Data & Analytics

Overcome Data Silos, Improve Decision-Making, and Unlock Business Growth

Do you struggle with disconnected data from multiple systems? Are you facing challenges in generating accurate reports, making data-driven decisions, or predicting future trends? At CIO Advise, we specialize in helping businesses overcome these common pain points by implementing advanced Data & Analytics solutions. Whether it’s integrating disparate systems into a unified cloud-based data warehouse, harnessing the power of AI and Machine Learning, or delivering insightful reports and dashboards, we provide the tools that empower you to make smarter, faster decisions that drive growth.

What is Data & Analytics?

Data & Analytics is the practice of collecting, organizing, and analyzing data to uncover insights that can enhance decision-making. By implementing advanced AI and Machine Learning solutions, integrating data from disparate systems, and creating real-time reports and dashboards, businesses can unlock new opportunities, improve operational efficiency, and drive growth.

Our Data & Analytics Services

AI & Machine Learning

  • Predictive Analytics: Leverage machine learning models to predict customer behavior, market trends, and future business outcomes, helping you stay ahead of the competition.
  • Anomaly Detection: Detect anomalies in your data automatically, reducing the risk of human error and helping you address issues before they escalate.
  • Natural Language Processing (NLP): Gain insights from text-based data, such as customer feedback, using NLP to better understand customer sentiment and improve service.
  • AI-Driven Recommendations: Utilize machine learning to deliver personalized, data-driven recommendations to drive sales, marketing, and operational efficiencies.

Cloud-Based Data Warehousing

  • Integration of Disparate Systems: We help you consolidate data from various sources—such as CRMs, ERPs, and legacy systems—into a unified, cloud-based data warehouse, eliminating the challenges of data silos.
  • Data Transformation & Cleansing: Our team ensures your data is clean, accurate, and consistent before analysis, eliminating the frustration of unreliable data and incomplete insights.
  • Real-Time Data Access: With a cloud-based data warehouse, you can access and analyze data in real time, ensuring timely decision-making and proactive problem-solving.

Reporting & Dashboards

  • Custom Reports: Tailor reports to your business needs, giving you clear insights into financials, sales, inventory, customer behavior, and more.
  • Interactive Dashboards: Build real-time, interactive dashboards that let you track key performance indicators (KPIs) and operational data, helping you spot opportunities and challenges quickly.
  • Data Visualization: Use a variety of visualization tools—graphs, charts, heat maps, and geospatial mapping—to clearly communicate complex data insights across your organization.
  • Mobile-Friendly Reports: Enable your team to access reports and dashboards on any device, making it easier to stay informed no matter where you are.

Addressing Common Client Pain Points

  • Data Silos & Disconnected Systems: We integrate your systems into a cloud-based data warehouse, enabling seamless data flow and ensuring that your team has access to accurate, up-to-date information in one place.
  • Manual & Time-Consuming Reporting: Our automated reporting solutions eliminate the need for manual data collection, saving time and reducing the risk of human error. Real-time dashboards and custom reports provide actionable insights at your fingertips.
  • Difficulty in Predicting Business Outcomes: By leveraging AI and Machine Learning, we help you forecast trends, customer behavior, and potential risks, providing you with the insights needed to make informed, strategic decisions.
  • Poor Data Quality & Inaccurate Insights: We ensure that all your data is cleaned, transformed, and optimized for analysis, removing the frustration of working with unreliable or incomplete data.

Why Choose CIO Advise for Data & Analytics?

  • Expert Data Integration: We specialize in consolidating data from disparate systems, ensuring that your data is unified, accessible, and ready for analysis.
  • Advanced AI & Machine Learning Solutions: Our team implements cutting-edge AI and machine learning models to help you automate decision-making and unlock powerful insights from your data.
  • Custom Reporting & Dashboards: We design tailored reports and dashboards that provide actionable insights and help you track the metrics that matter most to your business.
  • Cloud-Based Flexibility & Scalability: Our cloud solutions grow with your business, offering secure, scalable data storage and real-time analytics capabilities.
  • Ongoing Optimization & Support: We provide continuous support and optimization to ensure that your data strategy evolves with your business, keeping you ahead of industry trends.

