Don't take our word for it
Six years of client feedback, in the clients' own words — on camera and in writing. Every testimonial here is real, named where the client agreed to be named, and unedited in substance.
★ 200+ five-star reviews across all platforms
On camera
Video testimonials
▶ Watch on YouTube
Right at Home Boston & Maine
“It is a complete game-changer for us… once you're in it, you know that you'll never go back.”
Rosaleen Doherty, Owner (700+ employees)
▶ Watch on YouTube
Vertex Education
“Being able to bring in the right people at the right time… very, very quickly.”
Erick Grady, CEO
▶ Watch on YouTube
Dchained Capital
“42 limited partners — over the last four years we've only lost one.”
Edmund McCormack, Managing General Partner
▶ Watch on YouTube
Right at Home Seattle
“We get reliable data within a week… without good data, you're just guessing.”
Owner, Greater Puget Sound
▶ Watch on YouTube
Right at Home Northeast Texas
“OBIS can help you have the same scoreboard, so your team knows how to win.”
Owner (~400 employees)
▶ Watch on YouTube
Right at Home Chattanooga
“We've been recommending them to anyone that'll listen for almost 5 years.”
Ryan Naegele, Co-owner
▶ Watch on YouTube
Risk-Q
“You save time and money by working with them.”
Ariel Evans, CEO
▶ Watch on YouTube
Intention Academy
“The key thing here is ingenuity.”
David Corpeni, Ph.D., Co-founder
▶ Watch on YouTube
Vertex Summit — AI Innovation Lab
“Developing skills that transcend their time at Vertex.”
Vertex Education leadership
▶ Watch on YouTube
Vertex Summit — Recap
“A real collaborative thought partner… not a cookie-cutter framework.”
Vertex Education leadership
In writing
Consulting & delivery
Engagements across analytics, data foundations, AI, and managed reporting.
“High quality work, timely delivery.”
“Five out of five stars.”
“Jacqueline and her team were extremely collaborative, creative, and high-performing. They exceeded our expectations when it came to the quality of work — from consistent communications in planning and brainstorming to execution and publishing of the content. They were very thorough and detailed in their work and made sure to remain aligned with our goals, brand guidelines, and vision. Incredible work!”
“Completed the job successfully. Brought my vision to life.”
“OBIS created three high quality, visually sophisticated, executive-level sales slide decks for our team within 24 hours. The team was highly communicative throughout the entire process — this was our first time working with OBIS and we definitely look forward to working with them again. We are impressed!”
“OBIS is a game-changer in the world of operational and business improvement solutions! Their expertise, professionalism, and dedication to delivering top-notch results are truly unmatched. Whether you're looking to optimize processes, enhance efficiency, or scale your business, OBIS is the partner you can trust to deliver exceptional outcomes.”
“The team at OBIS has been an excellent consultant and data analyst for us. They have helped guide us in determining the correct design questions to ask before we attempt any technical builds. They regularly take the lead on planning and communicating tasks, and have been used in a wide variety of roles. OBIS's work is excellent and we are very happy with their service.”
“OBIS produced a dashboard that provides a high-level overview of multi-timeframe performance and risk-adjusted returns for our investors. After our initial dashboard, we decided to hire them for continual maintenance and optimizations. They continue to exceed expectations.”
“I was absolutely blown away at what they were able to deliver — I hired them for over 50 more dashboards. Their team asks thoughtful and clarifying questions which helps them put those details in their final deliverable. The CEO always treated me as a partner.”
“OBIS truly has a team of consummate professionals. They did a great job analyzing the needs upfront and developed a solution that will be highly impactful across the organization.”
“The project they completed for us was several years in the making and they were able to execute our vision quickly and provide us with the data and dashboard we needed. I would highly recommend them for any project.”
“OBIS has helped us tell the story of our business through our data. Now I am able to easily identify key areas for improvement and take action. As an owner, my goal is to work ON the business, not IN the business every day — OBIS has made that more of a reality.”
“Jackie & her team are amazing! They are able to quickly evaluate our needs, provide effective solutions, and help us to get the data & insights that we need, when we need it.”
“Jacqueline is outstanding! She is extremely knowledgeable in AI business implementation. She offered tailored solutions and suggestions with an unwavering commitment to client satisfaction.”
