Instead of building isolated reports, I design end-to-end decision intelligence systems that centralize data, automate reporting, and help leadership teams make faster, smarter decisions.

Decision intelligence systems for service businesses • Data architecture, automation, analytics, and forecasting.

Without an integrated system, leadership teams are forced to make critical decisions with incomplete information.
Many growing service businesses rely on multiple tools for operations, marketing, and financial tracking. While these tools collect valuable data, the information often remains fragmented across platforms.
This results in:
A clear framework that connects your data, workflows, analytics, and strategic decisions.

How a unified monitoring system reduced manual reporting and improved workload visibility for operations managers.
Problem
Leadership could not see which marketing channels drove revenue.
System
Centralized lead data + KPI dashboards.
Outcome
• clearer marketing ROI
• improved conversion tracking
(Click the image to download the full details)
Problem
Leadership lacked early visibility into revenue trends and potential client churn, making it difficult to anticipate revenue risk.
System
SharePoint historical client and revenue data integrated with Power BI forecasting dashboards and scenario modeling.
Outcome
• early identification of at-risk clients
• clearer revenue trend visibility
• improved planning for retention and growth
(Click the image to download the full details)
Problem
Managers lacked visibility into team workload and overdue tasks.
System
SharePoint + Power Automate + Power BI dashboard.
Outcome
• reduced overdue tasks
• improved operational visibility
• hours saved from manual reporting
(Click the image to download the full details)



Best for small teams that need visibility into their data.
Includes
• Data source integration (up to 2 sources)
• KPI dashboard design
• Automated reporting setup
• Basic workflow automation
• 1 analytics dashboard
• Documentation & walkthrough
Outcome
Clear visibility of key performance metrics and elimination of manual reporting tasks.
For growing businesses that need deeper operational insights.
Includes
Everything in Insight System, plus:
• Data integration (up to 4 sources)
• Multi-dashboard analytics system
• Workflow automation monitoring
• KPI performance tracking framework
• Operational performance dashboard
• Data structure optimization
Outcome
Real-time operational visibility that helps teams identify bottlenecks and make faster decisions.
For leadership teams that want predictive insights and strategic planning support.
Includes
Everything in Decision System, plus:
• Forecast & scenario modeling
• advanced analytics dashboards
• growth performance tracking
• strategic KPI monitoring
• automation architecture design
• decision-support insights
Outcome
Leadership gains predictive insights and data-driven guidance for strategic planning and growth.
Decision intelligence systems can create measurable improvements such as:
3–5 hours per week saved from manual reporting tasks.
Real-time monitoring of team performance and workload distribution.
Leadership teams gain immediate insight into operational metrics.
Scenario modeling enables confident planning and risk reduction.
If your business is dealing with scattered data, manual reporting, or limited operational visibility, I can help design a system that transforms your data into clear, actionable insights.
Use the form to request a strategy consultation. We will review your current reporting, clarify your most important decisions, and outline a practical decision system roadmap.
Share a few details about your team, tools, and current reporting challenges.
Decision Intelligence Systems for Service Businesses
Data Architecture • Automation • Analytics • Forecasting
© 2026 Carizz Imbisan Consulting
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