Data Analysis

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.

30+dashboards implemented
80%+data-driven decisions
Real-time business visibility

From scattered data to actionable insights

1

Identify and consolidate

Data sources (ERP, CRM, Excel, databases)

2

Model and visualize

Analytical structure, dashboards, reports

3

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 Manual reports that arrive late and outdated.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 Report arrives 5 days late and is already outdated for decision.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.

1

DESCRIPTIVE

What happened?

Reports and dashboards showing WHAT is happening or happened. Current, historical KPIs, comparisons.

Examples:
  • Sales dashboard (current month vs previous month)
  • Top 10 clients report
Tools:

Power BI, Tableau, Google Data Studio, Advanced Excel

Complexity: Low-Medium
2

DIAGNOSTIC

Why did it happen?

Root cause analysis. Drill-down to understand result drivers. Correlations.

Examples:
  • Why did sales drop 15%? (analysis by channel, product, temporality)
  • What products have highest return rate and why?
Tools:

Power BI with advanced DAX, Tableau, SQL for ad-hoc analysis

Complexity: Medium
3

PREDICTIVE

What will happen?

Statistical models and machine learning to predict future behaviors.

Examples:
  • Sales forecast next 3 months
  • Demand prediction by product
Tools:

Python/R, Azure ML, Power BI with predictive models

Complexity: Medium-High
4

PRESCRIPTIVE

What should I do?

Automated action recommendations based on data and business objectives.

Examples:
  • Dynamic pricing optimization
  • Product recommendation to client (Amazon style)
Tools:

Python/R with optimization algorithms, Azure ML, specialized tools

Complexity: High

How we implement Business Intelligence

1-2 weeks

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)

Data inventory + KPI list + dashboard wireframes
1-2 weeks

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

Data architecture + approved dashboard designs
3-6 weeks

DEVELOPMENT

ETL construction (extraction, transformation, data loading), Data modeling in BI tool, Interactive dashboard development, Automated report creation, Exhaustive testing of calculations and visualizations

Dashboards and reports working with real data
1-2 weeks

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

Trained users actively using dashboards
Ongoing

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)

BI operating and evolving continuously

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

100%

Consolidated visibility of critical KPIs

80%+

Data-driven decisions (vs intuition)

8-12

hours/week Time freed from manual reports

Tiempo real

Access to updated information

6-12

weeks Complete BI implementation

ROI

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.

ToolBest ForAdvantagesConsiderations
Power BISMEs-Large, Microsoft ecosystemCost-effective, Office 365 integration, powerfulMedium learning curve
TableauLarge companies, complex analysisSophisticated visualizations, highly flexibleMore expensive than Power BI
Google Data StudioStartups, limited budgetFree, Google ecosystem integrationLess powerful than Power BI/Tableau
Qlik SenseLarge companies, associative analysisUnique associative engine, scalableExpensive, complex implementation
LookerTech companies, technical teamsCode-based (LookML), flexibleRequires 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.

Data source inventory
Identification of critical KPIs
Preliminary dashboard mockups
BI tool recommendation
Phased implementation proposal