“Very responsive, very communicative, and high quality work product. Went above and beyond and delivered final dashboard on a very short notice.”
“OBIS has a firm command of the analytics and KPIs businesses need to visualize performance, quickly assess what's working, and identify areas where new approaches are required. We are happy to be building a long-term relationship with OBIS.”
“They are very knowledgeable and have been able to take our vision and ideas and turn them into reality. The CEO's accounting background and data visualization skills are the perfect combination for anyone looking to create a financial dashboard.”
“OBIS was terrific to work with. We ended up building out a dashboard that centralized several different data sources. My whole team is looking forward to working with them again.”
“OBIS is fantastic! They were able to take our data, understand the use cases and turn it into something meaningful we can use to make decisions. They are very fast, which makes working with them a delight.”
“The team at OBIS is incredibly well-versed in all things business analytics. I would highly recommend their project experience to anyone looking to enhance their reporting tools.”
“OBIS is extremely professional, knowledgeable and overall great to work with. I would recommend them to anyone needing the type of services that they provide.”
“Great to work with. Excellent quality work!”
“OBIS has been professional to work with — very responsive, open to feedback and quick to turn around requests.”
“OBIS did a great job helping us visualize our financial data. They did way more than expected and we are very grateful for that.”
“Amazing job — great expertise at analyzing, understanding, and presenting data. They were so articulate and good at asking the right questions that got to the heart of the matter.”
“Executed the exact thing I needed, quicker than I expected, for less than I budgeted. Don't know how you do any better.”
“They quickly grasped what we were looking to achieve, asked thought-provoking questions that helped us build a better product, and made themselves available for several late-night calls to ensure we hit our deadlines.”
“Their work has been top notch and has allowed me to keep my data teams focused on their day-to-day objectives. Their attention to detail is superior and the way they have thought through my projects has opened my eyes to different ways of conducting business.”
“We represent a large global client who expects world-class reporting that is clear, insightful and presented in a slick professional format. That is exactly what OBIS delivered. A real pleasure to work with — we will be back for more.”
“Working with OBIS was like sitting in the back of a Rolls-Royce. As an investment & fintech company we needed someone to turn our overcomplicated data spreadsheets into beautiful, easy-to-use visual dashboards — and they created exactly what we needed in a matter of days. I don't find anyone else that matches their abilities, communication skills, and results.”
“They went above and beyond and delivered an excellent end result. Their work speaks for itself — but beyond that, the best part is their communication. Responsive, clear, and on top of things.”
“OBIS was incredibly thorough as we were scoping out a project for our organization. They are absolute professionals and I would recommend them to any of my peers.”
“Excellent communication and project management. Will work with again.”
“OBIS provided a client-facing dashboard quickly and made it replicable across the multiple clients we manage. They also offer great recommendations on dashboard design and implementation, which is very helpful.”
“OBIS is a professional team with a wealth of knowledge. They operate in a timely manner and this is our second year using their services.”
“They figured out exactly what I needed and jumped right in to help build the dashboard. I will be contacting their team for any of my future dashboard needs.”
“The quality of service and expertise has been provided along all parts of the project. The communication has always been very strong, and the deliverables are always on schedule as planned.”
“Their communication was top-notch, they met all deadlines, and their skills were strong. I will likely have additional jobs for them in the future.”
“OBIS walked me through the process and we received top-notch work. Seamless and great for our business — accomplished within our budget and in the timeframe we agreed upon.”
“The team at OBIS is absolute professionalism. They built beautiful, executive-level dashboards for my client's website launch. They have demonstrated an enterprise level of expertise, kindness, and patience. I plan to work with OBIS for a very long time.”
“They delivered a streamlined data dashboard, for a complex dataset, in a short amount of time. The team they staffed on our project was very sharp, collaborative and passionate about their work. Amazing experience.”
“OBIS created a dashboard for my business in less than 12 hours and it was incredible — exactly what I needed, visually compelling, and easily customized.”
“They did way more than expected and we are so grateful for that. I highly recommend this company to anyone that needs data visualization and accounting services.”
“They made sure to ask specific questions on the front end and truly were an advisor on the project the whole time, really pouring their heart into it.”
“She understood a wide variety of expertise that I was seeking to help scale an AI startup. I would highly recommend her to anyone looking for an expert — she understands what it takes to create a successful AI company.”
