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

In writing

Consulting & delivery

Engagements across analytics, data foundations, AI, and managed reporting.

High quality work, timely delivery.
Maria ManriqueCFO, O'Reilly Media
Five out of five stars.
Christopher DunleavyCFO, Steward Health Care
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!
Carlena NeelyProduct Marketing Manager, Microsoft
Completed the job successfully. Brought my vision to life.
Laura FieldsBOD Division, US Army
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!
Roger GhemnayBusiness Intelligence SME, Ericsson
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.
Kandi PattersonChief Operating Officer, Right at Home
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.
Jonathan GairManaging Director, Chicago Council on Global Affairs
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.
Edmund McCormackManaging Partner, Dchained Capital
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.
Shayan SamaniCEO, Atlantic MarTech Consulting
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.
Tye Lawson-BeardDirector, ASTM International
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.
Meghan ConanProgram Manager, ASTM International
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.
Ryan NaegeleFranchise Owner, Right at Home
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.
Randy PriceOwner, Right at Home
Jacqueline is outstanding! She is extremely knowledgeable in AI business implementation. She offered tailored solutions and suggestions with an unwavering commitment to client satisfaction.
Janet HernandezProgram Director, Vertex Education
Very responsive, very communicative, and high quality work product. Went above and beyond and delivered final dashboard on a very short notice.
Erick GradyCEO, Vertex Education
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.
Mike NewtonVP of Operations, PartsVu
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.
Felipe Jiménez, CPADirector, Vivo Investment Group
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.
Michael BrodskyVP of Business Operations, Countable
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.
Siddharth SinghCEO, Bolder Money
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.
Chris JoffeFounder, Joffe Emergency Services
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.
Carol CampbellVP, CCIM Technologies
Great to work with. Excellent quality work!
Sanjeev Bhatia, MDDirector, Northwestern Medicine
OBIS has been professional to work with — very responsive, open to feedback and quick to turn around requests.
Sarah MeisSenior VP, Good Karma Foods
OBIS did a great job helping us visualize our financial data. They did way more than expected and we are very grateful for that.
Simcha KackleyCEO & Founder, Swivel
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.
Steve ChristensenCo-Founder, Abora Capital
Executed the exact thing I needed, quicker than I expected, for less than I budgeted. Don't know how you do any better.
Chris GrantCEO & Founder, Big Dog Strategies
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.
Mike RodihanController, HELM
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.
Seth GarberFounder, Pest Daily
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.
Moss HillAgency Owner, Voodoo Ltd
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.
Axel Francois GayCEO & Founder, Stratmont Brothers
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.
Cliff JacksonMarketing Director, Gravity Rail Media
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.
Samin OdhwaniDirector of Business Operations, Thirty-Five Ventures
Excellent communication and project management. Will work with again.
Brandon WolfFounder, Digital Wolf
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.
Martha PierceDirector of Social Strategy, PullRankMedia
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.
Rosemary Oglesby-HenryOwner, Rosemary's Babies Co.
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.
Brad WhiteBrad's Electronics
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.
Lonnie SmithPresident & Co-Founder, Turnco
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.
Sumit ShahDirector, Swoli
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.
Tate PalmerFounder, Tate La Rock
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.
John PaulFounder, JD Tech Consulting
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.
Chris HernandezCTO, Zarty App
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.
Brynn JohnsonFounder, Swandive Co.
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.
Simcha BellerCOO, YossiG
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.
Martin BlankFounder, School Wellbeing Solutions
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.
Caleb GovenderFounder, Blacklabs.AI
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.
Chaim PollakRefuretech
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.
Dave FuronMaster's Degree Program Student
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.
Tina LeonardiAttendee, Tory Burch Foundation webinar
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.
Alexander TurgeonPresident, Valere (ex-Booz Allen)
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.
Sheri BakerSenior Corporate Communications Leader

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.
Lisa GanzDirector of Marketing, Kinship (MARS Petcare)
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.
Adam BrummondCo-Founder, Return
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.
Jane FanningMarketing Manager, Dell Technologies

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.
Arnab MitraProduct Marketing Lead, Entrepreneur Media
▶ Watch the webinar
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.
William SimpsonStrategic Operations & Program Leader (ex-Upwork)
▶ Watch the session on YouTube
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.
Michelle EisenbergNasdaq Entrepreneurial Center
▶ Watch the session on YouTube
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.
Sam VincentPortfolio Manager, Defence
▶ Watch the session on YouTube
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.
Matthew OrlandoMitsubishi Chemical Group
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.
Judy TsueiTory Burch Foundation Fellow (Google review)
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.
Charlene BakerGoogle review
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.
Desiree BrowneSenior Manager, Communications, The Tory Burch Foundation
▶ Watch the session on YouTube
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.
Craig CaldwellDean, Butler University
▶ Watch the session on YouTube
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.
Jason DappYPO Indiana Gold Chapter Manager
▶ Watch the session on YouTube
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.
Leslie MaxieFounder, Maxie Media Group
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.
Frank KendrickNuJak Construction Corp
▶ Watch the session on YouTube
With so much AI to choose from, she helped me get clear on where my focus should be. So professional and well thought out!
Rochonda FerrelliLeadership + Strategic Planning for Small Businesses
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.
InklingsGoogle review

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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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