Digital Transformation
Data-driven decisions with dashboards and analytics
Implementation of Business Intelligence and data analysis capabilities: consolidation of scattered data, real-time executive dashboards, automated reports, predictive analytics. Transform data into actionable insights to make better decisions.
From scattered data to actionable insights
Identify and consolidate
Data sources (ERP, CRM, Excel, databases)
Model and visualize
Analytical structure, dashboards, reports
Analyze and decide
Actionable insights, data-driven decisions
Problem it solves
Companies have data but not information. Data trapped in silos (each system, each Excel). Management decides by intuition because they don't have real visibility. Manual reports that arrive late and outdated. Data analysis consolidates, visualizes and makes critical information accessible.
When is data analysis critical?
Data scattered across multiple systems
Sales in one system, finance in another, inventory in Excel. No one has consolidated view. Impossible to answer "what is my most profitable product?"
Decisions by intuition vs objective data
Management decides based on "feeling" or experience because they don't have accessible data to analyze. High risk of wrong decisions.
Manual reports that arrive late
Someone dedicates 8 hours each week consolidating data in Excel. Report arrives 5 days late and is already outdated for decision.
Lack of real-time executive visibility
CEO/CFO/COO don't know real business state until monthly close. They can't react in time to problems or opportunities.
Need for more sophisticated analysis
You want to identify trends, patterns, correlations. Descriptive analysis ("what happened") and predictive ("what will happen").
More data-driven competition has advantage
Competitors make faster and more accurate decisions because they have better information. You need to close gap.
4 levels of data analysis according to maturity
Alternative recommendation: We start with Descriptive (quick wins, fundamentals), then evolve to Diagnostic and Predictive according to maturity and need.
DESCRIPTIVE
What happened?
Reports and dashboards showing WHAT is happening or happened. Current, historical KPIs, comparisons.
- Sales dashboard (current month vs previous month)
- Top 10 clients report
Power BI, Tableau, Google Data Studio, Advanced Excel
DIAGNOSTIC
Why did it happen?
Root cause analysis. Drill-down to understand result drivers. Correlations.
- Why did sales drop 15%? (analysis by channel, product, temporality)
- What products have highest return rate and why?
Power BI with advanced DAX, Tableau, SQL for ad-hoc analysis
PREDICTIVE
What will happen?
Statistical models and machine learning to predict future behaviors.
- Sales forecast next 3 months
- Demand prediction by product
Python/R, Azure ML, Power BI with predictive models
PRESCRIPTIVE
What should I do?
Automated action recommendations based on data and business objectives.
- Dynamic pricing optimization
- Product recommendation to client (Amazon style)
Python/R with optimization algorithms, Azure ML, specialized tools
How we implement Business Intelligence
DISCOVERY AND DEFINITION
Identification of data sources (systems, databases, Excels), Understanding of critical business questions, Definition of KPIs and priority metrics, Analysis of current data quality, Definition of audiences (who uses which dashboard)
ARCHITECTURE DESIGN
Data architecture design (ETL, data warehouse/lake), Dimensional data model (fact and dimension tables), Dashboard design (visual mockups), Selection of appropriate BI tool, Data governance plan
DEVELOPMENT
ETL construction (extraction, transformation, data loading), Data modeling in BI tool, Interactive dashboard development, Automated report creation, Exhaustive testing of calculations and visualizations
DEPLOYMENT AND TRAINING
Dashboard deployment to end users, Training by role (executives, middle management, analysts), Dashboard usage documentation, Alert and automatic subscription configuration, Intensive support first weeks
OPTIMIZATION AND GOVERNANCE
Dashboard usage monitoring (what's used, what's not), Adjustments based on user feedback, New KPIs or dashboards as needed, Data updates (frequency, sources), Data governance (quality, access)
DISCOVERY AND DEFINITION
Identification of data sources (systems, databases, Excels), Understanding of critical business questions, Definition of KPIs and priority metrics, Analysis of current data quality, Definition of audiences (who uses which dashboard)
ARCHITECTURE DESIGN
Data architecture design (ETL, data warehouse/lake), Dimensional data model (fact and dimension tables), Dashboard design (visual mockups), Selection of appropriate BI tool, Data governance plan
DEVELOPMENT
ETL construction (extraction, transformation, data loading), Data modeling in BI tool, Interactive dashboard development, Automated report creation, Exhaustive testing of calculations and visualizations
DEPLOYMENT AND TRAINING
Dashboard deployment to end users, Training by role (executives, middle management, analysts), Dashboard usage documentation, Alert and automatic subscription configuration, Intensive support first weeks
