For teams doing too much reporting by hand.
I work with nonprofits and small businesses whose reporting matters, whose data is messy, and who don’t have anyone with the time to clean it up properly. Some need monthly support. Others need one report fixed for good.
- FROM: DEVELOPMENTDue Fri
Can I get Q3 donor totals by campaign?
- FROM: FINANCEDue Mon
Why doesn’t the dashboard match our books?
- FROM: PROGRAMSDue Wed
The funder wants unduplicated counts this year.
- FROM: EXECUTIVE DIRECTORDue next Tue
Board packet numbers, same as last quarter please.
sound like your inbox?
Teams that need reliable reporting, but don’t have a clear BI owner
Nonprofits and mission-driven organizations
Grant, board, donor, and program reporting is spread across people and systems, and funders and leadership need numbers they can trust.
Operations, finance, fundraising, and program teams
Recurring reports and deadlines depend on reconciling things by hand, and nobody clearly owns the data underneath.
Small and midsize organizations without a BI team
Reporting needs keep growing, nobody owns the data layer, and a full-time hire isn’t the next step yet.
Technical teams with a specific gap
Your team needs experienced BI help on a defined project or gap, not another full-time employee.
Signs the problem goes beyond the dashboard
Numbers and definitions
- Different teams report different numbers for the same thing.
- Definitions change between departments or funder reports.
Manual, fragile processes
- A report depends on one person or one spreadsheet.
- Refreshes fail or need cleanup every time.
Systems and ownership
- Data from several systems gets combined by hand.
- Nobody clearly owns the reporting logic.
Good fit, or not?
The goal is clear, reliable reporting, not strategy decks or overbuilt platforms.
| Good fit | Probably not a fit | |
|---|---|---|
| The work | Recurring board, grant, finance, program, or operations reporting takes too much effort. | You need one quick chart, and nothing underneath is broken. |
| The real problem | You need clear definitions, visible sources, and refreshes people understand. | You want prettier visuals without fixing the data behind them. |
| The help you need | Flexible senior BI help, without enough work for a full-time hire. | Someone embedded and available all day, every day. |
| How you work | You want a practical plan and are open to starting with the biggest problem. | Everything is urgent, undefined, and treated as an emergency. |
The work
- Good fit
- Recurring board, grant, finance, program, or operations reporting takes too much effort.
- Probably not a fit
- You need one quick chart, and nothing underneath is broken.
The real problem
- Good fit
- You need clear definitions, visible sources, and refreshes people understand.
- Probably not a fit
- You want prettier visuals without fixing the data behind them.
The help you need
- Good fit
- Flexible senior BI help, without enough work for a full-time hire.
- Probably not a fit
- Someone embedded and available all day, every day.
How you work
- Good fit
- You want a practical plan and are open to starting with the biggest problem.
- Probably not a fit
- Everything is urgent, undefined, and treated as an emergency.
Start with the problem you already recognize
“Something’s off, but I don’t know what.”
Reporting Reality Check. Find out what’s breaking, with a prioritized plan to fix it.
Explore Reporting Reality Check“It’s this one dashboard.”
Dashboard Rescue. Repair it, or find out whether it needs a rebuild.
Explore Dashboard Rescue“We rebuild the same report every month.”
Reporting Automation. Turn the manual steps into a workflow that runs on its own.
Explore Reporting Automation“We need help every month.”
Fractional BI Support. A senior data person on a monthly plan. Save 10% on your first 3 monthly fees. Sign a 3-month agreement by Dec. 31, 2026. Offer terms
See monthly BI plans“It spans several systems and teams.”
Custom BI Consulting. A custom project, scoped and priced in writing first.
Explore custom BI consultingThings people ask first
Do you only work with nonprofits?
No. I work with nonprofits, mission-driven organizations, and small and midsize businesses. What they have in common is reporting that matters and no one with time to own it.
We’re a small team. Is this overkill?
Not at all. This is built for teams without a BI department. You can start with one report or a small monthly plan.
We already have technical staff. Can you still help?
Yes. If your team needs senior BI help on a specific project or gap, I can fill it without you adding another full-time role.
What if we don’t know what’s wrong?
That’s common. A Reporting Reality Check is built for exactly that, or we can talk it through on a free call first.
Do you work with one team or the whole organization?
Either. Some work stays within one team’s reports. Other work spans finance, programs, and development so everyone uses the same numbers.
What if Borrowed BI isn’t the right fit?
I’ll tell you straight, and point you in a better direction if I can.
Not sure whether this fits?
Tell me what’s going on with your reporting. If Borrowed BI isn’t the right fit, you’ll get a straight answer, and a free 30-minute call is the easiest way to find out.
Free, 30 minutes. Or email hello@borrowedbi.com