AUTOMATION & ANALYTICS
BUSINESS INTELLIGENCE
AI/ML PLATFORMS
PLATFORM CONNECTORS
DATA PLATFORMS
FINANCIAL PLATFORMS
TRAINING PLATFORMS
AUTOMATION & ANALYTICS
BUSINESS INTELLIGENCE
AI/ML PLATFORMS
PLATFORM CONNECTORS
DATA PLATFORMS
FINANCIAL PLATFORMS
TRAINING PLATFORMS
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.
We use short, outcome-focused engagements to uncover value and de-risk your BI roadmap.
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
Document data sources, manual steps, and governance; visualize a future-state BI architecture with an agile rollout plan.
Capitalize delivers end-to-end business intelligence services that connect strategy, technology, and storytelling — ensuring your data works as hard as you do.

Align BI initiatives with business strategy and technology investments.
Equip business users to explore data safely and effectively.
Establish best practices for data definitions, access, and visualization consistency.
Design enterprise-ready dashboards using Power BI, Tableau, or your platform of choice.
Enable users to explore data independently while maintaining governance.
Define and visualize the metrics that matter most to your organization.
Design clean, efficient data models that ensure speed and accuracy in reporting.
Bring together data from ERP, CRM, financial, and operational systems into one trusted view.
Develop flexible structures that evolve with your analytics maturity.
Build intuitive dashboards that make complex information easy to digest.
Craft data stories that highlight insights, trends, and next steps.
Tailor dashboards and reports for executives, analysts, and operational teams.
Meet with our BI architect to review your current state and identify the fastest path to trusted, actionable insights.
Bad or inconsistent data doesn’t just frustrate teams — it drives costly mistakes:
Missed forecasts and inaccurate KPIs
Duplicate effort across departments
Slow decisions that let competitors move first
High license costs for tools no one uses
If every meeting starts with “Where did this number come from?” you don’t have Business Intelligence — you have business confusion.
Capitalize Analytics helps organizations turn underperforming BI environments into engines of clarity and confidence.
Our experts uncover what’s really holding your BI back — data quality, governance gaps, adoption challenges, or architecture issues — then build a practical plan to fix it.
We help you:
Eliminate manual reporting and reconciliation with automation.
Unify metrics and data sources for one version of the truth.
Modernize outdated dashboards into governed self-service analytics.
Increase adoption so insights drive decisions, not debates.
We don’t start with technology — we start with truth. Our process cuts through data chaos and builds a foundation your business can trust.
1
Diagnose & Discover
We expose what’s really holding your BI back — fragmented data, manual reporting, or poor governance. Through focused interviews and process mapping, we reveal the inefficiencies draining productivity and trust. You’ll see exactly where the issues are, why they persist, and how much they’re costing your business.
2
Design & Prove
Next, we architect a smarter BI ecosystem that actually works — one built around your people, processes, and priorities. We validate the vision through quick wins and proofs of concept that demonstrate measurable value fast. Expect to see automation replace manual effort, data align across systems, and dashboards finally tell the same story everywhere.
3
Deliver & Sustain
We implement, train, and optimize so your success lasts.
Governance, adoption, and change management are part of the process — not an afterthought. The result: data you trust, decisions you accelerate, and a culture that runs on insight — not instinct.
Ready to see where your analytics are leaking value?
Schedule a BI Health Check. In just a few hours, we’ll show you what’s broken — and what fixing it could unlock.
















ARTICLES & REPORTS
In this video, we will see how we can use ChatGPT to analyze and document applied steps in the Power Query Editor.
ARTICLES & REPORTS
ARTICLES & REPORTS
As consultants, we are always being asked “Which tool should I use for BI/Analytics?” For better or worse, the answer isn’t simple.
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