Business Intelligence Consulting Services
BI that executives actually use — built around decisions, not data dumps
What is Business Intelligence Consulting?
Business Intelligence (BI) consulting services help companies build systems that translate raw data into meaningful insights.
A business intelligence consulting company like Valiotti Data acts as your strategic partner — designing dashboards, optimizing data pipelines, and defining the right KPIs so your teams know what’s working (and what’s not).
We’re not just about tools — we’re about transformation.
Unlike traditional business intelligence consulting firms, we don’t stop at implementation. We work hands-on with your teams to ensure adoption, consistency, and long-term success. For organizations looking to supercharge their BI with AI, explore our AI-powered data analytics capabilities — including text-to-SQL, automated reporting, and anomaly detection.
Benefits of Business Intelligence Consulting
Smarter Data Use
BI Gaps Detected
Clear, Scalable KPIs
Problems & Solutions
Scattered Data, No Access
We centralize your sources and structure the data for reporting. All in one place, ready to use.
Everyone Trusts Different Numbers
We align your metrics and create one shared truth — clear, consistent, and reliable.
Reporting Takes Too Much Time
We automate reports and alerts — so your team spends time making decisions, not copy-pasting.
Roadmap
Goal Definition and Tool Assessment
Requirements Gathering
To interview your team to define project objectives and ensure our vision is aligned.
Data Assessment
We evaluate your current data landscape. This includes examining the sources, formats, and quality of your data.
Choice of Visualization Tools
Based on data assessment and criteria such as ease of use, compatibility, and pricing, we pick the best-suitable data visualization tools.
Visualization Design
Data Preparation
We prepare your data for visualization by cleaning, formatting, and transforming it into a structured format.
Data Visualization Design
We define the types of visualizations that best convey your insights. Then, we create prototypes, wireframes, or mock-ups to showcase how data will be presented.
Data Integration
We establish seamless connections between data sources and your chosen visualization tools, ensuring smooth data access.
Deployment and Optimization
Visualization Solution Deployment
We implement chosen data visualization solutions within your organization's systems or platforms.
Performance Monitoring
We continuously monitor the performance of your data visualizations, identifying bottlenecks or areas for improvement.
Presentation and Documentation
We create a detailed presentation and provide documentation to ensure every team member knows how to derive insights from your new dashboards.
Built to remove every barrier
Month-to-Month
No long-term contracts. Stay because the results speak for themselves, not because you're locked in. Cancel with 30 days notice.
NDA from Day One
Your data, strategies, and competitive intelligence stay confidential. Mutual NDA signed before any engagement begins.
First 30 Days Guarantee
If we haven't delivered at least 3 actionable data wins in the first 30 days, the first month is on us. No questions asked.
Your IP, Always
All dashboards, pipelines, documentation, and code belong to you. Full knowledge transfer is built into every engagement.
US & EU Time Zones
Core team operates across EST-PST and CET. Async updates daily. Sync meetings on your schedule, not ours.
Transparent Reporting
Weekly progress updates with measurable outcomes. You'll always know exactly what we're working on and why it matters.
Not sure where to start?
Take our 5-minute CDO Healthcheck. Get a personalized scorecard across data ownership, metrics culture, and trust in data, before committing to anything.
Your data stays secure
Mutual NDA
Signed before any data access. Your competitive intelligence stays confidential.
SOC 2 Compatible
Our processes align with SOC 2 Type II controls. We work within your existing compliance framework.
GDPR & CCPA Ready
All data handling follows privacy regulations. We never store client data on personal devices.
Your Infrastructure
We work inside your systems — your cloud, your tools, your access controls. Nothing leaves your perimeter.
What our clients say
"We wanted to focus on business KPIs and get dashboards to transform the data into revenue. We chose Nikolay and his team because of the communication, responsiveness, and the ability to give their honest feedback."
“Valiotti Data has enabled us to react much more quickly and appropriately to signals and to improve day-to-day operational outcomes.”
"Nikolay’s team has been phenomenal to work with over the past few months. They were able to put together some wonderful insights, reports, and Tableau dashboards for our management teams across various departments. We look forward to working with Nikolay’s team in the future on additional data science and analysis projects."
The team performed their duties extremely professionally and efficiently. It's worth highlighting their flexible approach to resource allocation. They are ready to quickly allocate additional capacity when workloads increase. With their help, Refocus addressed all of its analytics needs across key departments—from HR to the product department. Thanks to the collaboration with Nick's team, Refocus was able to implement a data-driven approach, which significantly enhanced the efficiency of work and decision-making.
