Fractional BI & Managed Reporting

The right people, at the right time.

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.

Clients stay for years because the model works: we maintain and evolve their reporting as the business changes, standing behind what we build. One client put it simply — we were "the only solution they found in nine years that gave consistent service and stood behind the promises they made."

Proof, not promises

Numbers from real engagements

4 yrs
and counting — one client calls OBIS 'an extension of our team almost since day one'
Source: Dchained Capital
~5 yrs
of continuous referrals from the first client in their franchise network to find us
Source: Right at Home Chattanooga
20+
specialists on the OBIS bench across data, AI, and BI — assembled per engagement

Capabilities

What this looks like in practice

01

Managed reporting

We own your dashboards' accuracy, refresh, and evolution — so reporting never silently breaks again.

02

Fractional expertise on demand

Analytics, data engineering, martech, and AI specialists brought in exactly when a project needs them.

03

Data team augmentation

Extend your internal team's capacity without the hiring cycle — and hand skills back through knowledge transfer.

04

Ongoing advisory

A standing partner who knows your stack, challenges your assumptions, and plans the next move with you.

Case studies

Where this service earned its keep

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 →

Professional Services & Finance

Dchained Capital: reporting transparency that kept 41 of 42 investors

Investor-grade reporting for a fund operating where the rules are written in real time

Read the case study →
Most helpful about OBIS is being able to bring in the right people at the right time… they were able to do it very, very quickly.
Erick GradyCEO, Vertex Education
They're really the only solution that we've been able to find over those nine years… that's given consistent service, and they stand behind the promises they make.
Ryan NaegeleCo-owner, Right at Home Chattanooga

Common questions

Asked before every engagement

How does fractional pricing work?

A retainer sized to the cadence you actually need — some clients need weekly delivery, others a monthly heartbeat. You get a whole team's range of skills for a fraction of the cost of a single full-time hire.

Why fractional instead of hiring an analyst?

One hire gives you one skillset. Fractional gives you an architect when you're designing, an engineer when you're building, and an analyst when you're operating — each at the moment they're needed, with no idle bench on your payroll.

How quickly can the team start?

Quickly — there's no hiring cycle. Specialists are assembled per engagement from our bench, matched to your project the moment scope is agreed.

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.

Jacqueline DeStefano-Tangorra

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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