Data & Analytics Consulting for Small & Mid-Sized Businesses

Turn spreadsheets and system exports into clear dashboards, automated reporting, and trusted KPIs. Parallel View Intelligence helps leadership teams see what's happening, why it's happening, and what to do next.

When Data & Analytics Help the Most

This service is a strong fit if:

  • You're exporting data from multiple systems and stitching it together in spreadsheets every week or month.
  • Leadership doesn't fully trust the numbers, or reports are slow and hard to maintain.
  • You know there's more value in your data, but don't want to hire a full analytics team.
  • You're moving to the cloud (or already there) and want a practical, right-sized data strategy.

Why Data & Analytics Matter

Growing businesses face unique challenges when it comes to data. Here's how we help you overcome them.

The Challenge

Many small and mid-sized businesses struggle with data scattered across spreadsheets, multiple systems, and manual processes. Decision-makers spend too much time gathering information instead of acting on insights. Reports are inconsistent, outdated, or don't answer the right questions.

The Opportunity

When data is organized, automated, and accessible, businesses make faster, better decisions. Clear dashboards replace hours of manual reporting. Automated workflows reduce errors and free up time. A solid data foundation enables growth without adding complexity.

Our Data & Analytics Services

Comprehensive solutions tailored to your business needs and growth stage.

Executive & Operational Dashboards

Transform your data into clear, actionable visualizations that support decision-making at every level.

  • Real-time KPI dashboards
  • Executive summary views
  • Operational performance tracking
  • Custom metrics and visualizations

Reporting Automation

Eliminate manual reporting work with automated pipelines that deliver insights on schedule.

  • Monthly and weekly report automation
  • Email distribution workflows
  • PDF and Excel report generation
  • Schedule-based data refreshes

Data Strategy & Architecture

Build a solid foundation for your analytics with thoughtful data strategy and architecture.

  • Data strategy roadmaps
  • Data warehouse and data lake design
  • Data quality and governance frameworks
  • Scalable architecture planning

Data Integration & iPaaS

Connect your systems and automate data flows with integration platforms and custom solutions.

  • iPaaS platform implementation (Zapier, Make, etc.)
  • API integrations and data pipelines
  • System-to-system data synchronization
  • ETL/ELT process design

Data Quality & Governance

Ensure your data is accurate, consistent, and reliable for confident decision-making.

  • Data quality assessments
  • Cleansing and standardization
  • Data validation rules
  • Governance policies and procedures

Analytics Training & Support

Empower your team to use data effectively with training and ongoing support.

  • Dashboard and tool training
  • Best practices workshops
  • Ongoing support and maintenance
  • Documentation and knowledge transfer

AI & Automation

Practical AI and automation solutions to reduce manual work and speed up decision-making.

AI Workflow & Tool Recommendations

Identify and implement AI tools that fit your business needs and workflows.

Reporting & Email Automation

Automate routine reporting and communication workflows to save time and reduce errors.

Document & Data Process Automation

Streamline document processing and data workflows with intelligent automation.

Who We Work With

We specialize in helping small and mid-sized businesses that are ready to get more value from their data.

Ideal Clients

  • Growing SMBs (10-500 employees) that need scalable data solutions
  • Multi-location businesses requiring consolidated reporting
  • Companies with manual reporting ready to automate
  • Organizations launching new initiatives that need data support
  • Teams with data scattered across systems needing integration

Industries We Serve

While we work across industries, we have particular experience with retail, professional services, manufacturing, and technology companies. Our approach is practical and tailored to your specific business context.

Our Process

A structured approach that delivers results while staying flexible to your needs.

1. Discovery & Assessment

We start by understanding your current data landscape, pain points, and goals. This includes reviewing existing systems, reports, and workflows.

2. Strategy & Roadmap

We develop a clear plan that prioritizes quick wins while building toward your long-term data vision. You'll see value early and have a path forward.

3. Implementation

We build dashboards, set up integrations, automate reporting, and configure systems. You're involved throughout, so you understand how everything works.

4. Training & Handoff

We train your team, document everything, and ensure you can maintain and extend the solutions we've built together.

Results You Can Expect

Measurable improvements that impact your business operations and decision-making.

Time Savings

Reduce manual reporting time by 50-80%. Automated dashboards and reports free up hours each week for analysis and action instead of data gathering.

Better Decisions

Access to timely, accurate data means faster decisions with more confidence. See trends and issues before they become problems.

Scalable Foundation

Build data capabilities that grow with your business. Start with what you need now, expand as requirements evolve.

Reduced Errors

Automated processes eliminate manual data entry mistakes. Consistent calculations and validations ensure reliable insights.

Why Choose Parallel View Intelligence

We bring practical expertise and a focus on real-world results.

Small Business Focus

We understand the unique challenges and constraints of growing businesses. Our solutions are practical, cost-effective, and designed for your scale.

Quick Time to Value

We prioritize quick wins and iterative improvements. You'll see results in weeks, not months, with a clear path to more advanced capabilities.

Hands-On Implementation

We don't just consult—we build. You get working dashboards, automated reports, and integrated systems, not just recommendations.

Transparent Pricing

Clear project scopes and pricing. No surprises. Flexible engagement models from one-time projects to ongoing support.

How a Data & Analytics Engagement Works

  1. Discovery: Understand your business, decisions, data sources, and current reports.
  2. Design: Propose a practical analytics approach – from "better spreadsheets" to data warehouse and dashboards.
  3. Implementation: Build or modernize reports, models, and pipelines with your existing tools where possible.
  4. Handoff or ongoing support: Documentation, training, and optional fractional support.

Engagements can be a focused project or ongoing fractional support, depending on your needs and team capacity.

Related Services

Data & Analytics often works well alongside these other services:

Ready to Get Started?

Tell me a bit about your data and reporting challenges, and we'll see if there's a good fit.

Get in Touch