Trusted KPI reporting • Reporting foundations • ETL/Lakehouse foundations • Migration-ready (incl. Fabric)
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ClearBI Partners
Trusted numbers. Confident decisions.
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Trusted KPIs • Less reconciliation • Reliable foundations (reporting + data)

Executive reporting your team can trust.

ClearBI Partners helps teams align KPI definitions, stabilize reporting, and build migration-ready foundations (including Fabric) so leadership sees consistent numbers—with the data foundation to support it.

Start with the Trust Audit ($1,500)See packages
KPI & Reporting Trust Audit
Standard entry engagement
$1,500
Align KPI definitions and owners
Confirm data sources and readiness
Identify why numbers drift across teams/tools
Deliver a clear, fixed-scope next step plan
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NDA-friendly • Least-privilege access • Clear handoff.

Packages

Clear scope. Clear deliverables. Minimal meetings.

Get a proposal
KPI & Reporting Trust Audit
Align KPI definitions, confirm sources, and identify why numbers diverge.
Start here
Timeline
2–3 weeks (part-time)
Typical
$1,500 fixed fee
  • KPI blueprint (up to 20 KPIs) + owner/approver alignment
  • Source mapping + readiness gaps/risks
  • Reconciliation hotspots (why numbers drift across teams/tools)
  • Fixed-scope next-phase plan (build, stabilization, or data foundation) with timeline
Start with the Audit
Migration Readiness & Reporting Foundation
Modernization/migration (incl. Fabric) where reporting must stay trusted.
Modernize
Timeline
3–6 weeks (part-time)
Typical
Starting at $3,500
  • Critical KPI/report inventory (what leadership relies on)
  • Target reporting architecture recommendation (lightweight, pragmatic)
  • Validation/reconciliation plan (tie-outs + data quality checks)
  • Phase 1 semantic layer blueprint for exec reporting
Plan migration readiness
Reporting Foundation Build
Teams that need automated executive reporting (not manual Excel).
Build
Timeline
6–10 weeks (part-time)
Typical
Starting at $7,500
  • Analytics-ready model + semantic layer (star schema direction)
  • 1–2 executive dashboards (overview + trends)
  • Automated refresh + reliability checklist
  • KPI definitions + documentation + handoff
Build the foundation
Trusted Numbers Stabilization Sprint
Already have dashboards? Fix KPI mismatches, drift, and refresh/perf issues.
Stabilize
Timeline
4–6 weeks (part-time)
Typical
Starting at $3,500
  • KPI definition alignment (up to 20 KPIs)
  • Model/measure standardization + performance improvements
  • Validation pack (SQL tie-outs + anomaly checks)
  • Refresh stabilization + release notes + handoff
Stabilize reporting
Data Foundation Sprint (ETL + Lakehouse)
Teams that need reliable ingestion + curated data for reporting (not a 6-month replatform).
Data
Timeline
4–8 weeks (part-time)
Typical
Starting at $6,500
  • Ingest up to 2 sources into a lakehouse pattern (landing/curated)
  • Incremental loads + basic orchestration (repeatable runs)
  • Core data quality checks (schema drift, row counts, key checks)
  • Curated layer for reporting + documentation/runbook
Build data foundations
Governance & Reliability Care Plan
Ongoing reporting reliability, governance, and controlled enhancements.
Care
Timeline
Monthly
Typical
Starting at $2,000/mo
  • Refresh monitoring + incident triage
  • KPI dictionary updates + change control
  • Light enhancements (hours-based)
  • Monthly KPI health check + recommendations
Discuss a care plan
Scope guardrails (standard)
These limits keep delivery predictable. Larger scopes are available via change order.
Data sources
Up to 2 (standard scope)
KPIs
Up to 20 (standard scope)
Dashboards
1–2 executive dashboards (as applicable)
Semantic model
1 primary dataset/semantic layer
ETL/Data scope
Up to 1 domain OR up to 10 tables (standard)
Changes
Out-of-scope handled via change order

How it works

A simple, repeatable process that reduces meetings and delivers clear outcomes.

Fit Call (20 min)
1
Confirm goals, scope, and timeline.
Trust Audit
2
Align KPIs, confirm sources, and identify drift.
Build / Modernize / Stabilize / Foundation
3
Deliver the right implementation phase.
Care Plan (optional)
4
Ongoing governance, reliability, and enhancements.

Results

One source of truth
KPIs documented and approved—less time reconciling conflicting numbers.
Migration-ready reporting
A reliable reporting foundation that holds up through platform change.
Less firefighting
Validation checks and refresh hardening reduce recurring incidents.

About ClearBI Partners

ClearBI Partners is a boutique analytics consultancy focused on trusted executive reporting. We align KPI definitions, strengthen reporting foundations, and build reliable data automation (ETL/lakehouse) so leadership sees consistent numbers.

FAQ

Do you build dashboards from scratch?
Yes. We can establish the reporting foundation (semantic layer + dashboards + refresh) and transition ownership with documentation and training.
How do we start?
We recommend starting with the KPI & Reporting Trust Audit ($1,500). It aligns KPI definitions, confirms sources, and produces a clear fixed-scope plan for the next phase.
Do you work hourly?
Engagements are typically fixed-scope packages. Ongoing support is available via a monthly Care Plan.
What platforms do you support?
SQL Server/Azure SQL, common business systems, structured exports, and lakehouse patterns for curated reporting data. We also support platform modernization and migration readiness (including Fabric).
How many meetings are required?
We keep meetings minimal: kickoff, one check-in, and handoff. Most work is delivered asynchronously with a weekly written update.

Let’s talk

Share a bit about your current setup, and we’ll suggest the best starting point.

Quick contacts
• Location: Florida (Remote-friendly)
• Response: Within 1–2 business days
What to send
A link/screenshot of the dashboard (if any), your top KPIs, the data sources involved, and your refresh cadence.
Request a proposal

Share a few details and we’ll respond within 1–2 business days.

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Prefer to schedule?
You can schedule a 20-minute fit call. Please include a short note so we can prepare.
Schedule a 20-minute fit call
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