COBIZ Integrated Solution

Data and Intelligence

BI, Big Data, and COBIZ Analyst. Our flagship product. 360° visibility to decide with data, not gut feelings.

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Typical investment

On request

Full range

Variable

Minimum duration

4 weeks

Model

Fixed or retainer

For those who lead, uncertainty is the real enemy. Most companies do not decide with data: they decide with the version of the data someone put together by hand, in a spreadsheet, last week. Cash flow, margins, and KPIs live scattered across systems, and by the time leadership needs them, they are already out of date.

In Data and Intelligence we remove that opacity. We design Command Centers that bring your key indicators together in real time, we integrate your data sources (ERP, CRM, spreadsheets, platforms) so information lives in one place, and we add predictive models so you can anticipate instead of react.

Our premise: data is only worth it if it changes a decision. We do not build pretty dashboards no one looks at; we build visibility that leadership uses every day to see the real state of the business at a glance and act in time.

If you still do not know where to start, the COBIZ Analyst is the entry point: a diagnostic that puts your margin leaks in USD on the table before you invest. The result of this service is permanent clarity: you decide with data, not intuition, and you stop finding out about problems when it is already too late.

Main benefits

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Real-time dashboards

KPIs visible to the entire organization, updated by the minute.

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Predictive analytics

Models that anticipate trends so you can act before they happen.

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Executive Command Center

One screen with cash flow, margins, and critical operations.

What's included?

01

COBIZ Analyst. Strategic Diagnostic

Strategic multidimensional audit reviewed by Partner. From $24.99 USD. Executive dossier + Partner session.

02

Data Intelligence Platforms

Implementation of Power BI, Tableau, Metabase, or custom stack. We connect all your sources.

03

Big Data and Predictive Models

Architectures that process millions of records and ML models applied to your business.

Who is this service for?

  • Leaders deciding by intuition because they lack real visibility into the business.
  • Companies with data scattered across systems and spreadsheets.
  • Teams that need cash flow, margins, and KPIs in real time.

Outcomes we aim for

  • Your KPIs, cash flow, and margins in real time, in a single Command Center.
  • Decisions based on data, not intuition or outdated reports.
  • Visibility to anticipate problems with predictive analytics, not just look at the past.

How we approach this

  1. 1

    Diagnostic

    We start by diagnosing with the COBIZ Analyst. If you decide to move forward, we deepen with 2-3 mapping sessions.

  2. 2

    Proposal

    Roadmap with firm scope, timeline, and costs within 5 business days. No surprises.

  3. 3

    Implementation

    2-4 week sprints with visible deliverables. First measurable impact in week 4.

  4. 4

    Optimization

    Once in production, we measure, iterate, and scale based on real data.

View full methodology →

FAQ about Data and Intelligence

What is an executive Command Center?
A dashboard that brings your key indicators (cash flow, margins, KPIs) together in real time, so leadership sees the state of the business at a glance and decides with data.
Does it connect to the systems I already have?
Yes. We integrate your data sources (ERP, CRM, spreadsheets, platforms) so information lives in one place instead of being scattered.
What does predictive analytics solve?
It helps you anticipate instead of react: spotting trends, risks, and opportunities before they happen, instead of finding out when it is too late.
How is this service different from the COBIZ Analyst?
The Analyst is a one-time diagnostic (a strategic document from $24.99). This service is the ongoing implementation of data intelligence: dashboards, integrations, and models that live in your operation.
Do I need an internal data team?
Not to start. We set up the architecture and dashboards, and if you want we leave capability behind or support your team. You don’t need a data department to gain visibility.

Does Data and Intelligence resonate with you?

Start with your diagnostic: the COBIZ Analyst. Or talk to a consultant.

Coming soon Talk to consultant