Ideal for: Teams looking to streamline daily operations and digitize fragmented reporting workflows.

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Premium Plan

The Premium Plan gives you a deeper BI foundation — covering model optimization, core dashboard suites, and digitized KPI tracking across your operations. We work with you to turn disconnected reports and paper-based processes into a clean, centralized Power BI experience.

  • Up to 3 Power BI dashboards (e.g., Operations, Labor, Inventory)
  • Digitized input forms via Power Apps (e.g., inspections, issue logs)
  • Calculated KPIs using advanced DAX patterns
  • Optimized semantic model (1–2 fact tables + role-playing dimensions)
  • Calculated KPIs using advanced DAX patterns
  • Documentation + onboarding training (1 hour)
Cost:
$ 5,000.00 USD

🟨 Premium Plan

The Ops BI Core.
The Premium Plan builds a scalable, semi-automated reporting ecosystem that replaces legacy spreadsheets and fragmented reports. Ideal for mid-sized teams looking to digitize, streamline, and centralize data across operational functions.

Includes:
– 3 dashboards (e.g., Operations, Labor, Inventory)
– Optimized model (role-playing dimensions, KPI calc groups)
– Power Apps form integration (inspections, logs)
– Advanced DAX KPI logic
– 1-hour onboarding & documentation

Best For: Growing logistics, warehouse, or manufacturing teams ready to modernize ops tracking.

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Our plans

Explore other plans

Cross-Site Digital Transformation Suite

Logistics, manufacturing, or health orgs with 3+ operational locations and inconsistent processes.

Site-level dashboards (Power BI) with RLS and facility-based segmentation
Site reporting forms (Power Apps) — inspections, safety, supply issues
Shared escalation matrix + workflow orchestration
Embedded in dedicated Teams spaces by location
Admin console + reporting center
2-part staff onboarding + 1-year support/maintenance tier (optional)
Check Mark
Monthly cost
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Data-Aware Copilot with Workflow Execution

Ideal For: Companies wanting conversational automation — not just data lookup, but full BI + workflow Copilot.

Azure OpenAI-augmented chatbot hosted in Teams
Integrated with Power BI, Dataverse, Excel, SharePoint
User-based permissions + flow triggers
3 use cases + training for non-technical users
Check Mark
Monthly cost
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Enterprise Equipment Lifecycle System

Ideal For: IT, field ops, or facilities with $100K+ of equipment needing traceability and accountability.

Custom Power App: equipment catalog + barcode/QR scan
Lifecycle phases: Request → Approve → Assign → Return → Archive
Maintenance tracking + condition logging
Teams notifications, overdue alerts, and approval routing
Embedded dashboard with real-time inventory metrics
SharePoint/Dataverse backend + data export
Check Mark
Monthly cost
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Process Automation Mesh

Ideal For: Organizations with paper-based SOPs, disconnected approvals, or tribal workflows that need orchestration.

Discovery session with stakeholders to map key manual workflows
6+ adaptive card-driven processes (e.g., approvals, escalations, reviews)
Centralized Power Automate logic hub
Integration with Excel, Dataverse, Outlook, SharePoint
Audit dashboard showing workflow success/fail rates, response times
Training + documentation playbook
Check Mark
Monthly cost
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Intelligent Operations Hub

Ideal For: Cross-functional ops teams, manufacturing plants, or logistics orgs needing command visibility + accountability.

Power BI embedded dashboards with KPI calc groups, tooltips, and anomaly flags
Power App dashboard overlay for initiating workflows (e.g., assign action, file report)
Multi-channel Teams integration (site ops, exec team, QA)
Automated alerts + escalation logic via Power Automate
1-hour admin training + permissions setup
Optional Slack, Planner, or email integration
Check Mark
Monthly cost
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Copilot for Teams (AI Assistant Buildout)

Use Case: Mid-size to enterprise teams who want a smart assistant built around their specific ops workflows and terminology.

Power Virtual Agent (Copilot) build + training on your operations
Up to 30 FAQs/queries and 3 task flows (e.g., “Assign inspection”, “Check KPI”, “Log issue”)
Data access to Power BI, SharePoint, Excel, or Dataverse
Integration with Teams chat or specific channels
Role-level permissions + escalation logic
Check Mark
Monthly cost
Get Started

Equipment Sign-Out + Inventory Manager

Use Case: Warehouses, field teams, or tech operations needing control over laptops, scanners, gear, etc.

