Client portal · Preview

Your engagement, one secure workspace

A single place for active clients to track projects, access dashboards, exchange files, and stay aligned with the delivery team.

Secure Client Login

The portal is currently in private preview for active engagements. Authentication will be enabled at project kickoff.

SSO with Azure AD or Google Workspace enabled for active clients.

Inside the portal

Everything your engagement needs — in one place

Built for CFOs, COOs, and analytics leads who want visibility without the meetings.

Dashboard Access

Direct links to your live Power BI, Fabric, and Tableau dashboards, embedded in one secure workspace.

Project Timeline

Milestones, sprint status, blockers, and next actions — updated by your delivery lead in real time.

Project Status

Kanban view of active workstreams across BI, ETL, warehousing, and AI automation tracks.

File Sharing

Upload requirements, sample data, and RFPs. Download deliverables — versioned and access-controlled.

Meeting Notes

Every discovery call, sprint review, and executive readout — indexed and searchable.

Support Tickets

Priority ticketing tied to your plan's SLA. Route straight to the engineer who built your stack.

Deliverables

Signed-off dashboards, data models, DAX libraries, notebooks, and documentation in one place.

Monthly Reports

Engagement health, hours consumed, ROI achieved, and roadmap for the next 30 days.

Portal access is provisioned at engagement kickoff.

Not a client yet?

Book a discovery call to scope an engagement and unlock portal access at kickoff.

Active clients receive credentials at engagement kickoff.