Manual stitching
Export, re-upload, repeat
Someone downloads from three systems every week and glues them together in Excel. It takes a day, breaks when a column moves, and is stale by the time it is read.
Services // Business intelligence
Business intelligence and Power BI dashboards, built in Boston for operators.
For leaders who get their numbers 30 days late, in a spreadsheet somebody had to build by hand.
We build Power BI and AWS QuickSight reporting on top of the systems you already run. Job cost, work in progress, cash, service margins, and KPIs, refreshed automatically, with drill-through to the transaction. AI agents read the same data and flag what needs attention.
Power BI, AWS QuickSight, SQL. Read-only into Sage, Trimble, BuildOps, Procore, Autodesk, Aspire, Yardi, QuickBooks, Salesforce, HubSpot, Microsoft 365, and more.
The problem
The reporting problem every growing company hits.
Your accounting system is accurate. It is just late, and it only knows what accounting knows. The rest of the business lives in other tools and in people's heads.
Late
Margin shows up after the job
You find out a job lost money 30 days after you could have done anything about it.
Top line only
Revenue and top expenses
Leadership sees the total. Nobody sees which jobs, trades, crews, or agreements are carrying the profit and which are quietly eating it.
Unmaintained
The dashboard nobody trusts
A BI project shipped once, then drifted. Numbers stopped matching the books and everyone went back to the spreadsheet.
What you get
What we build.
One live view of the business, reconciled to your books, refreshed without a person in the loop.
01 / Dashboards
Power BI and QuickSight reporting
Job margin by job, phase, and cost code. WIP and over/under billings. Cash position. Service agreement profitability. Executive scorecards. All with drill-through to the source transaction.
02 / Data layer
One database behind every report
We pull from each system into a single store and normalize jobs, cost codes, customers, and crews so every report answers from the same numbers.
03 / Agents on the data
Reports that talk back
Agents read the same data, flag the job that slipped this week, and answer plain-English questions like which change orders over $50K are still unbilled.
04 / Ownership
You own it
The models, the reports, and the database are yours. We document and hand over, and stay on for maintenance if you want us to.
How it works
From spreadsheets to a live dashboard in about 18 days.
Eighteen days is our measured average build time to a live dashboard. Bigger scopes take longer, and we say so up front.
01
Connect and map
Read-only access to your systems. We map jobs, cost codes, and entities and review the reports you produce today.
02
Build and reconcile
We build the models and dashboards, then reconcile them against jobs you already closed so the numbers match your books before anyone sees them.
03
Roll out and review weekly
Your team is trained, the refresh runs on its own, and leadership starts running weekly reviews off the new data instead of month-end.
What the work finds
Numbers from real builds.
About 92% of the manual reporting work eliminated on the reports we automated: the downloading, re-uploading, and stitching together of exports.
312 hours a year of capacity recovered on automated reports, derived from how long a person took to produce them over a year. 26 reports automated to date.
One client reported that our QuickSight rollout saved an estimated 90% of the time previously spent on manual report generation, and AWS tooling cut processing time per customer by 70%.
On one build, $1.06M of open-job cost that the company's existing reports had no idea existed, and $650K of finished jobs stuck past deadline before anyone could see it. Another client tripled volume on the same two-person back office.
Questions operators ask
BI dashboards and Power BI questions, answered.
Power BI is our primary platform. We also build in AWS QuickSight where a client is already on AWS, and we write SQL and custom reports inside source systems when that is the right tool, including Yardi SQL Reports for property management clients.
Sage Intacct, Sage 100 and 300 CRE, Trimble, BuildOps, Procore, Autodesk, Aspire, JobTread, QuickBooks, Salesforce, HubSpot, Microsoft 365, isolved, Yardi, monday.com, ServiceTitan, and others. Where a platform has no live API we work from scheduled exports and tell you how fresh the data is.
Our measured average from kickoff to a live dashboard is about 18 days. Larger scopes with many systems take longer, and we give you a real timeline at the Blueprint stage.
Yes. We reconcile every model against recently closed jobs and your general ledger before rollout. If a number does not tie, we find out why before you see it.
Yes. Most clients keep us on as monthly AI and BI managed services: we maintain the refreshes, add reports, and act as your fractional BI and AI lead.
Yes. Omadli Group is based in Boston, Massachusetts. We meet Greater Boston clients in person and work with operators across the U.S. remotely.
Boston, Massachusetts
Local to Greater Boston, working nationwide.
Omadli Group is based in Boston, MA and is a Massachusetts certified Woman-Owned Business. We meet Greater Boston clients in person, run Claude Training Labs in Watertown, and build remotely for operators across the United States.
People find this service by searching for
- Power BI consultant Boston
- Power BI developer Massachusetts
- business intelligence consulting Boston
- BI dashboard development
- construction reporting dashboards
- data analytics consultant for small business
Related
Start with the Blueprint.
Assessment, roadmap, costing, and quick wins, run on your own data. From $5,000 per scope.