From ETL design to Tableau delivery — how to build BI that gets used, trusted, and actually drives decisions rather than decorating slide decks.
I’ve built BI for Sales, Finance, Operations, Marketing, Technology, and Customer Support — across Tableau, Snowflake, Salesforce, and ConnectWise. After enough of these projects, the pattern is clear.
The technology is rarely the problem. Most BI failures are people and process failures — unclear metric definitions, no stakeholder alignment before build, no governance to keep it maintained once it’s live.
This pillar covers how to build BI that actually gets used — from the data model up through the dashboard layer to the governance that keeps it trusted over time.
“Most BI dashboards are built to impress in a QBR, not to change a Monday morning decision.”
How to design dashboards that drive decisions — KPI selection, layout, audience-specific views, and the checklist that separates informative from decorative.
Building the pipeline behind the dashboard — multi-source ETL from CRM, PSA, and SharePoint into Snowflake. How to design it for reliability, not just launch day.
Building and maintaining a Tableau environment that stays trustworthy — the audit process, report retirement, certified data standards, and the governance layer that prevents the report graveyard.
Before the AI model could work, the data infrastructure had to be right. Building a reliable triage model at 89% accuracy required clean, consistent ticket data flowing from the right sources — which meant solving the BI and data quality problems first. The model replaced the manual classification work of 6 FTEs, saving $200K in year one.