Home Care & Healthcare Services
Right at Home: one scoreboard for territories from Boston to Seattle
One data partner, adopted office by office across a national home care franchise
Read the case study →Analytics & BI Dashboards
One scoreboard. Every decision.
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.
Our dashboards are built to be used, not admired: designed around the metrics your operating meetings actually run on, verified against your own knowledge of the business, and refined until leaders who "aren't data people" reach for them daily.
Proof, not promises
Numbers from real engagements
50+
dashboards commissioned by a single agency client after seeing the first one
Source: Atlantic MarTech Consulting
700+
employee organization running weekly leadership meetings on an OBIS scoreboard
Source: Right at Home Boston & Maine
<12 hrs
from kickoff to a working dashboard on our fastest engagement
Source: Swandive Co.
Capabilities
What this looks like in practice
01
Executive scoreboards
Consolidate operations, finance, and sales into one real-time view so leadership can cross-reference departments in the moment.
02
KPI design & metric definition
Define the leading indicators that predict revenue before it moves — and agree, once, on what each number means.
03
Report automation
Replace the weekly report-pulling ritual with refreshes that run themselves, giving managers their hours back.
04
Embedded & client-facing analytics
Ship polished, white-labeled dashboards inside your own product or client deliverables.
Platforms & technologies we build with
Microsoft Power BITableauLooker StudioLookerQlikDomoSigma ComputingMicrosoft ExcelEmbedded AnalyticsKPI Dashboards & Executive Scorecards
Case studies
Where this service earned its keep
Professional Services & Finance
Risk-Q: embedded analytics their customers now pay for
Analytics that became part of the product a software company sells
Read the case study →“It is a complete game-changer for us… I don't have to have access into five different systems to get one picture. Once you're in it, you know that you'll never go back.”
“OBIS can help you have the same scoreboard, so your team knows how to win.”
Common questions
Asked before every engagement
How long does a dashboard engagement take?
It depends on scope. Focused builds can move remarkably fast; a full executive scoreboard takes longer because it includes the verification cycle — checking every metric against your team's operating knowledge until the numbers earn trust. We scope the timeline with you before anything starts.
Do you work with our existing BI platform?
Yes. Our team holds current certifications across the major business intelligence and cloud-data ecosystems, and we build on whatever platform fits your stack and budget — we're vendor-neutral by design.
What happens after the dashboard launches?
Your choice: we hand it off with training so your team owns it, or we keep maintaining and evolving it through our fractional BI service. Most clients start with one project and grow into a long-term partnership.
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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