Data Intelligence
Data intelligence you can make decisions on.
Advisory-led, end-to-end data intelligence, from executive strategy and secure data architecture to Salesforce-centered analytics, Tableau and BI visualization, and AI-enabled workflows.
Strategy, architecture, analytics, and AI
Plus Looker Studio
Auditability, lineage, and access control
Ongoing monitoring and optimization
Data intelligence services
Unified, compliance-ready data intelligence
When data lives in a CRM, a case or practice system, an EHR, and a stack of spreadsheets, every report becomes a project and every number gets questioned.
We define the metrics that matter, design secure pipelines and models to bring your data together, and deliver the dashboards and AI-enabled workflows that put it to work, with governance built in from the start.
This is a fit if
- Different teams report different numbers
- Reporting depends on manual exports
- You’re preparing for AI but your data isn’t ready
- Compliance requires auditable, defensible reporting
- You need a data roadmap leadership can fund
Core capabilities
Data intelligence capabilities
Data Strategy & Advisory
Define the metrics, governance, and roadmap that turn data into decision-grade intelligence.
Data Architecture & Engineering
Design and implement secure, scalable data pipelines, warehouses, and semantic models.
Platform Intelligence
Transform Salesforce, Litify, EHRs, and case systems into intelligence-ready platforms.
Analytics & Visualization
Executive, operational, and compliance-ready dashboards in Tableau, BI tools, and Looker Studio.
AI-Enabled Intelligence
Deploy agentic intelligence that surfaces insights and automates or recommends decisions.
Governance, Compliance & Trust
Auditability, lineage, access control, and defensible reporting.
How it works
How we deliver data intelligence
Here’s what happens at each step, what we’ll ask of you, and what you’ll have when it’s done.
Advise
We define the metrics, governance, and roadmap.
Architect
We design secure pipelines, warehouses, and semantic models.
Build
We connect platforms and deliver dashboards and workflows.
Govern
We put auditability, lineage, and access control in place.
Operate
We monitor, enhance, and optimize over time.
Related work
Data work and insights
It’s the combination of strategy, architecture, analytics, and AI that turns the data in your systems into decision-grade information leaders can act on.
Yes. We turn Salesforce, Litify, EHRs, and case systems into intelligence-ready platforms and connect them with the rest of your data.
Tableau, other BI platforms, and Looker Studio, depending on what fits your team.
Yes. Managed data intelligence operations cover ongoing support, monitoring, enhancement, and optimization.
Get started
Let’s make your data work harder
Tell us where your data lives and what you need to see. We’ll follow up to set up a discovery call.
What happens next
We review your note and follow up
A discovery call with a BRIO consultant
Clear recommendations and next steps
We only use your information to respond to you.