Question 1

How is your pricing structured?

Accepted Answer

Fixed-fee monthly plans starting at $299/mo, or custom scopes for enterprise engagements. Every scope is documented up front.

Question 2

How long does a dashboard project take?

Accepted Answer

A first working executive dashboard typically ships in 2–4 weeks. Full data warehouse builds run 8–16 weeks depending on source complexity.

Question 3

Can you connect to Dentrix, Open Dental, Epic, SQL Server, Salesforce, QuickBooks, Excel, or REST APIs?

Accepted Answer

Yes to all. We regularly integrate practice-management systems (Dentrix, Open Dental, Eaglesoft), EHRs (Epic, Cerner), CRMs (Salesforce, HubSpot), accounting (QuickBooks, NetSuite), plus SQL Server, Snowflake, Excel exports, and any REST or GraphQL API.

Question 4

Do you sign NDAs?

Accepted Answer

Absolutely. We sign a mutual NDA before any discovery call that involves your data or systems. Named client references are available under NDA.

Question 5

Can you modernize existing reports?

Accepted Answer

Yes — this is one of our most common engagements. We take legacy Access, Excel, or Crystal Reports and rebuild them as governed dashboards on Power BI, Tableau, or Fabric.

Question 6

Do you provide ongoing support?

Accepted Answer

Yes. Business and Enterprise plans include SLA-backed support, proactive monitoring, and quarterly review sessions. Enterprise adds 24/7 on-call.

Question 7

Do you build in Power BI or Tableau?

Accepted Answer

Both — plus Excel, Alteryx, Python, and custom HTML/React dashboards. We recommend the platform that best fits your stack and team.

Question 8

Can you automate our Excel workflows?

Accepted Answer

Yes. Power Query, Office Scripts, Python, and Alteryx are all part of our toolkit for eliminating manual spreadsheet work.

Question 9

How do you handle data security?

Accepted Answer

Least-privilege access, encryption in transit and at rest, SOC-conscious practices, signed DPAs, and full audit logging on every engagement.

Question 10

Can you train our internal team?

Accepted Answer

Absolutely. Every engagement includes documentation, walkthroughs, and optional hands-on training for your analysts.

Question 11

Do you support cloud platforms like Snowflake and Azure?

Accepted Answer

Yes — we're fluent in Azure, AWS, Snowflake, Microsoft Fabric, and Databricks. We help you choose the right one for your scale.

Question 12

Do you offer a free consultation?

Accepted Answer

Yes. Every prospective engagement starts with a free 30-minute discovery call to map your data landscape and identify quick wins.

Question 13

How quickly can you start?

Accepted Answer

Most new engagements kick off within 5–10 business days of a signed statement of work.

Everything you need to know