Step 1
Audit what exists
Review the reports, source systems, manual steps, and definitions that are creating confusion.
Business intelligence consulting
Build reporting your team can trust.
Borrowed BI helps small teams and nonprofits repair unreliable dashboards, automate recurring reports, clean up reporting logic, and build a dependable BI foundation without hiring a full-time business intelligence lead.
Data help that fits your team.
Get senior BI support without adding a permanent role before you are ready. Start with a focused audit, then move into the build work that matters most. Need something that spans more than one system or team? See BI Consulting Services.
Reporting Reality Check
Review reports, dashboards, source data, manual steps, and metric definitions, then leave with a clear 30/60/90-day action plan.
View service →Dashboard Rescue
Fix or rebuild a critical dashboard so the data is accurate, refreshed, documented, and trusted by the people using it.
View service →Reporting Automation
Turn recurring spreadsheet work into cleaner workflows, repeatable refreshes, and reporting that does not depend on heroics.
View service →Fractional BI Support
Get ongoing senior BI help for reporting cleanup, dashboards, automation, documentation, and practical data guidance.
View service →Choose the right starting point
Which BI service fits your situation?
- Reporting is unreliable, but the cause is unclear. Reporting Reality Check
- One dashboard is clearly broken, confusing, or difficult to maintain. Dashboard Rescue
- A recurring report depends on manual spreadsheet work. Reporting Automation
- Your team needs ongoing BI help without a full-time hire. Fractional BI Support
- The problem crosses systems, teams, or workstreams. BI Consulting Services
Still unsure? Start with a Reporting Reality Check or ask which service fits.
A simple first step.
Most teams do not need a giant BI project on day one. They need clarity, a prioritized plan, and a clean place to start.
Step 2
Prioritize the fix
Identify the biggest risks, quickest wins, and where cleaner BI will have the most impact.
Step 3
Move into build work
Decide what to automate, what to rebuild, and what Borrowed BI should help you tackle next.
Tools & platforms
BI consulting across the tools your team already uses.
Borrowed BI works within the reporting stack you already have, including spreadsheets, BI platforms, SQL databases, cloud data warehouses, and the workflows connecting them.
BI & Reporting
TableauPower BIQlikSSRSExcelGoogle Sheets
Databases & Warehouses
PostgreSQLSQL ServerOracleSQLAmazon RedshiftSnowflake
Data Engineering
dbtAirflowPythonETL / ELTInformaticaAWS Glue
Cloud & Automation
AWSAmazon S3AWS DMSReporting Automation
The goal is not to force a new technology stack. It is to make your current reporting environment more accurate, maintainable, automated, and useful to the people making decisions.
Common questions
Not sure where to start? That is normal.
Most teams reach out because the reporting feels messy, manual, or hard to trust. You do not need to have the whole problem figured out first.
How do I know which service to start with?
If the problem is clear, such as a broken dashboard, a manual reporting process, or an ongoing need for BI support, the service guide above can point you toward the best fit. If the cause is still unclear, a Reporting Reality Check is a practical place to start. Work spanning several systems, teams, or reporting workflows may be better suited to BI Consulting Services.
What is fractional BI support, and how is it different from a one-time project?
Fractional BI support provides ongoing, senior-level help with dashboards, reporting, data quality, automation, and the systems beneath them, without hiring a full-time BI professional. Defined services such as Dashboard Rescue or Reporting Automation are designed around a more contained need and an agreed scope. Fractional support continues month to month for teams with recurring BI priorities. Learn more about Fractional BI Support.
Can Borrowed BI work with our existing tools and data systems?
Yes. The work typically starts with the tools, data sources, and reporting processes already in place rather than assuming they need to be replaced. The current environment is reviewed first, and new technology is recommended only when it would solve a problem that cannot be addressed reasonably within the existing setup.
Do we need a clean data warehouse before we start?
No. Work can begin with an imperfect environment, including messy spreadsheets, inconsistent exports, disconnected systems, or a warehouse that was never fully completed. Part of the process is determining what can be improved with the current setup and whether a larger data-platform change is actually necessary.
What kinds of organizations are a good fit?
Borrowed BI is designed for small and mid-sized teams, including nonprofits and mission-driven organizations, that need clearer reporting or experienced BI guidance but may not need a full internal data team. It can be especially useful when reporting depends heavily on one person, responsibilities are unclear, or important decisions rely on manual processes and inconsistent numbers.
How does pricing work?
Some defined services have published starting prices or ranges, with the final scope and price confirmed before work begins. Fractional BI Support uses monthly plans for ongoing work. Larger efforts that span multiple systems, teams, or reporting workflows are handled through BI Consulting Services and priced according to scope. Contact Borrowed BI to discuss the appropriate option for your situation.