What we build
Data engineering, business intelligence and AI, built custom around how your company actually runs.
01 Data Engineering
| Source | Status | Rows | Last run |
|---|---|---|---|
| Salesforce | Synced | 0 | 2 min ago |
| ERP | Syncing | 0 | now |
| Billing | Synced | 0 | 6 min ago |
| Spreadsheets | Synced | 0 | 11 min ago |
All checks passing · next refresh 06:00
Connections built for the systems and apps you actually 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
Warehouse design and data models 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
Built for how a team actually runs its day.
Heat mapsDrill-downsTeam-level viewsYour insights · September
Analytics that look and feel like your own 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
# 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 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.
Data readiness reviewUse-case shortlistA clear next stepSlack · Agentforce · MCP · works with your BI tool
Ways to work with us
Project
We scope the work, agree the price, and the consultant who scopes it builds it.
Team augmentation
A dedicated developer on your team, reserved in monthly blocks.
Ongoing support
Maintenance, improvements and training once the work is live.
Flightpath
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