Fractional BI · Guatemala & United States
Nearshore BI for US small businesses: Central Time hours, English or Spanish, and executive dashboards without big-consultancy overhead. First dashboard in 14 days.
See parts margin leakage the same day, not weeks later.Marcus Vance · Managing Partner · Apex Auto
Today our SLA is above 99%, and we have freed up 25+ hours of supervisor time per week.VP of Operations · multi-client BPO
He took the time to understand our ideas before proposing anything.Meylin Sic · Project Coordinator
One cockpit for 12 dealerships and 85 DMS feeds.Marcus Vance · Managing Partner · Apex Auto
Managing 33,000 records and 14 systems was a manual nightmare.VP of Operations · multi-client BPO
The first working dashboard arrived in under 10 days.Meylin Sic · Project Coordinator
Portfolio
Delivered projects and work in progress: executive cockpits, reporting engines, automations and websites. Real screenshots — where a client cannot share a screen, we show the figures instead of a borrowed image.
Operador BPO multi-cliente
33,370
rows reconciled · 79 weeks
Fourteen telephony and CRM systems consolidated daily. SLA compliance rose from ~81% to above 99%, freeing up 25+ hours of supervisor time per week.
Zendesk Talk · reporting
11,327
call units · no discrepancies detected
An Apps Script workflow replaced manual exports and validated every unit against both sources. Closing went from hours of work to one daily run.
Selected case studies
Results from delivered projects. Where confidentiality applies, the client's name is withheld.
Twelve dealerships and 85+ DMS feeds unified in one Power BI dashboard with sub-second refresh.
33,370 performance records across 14 telephony and CRM systems, reconciled daily.
The Sagepoint process
AI on its own can hallucinate and does not know your local context. Every metric we deliver is reviewed by a consultant before it reaches your screen.
We audit your actual sources — DMS, CRM, ERP, telephony and the spreadsheets nobody wants to open — and map where information gets lost.
Automated ingestion with Python, Playwright and Apps Script. Every validation rule runs daily, and a person reviews what the system flags.
Dashboards your team understands without three weeks of training, with alerts delivered to Slack or WhatsApp before problems grow.
Getting started
You do not need to commit to the full project today. Start with a two-week data assessment, then decide whether to go further. Deliverables, timelines and pricing are agreed in writing.
Stage 1 Start here
14 days · 90 minutes of your team’s time · NDA before accessing any file
We audit two of your data sources and deliver a live dashboard with up to eight KPIs, a prioritized opportunities report and one revision round. In fourteen days, you know what can be automated and what cannot.
Stage 2 If the assessment shows it is worth pursuing
4–6 weeks · 4 hours of your team’s time
Up to four integrated sources, up to three executive dashboards and one automated reporting workflow that cuts manual time by over 75%. Includes two training sessions, documentation and two revision rounds.
10–14 weeks · scope agreed in writing
For operations spanning multiple systems where data must be assembled before it can be charted. Your own data warehouse, a custom portal with users and permissions, dedicated predictive models and CRM or ERP integrations.
Stage 3 Once the project is complete
Keep your dashboards running with maintenance, adjustments, coaching and priority WhatsApp support. Annual prepayment includes two complimentary months. Three tiers based on support needs, each with defined monthly hours that do not roll over.
Looking for a website or app without the data work? We offer that separately too — see the portfolio.
Who you're hiring
Founder
Testimonials
Quotes from delivered projects, alongside the results.
“We can see parts margin leakage the same day, not weeks later. We recovered a six-figure margin in the first year.”
“Managing 33,000 records and 14 systems was a manual nightmare. Today our SLA is above 99%, and we have freed up 25+ hours of supervisor time per week.”
“He took the time to understand our ideas before proposing anything. The first working dashboard arrived in under 10 days.”
Frequently asked questions
Yes. In a 30–45 minute video call, we review your data sources and explain what can be automated and what cannot. You receive a written summary even if you do not hire us.
No. We work with the tools you already use — Excel, Google Sheets, your CRM and ERP — as your external data team. If new infrastructure is needed, we discuss it before starting and quote it separately.
You do, 100%. Everything is built in your accounts with your licenses. We sign an NDA before accessing any file and provide full documentation at the end of the project.
Each package defines deliverables, timelines and exclusions in writing before we start. Anything outside that scope is quoted separately for your approval — no surprise charges.
Thirty to forty-five minutes, no obligation. Bring your data sources and we will explain what can be automated within the next two weeks.