Real Results

Case Studies

See how BI Sherpa helps organizations bring their data together and turn it into clear, actionable insights.

Data Analyst Using Data Analytics KPI Dashboard
Quick Strike Project

Construction Services Company

Client Profile

A growing construction services business with multiple crews and locations. Data lived across ERP, time tracking, and spreadsheets.

Challenge

Leadership lacked a trusted view of financial and operational performance. Reporting was manual, time consuming, and inconsistent across departments.

What We Did

  • Connected ERP and time tracking data into a centralized analytics model
  • Defined executive level KPIs across revenue, labor, and margin
  • Built Power BI dashboards for leadership and operations
  • Standardized reporting definitions across teams

Results

60%

Reduced manual reporting time

Single source of truth for executives

Enabled weekly leadership reviews

Client Profile

A professional services firm with recurring revenue and project based work. Data was spread across CRM, accounting, and internal spreadsheets.

Challenge

Forecasting was unreliable and leadership lacked visibility into pipeline, utilization, and revenue trends.

What We Did

  • Integrated CRM and financial data into a unified reporting layer
  • Designed pipeline, revenue, and utilization dashboards
  • Defined standardized KPIs for leadership and delivery teams
  • Enabled self service reporting for managers

Results

  • Improved forecast accuracy and confidence
  • Provided real time visibility into pipeline and revenue performance
  • Reduced reliance on manual spreadsheet reporting
Financial data interface with bar charts, circular diagrams, and graphs on a futuristic digital background. Concept of market analysis. 3D Rendering.
Ongoing Partnership

Professional Services Firm

3d illustration.
Quick Strike Project

Multi Location SMB

Client Profile

A multi location small to midsize business operating across several regions. Each location tracked performance differently.

Challenge

Leadership struggled to compare performance across locations and lacked a consistent operating cadence.

What We Did

  • Standardized KPIs across all locations
  • Connected financial and operational data sources
  • Built location level and executive dashboards
  • Established a repeatable reporting cadence

Results

  • Created consistent performance visibility across all locations
  • Enabled weekly and monthly operating reviews
  • Improved accountability at the location and leadership level
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