Reporting and analytics
Dashboards, KPI definitions, reporting workflows, stakeholder requirements, validation, and adoption.
Borrowed BI was built for teams that need senior-level reporting, ETL, dashboard, and data warehouse support before they are ready for a full-time data hire. Based in Northern Virginia and working remotely with nonprofits, small businesses, and mission-driven teams across the U.S.
Borrowed BI is led by a senior BI and data professional with more than 15 years of hands-on experience across reporting, analytics, data warehouses, automation, and data engineering. The work has included building and improving reporting systems, aligning metrics, supporting stakeholders, and making complex data environments easier to trust and maintain.
The approach is practical and hands-on. The goal is not to introduce more tools or complexity than the organization needs. It is to understand what is breaking, improve the right parts, document the work, and leave the reporting process easier to operate than it was before. The same senior professional leads the analysis, recommendations, and implementation, without layers of account management or unnecessary handoffs.
Dashboards, KPI definitions, reporting workflows, stakeholder requirements, validation, and adoption.
Data modeling, ETL and ELT, source integration, transformation logic, orchestration, and reporting layers.
Metric consistency, data quality, documentation, ownership, refresh processes, and practical handoff.
Clarify the decision, audience, reporting deadline, and operational problem before changing the tool.
Follow the numbers through source systems, calculations, definitions, refresh steps, and manual handoffs.
Repair the dashboard, workflow, data model, or process that is actually causing the problem.
Leave clear definitions, refresh instructions, ownership guidance, and practical next steps.
BI work may involve sensitive systems, reporting logic, and operational data. The working approach is designed to limit access, keep control with your team, and leave a clear handoff.
Work uses client-approved accounts, environments, and permission methods whenever practical.
Only the access needed for the agreed work is requested, and broader access is avoided when a narrower option will do.
Passwords, credentials, and sensitive personal data should not be sent through the contact form or ordinary email. Data can be masked or limited where practical.
The client retains the definitions, reporting logic, and handoff materials needed to continue operating the work. At the end of the engagement, access is removed, transferred, or confirmed according to the client's process.
Start with a focused review of reports, dashboards, KPIs, and data workflows.
View service →Clean up dashboards with attention to usability, trust, definitions, and maintainability.
View service →Improve the data workflows behind recurring reports and dashboards.
View service →Get practical senior BI help without hiring a full-time employee or bringing in a large agency.
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