Power BI Developer & Coach

Your Analytics Coach, Consultant and Data Architect

Consulting, Training, Deployment

Analytics | Automation | Integration

Located in Sunny Florida

Services

CONSULTING

Power BI, Tableau or cloud analytics

COACHING

1 on 1 personalized training

DATA LAKES

Azure, Sharepoint, Dynamics, AWS

INTEGRATION

Combine marketing, financial, operations, etc…

AUTOMATION

Reports, Dashboards, Email

DATABASES

Azure, SQL, AWS, Sharepoint, etc…

Power BI Developer & Instructor

Brian R.

Yes. I am certified in Power BI.

My past career included growing a company to 400 employees then selling to a billion dollar competitor.

Also served as crisis / turnaround CEO for over 10 companies. Deploying data-centric strategies has been a key to success.

Your business will be in great hands.

Project sizes from 1.5 years to a week.
Data lakes to data files.

Alaska to Florida

Private companies only

I do the work and coaching. No outsourcing. No 3rd party subcontracting.

What I Do

I coach, design and implement data analytics for privately held companies.

Whether it is designing the data architecture, bringing together multiple data streams or automating analytics throughout your organization.

No outsourcing. No 3rd parties.

data analyst with business experience

My entrepreneurial background allows me to understand the “why” behind needs.

Data is my second career. My first was owning, turning around and starting companies. My largest company was 400 employees and my worst startup was insightful. I quit the startup addiction and now focus on solving business problems with data.

I can coach you to the next level of Power BI

Receive personalized Power BI coaching from a serial entrepreneur who has deployed Power BI, data lakes and analytics to the personal benefit in the millions. Do you want coaching as you build out a Power BI project? Knowledge to upskill? Or simply trying to pass the Power BI certification exam?

You will recieve real world knowledge that is practical and tactical for you. Your data, your computing environment, your accelerated prowess with Power BI.

We can do 30, 45 or 60 minute sessions at the frequency of your choosing.

This is 1 on 1 for you specifically. No group sessions. No broadcasts. 100% interactive between you and I.

Yes. I have been teaching Power BI, advanced Excel and college-level courses for over 20 years. We will optimize your time to your learning style. Collaboration for your benefit.

Do you 'just know' more can be done with your data?

As a leader, you instinctively know there are answers that are just beyond your fingertips. If you could just process it for answers to where the profits are, the low/high performers, the value vs the waste, etc… My entrepreneurial background gives me unusual insights on how to get those answers for you.

Are you frustrated with the awkwardness of existing tools?

Excel gets sluggish and crashes with too much data. SQL can be a technical step too far. While the learning curve of Tableau is steep. I design tools that are One Click and simple for existing staff. No technical skills required.

Do you want better, faster and automated?

Well-meaning staff might be too busy to complete the needed reports. Are transactions growing so fast you can not keep track of the trends? I use a variety of API’s, ETL tools, macros and the like to automate all those high friction points in your data flow.

Data Analytics Consulting Projects

Amazon & Shopify

Go beyond Settlement Reports and ad reports. Do not let their 90 day report limit keep you from owning your data.

Accomplished: Created scheduled reporting of customized analysis for catalog of 5,000+ skus. Converted raw Amazon and Shopify reports to actionable analytics in Excel and Tableau.

Sku Management (5,000+)

Ensure price alignment and tracking by sku group. Track changes and repricing efforts. Control price changes across entire sku families instead of one by one.

Accomplished: Re-aligned prices for over 5,000 skus. Created sku management system to track pricing, cost, profitability, trends, and revenue.

API to Xero

Automate data flow to Xero. Move invoices and purchase orders at speed. Connect your inventory system like Skuvault so you never lose track of financial activity.

Accomplished: Automated daily flow of daily purchase orders into Xero from inventory platform.

Time Sheet Upload to QuickBooks

If time sheet information from projects are being entered by hand into QuickBooks then we can automate the data flow so it became a ‘hands-off’ process.

Vendor Bill Uploading

We can automate the conversion of vendor bills so they can be uploaded into QuickBooks at the click of a button.

Home Depot Pro Analytics

We can automate over 20 reports for you. How many times is X employee going to Home Depot in a day? A week? Which store is getting the most visits from your employees? What is purchased most often? What part should be stocked in the trucks instead of the crews running to Home Depot? We can deliver analytics to you on a quarterly, monthly or weekly basis.

ADP & Payroll Job Costing

We can combine data from ADP and payroll systems to allow for itemized job costing reporting within QuickBooks. If you use one software for tracking time/materials/project and another for processing payroll, we can combine that data then upload it into QuickBooks. This allows you full power from QuickBooks Estimate To Actual and other job cost reporting. While payroll systems (like ADP) claim to allow job costing, often the export is only a summarizing journal entry. That can hide critical details from you.