Our Process

How BI Sherpa Works

BI Sherpa takes a guided, practical approach to business intelligence. We help organizations move from scattered data to clear, trusted insights with a process that is structured, scalable, and easy to follow.

Our Four-Step Process

A guided journey from scattered data to clear insights

1

Assess the terrain

We start by understanding your business, systems, and data landscape. This includes identifying data sources, current reports, gaps, and challenges, as well as how leaders and teams use information today.

What this includes

  • Inventory of systems and data sources
  • Review of current reporting and metrics
  • Identification of data quality and visibility gaps
2

Map the route

Next, we define what matters most. We work with stakeholders to align on KPIs, prioritize use cases, and design a reporting roadmap that supports both quick wins and long term growth.

What this includes

  • KPI and metric definition
  • Use case prioritization
  • Analytics and reporting roadmap
3

Build the basecamp

We connect and model your data using proven platforms and best practices. This creates a clean, trusted foundation that supports dashboards, self service reporting, and future analytics.

What this includes

  • Data integration and modeling
  • Data quality and validation
  • Security and governance setup
4

Guide the climb

We deliver dashboards, enable users, and help teams adopt analytics into their daily workflows. As your business evolves, we continuously refine and expand your analytics capabilities.

What this includes

  • Dashboard development and enhancements
  • User training and enablement
  • Ongoing optimization and support

How we partner with you

Choose the engagement model that fits your needs

Quick strike projects

Short, focused engagements designed to deliver fast analytics wins. Ideal for leadership dashboards, KPI definition, data cleanup, or building an initial analytics foundation.

Typical duration: 1-4 weeks
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Ongoing partnership

Continuous analytics support where BI Sherpa acts as an extension of your team. This includes platform maintenance, dashboard evolution, governance, and roadmap guidance.

Monthly engagement with ongoing support
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Ready to take the next step toward connected, trusted data?

Let's explore how BI Sherpa can guide your analytics journey with our proven, structured approach.

Contact us at [email protected]