Results we've delivered
Migrated freezing Power BI dashboards to Metabase — load times dropped from minutes to seconds. Rebuilt 3 key dashboards saving the team 5-8 hours/week of manual workarounds
Unified 8 data sources into BigQuery for a government-funded nonprofit. Automated reporting eliminated 15+ hours/month of manual work and reduced board report prep from 2 days to automated generation
Replaced fragmented Excel files with 7+ real-time dashboards and 100+ standardized KPIs for an HVAC company. Reduced infrastructure costs 3-5x vs. Fivetran, estimated $120K/year in reporting savings
Advanced analytics boosted AI Sales with revenue tracking, AI vs. human performance insights, real-time alerts, and improved bot strategies for higher efficiency
Discover how Valiotti Data transformed outdated Tableau dashboards into a modern, brand-aligned, and user-friendly interface for Australian nonprofit consultancy More Impact. See how design prototypes set the stage for future success
Modernized a FinTech lender's data warehouse — ETL processes became 5x faster. Replaced legacy Pentaho stack with Python/dbt/Airflow, reducing maintenance overhead by 60%
Setting Up Data Engineering Processes and Looker Tables for Improved Data Pipelines and Telephony Insights
Built supply chain analytics and fraud detection for a US telecom. Heatmap analysis optimized warehouse locations. Credit fraud pattern detection estimated to save $50-100K/year
Frequently asked questions
Which BI tool is right for my company?
There is no universal best tool — it depends on your context. Tableau is the gold standard for complex, interactive visualizations and works well for teams with dedicated analysts, but it is expensive ($70+/user/month). Power BI is the pragmatic choice if your company already runs on Microsoft 365 — tight Excel and Azure integration, and competitive pricing at $10/user/month. Metabase is our recommendation for startups and product teams: it is open-source, developer-friendly, and can be embedded directly into your SaaS product. Looker Studio is ideal for marketing teams already in the Google ecosystem — free, good for campaign reporting, but limited for complex analysis. We help you evaluate based on team size, technical skill, existing stack, and budget.
How long does it take to set up a BI dashboard?
Your first production-ready dashboard — connected to live data, with proper filters, drill-downs, and scheduled refreshes — takes 2-4 weeks. That includes data source connection, data modeling, dashboard design, stakeholder review, and iteration. A full BI stack, meaning a data warehouse, automated data pipelines from all your key sources, a suite of 8-12 dashboards covering executive, marketing, sales, product, and finance views plus team training and documentation, takes 2-3 months. We typically deliver in phases: a quick-win dashboard in the first 2 weeks to show immediate value, then progressively build out the full stack while your team starts using what is already live.
Can you migrate us from Excel to a proper BI tool?
Yes, and this is one of our most common projects. The process starts with an audit of your existing spreadsheets — we identify which ones are critical, who uses them, what data flows in and out, and where the manual steps and breakage points are. Then we design a target architecture: a central data warehouse that ingests data automatically from your systems (CRM, accounting, marketing platforms), with BI dashboards replacing the key spreadsheets. We migrate in phases, running the new dashboards alongside Excel for 2-3 weeks so your team can validate the numbers match. The typical result: what used to take someone half a day of copy-pasting between spreadsheets now updates automatically every morning.
Do you offer embedded analytics for SaaS products?
Yes. If you are building a SaaS product and want to offer dashboards and analytics to your customers inside your application, we specialize in this. Our go-to approach is Metabase embedded analytics — it is open-source, highly customizable, and supports multi-tenant setups where each customer sees only their own data. We handle the full implementation: setting up Metabase, designing the customer-facing dashboards, configuring row-level security, styling it to match your product’s UI, and integrating it via iframe or API into your application. The result is a production-grade analytics feature in your product in 4-6 weeks, without your engineering team building a BI tool from scratch.
From our blog
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When it comes to business intelligence tools, Tableau is often the first name that pops up — and with good reason. It’s powerful, feature-rich,
TL;DR, What is Metabase? Metabase is a free, open-source business intelligence (BI) tool launched in 2015 and used by 50,000+ companies worldwide. It offers
Metabase vs Power BI compared by a team that deploys both. See pricing, features, ease of use, and our recommendation for startups, SaaS, and enterprises
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