Power BI Consulting Services


Example Services to be done for clients (quick summary):
  • Convert existing Excel reports to be automated/transitioned into a Power BI dashboard.
  • Provide customized Power BI Dashboards to visualize timely & critical information from any data source (SQL Server/ERP/CRM systems) to stakeholders across the company.
  • Troubleshoot and resolve any issues affecting Power BI reports (data feeds, inaccuracies related to calculations, report output discrepancies, etc).
  • Data quality auditing.
  • Reverse engineer undocumented-Excel files and Dashboards and convert them into Power BI Dashboards (with detailed documentation).
  • Help organizations improve their profitability with actionable-insight.


Let’s say you’re interested in visualizing 3 KPIs (Revenue, Profitability, and Cash Flow) from QuickBooks Online. At a high-level overview on our end we’ll:

    1. Prepare the data
      • Assess the data (e.g. Sage, Xero and QuickBooks Online) in view/read only-mode using Power BI OR log into your system remotely to setup Power BI, ensuring it includes the necessary information for KPI calculation (e.g. revenue, expenses, cash flow, profit).
      • Set up data connectors to extract relevant financial data from either the 2 ways mentioned above. (This may involve designing custom data queries and creating data models).
    2. Model the data
      • Define and calculate the KPIs (Revenue, Profitability, and Cash Flow) in Power BI.
        • This involves creating custom-coded measures and calculated columns (DAX Programming language) based on the extracted data.
    3. Visualize and analyze the data
      • Design and create reports and visualizations, such as charts and dashboards to represent the KPIs in a user-friendly, digestible and interactive manner.
      • Provide training session(s) on how to use and navigate the Power BI reports and dashboards effectively and make any adjustments needed based on feedback if needed.
    4. Deploy and maintain assets
      • Distribute source file(s) via Email OR Deploy the finalized/approved Power BI solution using Microsoft’s cloud-based Power BI hosting-Service.
        • Email: We conveniently are able to share .pbix files while employing strong and robust encryption measures to ensure the safe transmission and storage of data.
        • Cloud: Users can view and interact with the reports easily via web browsers and mobile devices.
      • Work on setting up automation processes to ensure all reports update regularly with the latest data from QuickBooks Online.
      • Provide ongoing support and maintenance to address any issues, update reports as needed, and adapt to changes in data sources or KPI requirements.
      • If needed at any point in time, we’ll provide any documentation and guidelines to reference, including data source connections and report maintenance.
      • (Optional) Use Microsoft’s cloud-based Power BI hosting-Service to distribute the reports.
  • Why Nerd Or Geek?
    • Every organization needs that one Data/Excel/Power BI “Nerd” or “Geek”.
    • We pioneered and perfected the on-demand model so you can move fast and increase profits, all while accessing proven talent at reduced costs in large part due to our internal Artificial Intelligence tool.
    • When you’re ready to transition from “accessing” to “owning” in-house Power BI Developer talent, we’ll assist in creating detailed-documentation and training materials to ensure a seamless & smooth transition.
  • Qualifications & Experience
    • Our team has 20 years of collective experience in diverse industries ranging from: Startups, Banking, Insurance, Law Enforcement, Tradeshow, Distributor, Retail, Agricultural and Non-profit.
    • Rest assured that no matter the industry, we’re able to quickly understand the nature of your industry and your organization’s goals.
  • Security & Clearance/Conflict of Interest
    • If needed, we are able to undergo an FBI-Certified Live Scan fingerprinting by any FBI Approved Channeler with CJIS-Compliant background check services.
    • We have ability to obtain and maintain a U.S. government issued security clearance if required.
    • We are capable of obtaining a U.S. Department of Defense (DoD) security clearance as well.
    • We will/do not in any way own, control, or have any proprietary rights over the data provided by our clients.
    • Considering the possibility that our company works with multiple companies across different sectors, we’re able to separate teams or consultants working with clients in the same sector to avoid any potential conflicts of interest.
  • How much are your services?
    • I’ve seen comparative Analytic firms charge for a single dashboard up to $30,000-$65,000 (takes ~4-5 months at the earliest) and as low as $2,500.
    • Saying that, pricing is customized to your specific needs, much like choosing a car depends on various factors. We’re not just competing with our competitors on price alone, however, we’re able to be much cheaper than hiring an in-house Power BI Developer & Less than or Equal to our competitors mostly due to implementing an AI Generative Pre-trained Transformer architecture into our internal systems and processes (NO DATA BE USED TO TRAIN OUR MODELS).

For example, a very simple dashboard used by very few people in a small company, where the data source is an excel file, having simple to no calculations being done, no formatting and no extra team members or approvals required internally, then $2,500 is feasible.

    • First projects are generally the most expensive because of time, but once the first report is implemented, some of tedious steps done can easily be replicated for future reporting requirements.
    • Due to our internal AI-tool, this is why we’re able to be economically competitive.


Interested? Let’s discuss your requirements to provide you with a fair and reasonable one off or recurring-price.


Some questions/concepts we like our clients to be familiar with:

  • Does the client know what they want (functionally) or do they need us to help them figure it out?
  • Is the IT architecture in place or do they need it from us?
  • How many data sources? How clean is the source data? How easy is it to work with? These questions will help determine the complexity of the work and the time it’ll take.
  • Would you be open to incorporating any outside/public-data with existing data? Sometimes clients have no idea this type of data is even available.
  • Is the client doing the database administration setup and maintenance, or are we? If us, we will keep in mind performance tuning as the data volume increases.
  • How much do they want to iterate/change after the initial scope?
  • How sophisticated does the client want there visualizations to be?
    • Here is what’s possible:
      • Advanced maps, bookmarks (switch between charts on the same dashboard page using a button), filters, etc.
In the end, a 2-3 week implementation for a low 4-figure spend is either a proof of concept, a small pilot, or at best a very contained production solution for a small business or department. Which is not a bad way to start in order to initiate a data quality audit, discovery, test some hypotheses, get some data-issues out of the way and light the path ahead.


Example Complex Services to be done for clients (detailed summary):
  • 1. **Scope the project and gather requirements:**
    – Define the layout of the dashboard.
    – Define the algorithm to be implemented.
    – Define where the algorithm will occur (in the report level or preprocessed by data source).
    – Define your data sources.
    – Define other connections to be used, such as other data sources (public third party data).
  • 2. **Gather the required permissions and connections to servers and accounts:**
    – Can be time-consuming and bureaucratic.
    – Need access to servers, internal accounts, Power BI accounts, etc.
    – Likely need new accounts created specifically for development.
  • 3. **Ideally automate your data sources:**
    – Could include ETL work.
    – Could include scripting.
    – Could include collaborating with multiple teams/individuals.
    – Could include server configuration.
    – Could include working with networking engineers.
    – Could include working with database administrators (DBA).
  • 4. **QA your data sources:**
    – Could include working with multiple business stakeholders.
    – Could include with data experts.
  • 5. **Implementation of requirements from step 1:**
    – Design the dashboard.
    – Each report could have its own SQL-code where the data may need validation by the business and/or data team.
    – Setup of data source(s) in Power BI.
  • 6. **Depending on the size of the team using the Dashboard, Load Balance & Stress Test.**
  • 7. **Create and execute Unit Tests/Test Cases:**
    – Could include working with multiple stakeholders, DBAs, testers.
    – Can reveal other issues where you need to go back a few steps and make changes (Data quality auditing).
  • 8. **Demo to your stakeholders.**
  • 9. **Repeat steps 2-8 in your production environment.**

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