Overview
We bring your data together, from Dynamics, your CRM, payroll, and operational systems, into a governed data warehouse on Microsoft Fabric, then build Power BI dashboards that answer the questions leadership asks.
The result is one trusted view of performance, margin, and return on investment, refreshed automatically, instead of analysts stitching exports together by hand.
How We Work
Discovery and modeling
We find the numbers that run your business, then build a clean, governed data model they can all trust.
Build and validate
We build the reports and dashboards with your team, validate every figure against the source, and set up scheduled refresh.
Adoption and growth
We train report owners, govern sharing, and extend the model as new questions come up.
What's Included
Data warehouse
A governed Fabric data warehouse that consolidates your sources into one model.
Automated pipelines
Refreshes that run on their own, so dashboards are always current.
Executive dashboards
Power BI reports built around the decisions you make, not generic templates.
ROI analysis
Connect cost, effort, and outcome to measure return across programs and events.
Single source of truth
One trusted set of numbers, instead of competing spreadsheets.
Enablement
We hand off reports your team can read, extend, and trust.
Implementation Options
Three ways to start, depending on how much certainty you want before you commit. Estimates and rates are quoted in your proposal.
T&M Implementation
- The full implementation on time and materials, billed to actual hours as consumed
- A written estimate up front, revisited at every phase gate
- Design and build run in parallel: the blueprint evolves while early phases are already being delivered
- Scope stays flexible, with changes approved through a written change order
- Simpler footprints with a clear picture of their requirements
- Teams comfortable steering scope as the work unfolds
Fixed-Fee Discovery & Design
- The first phase of a full implementation, run as a standalone engagement with its own deliverables (we call it Phase 0)
- Current state documented, future state designed, and the implementation blueprint delivered
- A fixed-fee implementation proposal, priced against confirmed scope
- Deliverables are platform-agnostic, not tied to Microsoft or to us, and detailed enough for any qualified partner to quote a fixed fee
- The fee is credited in full toward the implementation if you proceed with us within three months
- Complex or unclear scope, where guessing is expensive
- Boards and leadership teams that prefer the certainty of a detailed roadmap and fixed-fee scope before implementation kicks off
Fixed-Fee Implementation
- Follows a completed Discovery & Design engagement
- The implementation at a fixed price, quoted against the scope confirmed in discovery and design
- Milestone billing tied to deliverables you can verify
- Change orders only when the scope itself changes
- Budget certainty required before kickoff
- Regulated or board-governed purchases
Support & Training Options
Reports age as the business changes. Decide who keeps them true. Flat-fee plans run on a rolling 90-day commitment; T&M carries none.
T&M support & training
- Report and model changes billed hourly, as requested
- Escalation to the architect who built your semantic model
- Training on request for new report authors
- Teams with an in-house analyst or BI developer
- Reporting that changes a few times a year
Flat-fee analytics support & training
- Reduced professional services rates for your implementation
- SLA-backed support during business hours
- Minor changes to existing reports, models, and refresh schedules
- Training for new report authors and readers
- Updates reviewed against each Power BI and Fabric release wave
- Teams where leadership consumes reports but nobody owns them
- Growing report catalogs that need a steady hand
Fully managed analytics & IT
Everything in the flat-fee analytics support & training option, plus managed IT services:
- Our lowest professional services rates for your implementation, as part of a holistic ongoing engagement
- Microsoft 365 administration
- Endpoint monitoring, patching, and security configuration
- Security monitoring, threat response, and email security
- IT vendor and license management
- vCIO strategic advisory
- Helpdesk and level 1, 2, and 3 support for staff
- SLA on system-blocking issues
- Companies that want data, applications, and IT accountable to one partner
Who This Is For, and Who It Is Not
A strong fit if
- Decisions wait on a report someone assembles by hand from exports.
- Two systems answer the same question differently, and there is no agreed number.
- Your data sits across Dynamics 365, payroll, and operational systems, and nothing joins it up.
- Reports have been built ad hoc by different people, and you want one governed model underneath them.
- You need to show return on investment across programs, events, or product lines, and the cost side lives in another system.
A poor fit if
- You need one dashboard from one clean system. That is a reporting project, and it should be scoped as one.
- The numbers are wrong where they are entered. Dashboards surface that faster, and the fix starts in the source system.
- You want a data scientist on staff for modeling and experimentation. We build the platform and the reporting, then hand it to whoever does that work.
Frequently Asked Questions
All questionsWhat is Power BI & Fabric Analytics?
Power BI is Microsoft's reporting and dashboard platform, and Fabric is the data plumbing underneath it. Together they read live from your ERP, CRM, and other systems, and turn the numbers into dashboards leadership can act on. For a concrete picture, see your first Power BI report off Business Central data.
How much do Power BI and Fabric cost?
There are two models, and most companies end up using both. Per-user licensing covers the people who build and share reports: a Pro license for standard publishing, or Premium Per User for larger models and more frequent refreshes. Capacity licensing covers Microsoft Fabric itself, billed by the size of the capacity you run, either hourly with the ability to pause it, or on a one-year reservation. Above a certain capacity size, report readers stop needing individual licenses, which is the point where capacity costs less than seats. Microsoft publishes current rates on the Power BI and Fabric pricing page.
How is this different from the Excel reports we already build?
The Excel report you email around is a snapshot somebody had to build, and it is stale by the time it is read. Power BI reads the live systems on a schedule, applies the logic once, and everyone sees the same current numbers with security trimming what each person sees.
Who is Power BI for, and who is it not?
Leadership teams who ask the same questions every week (margin, cash, pipeline, utilization) and are tired of waiting for someone to compile the answer, especially on top of Business Central. One caution: if the underlying data is a mess, dashboards just make the mess visible faster. Sometimes the right first step is fixing the system of record, and discovery shows which situation you are in.
What does an implementation cost, and when do we find out?
Early, on purpose. After discovery we put a ballpark scope and budget in front of you, with no signature expected, so both sides know the shape of the project early. After design, pricing becomes a fixed scope. We present two structures side by side, a straight hourly project and the same scope amortized monthly with support included, so you can show leadership the difference and defend the choice.
How do you handle training?
Role-based and timed close to go-live so it sticks: finance, operations, and quality each learn their own workflows, in your system with your data. After go-live, support sessions run as live screen shares that double as training, and flat-fee plans include training for new hires and on each Microsoft release wave.
What happens after go-live?
Thirty days of hypercare are built into every implementation, then you move to the support option you chose. Expect a response within a couple of hours, usually a live screen share, and sessions that double as training. Heavy investment in training and cutover means post-go-live questions skew toward how-do-I rather than break-fix.
We run Google Workspace. Is that a problem for Dynamics?
No. Business Central and Dynamics 365 do not care where your email lives, and switching to Microsoft 365 is never a requirement of the project. If you ever want that migration, it is a separate conversation.
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