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 →Data Foundations & Integration
Numbers you can finally trust.
"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.
That foundation is also the honest prerequisite for AI. Organizations that skip it end up automating their own confusion. We design the warehouse, the pipelines, and the governance so that everything you build on top — dashboards today, AI tomorrow — inherits data worth trusting.
Proof, not promises
Numbers from real engagements
12+
disconnected systems a typical multi-site client runs before we unify them
Source: Client engagements, 2022–2026
1
version of the truth after integration — one automated source every department shares
9 yrs
one client searched for a consistent data partner before finding one that lasted
Source: Right at Home Chattanooga
Capabilities
What this looks like in practice
01
Systems integration
Connect the platforms your business actually runs on — scheduling, CRM, accounting, marketing, and industry-specific systems — into one flow.
02
Data warehousing & pipelines
Design automated, monitored pipelines that replace fragile manual exports and copy-paste spreadsheets.
03
Data quality & governance
Establish validation, ownership, and compliance rules so the numbers stay right after we leave.
04
Platform cleanup & migration
Untangle messy CRM and martech instances — deduplicate contacts, repair broken workflows, restore trust in the system of record.
Platforms & technologies we build with
SnowflakeDatabricksAzure SQL DatabaseGoogle BigQueryAmazon RedshiftPostgreSQLFivetranAirbytedbtAzure Data FactoryAlteryxSupermetricsApache AirflowSSISZapierMakeREST APIs & WebhooksETL / ELT Pipelines
Case studies
Where this service earned its keep
Education
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 case study →“You could go get data out of WellSky. You could go get data out of QuickBooks, spreadsheets. Putting those things together to where they make sense — you couldn't do that. She really was able to navigate a really complicated tech stack.”
“We engaged OBIS to really transform our HubSpot instance from something that was kind of makeshift to something that was closer to world class.”
Common questions
Asked before every engagement
How disruptive is a data-foundations project?
Minimal by design. We connect to the systems your business already runs — scheduling, CRM, accounting, marketing — and automate the flows in the background. Your team keeps working; the manual exports quietly disappear.
Do we need a data warehouse?
Not always. We right-size the foundation: sometimes a lightweight automated pipeline is enough, and when a warehouse genuinely pays off, we design one that can grow with you instead of ahead of you.
Our data is a mess. Where do we even start?
With an assessment, not a build. We map your sources, trace how your core metrics are actually produced, and sequence the fixes by business impact — so the first project pays for the second.
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 →