Strategy & Advisory

We provide KPI alignment workshops, BI maturity assessments, roadmap development, governance models, and team enablement strategies to ensure your data journey is not only technically sound — but organizationally impactful.

📈 Strategy & Advisory

Build smarter, scale faster, and transform with confidence.

At CornerCase Solutions, our Strategy & Advisory services are built for organizations looking to move beyond ad hoc reporting and into true operational intelligence. We help you define what data matters, how to use it, and how to structure your systems to scale.

Business Intelligence (BI) is not just about dashboards — it’s about culture, alignment, and enablement. We work closely with leadership teams, analysts, and IT stakeholders to architect a data strategy that delivers both technical excellence and business relevance.

Our strategic engagements include:

  • KPI Alignment Workshops to define meaningful, measurable indicators
  • BI Maturity Assessments to benchmark your current reporting ecosystem
  • Governance Frameworks for report certification, source control, and versioning
  • Center of Excellence (CoE) Development for Power BI or Power Platform
  • Roadmap Planning for automation, cloud data integration, and user enablement

We help you break down silos, reduce tool sprawl, and deliver data to the right people at the right time. Whether you’re launching your first Power BI initiative or reworking a fractured system, our advisory expertise ensures the work is strategic, sustainable, and stakeholder-aligned.

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Choose your plan

Ready to transform your business?

Cross-Site Digital Transformation Suite

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Features
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3 custom Adaptive Cards for workflows (e.g., approval, incident log, task update)
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Power Automate flows behind each card
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Role-based approval routing with email + Teams notifications
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Optional SharePoint/Excel integration
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Embedded into 1 Teams channel/tab
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Automated Action Item Tracker (w/ Assignment + Status)

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

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Features
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Action Item Tracker Power App
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Integration with Planner or standalone backend (SharePoint)
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Role-based access (assigners vs assignees)
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Status, due date, notes, attachments
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Automated reminders + escalation
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Real-Time Excel to Teams Dashboard

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

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

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Features
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Custom Power App embedded in Teams tab
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Equipment inventory with live status
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Request → Approve → Check-out → Return workflow
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User sign-off + timestamp log
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Power Automate notifications + reminders
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Custom Adaptive Cards + Workflow Engine

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

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Features
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Up to 3 adaptive card templates
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Power Automate flows behind each (submit → route → update)
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Pre-fill logic from SharePoint, Excel, or Dataverse
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Integration with Planner, Outlook, or custom databases
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Reusable template engine (e.g., equipment request, KPI alert, safety log)
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KPI Tracker + Auto Action System (Teams App

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

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

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

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Features
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1 Copilot built using Power Virtual Agents or Azure OpenAI
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Integrated with Teams chat + Power BI or Dataverse
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Contextual memory + FAQ ingestion (e.g., KPI glossary, shift policies)
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Action triggers (e.g., “Create task”, “Assign approval”, “Escalate incident”)
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Up to 3 system integrations (Power BI, SharePoint, Excel, etc.)
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Power App: Mobile Ops Command Center

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

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Features
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2 Power App templates (Inspection Log, Issue Reporter)
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1 sample Power BI dashboard
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Setup guides + user instructions
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Optional 1-hour orientation session
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Embedded Power BI in Microsoft Teams

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

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Features
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Power BI embed into selected Teams channels
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Tab configuration for dashboard layout
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Security checks (workspace roles, RLS)
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Scheduled refresh validation
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User adoption checklist
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Approval Workflow in Microsoft Teams

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

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1 approval flow via Power Automate
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Trigger from Teams message, form, or SharePoint
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Multi-stage approval routing
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Email + Teams notification logic
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Status dashboard (optional Power BI mini-report)
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Custom Power App – Operations Form

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

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

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Features
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Performance audit of visuals, DAX, M, and relationships
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VertiPaq Analyzer scan + insights
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Refactoring of up to 5 slow visuals or measures
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Report redesign recommendations
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TE3 script template to enforce formatting
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Legacy Report Migration Service – $3,200

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

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Features
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Report inventory and prioritization session
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Up to 5 reports converted and consolidated
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Clean UI with slicers, bookmarks, and drillthrough
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Optional Power Query cleanup
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Source mapping and validation checks
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BI-in-a-Box: Operational KPI Kit

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

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

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Features
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Business use case consultation
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Forecasting model using DAX, ARIMA, or Azure ML
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Visual integration into existing dashboard
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Optional what-if parameters (budget, volume, seasonality)
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Final report + interpretation guidelines
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Power BI Governance Toolkit

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

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Features
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Folder and naming convention templates
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Workspace governance policy (editable doc)
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TE3 scripting templates for standardization
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Role definitions + publishing checklists
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Deployment flowchart (CI/CD ready)
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Dataflow Health Check

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

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Features
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Review of Power BI Dataflows and refresh behavior
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Query folding and load diagnostics
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Recommendations for partitioning and staging
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Fixes for common M code issues
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Optimization report (PDF)
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KPI Strategy Workshop

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

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Features
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90-minute guided KPI working session (virtual)
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Mapping of KPIs to business functions and data sources
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KPI definition workbook (template included)
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Prioritization framework for dashboard design
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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.

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Features
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Self-service access strategy (by persona)
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Workspace roles and usage policy templates
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Foldered model with defined measures and KPIs
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Power BI usage and adoption checklist
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1-hour enablement session
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Data Model Repair Service

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

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

2,500 $

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

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

13500$

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

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

Premium Plan

5,000$

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

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