and complexity
  • Complex environments: expect 50–80% of project time to be data prep

Data Pipeline Automation

Stop manually exporting and importing data between systems. We build automated pipelines that keep your dashboards current and your data flowing.

  • Automated ETL (extract, transform, load) workflows
  • Scheduled data refreshes from any source
  • Custom connectors for systems without native Power BI integration
  • Monitoring and error alerting

Ad Hoc Analysis Reports

Need a one-off analysis? We dig into your data and give you a focused report that answers a specific business question.

  • Quick-turnaround analysis (typically 1–2 weeks)
  • Findings summary, supporting visuals, and recommendations
  • Common requests: cost analysis, vendor comparisons, trend identification
  • Silver/Gold retainer clients: 1–2 reports per month included

Additional Dashboard Builds

Already a retainer client? Add new dashboards at a preferred rate. Same quality and process as full Tier 2 projects, tailored to expand analytics into new departments or functions.

  • Same quality and process as full Tier 2 projects
  • Retainer client discount applied automatically
  • Ideal for expanding analytics into new departments or functions

Scope and pricing for these services depend on your specific needs. Reach out and we'll put together a clear proposal after understanding your situation.

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Frequently Asked Questions

No. We determine the appropriate licensing during the Business Data Diagnostic and help you get set up. Most businesses are starting from scratch on Power BI licensing, and we guide you through the options based on your specific needs.

Typically 4–10 weeks from kickoff to go-live, depending on the number of dashboards and complexity of your data sources. We work in sprints and provide progress updates every one to two weeks throughout the project.

That's normal. Most businesses have data scattered across multiple systems — ERP, CRM, spreadsheets, accounting software, and more. The Business Data Diagnostic maps out where everything lives, and we build pipelines that pull it all together and keep it clean going forward.

Yes. We're based in Greenville and can meet in person with Upstate SC clients, but we're set up to work remotely with clients anywhere in the Southeast and nationwide.

We integrate with most major systems, including SAP, Oracle, Epicor, Infor, PLEX, SQL databases, Excel, SharePoint, and various APIs. If your system stores data in an accessible format, we can almost certainly connect to it.

There is a 3-month minimum commitment for ongoing support retainers. After the initial period, the engagement moves to month-to-month and can be cancelled with 30 days notice. We earn your business every month through the value we deliver.

We work across industries — manufacturing, healthcare, eCommerce, professional services, technology, distribution, and more. Our approach works for any business with operational complexity and data challenges. Reach out and we'll tell you if we're a good fit.

Not Sure Which Tier Is Right?

Start with Tier 1. The Business Data Diagnostic tells you exactly what's worth fixing and what to do next.

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