# Custom business intelligence tools

> Custom BI tools that give your team real visibility without a six-figure enterprise licence. Dashboards, reports and alerts on the numbers that matter.

Source: https://codeintelli.com/services/business-intelligence

Your leadership team asks for the numbers. They shouldn't wait three days for them.

We build business intelligence that puts the numbers your leaders need on one screen, refreshed automatically and trusted by every department.

## Problems we solve

- Board packs take a week of copy and paste: Finance pulls numbers from five systems every month, by hand.
- Every department has its own version of the truth: Revenue in the CRM doesn't match revenue in accounting.
- We see problems a month after they start: By the time the report shows it, the quarter is already gone.
- We paid for a BI tool and nobody uses it: The licences renew every year. The logins don't.

## What we build

- Leadership dashboards: Revenue, margin, pipeline and cash on one screen
- Automated reporting: Board packs and weekly reports that build themselves
- Alerts on key numbers: Notifications when a metric moves past a threshold you set
- Role-based access: Each team sees the data it needs and nothing it shouldn't

## How we work

- Audit (1-2 weeks): We list your data sources, current reports and the decisions they support, and find where the numbers disagree.
- Design (2 weeks): We define each metric with your finance and operations leads and sketch dashboards for each role.
- Build (6-10 weeks): We build the data pipelines, warehouse models and dashboards, and review them with you every week.
- Enable (2 weeks): We train each team, set up access rules and alerts, and adjust views based on real use.

## Results

- Operations Dashboard, Frankfurt: Business operations dashboard with role-based access for a company in Frankfurt, Germany.
- Restaurant POS, Sydney: Point-of-sale system with real-time sales analytics for a restaurant chain in Sydney, Australia.
- The Daily Huddle: Hospital management app for staff, tasks, bills and meetings, with 4 user roles. Built with React, Node.js and PostgreSQL on AWS.

## Technologies

Power BI, Tableau, Looker, Metabase, Qlik, dbt, Snowflake, BigQuery, Redshift, Fivetran, Apache Superset, Grafana, Looker Studio, Sigma

## Questions

### Which BI tool should we use?
The one that fits your team, stack and budget. We work with Power BI, Tableau, Looker, Metabase and others, and we'll tell you honestly if the tool you already pay for is enough.

### Our data is spread across many systems. Is that a problem?
That's the normal starting point. We connect your CRM, accounting, ERP, spreadsheets and databases into one warehouse, then build reports on top.

### Who can see what?
We set role-based access so each person sees only the data they should. We sign an NDA before you share anything, and data stays in your own accounts.

### What does it cost?
After a free 30-minute call you get a written plan and a fixed price within 48 hours. We also tell you the expected monthly licence and hosting costs.

## Contact

- Email: biz@codeintelli.com
- Phone / WhatsApp: +91 92745 85376
- Book a free 30-minute call: https://codeintelli.com/book-a-call