Experienced help. The same person every time.

You work directly with me, from the first conversation through the finished work. That means 15+ years of experience across dashboards, databases, pipelines, and reporting, and only the tools and complexity your organization actually needs.

Book a free 30-minute call See how it compares

Based in Northern Virginia. Working remotely with teams across the U.S.

What I work acrossFull-stack BI

Reporting and analytics

Dashboards, KPI definitions, reporting workflows, requirements, validation, adoption

Data warehouses and engineering

Modeling, ETL and ELT, source integration, transformation logic, orchestration, reporting layers

Governance and upkeep

Metric consistency, data quality, documentation, ownership, refresh processes, handoff

15+ yearsFull-stack BICross-sectorNonprofits & small business

every layer, one person

How I work

Respect the mission

Your time and budget matter. I focus on what fits your needs, not what looks impressive.

Be clear and honest

Findings, costs, and tradeoffs in plain English, including what can wait or isn’t worth doing.

Own the work

I check the details, flag issues early, and see every fix through to the end.

Leave lasting value

Everything is clearly documented, so your team always understands how it works and nothing depends on guesswork.

Fix the right layer, not just the symptom

  1. Start with the question

    The decision, the audience, and the deadline, before touching any tools.

  2. Trace the logic

    Follow each number through sources, calculations, definitions, refreshes, and handoffs.

  3. Fix the right layer

    The dashboard, workflow, model, or process that’s actually causing the problem.

  4. Document and hand off

    Definitions, refresh instructions, ownership guidance, and clear next steps.

How it compares

Senior help, without the agency overhead or the cost of a full-time hire.

Borrowed BI Agency Full-time hire
Who does the workOne senior person, start to finishOften a team, with handoffs along the wayOne person, once you find and hire them
Range of skillsReporting, engineering, and governanceBroad, spread across several peopleUsually strongest in one area
CostFixed project fees or monthly plansHigher rates to cover overheadFull salary and benefits, year-round
Getting startedA free call, then a written scopeProposals and onboardingWeeks or months of recruiting

Who does the work

Borrowed BI
One senior person, start to finish
Agency
Often a team, with handoffs along the way
Full-time hire
One person, once you find and hire them

Range of skills

Borrowed BI
Reporting, engineering, and governance
Agency
Broad, spread across several people
Full-time hire
Usually strongest in one area

Cost

Borrowed BI
Fixed project fees or monthly plans
Agency
Higher rates to cover overhead
Full-time hire
Full salary and benefits, year-round

Getting started

Borrowed BI
A free call, then a written scope
Agency
Proposals and onboarding
Full-time hire
Weeks or months of recruiting

Your data stays yours

I only ask for the access the work needs, and you keep everything when we’re done.

A separate login

Borrowed BI uses its own login that you create, never a shared staff account, so you can see and remove that access at any time.

Only what’s needed

I request only the access the agreed work requires. Sensitive data can be masked or limited.

No passwords by email

Credentials and sensitive personal data never go through email or the contact form.

Clean exit

You keep all definitions, logic, and handoff materials. Access is removed or transferred at the end.

Things people ask first

Who will actually do the work?

One dedicated senior consultant. The person on your first call is the person doing the work, with no hand-offs to a junior analyst.

What kind of experience do you have?

15+ years of hands-on work across reporting, analytics, data warehouses, automation, and data engineering, including building reporting systems, aligning metrics, and supporting stakeholders.

Do you work with organizations like ours?

If you’re a nonprofit, small business, or mission-driven team with reporting that matters, very likely. See who it helps.

Will you push us toward new tools?

No. I only recommend something new when it solves a problem your current setup can’t, and I’ll explain the tradeoffs plainly.

What if you find something outside the scope?

I’ll tell you right away, explain what it means, and let you decide whether it’s worth doing now, later, or not at all.

What happens to our access when we’re done?

It’s removed, transferred, or confirmed with you at the end. Everything I built and documented stays with your team.

Experienced BI help, without the agency overhead.

Share the problem and a bit about your setup. On a free 30-minute call, I’ll recommend the right next step, whether that’s an audit, a project, or monthly support.

Not ready to book? Write to me.

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