Business Intelligence Consulting & Analytics

We develop enterprise-level dashboards for hundreds of software platforms.

01  |  Our services

Microsoft™ Power BI Experts

Our team of Microsoft Certified Power BI analysts and Azure data engineers deliver easy-to-use, customizable dashboards and reports that allow you to measure, manage and improve performance across your entire organization.

Prev Next

Business intelligence is simple but it’s not easy.

Our team has the knowledge, experience and character needed to guide your analytics project to completion. We will help you design and implement a world-class BI strategy in the most cost-effective way possible.

Ready to take your business to an elite level and dominate your market?

Our enterprise-level analytics give you immediate access to the insights you need to make smart, data-driven decisions that improve your bottom line. You will identify ways to increase revenue, reduce expenses, minimize risk and save time.

You never have to go it alone.

Our Software as a Service (SaaS) business model means you have ongoing access to our expert analytics team. We’ll keep you informed of new features and best-practices, and provide one-on-one technical support should the need arise.

Prev Next

Business intelligence is simple but it’s not easy.

Our team has the knowledge, experience and character needed to guide your analytics project to completion. We will help you design and implement a world-class BI strategy in the most cost-effective way possible.

Ready to take your business to an elite level and dominate your market?

Our enterprise-level analytics give you immediate access to the insights you need to make smart, data-driven decisions that improve your bottom line. You will identify ways to increase revenue, reduce expenses, minimize risk and save time.

You never have to go it alone.

Our Software as a Service (SaaS) business model means you have ongoing access to our expert analytics team. We’ll keep you informed of new features and best-practices, and provide one-on-one technical support should the need arise.

02  |  Field Service Software

Field Service Analytics

Gain even more value from your field service software investment by seamlessly integrating enterprise-level field service analytics built specifically for your business. Dozens of interactive, purpose-built dashboards give you the insight you need to make smart, proactive decisions that drive growth and profitability.

Seamless Integration with ServiceTitan

03  |  Power BI

Powered by the Industry’s Leading BI Platform

PIVOTL Analytics are built using Microsoft Power BI—ranked as the #1 business intelligence platform by Gartner for 16 years running. Power BI seamlessly connects to your cloud and on-premise data sources—storing your information in Microsoft’s highly secure Azure Data Lake.

Prev Next

Your options are limitless.

Purpose-built dashboards display key metrics that enable you to measure and rank perfomance across products, services, employees, locations or any other company-specific cohort.

Interactive timelines, slicers, charts, graphs, maps and tables allow you to group, sort and filter information across an unlimited number of parameters.

Inherit the enterprise-level data security of Microsoft.

PIVOTL analytics are fully integrated within the Microsoft 365 and Azure ecosystems.

Dashboard login is controlled using Azure Active Directory (AAD) and multi-factor authentication (MFA), while internal data access is restricted to whitelisted IP addresses only.

PIVOTL analytics can be securely viewed from your browser; dedicated Windows app; Apple iPhone, iPad and watch—or your Android tablet and phone. 

Click Image to Enlarge

Your company. Visualized.

  • Over 300 Custom Third-Party Visuals
  • Include Your Company Logo, Colors & Photos
  • Near Infinite Layout & Data Density Combinations
  • Choose Between Light & Dark Mode Display
  • Slideshow Mode for Large Office Flatscreens
  • Tailor the Depth of Analysis to Each Dashboard’s Target Audience
Prev Next

Your options are limitless.

Purpose-built dashboards display key metrics that enable you to measure and rank perfomance across products, services, employees, locations or any other company-specific cohort.

Interactive timelines, slicers, charts, graphs, maps and tables allow you to group, sort and filter information across an unlimited number of parameters.

Inherit the enterprise-level data security of Microsoft.

PIVOTL analytics are fully integrated within the Microsoft 365 and Azure ecosystems.

Dashboard login is controlled using Azure Active Directory (AAD) and multi-factor authentication (MFA), while internal data access is restricted to whitelisted IP addresses only.

PIVOTL analytics can be securely viewed from your browser; dedicated Windows app; Apple iPhone, iPad and watch—or your Android tablet and phone. 

Click Image to Enlarge

Your company. Visualized.

  • Over 300 Custom Third-Party Visuals
  • Include Your Company Logo, Colors & Photos
  • Near Infinite Layout & Data Density Combinations
  • Choose Between Light & Dark Mode Display
  • Slideshow Mode for Large Office Flatscreens
  • Tailor the Depth of Analysis to Each Dashboard’s Target Audience

04  |  Custom Analytics

Unleash Your Data

Our custom analytics seamlessly integrate with your existing business applications—unleashing a wealth of rich operational data locked inside.

Gain Critical Insights from Hundreds of Systems

Don’t see an integration for your line-of-business software? We can build custom connectors and leverage integration middleware to access data from nearly any modern data platform.

Accounting

Learn More

CRM & ERP

Learn More

Marketing

Learn More

Operations

Learn More

Databases

Learn More

Files & API

Learn More

The Transformative Power of Data-Driven Decision Making

Professional development and implementation of enterprise-level analytics will have a transformative effect on nearly every area of your operation. This powerful addition to your technology ecosystem allows you to:

Get Clear Answers to the Right Questions

  • No more manual report-running and number-crunching.
  • Gain instant access to your key performance metrics.
  • Group and rank metrics by team, employee, service, division, region or any other cohort unique to your business.
  • Compare performance to previous periods, targets and company-wide averages.
  • Identify the underlying reasons behind your results.

Make Decisions That Drive Growth & Profitability

  • Get out ahead of small issues before they become big problems.
  • Create a culture of transparency and accountability.
  • Align individual incentives with company-wide goals.
  • Understand exactly where to focus your finite resources.
  • Dominate your market.

05  |  Practice Management

CCH Axcess™
Practice Management Analytics

Gain even more value from your CCH Axcess investment by seamlessly integrating enterprise-level business analytics built specifically for your firm. Dozens of interactive, purpose-built dashboards give you the insight you need to make smart, proactive decisions that drive profitability.

How PIVOTL Practice Management Analytics Drive Profitability

“By integrating PIVOTL with CCH Axcess, no longer am I running pages and pages of reports, when analytics dashboards instantaneously show me the metrics I need to know to run my business profitably. I don’t spend my day wondering if projects have fallen through the cracks, or puzzle over unpaid invoices or if my staff might be over capacity. I’m a more informed manager and feel confident each day that I’m making smart decisions on behalf of my clients, and staff.”

Enrique Sanchez

President, E.G. Sanchez, CPA

06  |  About Us

What Drives Companies to Hire PIVOTL

We are on an all-out mission to bring the financial benefits and competitive advantage of enterprise-level business analytics to small and midsize organizations just like yours. From concept to creation, our small, elite team has the knowledge, experience, commitment, and character needed to guide your analytics project to completion.

Our Ideal Clients:

  • Realize that they already have much of the data they need in order to make smart decisions but don’t have a good way to collect, analyze and share that data with those who need it.
  • Have a data-driven mentality and are prepared to implement the system-level changes and business process recommendations required for success.
  • Are large enough to invest in a robust analytics solution, but not so big that they’d be better served by a full-time, in-house team.
Business Intelligence Consulting & Analytics