Business Intelligence for Small Business

Stop guessing.
Start knowing.

Your business generates data every single day. Sales, inventory, payroll, customers. But can you answer the questions that actually matter? Where are you bleeding margin? Which rep is coasting? What is actually working?

Executive Dashboard Today, live
Revenue MTD
$847K
+12.4% vs last month
Gross Margin
38.2%
-2.1% vs target
Open AR
$124K
14 invoices overdue
Top Rep
Sarah M.
142% of quota
Sales team performancevs quota
Sarah M.142%
Marcus R.98%
Dave K.41%
Ask your data anything "Which product line has the lowest margin this quarter?"
20+ Years Enterprise BI
Fortune 100 Methodology
Snowflake + Power BI
Fixed-Price Engagements
You Own Everything
Charlotte, NC Metro

What We Answer

The questions keeping you up at night.

Every business owner has them. The difference between a good year and a great one is having the answers before it is too late to act on them.

1
Where are you bleeding margin?
See exactly which products, customers, or regions are dragging your profitability down, in real time.
2
Who on your team is just coasting?
Compare every rep on revenue, pipeline, close rate, and average deal size. No more relying on gut feelings and company politics.
3
Are your marketing campaigns actually working?
Connect your campaign spend to actual revenue closed. Find out which channel is producing and which is burning your budget.
4
Who owes you money and how long have they owed it?
AR aging, collection trends, and overdue alerts so you stop chasing invoices and start managing cash flow.
5
What does next quarter actually look like?
Pipeline analysis, trend modeling, and forecasting built on your real historical data, not spreadsheet assumptions.
The Prism BI Answer
Every answer, every morning, before your first meeting.
We connect all your systems, QuickBooks, your ERP, your CRM, your spreadsheets, and build one clean platform that answers these questions automatically. No manual reports. No waiting. No arguing about whose numbers are right.
Single source of truth for every number in your business, updated daily, accessible to anyone you authorize.

How It Works

From scattered data to
daily intelligence.

Six structured phases. Every one has a deliverable, a timeline, and your signature before we move forward. No surprises, no scope creep.

01
Discovery
We map every data source in your business. QuickBooks, your ERP, your CRM, your payroll system, your spreadsheets. Everything. We document what you have, what is missing, and what could slow us down before we price anything.
Deliverable: ERD of your complete data landscape
02
Plan and Sign-Off
We define every report, every KPI, and every dashboard we will deliver before the build begins. You see the complete list, AP, AR, EBITDA, P&L, Sales, Operations, and you sign off. Nothing gets added later without a formal change order.
Deliverable: Signed scope document and fixed project price
03
Ingestion
We migrate your data from every source system into a secure, centralized cloud repository. API connections, scheduled jobs, automated refreshes. Your data stops living in silos and starts living in one place.
Deliverable: All source systems connected and flowing
04
Medallion Build
We build three layers of your data platform. Raw data preserved exactly as it came in. Cleaned and standardized data ready for analysis. And a business-ready star schema optimized for the reports your team will use every day. Includes a live dashboard showing your platform cost and what it is saving you.
Deliverable: Three-layer Snowflake architecture with cost dashboard
05
Power BI Build
Your reports, dashboards, and AI-powered analytics environment. Role-based access so everyone sees exactly what they need. Microsoft Copilot integration so anyone on your team can ask questions in plain English and get accurate answers instantly.
Deliverable: Live Power BI workspace with full AI reporting
06
Warm Transfer & Training
Now that your foundation is built and your daily reports are delivering the intelligence you need, we show you how to build your own. Your platform. Your data. Your independence. We just make sure your team knows how to use everything we built.
Deliverable: Trained team, full ownership, ongoing support available

Real Work. Real Results.

This is not a proposal.
This is a track record.

Prism BI's methodology was validated at Fortune 100 companies before a single small business client was ever asked to pay for it. The proof of concept was a complex SaaS company with seven source systems and 1.76 billion rows of telemetry data, delivered in under a month.

"From a JSON nightmare with almost 2 billion rows to a fully functioning star schema with 300+ KPIs in an automated analytics platform in just over a month."
Timothy GallagherFounder, Prism BI, LLC — describing a recent engagement with a leading fashion technology company
20+
Years building enterprise BI systems at Fortune 100 companies
338
DAX measures delivered in a single engagement in under 30 days
1.76B
Rows of telemetry data processed and modeled for a SaaS client

Pricing

Priced on complexity.
Not on your revenue.

Your price is determined by how complex your data environment is, not by how much money you make. Every engagement is scoped, signed, and fixed before we build anything.

Every engagement includes a floor price based on complexity tier. The floor exists because a properly architected data platform requires a minimum investment of time and expertise regardless of table count. The itemized calculator shows you exactly how your price is built.
Clarity

Getting started

2 to 4 source systems
Under 10M rows
$45,000
Engagement floor

  • Full data migration to cloud
  • Bronze, Silver, Gold build
  • Power BI dashboards and reports
  • Daily cost and savings dashboard
  • Report access controls included
  • Warm Transfer included
Velocity

Growing complexity

4 to 7 source systems
10M to 500M rows
$75,000
Engagement floor

  • Everything in Clarity
  • Multi-system integration
  • AP, AR, EBITDA, P&L reporting
  • Sales and Operations dashboards
  • Executive summary view
  • Microsoft Copilot AI ready
Momentum

High complexity

7+ source systems
500M+ rows
$125,000
Engagement floor

  • Everything in Velocity
  • Row Level Security in Power BI
  • DirectQuery architecture
  • Snowflake-integrated security
  • Enterprise-scale data volumes
  • Full Microsoft Copilot AI integration

Not sure which tier you are? Build your own estimate line by line.

Open the Engagement Estimator

About

The expertise of an entire data team.
The efficiency of one.

Hiring a data architect, a business analyst, and a BI developer to build your intelligence platform means recruiting three senior people, managing three salaries, and waiting months before anyone delivers anything useful. Most small businesses cannot afford that. And even the ones that can are often handed a report instead of a process.

Prism BI is built differently. Using AI-assisted tooling, one highly experienced consultant can now do what used to require a full team — and do it faster, with less overhead, and with a result that actually endures after the engagement ends. We are not building you a dashboard. We are building you a data process that runs every day, grows with your business, and does not disappear when someone quits.

Timothy Gallagher founded Prism BI with over 20 years of enterprise BI leadership at Fortune 100 organizations including Charter Communications, Time Warner Cable, Hayward Holdings, MacLean Power Systems, TIAA, and Wells Fargo. He has built pricing intelligence systems that saved millions, replaced weeks-long manual processes with AI automation, and delivered platforms executives rely on every single day.

Timothy holds a Bachelor of Science in Business Information Systems, a Master of Data Science and MBA. His combination of deep technical expertise and business strategy is not common in this market. This combination allows Prism BI to speak both languages fluently — the language of data and the language of business.

View LinkedIn Profile →

When you work with Prism BI, you get that experience directly — and we stay with you afterwards for support, training, and whatever comes next.

Snowflake Power BI Microsoft Fabric Snowflake Cortex AI Python SQL Azure Medallion Architecture MicroStrategy Tableau Master of Data Science MBA
TG
Timothy Gallagher
Founder & Principal Consultant
Prism BI, LLC — Charlotte, NC Metro
20+
Years enterprise BI and analytics leadership
F100
Career built at Fortune 100 organizations
2x
Master of Data Science and MBA, simultaneously
<45
Days to deliver a full enterprise star schema

Your data already has
the answers.

Tell us what you are trying to see and we will reach out promptly. No commitment, no pressure, just a conversation.