# Omni Business Intelligence Solutions (OBIS)

> OBIS is a woman-owned data and AI advisory firm headquartered on Long Island, New York, serving clients across the United States. We unify a company's systems into one real-time scoreboard, build the data foundations beneath it, and upskill teams to run on it. Founded and led by Jacqueline DeStefano-Tangorra, CPA, CFE, CDMP — ex-Big Four, Forbes Technology Council member, Claude Certified AI Architect. 200+ clients across 40+ industries; average client tenure over five years; Expert-Vetted on Upwork (top 1%).

Key facts: every engagement runs through the OBIS Framework (four lenses: People, Process, Technology, Data). We sequence data foundations before AI, practice human-in-the-loop AI adoption, and publish named case studies with verifiable numbers. Contact is by form only: https://www.omnibisolutions.com/contact

## Services

- [Analytics & BI Dashboards](https://www.omnibisolutions.com/services/analytics-bi-dashboards): Executive dashboards and one governed scoreboard across Power BI, Tableau, and Looker Studio
- [Data Foundations](https://www.omnibisolutions.com/services/data-foundations): Integration, warehousing, and pipelines across Snowflake, Databricks, Azure, and modern ELT
- [Agentic AI & Automation](https://www.omnibisolutions.com/services/ai-automation-strategy): Agentic workflow transformation, custom AI agents, and generative AI implementation with guardrails
- [Data & AI Governance & Architecture](https://www.omnibisolutions.com/services/data-ai-governance-architecture): Metric ownership, quality, lineage, and AI oversight sized for mid-market reality
- [Fractional BI Leadership](https://www.omnibisolutions.com/services/fractional-bi): Senior BI leadership and managed reporting without a full-time hire
- [Workforce Training](https://www.omnibisolutions.com/services/workforce-training): AI and analytics upskilling — 400+ SMBs trained in a single Tory Burch Foundation session; 50+ marketers at MARS Petcare

## Industries

- [Home Care & Healthcare Services](https://www.omnibisolutions.com/industries/home-care): Trusted across the Right at Home network — 29 territories in 11 states
- [Education](https://www.omnibisolutions.com/industries/education): Vertex Education — 28 campuses, 25,000 students
- [Professional Services & Finance](https://www.omnibisolutions.com/industries/professional-services-finance)
- [Nonprofits & Foundations](https://www.omnibisolutions.com/industries/nonprofits-foundations)
- [Marketing & Agencies](https://www.omnibisolutions.com/industries/marketing-agencies)
- [Life Sciences](https://www.omnibisolutions.com/industries/life-sciences)
- [Food & Beverage](https://www.omnibisolutions.com/industries/food-beverage)
- [Retail & E-commerce](https://www.omnibisolutions.com/industries/retail-ecommerce)
- [Manufacturing](https://www.omnibisolutions.com/industries/manufacturing)

## Proof

- [Case Studies](https://www.omnibisolutions.com/case-studies): Named clients with real numbers — Right at Home (29 territories), Vertex Education, Dchained Capital (41 of 42 investors retained over four years), Tory Burch Foundation, Risk-Q
- [Testimonials](https://www.omnibisolutions.com/testimonials): Dozens of attributed written quotes plus on-camera video testimonials
- [About](https://www.omnibisolutions.com/about): Founder credentials, the team, and press coverage by Forbes, Business Insider, CNBC, Entrepreneur, Microsoft, and NASDAQ

## Insights

- [Insights](https://www.omnibisolutions.com/insights): Practical thinking on data, BI, and AI for operators — every article cites and links its sources

## Optional

- [Careers](https://www.omnibisolutions.com/careers): The OBIS bench — specialist tracks from forward-deployed engineers to data governance
- [Privacy](https://www.omnibisolutions.com/privacy) · [Terms](https://www.omnibisolutions.com/terms) · [Accessibility](https://www.omnibisolutions.com/accessibility)