What Our Business Intelligence Consulting Delivers
Dashboards are the visible part. Reports become trusted when every metric has one definition, one source, and one owner. Our business intelligence consulting builds those foundations first, then the dashboards on top.
- Metrics catalog
- Each KPI with its definition, formula, source, and owner, agreed with the business.
- Data model
- A tested model that joins your sources so every report uses the same numbers.
- Dashboards and reports
- Views built for specific decisions, with access by role.
Power BI Consulting and Other BI Tools
Most companies already own a BI tool. Our Power BI consulting, and the same work in Tableau, Looker, or other platforms, starts with what you have and recommends a change only when the tool is the real problem.
Request a free business intelligence consultation
BI Consulting Services That Start with the Decisions That Matter
Reports are built in order of the decisions they support and the data work they need. For a leadership coaching firm, Cognativ made leadership reporting 70% faster; for a health insurer, a unified view of claims and finance cut manual reconciliation by 70%.
| Decision value | Data ready | Data work needed |
|---|---|---|
| Key decisions | Build FirstReports for key decisions where the data is already usable. |
Fix the DataKey reports that need integration or cleanup before they can be trusted. |
| Routine reporting | Self-ServiceRoutine views business users can build once the model exists. |
RetireReports nobody uses that cost time to maintain. |
Business Intelligence and Reporting Your Team Can Maintain
Reports should not depend on a consultant to keep running. Every engagement ends with documentation of the model and metrics, training for the people who maintain them, and rules for publishing new reports, so the BI estate stays clean as it grows.
If your sources are scattered across many systems, the reporting may need a data warehouse underneath; we plan that with you when the data effort is the real constraint.
Explore data warehouse consulting
Business Intelligence Consulting Questions
What to expect before you start.
What does a business intelligence consultant do?
A business intelligence consultant defines the metrics a business runs on, connects and models the data behind them, and builds the reports and dashboards leaders use to decide.
Do you work with Power BI?
Yes. The method is tool-neutral: it applies to Power BI, Tableau, Looker, and other BI platforms, starting with the tool you already have.
Why do our reports show different numbers?
Usually because each report calculates the metric its own way from a different source. A metrics catalog and a shared data model give every report the same definition.
Do we need a data warehouse first?
Not always. Small estates can report from a well-built model on existing sources; larger ones need a warehouse, which we can plan with you.
Can business users build their own reports?
Yes, once a governed data model exists. We set up self-service with training and rules so new reports reuse the same metrics.
How does an engagement start?
With a free first consultation about the decisions you need to support, then a short review of your sources and reports with a fixed scope and fee.
Business Intelligence Case Studies
Reporting and data work that gave leadership faster, more trusted numbers.
Leadership Reviews: 70% Faster Reporting
Custom Software
Reporting Automation
Access Control
Audit Trails
Leadership Reviews: 70% Faster Reporting
Cognativ transformed a 360-degree review system for a leadership coaching firm, replacing outdated back-end processes with a more scalable digital workflow.
The result was 70% faster report turnaround, 60% lower admin overhead, and new coaching tiers for enterprise clients.
Explore the Review Workflow
Health Insurance Reconciliation Drops 70%
Data Integration
Claims Analytics
Business Reporting
Data Aggregation
Health Insurance Reconciliation Drops 70%
Cognativ integrated fragmented claims, enrollment, care management, finance, and reporting data into a unified insight engine for a health insurance organization.
The work reduced manual reconciliation by 70%, improved audit readiness, and gave leadership real-time visibility.
Review the Data Unification
Data Platform Reaches 75% Category Market Share
Data Platforms
Data Aggregation
Data Management
Technology Strategy
Data Platform Reaches 75% Category Market Share
Cognativ helped reposition a data management offering around a clearer market category, stronger operational narrative, and more defensible growth strategy.
The repositioning helped the business establish 75% market share in an emerging category while clarifying its value for enterprise buyers.
Explore the Data Category Win
Healthcare Data: 20x Exit Valuation
Data Platforms
API Development
Data Integration
Data Marts
Healthcare Data: 20x Exit Valuation
Cognativ helped a traditional third-party payer reposition from a claims-processing service provider into a strategic healthcare data broker.
The transformation reshaped the company’s go-to-market model and increased exit valuation by 20x.
See the 20x Exit Story

