What we build
Swift Insights provides data analytics services across data engineering, business intelligence and AI, built around how your company runs. Fully managed by us, or alongside your data team when they're at capacity.
01 Data Engineering
| Source | Status | Rows | Last run |
|---|---|---|---|
| Salesforce | Synced | 48,210 | 2 min ago |
| ERP | Syncing | 112,940 | now |
| Billing | Synced | 9,876 | 6 min ago |
| Spreadsheets | Synced | 1,204 | 11 min ago |
All checks passing · next refresh 06:00
We build pipelines for the systems and apps you run.
Scheduled refreshesHistorical backfillsPipeline monitoringselect o.order_id, c.segment, date_trunc ('month', o.booked_at) as month, o.amount - o.refunds as net_amountfrom stg_orders ojoin dim_customers c using (customer_id)where o.status = 'closed'12 of 12 tests passed
Data warehouse consulting and design, with data models built from the ground up.
Fact and dimension tablesBusiness logic in one placeBuilt for BI and AILegacy warehouses and reports moved, validated and switched over.
WarehousesReportsValidated before switch-overNorthwind Logistics
Enterprise · Midwest · Owner: J. PatelYour CRM joined to finance and operations data.
Accounts, opportunities, casesJoined to ERP and billingReporting on Salesforce dataSQL · Python · Salesforce
“Extremely impactful on the projects we worked on together for a major global brand.”
02 Business Intelligence
Dashboards and apps in Power BI, Tableau or Sigma, built for how a team runs its day.
Heat mapsDrill-downsTeam-level viewsYour insights · September
Reports your clients see, designed to look like part of your product.
Embedded in your appYour look and feelBuilt for customers and prospectsExisting reporting redesigned to a clear visual standard.
Visual standardsRegular training sessionsMaterials on your own dataMaterials built on your data · new sessions as the tools change
Your team keeps it sharp after we hand it over.
Regular sessionsMaterials on your dataNew training as tools changePower BI · Tableau · Sigma · Qlik · Looker Studio · or whatever you run
“The Incident Management Heat Map is now being considered as the primary interface for all network management tools.”
03 AI & Automation
You can't add AI to messy data and get good answers. AI reads everything, duplicates and inconsistencies included. The definitions, checks and access controls underneath are what make the answers reliable.
# sales-leadership
Maria R. 9:14
@Swift which regions missed plan last month?
Swift assistant 9:14
Two regions missed plan:
Answers where your team already works.
SlackAgentforceAnswers from your BI dataHow many deals closed in EMEA last week?
Tool call · MCP
query_datasource( metric:"Closed deals", region:"EMEA", period:"last_week")
← 37 deals · $2.1M · permissions checked
37 deals closed in EMEA last week, worth $2.1M. That's the strongest week this quarter.
AI tools read your governed data, not raw exports.
Model Context ProtocolSemantic layerRespects permissionsAgents that catch mistakes before they reach leadership and do the follow-up work, with a human in the loop.
WorkflowsHuman approvalBuilt on your dataA clear read on what AI your data can support today, and what to fix first.
Data readiness reviewUse-case shortlistA clear next stepNatural-language querying · Slack · Agentforce · MCP · Data governance · works with your BI tool
Ways to work with us
You have a deadline.
Scoped and priced up front, then built to the deadline. The consultant who scopes it builds it.
Your team is at capacity.
A Swift developer works like one of your team, without the cost or the wait of a full-time hire. Reserved in monthly blocks.
You want it to keep working after launch.
We maintain and improve what we built, so nothing depends on one person.
Flightpath
Flightpath is your shared workspace with Swift. Log in anytime to see progress, decisions, owners and deliverables in one place, and submit requests without chasing anyone.
Engagements
Every initiative we support, what it is for and where it stands.
GoalsStatusOwnersDelivery
Requested
Add region filterRefresh at 6amIn progress
Churn viewMargin by productDone
Pipeline syncMargin by productRequests, priorities, milestones and active work in one view.
RequestsPrioritiesMilestonesFiles
Leadership review · September
Delivered · Leadership dashboardMetric definitions v3
Agreed · Revenue model rebuildData architecture diagram
Working file · Revenue model rebuildAI pilot scope
Draft · AI assistant pilotWorking materials and deliverables, connected to the work.
DeliverablesWorking filesLinked to each engagementCheck-ins
Tuesday check-in · 30 min
Revenue model first, then the AI pilot. Data quality comes before questions.
What was decided and why, kept with the work.
DecisionsPrioritiesNext stepsYour shared workspace with Swift · included with every engagement
FAQ
Data engineering, business intelligence, and AI and automation. That includes pipelines, data warehouse design, migrations, dashboards, customer-facing analytics, training, MCP connections and custom agents, delivered as a scoped project, an assigned developer or ongoing support.
Three ways: a scoped project at an agreed price, an assigned developer reserved in monthly blocks, or ongoing support once the work is live.
Yes. We build and overhaul dashboards in Power BI and Tableau, and we also work in Sigma, Qlik, Looker Studio, or whatever you already run.
Yes. We design data warehouses and data models from the ground up, and we move legacy warehouses and reports to new platforms, switching over only after validation.
Yes, through MCP connections that let AI tools read your governed data instead of raw exports, with your permissions respected. If you are not sure where to start, an AI readiness review gives a clear read on what AI your data can support today.
Yes. We run regular training sessions with materials built on your own data, and ongoing support covers maintenance and improvements once the work is live.