Custom Power App with status board, sign-out form, and return log
Real-time inventory status by item or category
Timestamped history with user ID capture
Role-based access (admin vs staff)
Notifications for overdue returns
Check Mark
Monthly cost
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KPI + Action Tracker System

Use Case: Ops leaders, plant managers, or team leads needing live metrics with built-in accountability.

KPI Tracker Power App with dynamic visual display (up to 6 KPIs)
Logic-based triggers (e.g., “if fill rate < 95% → assign corrective action”)
Action item assignment interface (status, owner, deadline)
Teams tab integration + reminder flow (via chat/email)
Connected to Power BI or Excel/SharePoint backend
Check Mark
Monthly cost
Get Started

Teams Workflow Automation Starter

3 custom Adaptive Cards for workflows (e.g., approval, incident log, task update)
Power Automate flows behind each card
Role-based approval routing with email + Teams notifications
Optional SharePoint/Excel integration
Embedded into 1 Teams channel/tab
Check Mark
Monthly cost
Get Started

Automated Action Item Tracker (w/ Assignment + Status)

Best For: Team leads managing daily operations, review actions, or project execution — without needing full PM software.

Action Item Tracker Power App
Integration with Planner or standalone backend (SharePoint)
Role-based access (assigners vs assignees)
Status, due date, notes, attachments
Automated reminders + escalation
Check Mark
Monthly cost
Get Started

Real-Time Excel to Teams Dashboard

Managers and teams still using Excel as a system of record — now with live collaboration and insights.

Dynamic Excel-linked Power BI visuals or Power App
Scheduled refresh + Power Automate trigger for changes
Teams tab dashboard or card summary in channel
Optional version history or row-level change alert
Check Mark
Monthly cost
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Equipment Checkout & Return Tracker (Teams App)

Custom Power App embedded in Teams tab
Equipment inventory with live status
Request → Approve → Check-out → Return workflow
User sign-off + timestamp log
Power Automate notifications + reminders
Check Mark
Monthly cost
Get Started

Custom Adaptive Cards + Workflow Engine

Best For: Teams wanting “Slack-style” automation inside Teams — no bot dev needed.

Up to 3 adaptive card templates
Power Automate flows behind each (submit → route → update)
Pre-fill logic from SharePoint, Excel, or Dataverse
Integration with Planner, Outlook, or custom databases
Reusable template engine (e.g., equipment request, KPI alert, safety log)
Check Mark
Monthly cost
Get Started

KPI Tracker + Auto Action System (Teams App

Best For: Ops teams, leads, and execs who want to monitor and act — without switching apps.

KPI panel embedded into a Teams tab (custom Power App)
Live KPI data from Power BI or Excel
Auto-triggers (e.g., fill rate < 95% → assign task to manager)
Action history + assignment log
Optional Power Automate card-based workflow UX
Check Mark
Monthly cost
Get Started

Custom Copilot Builder

Best For: Teams who want a self-serve assistant that actually knows their business data.

1 Copilot built using Power Virtual Agents or Azure OpenAI
Integrated with Teams chat + Power BI or Dataverse
Contextual memory + FAQ ingestion (e.g., KPI glossary, shift policies)
Action triggers (e.g., “Create task”, “Assign approval”, “Escalate incident”)
Up to 3 system integrations (Power BI, SharePoint, Excel, etc.)
Check Mark
Monthly cost
Get Started

Power App: Mobile Ops Command Center

Best For: Field supervisors, plant managers, or warehouse leads who want mobile-first visibility + action in one place.

2 Power App templates (Inspection Log, Issue Reporter)
1 sample Power BI dashboard
Setup guides + user instructions
Optional 1-hour orientation session
Check Mark
Monthly cost
Get Started

Embedded Power BI in Microsoft Teams

Best For: Org-wide dashboards, leadership scorecards, or team-specific reporting spaces inside Microsoft 365.

Power BI embed into selected Teams channels
Tab configuration for dashboard layout
Security checks (workspace roles, RLS)
Scheduled refresh validation
User adoption checklist
Check Mark
Monthly cost
Get Started

Approval Workflow in Microsoft Teams

Best For: Companies looking to streamline approvals, reduce inbox noise, and improve transparency.

1 approval flow via Power Automate
Trigger from Teams message, form, or SharePoint
Multi-stage approval routing
Email + Teams notification logic
Status dashboard (optional Power BI mini-report)
Check Mark
Monthly cost
Get Started

Custom Power App – Operations Form

Best For: Teams managing inspections, requests, or inventory tracking still done on paper or spreadsheets.

