Reporting Diagnostic
We review your current reports, data sources, and recurring challenges to identify what is slowing your team down. You receive a practical roadmap outlining the highest-value opportunities and recommended next steps.
↗ Data clarity for growing businesses
Your data should answer questions. Not create more.
BI Solutions helps small and mid-sized businesses clean up scattered data, improve reporting, and build practical insights—without the overhead of a large analytics team.
10+ years of experienceFinance + IT expertisePractical business solutions
Business performanceLIVE VIEW
Revenue outlook$1.84M
↗ 12.4%JANMARMAYJUL
DATA QUALITY98.6%
SOURCES CONNECTED
CRMERPFIN+4
Built for businesses that have outgrown manual reporting—but don't need a full-time data department.
ServicesFocused BI services for
Focused BI services for
better business decisions.
Your systems already hold valuable information. BI Solutions helps you organize it, understand it, and put it to work through practical reporting, dashboards, forecasting, cleanup, and automation.
Data Foundation Cleanup
We consolidate, clean, and standardize data from spreadsheets, CRMs, accounting systems, and other tools. The result is a dependable source of truth your team can use for accurate reporting and analysis.
↗Dashboard Sprint
We build a focused management dashboard around the metrics that matter most to your business. It gives your team a clear, repeatable view of performance without assembling reports manually.
↗Forecasting & Automation Sprint
We create practical forecasts and automate the repetitive work required to maintain them. This helps you understand where revenue, margins, capacity, and cash flow are heading before problems arise.
↗Monthly BI Support
Ongoing support for reporting, dashboards, data cleanup, forecasting, and automation. You get flexible access to business intelligence expertise without hiring a full-time analytics team.
↗Need something different? Any business intelligence service is available, from one-time reporting help to custom dashboards, data cleanup, forecasting, automation, and ongoing support.
Businesses we helpBuilt around how
Built around how
your business runs.
Field service and specialty contractors create valuable data every day. BI Solutions connects that operational detail to the questions owners need answered.
01HVAC
HVAC companies
COMMON DATA
Calls, estimates, installations, maintenance agreements, technician hours, equipment, and callbacks.
PRACTICAL BENEFIT
See which lead sources convert, where technician capacity is tight, and which agreements are most likely to renew.
02ELEC
Electrical contractors
COMMON DATA
Job types, quote win rates, labor hours, materials, permits, project stages, and service callbacks.
PRACTICAL BENEFIT
Compare margin by job type, improve crew scheduling, and catch projects that are drifting over budget.
03POOL
Pool service companies
COMMON DATA
Route stops, service frequency, chemical use, repairs, equipment, contracts, and customer renewals.
PRACTICAL BENEFIT
Build denser routes, understand cost per stop, and identify customers at risk of canceling before they leave.
04LAWN
Lawn & landscape companies
COMMON DATA
Properties, crew hours, routes, recurring contracts, materials, equipment, and seasonal demand.
PRACTICAL BENEFIT
Measure profitability by property, reduce drive time, and forecast staffing needs before the busy season.
05W+D
Windows & doors companies
COMMON DATA
Leads, measurements, quotes, financing, product orders, installation dates, crews, and service issues.
PRACTICAL BENEFIT
Follow the full lead-to-install pipeline, spot supplier delays, and understand margin by product and project.
06PLMB
Plumbing companies
COMMON DATA
Dispatches, emergency calls, estimates, technician performance, parts, invoices, and memberships.
PRACTICAL BENEFIT
Improve response time, raise estimate conversion, and see which service areas and memberships drive repeat revenue.
07ROOF
Roofing contractors
COMMON DATA
Storm leads, inspections, estimates, insurance stages, materials, labor, job progress, and collections.
PRACTICAL BENEFIT
Forecast backlog and cash flow, track win rates by source, and find jobs stalled in insurance or production.
08PEST
Pest control companies
COMMON DATA
Recurring routes, treatment types, technician visits, product use, callbacks, renewals, and cancellations.
PRACTICAL BENEFIT
Increase route density, reduce repeat treatments, and understand the service patterns that improve retention.
09BUILD
Remodelers & home builders
COMMON DATA
Bid pipelines, budgets, schedules, subcontractors, purchase orders, change orders, and progress billing.
PRACTICAL BENEFIT
Track budget versus actual, expose schedule risks, and forecast project margin and cash requirements earlier.
The differenceLess time assembling.
Less time assembling.
More time deciding.
Good business intelligence is not about adding more complexity. It is about creating a clear, repeatable view of the business you can trust.
01Reduce manual workAutomate recurring cleanup, consolidation, and reporting tasks.
02Trust your numbersBuild consistent definitions and traceable reporting logic.
03See what is changingSpot trends, gaps, and risks earlier with focused reporting.
04Scale intelligentlyGet enterprise-quality thinking sized for your business.
Practical outcomes
What better business intelligence can look like.
Useful reporting should change how the business operates—not simply create more information to review.
- 01
Turn a 6-hour monthly reporting process into a few minutes.
↗ - 02
Replace disconnected spreadsheets with one reliable management view.
↗ - 03
See profitability by customer, job, technician, location, or service line.
↗ - 04
Know where revenue, margins, and cash flow are heading before month-end.
↗ - 05
Catch cost overruns, weak performance, and unusual trends earlier.
↗ - 06
Spend less time preparing reports and more time making decisions.
↗
How it worksA clear path from
A clear path from
question to solution.
Every engagement follows a practical, collaborative process—so the final solution fits your business, your people, and your decisions.
- 01STEP 01
Discover
Understand your reporting challenges and goals with a free consultation.
- 02STEP 02
Connect & Clean
Gather, standardize, and reconcile the relevant data.
- 03STEP 03
Build
Create the reporting, dashboards, forecasting, or automation.
- 04STEP 04
Launch & Improve
Review, refine, deploy, and establish next steps.
FounderChase
YEARS ACROSS
DATA, FINANCE & IT
Accounting→FP&A→Analytics→AI
About BI SolutionsBusiness context first.
Business context first.
Technology second.
BI Solutions brings more than a decade of experience across IT, finance, and the aerospace and defense industry to every engagement.
The career behind the work began in accounting, progressed through FP&A and financial reporting, and expanded into data analytics and AI automation. That combination makes it possible to understand both the numbers and the systems behind them.
The result is a practical partner who can translate business questions into clear reporting, dependable models, and smarter workflows—without losing sight of how your team actually works.
Start a conversationWhat is your data
What is your data
keeping you from seeing?
Share a little about the challenge. The next step is a free preliminary call to understand your business and determine whether BI Solutions can help.
Project briefUsually takes 2 minutes