Starting at 8 hours a month of dedicated support to keep your dashboards evolving, your data clean, and your decisions sharp — plus full access to our Agentic AI workflow library built on Domo.
SCHEDULE A CALLTHE CHALLENGE
You invested in BI. The dashboards went live. Your team finally had real-time data.
Then business evolved. New questions came up. A data source changed. The CEO asked for a report no one had built yet. A new hire needed training. And slowly, things started drifting back toward spreadsheets.
Meanwhile, your competitors are moving beyond dashboards entirely — using AI to automate variance analysis, optimize inventory, and surface revenue opportunities their teams would never spot manually.
"The most common failure point in business intelligence isn't the build — it's what happens after. The gap between 'having evolving data' and 'having data that continues to create insights for you' widens every month without some extra-hands to ensure your team continues to leverage your BI investment."
— CHRIS JARSKI, CPA, MBA
THE SOLUTION
Dedicated, expert support that keeps your data environment growing alongside your business — without hiring a full-time data person or re-engaging for a new project every time something changes.
Add metrics, views, and drill-downs as your business questions evolve. New dashboards built around the decisions that matter most right now.
Bring in additional systems — marketing, HR, operations, billing — as you're ready. Each new connection deepens your single source of truth.
Ongoing quality checks so your numbers stay trustworthy. We monitor for issues and flag them before they become problems.
Get new hires up to speed, teach power users to build on their own. Your team grows more capable every month.
Monthly check-ins to identify the next highest-value use case. We help you prioritize what moves the needle most.
Full access to our growing library of purpose-built AI workflows running natively on your cleansed, governed Domo data.
STRATEGIC ADVANTAGE
Purpose-built AI that runs on your cleansed, governed data. Not generic tools bolted onto your stack — workflows that actually do work for your team.
Analyzes purchasing patterns and customer segments to surface highest-probability revenue opportunities with specific recommended actions.
Monitors demand signals, lead times, and carrying costs to recommend optimal reorder points and allocation — reducing excess while preventing stockouts.
Auto-generates plain-language explanations of budget variances, identifying key drivers so your team spends less time writing commentary and more time acting.
Analyzes aging, payment history, and risk profiles to prioritize accounts and recommend optimal outreach timing to maximize collections.
Monitors real-time cash flow patterns, flags anomalies, and generates forward-looking forecasts with narrative explanations.
As a Monthly BI Support Plan client, you get access to every new workflow as it's released — no additional cost. Your AI capabilities grow automatically.
THE DIFFERENCE
Your support hours are ready when you need them — no re-scoping a new project every time something changes.
One month it's a new connector. The next, deploying an AI workflow. You decide what matters most.
Each month layers more value onto your existing investment. The returns accelerate over time.
Agentic workflows run on your cleansed, governed data — not garbage in, garbage out. Intelligence you can trust.
IS THIS RIGHT FOR YOU?
Finance teams that have completed an initial BI implementation and want to keep building
CFOs and controllers who need ongoing support without the overhead of a full-time hire
Companies adding new data sources, departments, or reporting needs over time
Leaders ready to move beyond dashboards into AI-powered decision-making on a foundation they trust
SIMPLE PROCESS
Review what's working, what's changed, and where the next opportunity is.
You set the priorities — dashboards, connectors, training, governance, or AI deployment.
We deliver with you, not just for you — so your team learns as we go.
We monitor data quality and flag issues before they become problems.
INVESTMENT
Think of it as having a fractional data team and AI strategy partner — without building a department.
Starting at 8 dedicated hours per month
plus full access to the Agentic AI workflow library
Need more capacity? We'll work with you to find the right level of monthly support for where your team is and where you're headed.
SCHEDULE A CALLFor projects that exceed monthly support capacity, we scope those independently so your monthly hours stay focused on continuous improvement.