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Business intelligence consulting

Custom BI consulting for reporting problems that span systems and teams.

Some reporting problems don't fit neatly into one service. BI Consulting Services provides custom-scoped support across dashboards, data pipelines, KPI governance, and reporting workflows. Pricing is set after a scoping conversation, not as a fixed package.

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Common custom engagements

Custom engagements usually take one of three shapes.

Each engagement is scoped individually, but most custom work falls into one of these patterns.

Cross-system reporting redesign

For reporting that depends on multiple systems, teams, exports, definitions, or manual handoffs.

May include
  • Current-state reporting and data-flow review
  • Cross-system metric alignment
  • Reporting-model or workflow redesign
  • Prioritized implementation plan

Data warehouse and reporting foundation

For organizations that need a more dependable structure beneath dashboards and recurring reports.

May include
  • Warehouse or reporting-layer design
  • Data pipeline and transformation planning
  • Source-to-report modeling
  • Architecture and platform guidance tied to reporting needs

Multi-team KPI and implementation work

For initiatives that require shared definitions, coordinated delivery, and senior technical guidance.

May include
  • KPI governance and calculation alignment
  • Multi-workstream implementation
  • Stakeholder coordination
  • Technical leadership and documented handoff
Choosing the right engagement

Use custom consulting when the work cannot be separated into one defined service.

Choose BI Consulting Services when

  • The problem spans multiple systems or departments.
  • Data pipelines, warehouse layers, metrics, and reporting need to be addressed together.
  • The work requires coordinated implementation across several workstreams.
  • The final scope depends on discovery.

Choose a defined service when

  • The main need is a reporting audit.
  • One dashboard needs repair or rebuilding.
  • One recurring reporting workflow needs automation.
  • The need is ongoing monthly BI support.
How scoping and pricing work

Scope and price are set after understanding the problem.

  1. Describe the problem

    You describe the reporting problem, current systems, and desired outcome.

  2. Review the dependencies

    Borrowed BI reviews the teams, data dependencies, and work involved.

  3. Confirm the engagement

    Borrowed BI recommends the appropriate engagement and confirms what is in scope.

  4. Document the scope

    You receive a written scope, expected deliverables, timing, and price before work begins.

Defined services

A focused service may be a better fit when the problem is already contained.

Reporting Reality Check

Review the reporting process and leave with a prioritized plan.

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Dashboard Rescue

Repair or rebuild a dashboard your team depends on.

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Reporting Automation

Replace repeatable reporting steps with a documented workflow.

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Fractional BI Support

Get reserved monthly BI help without adding a full-time role.

View service →

See the full service guide →

Ready to scope the right engagement?

Share what is happening across your systems, teams, and reporting process. Borrowed BI will recommend the right starting point and document the scope before work begins.

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