OPTIMIZATION AND GOVERNANCE
Dashboard usage monitoring (what's used, what's not), Adjustments based on user feedback, New KPIs or dashboards as needed, Data updates (frequency, sources), Data governance (quality, access)
TOTAL DURATION: 6-12 weeks for initial implementation
What's included
Architecture and Development
- Data architecture design
- ETL construction (data consolidation)
- Dimensional data modeling
- Executive dashboard development
- Automated reports
- Alert configuration
Typical Dashboards
- Executive dashboard (corporate KPIs)
- Financial dashboard (P&L, cash flow, margins)
- Commercial dashboard (sales, pipeline, clients)
- Operational dashboard (production, inventory, deliveries)
- Industry-specific dashboards
Training
- Executive training (dashboard interpretation)
- Analyst training (report creation)
- Dashboard documentation
- Tutorial videos
- Q&A sessions
Support and Governance
- 3-6 months post-implementation support
- Dashboard updates as needed
- Data governance (quality, access)
- Usage monitoring and optimization
Benefits
Consolidated visibility of critical KPIs
Data-driven decisions (vs intuition)
hours/week Time freed from manual reports
Access to updated information
weeks Complete BI implementation
Positive in 6-12 months (better decisions + time saved)
Business Intelligence tools we implement
Alternative recommendation: We don't sell tools; we recommend objectively according to: budget, analysis complexity, existing technological ecosystem, internal capabilities. Most common: Power BI (80% of projects) for price/capacity/ease balance.
| Tool | Best For | Advantages | Considerations |
|---|---|---|---|
| Power BI | SMEs-Large, Microsoft ecosystem | Cost-effective, Office 365 integration, powerful | Medium learning curve |
| Tableau | Large companies, complex analysis | Sophisticated visualizations, highly flexible | More expensive than Power BI |
| Google Data Studio | Startups, limited budget | Free, Google ecosystem integration | Less powerful than Power BI/Tableau |
| Qlik Sense | Large companies, associative analysis | Unique associative engine, scalable | Expensive, complex implementation |
| Looker | Tech companies, technical teams | Code-based (LookML), flexible | Requires strong technical team |
Frequently Asked Questions
Depends on: number of data sources to consolidate, complexity of required transformations, number of dashboards/reports, update frequency (real-time vs daily), simultaneous users, need for predictive analysis. Small project (1-2 sources, 3-5 dashboards). Medium project (3-5 sources, 8-12 dashboards). Large project (5+ sources, 15+ dashboards, predictive). We evaluate in initial diagnosis and present options by phases.
Direct connection: Works for simple analysis, few sources, clean data. Advantage: faster to implement. Data Warehouse: Recommended when: multiple sources, dirty data needing cleaning, historical analysis (operational systems don't keep history), need for complex calculations, high query volume. Most medium-large projects benefit from light DW (can be Azure SQL, Snowflake, or even simple relational database). We evaluate and recommend according to case.
Both models: (1) BI capability implementation: We develop dashboards, train your team, they execute ongoing analysis. (2) Analysis as service: Alternative executes periodic analysis and delivers insights (e.g.: monthly profitability analysis with recommendations). Model 1 is more common (sustainable internal capability). Model 2 for companies without internal analyst. We also offer hybrid: we implement + analytical accompaniment first 6 months.
Depends on need and technical viability: Real-time: Dashboards updated every few seconds (e.g.: production monitoring, call center operations). Requires direct connections or streaming. Near real-time: Every 15-30 minutes (e.g.: retail sales). Daily: Nightly update (majority of cases). Weekly/Monthly: For historical analysis or sources that only update periodically. We balance business need vs technical complexity and cost. Majority of clients operate happily with nightly daily update.
Yes, absolutely. We recommend iterative approach: Phase 1 (initial): Most critical core dashboards (typically 5-8). Phase 2 (3-6 months later): New dashboards according to needs that arose. Phase 3 (ongoing): Continuous evolution. Reasons: (1) Usage learning generates new needs, (2) Budget distributed in phases, (3) Incremental change is more manageable. Data architecture designed flexible from start to facilitate expansion at low additional cost.
Yes, we offer training at two levels: (1) Power User: For analysts or technical users who will create new reports and dashboards. 16-24 hour course (theory + practice with real company data). Includes: data modeling concepts, DAX/calculations, visualization best practices. (2) End user: For executives and management who USE dashboards but don't create them. 4-8 hour course focused on interpretation and use. Objective: autonomy so your team can create new reports without Alternative (sustainability).
Ready for data-driven decisions?
30-minute evaluation. We identify critical data sources, define priority KPIs and develop BI proposal.