We're a boutique consultancy helping businesses get more from their data through expert analytics, automation, and intelligent solutions.
From strategy to implementation, we provide end-to-end data services that drive measurable results.
Transform raw data into executive-ready dashboards with Power BI, Tableau, and custom visualization solutions.
Learn more →Use predictive modeling, machine learning, and statistical analysis to anticipate trends and optimize decisions.
Learn more →Eliminate manual processes with intelligent automation solutions that connect your systems and streamline workflows.
Learn more →Develop a comprehensive data roadmap aligned with your business objectives, governance requirements, and growth plans.
Learn more →We build Power BI reports and Microsoft Fabric data platforms for small and mid-size companies. Our Fabric work is led by a Microsoft Certified Fabric Data Engineer (DP-700).
Readiness and roadmaps, lakehouse and warehouse builds, migrations from SQL Server and Azure Synapse, and capacity cost tuning.
Learn more →Report builds, semantic models and DAX, performance tuning, governance and security, licensing advice and team training.
Learn more →Start with a Power BI Health Check or a Fabric Readiness Assessment. You get written findings and a prioritized plan.
See the assessments →Practice Ledger is our time, billing and firm economics software for professional services firms of about 20 to 200+ people, starting with CPA firms. Every number traces back to the time entries, invoices and payments behind it.
Partners see realization, unbilled work, collections and capacity in one place, plus a short list of this week's actions.
We've built data solutions in corporate environments. We understand the politics, the constraints, and the workarounds that actually work.
No junior associates learning on your dime. You work directly with senior experts who own your project from start to finish.
We build for adoption. Beautiful dashboards mean nothing if no one uses them. We focus on solutions your team will actually embrace.
We don't create dependencies. Every engagement includes training and documentation so your team becomes self-sufficient.
We don't just advise. We build. Practice Ledger is our software for professional services firms, and BridgeStack, our product studio, makes tools that solve the data problems we see every day.
Our product innovation studio building tools that bridge the gap between business users and their data.
Time, billing and firm economics for CPA and professional services firms.
The Excel add-in that lets business users edit databases directly. No SQL required, no IT tickets needed.
Work with published Power BI semantic models from Excel: review and edit measures, relationships and table data, then deploy the changes.
In developmentLet's discuss how Optalytic can help transform your data operations. Schedule a free 30-minute consultation to explore possibilities.