Industry point of view
AI stopped being a classroom question. It's an operations question now.
Students and teachers already use AI daily — governance and operations haven't caught up. The education operators pulling ahead are governing the data first, then automating the reporting burden that eats their administrators alive.
What we see across the industry
The core systems don't talk: student information, learning management, assessment, finance, and HR each hold a piece of the picture — and charter networks multiply the fragmentation across every campus. State accountability reports, funding compliance, and board packets get assembled by hand, every cycle.
Enrollment is the financial engine, and it's managed in spreadsheets while every student counts. Meanwhile AI usage has outrun policy — most schools and districts still lack formal guidance while their staff and students use it daily, and privacy anxiety blocks the structured adoption that would actually help.
Funding cliffs and enrollment pressure are forcing efficiency conversations that boards can no longer defer. The networks getting ahead treat data operations as seriously as instruction.
The research
Usage has outrun governance
Our experience here
Work we've already done in education
Education is one of OBIS's deepest verticals: a multi-year partnership with Vertex Education — supporting a 28-campus, 25,000+ student charter network — spanning financial dashboards, a full marketing-technology rebuild for enrollment, and an AI Innovation Lab that upskilled teams company-wide.
“Jacqueline is outstanding! She is extremely knowledgeable in AI business implementation. She offered tailored solutions and suggestions with an unwavering commitment to client satisfaction.”
Case study
Vertex Education: a data partnership that grew with a 28-campus school network
From financial dashboards to a world-class martech stack to an AI-ready workforce
Read the full story →Where to start
Fractional BI & Managed Reporting
Your outsourced data team — senior expertise on demand, without hiring a department you don't need yet.
Explore the service →Get in touch
Senior experts on every engagement
Tell us what you're working through. Every inquiry is read and answered personally by our advisory team.

Led by Jacqueline DeStefano-Tangorra, CPA, CFE, CDMP
Founder & CEO, Omni Business Intelligence Solutions
Forbes Technology Council member · Featured by the Wall Street Journal, Business Insider, CNBC, NASDAQ, and Microsoft
Backed by a team of 20+ data, AI, and BI specialists across various teams — the right expert joins at the right moment.
Start the conversation →