Services

Most leadership teams don't have a data problem — they have a dozen-systems problem. Scheduling software says one thing, the books say another, and every weekly meeting starts with an argument about whose spreadsheet is right. We build executive dashboards that pull every source into one governed view, so the debate ends and the decisions start.

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The OBIS Framework · Data

Data Foundations & Integration

Connect the systems that don't talk to each other — warehousing, pipelines, and governance that make every number trustworthy.

"Bad data disconnects people." A client said that to us, and it's the truest sentence in this business: when two departments bring two versions of the truth to the same meeting, the meeting becomes about the data instead of the decision. We fix the layer underneath — integrating scheduling platforms, CRMs, accounting systems, and spreadsheets into a single automated foundation.

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The OBIS Framework · Technology

Agentic AI & Automation

From AI readiness to production AI agents — agentic workflow transformation, custom builds, and automation grounded in your data.

AI isn't a slot machine — you don't pull a lever and hope for a jackpot. It's a system powered by data, probabilities, and patterns, and companies that understand how the house is built are the ones that win with it. We help you find the use cases with real payback, prove them quickly, and scale what works.

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The OBIS Framework · Data

Data & AI Governance & Architecture

The blueprint and the controls in one practice — modern data and AI architecture designed for scale, governed by audit-trained practitioners.

Most expensive data mistakes are architecture mistakes: platforms bought before requirements were understood, pipelines that can't survive growth, AI bolted onto foundations never designed for it. We do the blueprint work first — mapping your sources, workloads, and roadmap into a vendor-neutral architecture for your warehouse, integrations, and agentic AI systems that fits your organization, not a vendor's reference diagram.

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The OBIS Framework · Process

Fractional BI & Managed Reporting

Your outsourced data team — senior expertise on demand, without hiring a department you don't need yet.

Most growing companies don't need a data department. They need the right expert at the right moment: a Power BI architect this quarter, a data engineer next, an AI specialist after that. That's what fractional means — you get senior specialists on demand, and your leaders get their time back.

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The OBIS Framework · People

AI Workforce Training & Upskilling

Hackathons, workshops, and hands-on labs that turn your whole team — not just IT — into confident AI users.

The hardest part of AI adoption isn't the technology — it's giving people the time and structure to have their 'aha' moment. We design that structure: AI innovation labs, hackathons, and workshops where teams from every department bring their real pain points and leave with working solutions and lasting skills.

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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.

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