Fixed Pricing Packages

Your Path to Business Central, Simplified and Affordable Choose from Fixed-Price Packages Tailored for Every Stage of Your Business Quick Start Get up and running quickly with a new modern business system that can grow with your business. Ideal for businesses with simple financial setup. Learn More business Solid Foundation A solid start to gaining a comprehensive business management solution optimized to enable your businesses to streamline processes, make smarter decisions and accelerate your growth. Get Going Advanced Business Excellence Advanced Capabilities that accelerate your entire value chain. Gain real-time insights, connect people, partners, processes and devices from anywhere I Want it! $15,000 - 4-6 Weeks $25,000 - 6-8 Weeks $50,000 - 8-12 Weeks • Everything in Quick Start Plus
• Up to 4 hours Business Process Mapping Session
• Configuration of Financials, Procurement, Sales
• Production and Warehousing including Inventory
• Out of the box standard reports and dashboards
• + 1 custom dashboard or report
• Setup up to 3 companies with chart of accounts
• Total of 8 - Hours Go Live Training and Support
 • Three cycles of data import
• - Master data and opening balances
• - (3,000 records - 2 test & 1 production load)
• Fixed chart of accounts, sales and purchase ledger
• Out of the box standard financial statements
• Out of the box standard reports and dashboards
• Set-up document storage in SharePoint
• Setup Standard Microsoft365 integrations
• Testing Support
• 4 hours Go Live Training • Everything in Solid Foundation Plus
• Up to 6 hours Business Process Mapping Sessions
• - Identifying key goals, KPI's, ROI and current pains.
• Out of the box standard reports and dashboards
• + 2 custom dashboard or report
• Configure up to 5 Companies with Chart of Accounts
• Workflow Approvals Setup
• 2 - Custom Workflows using PowerAutomate
• 1 - Month Go Live Support
 Fixed-Price Packages to Streamline Your Sales Processes and Drive Results Accelerate Sales with Dynamics 365 Sales Solutions Sales Starter Get your team started with the essentials of Dynamics 365 Sales. Learn More Sales Success A solid foundation for scaling sales operations and driving growth. Buy Now Sales Excellence A comprehensive, tailored solution for advanced sales teams Let's Go $10,000 - 2-4 Weeks $20,000 - 4-6 Weeks $40,000 - 6-8 Weeks • Everything in Sales Starter
• 3 Sales Pipelines with Custom Stages
• Lead Scoring Rules Setup
• Power Automate for Follow-Ups & Notifications
• 3 Custom Dashboards for Key Metrics
• Up to 8 - Hour Extended Training Package
• Up to 1 - Week Post Go Live Support
 • Core CRM Setup: Accounts, Contacts, Leads, Opportunities
• Single Sales Pipeline Customization
• Standard Sales Reports & Dashboards
• Setup for 5 Users
• Email & Calendar Integration with Microsoft 365
• Up To 4 - Hour Basic Training Session
• Up To 2 - Days Post Go Live Support
 • Everything in Sales Success
• Copilot Integration (may require add-on subscription)
• Teams Integration (may require add-on subscription)
• Set up Revenue Forecasting & Goal Setting
• Data Migration (up to 10,000 records)
• Up To 16 - Hours Training Package
• 1 - Month Post Go-Live Support
 From data integration to advanced analytics, our fixed-price services empower your business to make smarter, data-driven decisions. Turn Your Data Into Actionable Insights Connected Data Combine and consolidate data from multiple systems into a single source of truth. Learn More Analytics Accelerator Build an analytics foundation with robust dashboards and actionable insights. Get Started Strategic Analytics Advanced analytics implementation, including predictive models. Let's Go $10,000 - 2-4 Weeks $15,000 - 4-6 Weeks $25,000 - 6-8 Weeks • Setup of a Power BI workspace and configuration.
• Creation of up to 5 interactive dashboards
• Deployment of real-time data connections
• User training session (4 hours) on using dashboards.
• 1 week of post-implementation support.


 • Integration of up to 3 data sources into a central repository
• ETL (Extract, Transform, Load) processes
• Basic data model creation for analytics.
• 2 pre-built datasets for reporting purposes.



 • Creation of custom AI/ML workflows (up to 3 key use cases).
• Advanced Power BI dashboards with AI-driven insights.
• Integration with up to 5 external data sources.
• Training and documentation for ongoing use.
• 1 month of post-implementation support.


 Affordable Consulting to Evaluate, Select, and Plan for Your Technology Future Trusted Business Technology Advisory Services Process Blueprint Document and Map your Core Business Processes. Great when you are planning to move to another ERP/CRM system. Learn More Insight Essentials Document Core Business Processes, Technologies used, assess organizations capabilities and make recommendations. Get Started Vision Builder Assesses current states business processes and technologies and provides a roadmap for digital transformation. Let's Go $5,000 - 2 Weeks $10,000 - 4 - Weeks $15,000 - 8-12 Weeks • Everything in Process Blueprint Plus
• Current technology state assessment
• Detailed analysis of systems, processes, and integrations.
• Identification of risks, inefficiencies, and improvement
• - opportunities
• Make recommendations on improvements.
• Executive summary report with key findings
 • Map up to 4 Core Business Processes
• Identify bottlenecks, redundancies,
• - automation opportunities
• Visual workflows illustrating
• - current and future state processes


 • Everything in Insight Essentials Plus
• Technology Roadmap aligned with business objectives.
• Prioritized recommendations for short-term
• - and long-term improvements.
• High-level timeline and budget estimates for initiatives.


 Affordable Consulting to Evaluate, Select, and Plan for Your Technology Future Trusted Business Technology Advisory Services Solution Navigator Simplify the process of selecting the right software for your business needs. Learn More Strategic Excellence A full-service package that evaluates your technology, builds a roadmap, and helps you select the best applications to drive your business forward. Get Started CIO as a Service Business Technology Strategic Leadership On-Demand with CIO as a Service Let's Go $15,000 - 4-6 Weeks $25,000 - 8-12 Weeks $8,000/mo - up to 20 hours • Complete Insights Essentials Package
• Comprehensive Vision Builder roadmap
• Detailed Solution Navigator software selection process.
• Integrated strategy aligning all deliverables for
• - seamless implementation.

 • Requirements gathering and documentation.
• Identify potential Vendors that match requirements
• Weighted scoring matrix to evaluate vendors.
• Shortlist of top 3-5 software options.
• Vendor demonstrations and evaluation support.
• Final recommendation report.



 • Strategic IT Leadership
• IT Assessment & Optimization
• Vendor & Project Management
• Cybersecurity and Compliance
• Data, AI & Innovation Strategy