“We booked a consultation with OBIS and it was great. A lot of interesting ideas from her experience that I haven't thought of before.”
“Their team quickly completed the tasks and organized all my data so I could easily adjust the variables and learn from the work. I would hire OBIS again.”
“Thanks to her expertise and knowledge, I was able to visualize the limitless potential of AI in my business. If you need an expert in data visualization or AI, I would highly recommend her.”
“OBIS excels in AI innovation and leadership. They simplify complex AI challenges, delivering clear, actionable strategies that have significantly advanced our digital initiatives. OBIS stands out for its commitment to shared success, fostering a partnership that transcends typical client-service provider dynamics.”
“Simply put, Jackie is the best of the best! She always goes above and beyond for her clients and is an expert in her space. What really sets her apart is her ability to apply her creativity to her work.”
In writing
Team training & workshops
AI upskilling sessions, innovation labs, and team workshops.
“5-star experience with Jacqueline and her team. Thorough, communicative, well-done work. A great training for our team and lots of insights to take from it to make our business better. Would absolutely hire again.”
“I can't say enough positive things about the team at OBIS and their ability to lead a workshop. They catered it to fit our company's needs and conducted it in a town-hall format that allowed everyone to have a voice. Our whole team was thoroughly impressed and walked away inspired.”
“One of the best webinars I've ever attended! Great practical advice for how businesses can use AI to drive growth — a treasure trove of use cases with specific tools, best practices, roadmaps and steps business owners like me can take to use them.”
In writing
Keynotes & webinars
Sessions hosted for foundations, executive networks, and industry groups.
“Jacqueline recently led an AI webinar for us at Entrepreneur.com and it went great. She guided our attendees through the power of AI — automation, generative and agentic AI, and data-driven predictive insights. We would love for Jacqueline to come back and share more of her knowledge with our audience.”
“Jackie has a unique talent for connecting deeply with her audience, breaking down complex topics into relatable, actionable insights that resonate across industries. Her sessions helping SMB and enterprise clients adopt AI effectively have been exceptional. She's undoubtedly one of the leading voices to follow as AI reshapes our work and lives.”
“The Nasdaq Entrepreneurial Center was delighted to host Jacqueline for an outstanding conversation on leveraging generative AI. Her ability to convey the complexity of the current landscape in an accessible manner resonated well with our community of founders. The Nasdaq Center looks forward to collaborating with Jacqueline again.”
“Jacqueline moderated a panel at an event I was the lead producer on. She was incredibly well prepared and played an active role in leading a well-received discussion involving senior representatives from Fortune 20 companies.”
“I found AI implementation initially intimidating. But after following and then employing her suggestions, I've proven to myself they work. The efficiency and ease of AI is something anyone can do with the right guidance.”
“Jacqueline's presentation on AI was epic! I've sat through plenty of workshops, but the way she made something as complex as AI so accessible, actionable, and directly applicable to my business set it apart.”
“Recently attended Jacqueline's webinar, AI for Business Customer Acquisition. The gems she dropped were business changing! I have a better grasp on my AI strategy and which tools I want to leverage.”
“Jacqueline delivered a clear, comprehensive session for the Tory Burch Foundation's community of early-stage women entrepreneurs. She tailored a presentation that helped a lot of people, and I appreciate how she generously shared handouts for everyone to reference later. I would absolutely recommend her to my colleagues.”
“Jacqueline gave a presentation on AI at a recent Young Presidents Organization event. Although already familiar with some of the basics of AI, she took my knowledge a lot further. I recommend her as a speaker, and recommend her firm as a potential partner in your organization's search for AI-based solutions.”
“She did a great job of conveying complex information in an engaging and understandable manner. Her ability to make intricate topics fun and accessible truly made the event a success.”
“The. Definition. of Bringing Value. One of the best webinars I've attended — and I am someone who believes in continuing education as an entrepreneur. She laid out a plan for how I could execute two important pillars in my business moving forward.”
“She presented at a company webinar with over 70+ businesses and brought an engaging personality as well as great information that was very helpful to the group.”
“With so much AI to choose from, she helped me get clear on where my focus should be. So professional and well thought out!”
“I was lucky to catch two webinars on AI and how it can impact our small woman-owned businesses. Blown away by the relevant content and actionable tips.”
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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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