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From Data Chaos to Confident Decisions — Fast

Capitalize helps organizations design modern business intelligence solutions that turn complex data into actionable insight. We combine technical expertise with business strategy to deliver dashboards, reports, and analytics that drive smarter, faster decisions.

Get Started Today

Not sure where to start? Two fast, low-risk ways.

We use short, outcome-focused engagements to uncover value and de-risk your BI roadmap.

 

Ideation Session

Align leaders on current reporting pain, define success metrics, and rank 5–10 high-impact dashboard and automation opportunities.

 

• Rapid pain mapping: close, revenue, ops KPIs
• Value vs. effort matrix to pick quick wins
• Executive-ready summary within 48 hours

Schedule An Idetion Session

Current → Future State Assessment

Document data sources, manual steps, and governance; visualize a future-state BI architecture with an agile rollout plan.

 

  • Source system inventory & lineage
  • Data model & semantic layer recommendations
  • 90-day roadmap with milestones & owners
Schedule An Assessment

Transform Your Data into Clarity, Confidence, and Action

Capitalize delivers end-to-end business intelligence services that connect strategy, technology, and storytelling — ensuring your data works as hard as you do.

Analytics Roadmapping

Align BI initiatives with business strategy and technology investments.

User Training & Adoption

Equip business users to explore data safely and effectively.

Governance & Standards:

Establish best practices for data definitions, access, and visualization consistency.

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Power BI & Analytics Platforms

Design enterprise-ready dashboards using Power BI, Tableau, or your platform of choice.

Real-Time & Self-Service Reporting

Enable users to explore data independently while maintaining governance.

KPI & Performance Tracking

Define and visualize the metrics that matter most to your organization.

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Data Model Optimization

Design clean, efficient data models that ensure speed and accuracy in reporting.

Integration & Connectivity

Bring together data from ERP, CRM, financial, and operational systems into one trusted view.

Scalable Architecture

Develop flexible structures that evolve with your analytics maturity.

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Visual Clarity & Design

Build intuitive dashboards that make complex information easy to digest.

Narrative Reporting

Craft data stories that highlight insights, trends, and next steps.

Audience-Driven Insights

Tailor dashboards and reports for executives, analysts, and operational teams.

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Schedule a 30-Minute BI Consultation

Meet with our BI architect to review your current state and identify the fastest path to trusted, actionable insights.

Talk to An Expert

Our Advisory Approach

Strategy: Define the Vision and Roadmap
  • Current State Assessment: Evaluate existing reports, tools, and processes to identify gaps and redundancies.
  • BI Roadmap Development: Create a prioritized action plan aligned with organizational objectives and KPIs.
  • Data Governance Frameworks: Establish standards for quality, access, and consistency across all analytics assets.
  • Data Modeling & Architecture: Develop clean, efficient models that power fast, accurate reporting.
  • Dashboard & Report Development: Build visualizations that tell a story and drive confident decisions.
  • Automation & Integration: Streamline data refreshes, connections, and processes to reduce manual effort.
  • User Training & Adoption: Equip business and IT users to leverage BI tools effectively and independently.
  • Performance Optimization: Continuously refine dashboards and data models for evolving business needs.
  • Ongoing Support & Evolution: Provide strategic guidance as your BI platform scales and matures.
Get Started Today

Case Study #1

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Case Study #1

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Unauthorized Sellers Removed
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Case Study #1

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Unauthorized Sellers Removed
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Trusted Brands

kearney
frontier-airlines
sysco
kaiser-permanente
groupo
sweetgreen
riveron
fujitsu
f&g
tupperware
texas-tech
cincinnati-public-schools
kinetik
angelo-gordon-co
xavier-university
jetlinx

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Don’t leave the potential of your Alteryx ecosystem untapped. Contact us today to schedule your Alteryx Health Assessment and start optimizing your data processes for better performance and efficiency.

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Schedule a 30-Minute AI Readiness Consultation

AI doesn’t have to be risky or overwhelming. You just need the right starting point.

We’ll identify where AI can drive value safely, quickly, and sustainably.

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The Real Barrier Isn’t Data—It’s Direction

Your organization already has the data, but:

  • You’re not sure which problems AI can actually solve.

  • Every vendor seems to push a different “must-have” platform.

  • You worry about data privacy, governance, and security.

  • Internal teams don’t have time or expertise to experiment.

These are valid concerns—and exactly what we help solve.

The Real Problem Isn’t AI — It’s Uncertainty.

We believe AI and analytics should simplify, not intimidate. Here’s what transformation looks like when it’s done right:

 

  • Start small with achievable wins that prove value fast.

  • Choose technology that integrates with your existing systems, not against them.

  • Build data pipelines and AI models that are transparent, secure, and explainable.

  • Empower your people—not replace them—with smarter tools.

 

That’s how you move from curiosity to confidence.

Our Proven Approach to Responsible AI Adoption

A practical, proven framework that helps organizations unlock AI’s value safely—balancing innovation with governance, agility, and measurable ROI.

 

1

Discover & Prioritize

We begin by mapping your current processes to uncover where analytics and automation can create measurable, low-risk impact. Through a structured assessment of data quality, governance, and readiness, we identify quick wins that build momentum while aligning to your long-term vision.

2

Design & Prototype

Our experts design secure, governed, and ethical AI solutions using platforms like Alteryx, Databricks, and Snowflake. We rapidly prototype to validate ideas, demonstrate value early, and ensure every model meets your compliance and accountability standards.

3

Deploy & Empower

We bring solutions to life with production-ready analytics and automation delivered through Power BI, Tableau, or your preferred ecosystem. Then, we train and empower your teams to own, optimize, and continuously improve performance as the solution scales.

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