1 custom-built Power App (tablet or mobile-ready)
Up to 10 fields, validation rules, and conditional logic
SharePoint or Dataverse integration
Submit, approve, archive workflow
Branded layout with company logo/colors
Check Mark
Monthly cost
Get Started

Power BI Performance Tuning

Best For: BI teams or analysts with models that are “done” but feel clunky, slow, or unscalable in real-world use.

Performance audit of visuals, DAX, M, and relationships
VertiPaq Analyzer scan + insights
Refactoring of up to 5 slow visuals or measures
Report redesign recommendations
TE3 script template to enforce formatting
Check Mark
Monthly cost
Get Started

Legacy Report Migration Service – $3,200

Best For: Mid-size orgs with legacy reports and dashboards that want to reduce maintenance and modernize reporting.

Report inventory and prioritization session
Up to 5 reports converted and consolidated
Clean UI with slicers, bookmarks, and drillthrough
Optional Power Query cleanup
Source mapping and validation checks
Check Mark
Monthly cost
Get Started

BI-in-a-Box: Operational KPI Kit

Best For: Companies that need clean, professional dashboards ASAP, without building from scratch.

2 ready-to-use dashboards (Operations + Labor or Inventory)
Prebuilt semantic model using best practices
Calculation groups (YoY, MoM, trend vs target)
KPI formatting + color logic
60-min onboarding call + customization instructions
Check Mark
Monthly cost
Get Started

AI Forecasting Accelerator

Best For: Ops managers, CFOs, or planners who want to move beyond “gut feel” into data-driven forecasting with built-in BI visuals.

Business use case consultation
Forecasting model using DAX, ARIMA, or Azure ML
Visual integration into existing dashboard
Optional what-if parameters (budget, volume, seasonality)
Final report + interpretation guidelines
Check Mark
Monthly cost
Get Started

Power BI Governance Toolkit

Best For: Enterprises or BI leads managing teams, report sprawl, or preparing for centralized oversight of Power BI assets.

Folder and naming convention templates
Workspace governance policy (editable doc)
TE3 scripting templates for standardization
Role definitions + publishing checklists
Deployment flowchart (CI/CD ready)
Check Mark
Monthly cost
Get Started

Dataflow Health Check

Best For: Any Power BI environment using Dataflows as a critical input — and experiencing reliability or performance issues.

Review of Power BI Dataflows and refresh behavior
Query folding and load diagnostics
Recommendations for partitioning and staging
Fixes for common M code issues
Optimization report (PDF)
Check Mark
Monthly cost
Get Started

KPI Strategy Workshop

Best For: Teams starting a new BI initiative or looking to clean up their current metrics and reporting focus.

90-minute guided KPI working session (virtual)
Mapping of KPIs to business functions and data sources
KPI definition workbook (template included)
Prioritization framework for dashboard design
Check Mark
Monthly cost
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Self-Service BI Enablement

Best For: Growing companies with an internal BI user base that need autonomy — without sacrificing consistency or control.

Self-service access strategy (by persona)
Workspace roles and usage policy templates
Foldered model with defined measures and KPIs
Power BI usage and adoption checklist
1-hour enablement session
Check Mark
Monthly cost
Get Started

Data Model Repair Service

Best For: Teams with existing Power BI models suffering from poor performance, slow refreshes, or broken logic.

Full review of data model structure (facts/dimensions)
Clean-up of inactive or unused relationships
Correction of naming conventions and table structure
KPI validation + DAX debugging
Final documentation of changes
Check Mark
Monthly cost
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Standard Plan

Ideal for: Businesses that need a fast, impactful start to operational reporting.

1 custom Power BI dashboard (up to 6 KPIs)
Starter data model (1 fact + 2–3 dimension tables)
Data import from one source (Excel, CSV, or flat SQL)
Basic visual layout with dynamic filtering
30-min strategy kickoff + 30-min training session
Email Support
Check Mark
Monthly cost
2,500 $
Get Started

Pro Plan

Ideal for: Organizations ready for a full BI transformation — including forecasting, automation, and strategic insights.

Full BI audit + roadmap (workshops with stakeholders)
5+ dashboards (Ops, Forecasting, Financial, Executive, Custom)
In-Depth Market Analysis
Custom Growth Strategy Development
Advanced Financial Planning & Risk Management
Process Optimization Consulting
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Phone and Email Support
Monthly cost
13500$
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