Business Intelligence

Stop Guessing. Start Knowing.

By Eduardo Roldan & Luisa S. Avalos, PMP

Most leadership teams open Monday morning to a hunt across spreadsheets, BI tools and inboxes. We unify your siloed data into a single real-time dashboard so the numbers that drive the next decision are one click away.

Build My Dashboard

Data Analysis & BI is the process of inspecting, cleansing, and modeling data to discover useful information and support executive decision-making.

We specialize in Unified Intelligence, pulling data from disparate sources like Salesforce and Shopify into a single, high-fidelity source of truth.

Data Services

  • KPI Dashboards

    Visualizing revenue, churn, and LTV in real-time.

  • Pipeline Analytics

    Understanding sales funnel drop-offs.

  • Data Cleanup

    Fixing duplicate contacts and messy CRM data.

Clarity

100%
Visibility
Total audit transparency
Real
Time Reporting
Zero-latency data syncing

Frequently Asked

Questions buyers actually ask

Which data tools do you work with? +
For warehousing: BigQuery, Snowflake, Postgres. For BI: Looker Studio, Metabase, Hex, Tableau, Power BI. For pipelines: Fivetran, Airbyte, dbt, custom Python. Tool selection follows the data, not the other way around.
Do you build dashboards from scratch or use a template? +
From scratch, against your real data. Templates skip the most important step: agreeing with leadership on which metrics actually drive decisions.
Can you integrate Shopify, QuickBooks or Salesforce? +
Yes. We pull from Shopify, QuickBooks, Stripe, Salesforce, HubSpot, GA4, Mixpanel, ad platforms, and any source with an API or scheduled export.
How long does a dashboard project take? +
A focused single-team dashboard ships in 3–5 weeks. Multi-source executive dashboards take 6–10 weeks once data access is in place.
Do you handle ETL and data pipelines? +
Yes. We design and build the pipelines that feed the dashboards — including data quality monitoring so you trust the numbers in the Monday meeting.
What about data security and compliance? +
All work is in your cloud and your accounts. We follow least-privilege access, encrypt in transit and at rest, and can sign BAAs for HIPAA-adjacent work. We do not move client data outside your environment.

Meet Your Team

The people behind the work

Eduardo Roldan, Principal Consultant — Tech

Eduardo Roldan

Principal Consultant | 20+ Years Tech Experience

LinkedIn

“Data without direction is just noise. We don't just give you more charts; we give you the specific metrics that indicate if you're actually winning or losing today.”

Luisa S. Avalos, PMP — Principal Consultant, Ops

Luisa S. Avalos, PMP

Principal Consultant | Operations & Process

LinkedIn

“Dashboards only matter if leadership actually opens them in the Monday meeting. I work with you on which numbers belong in the cadence, who owns each one, and how to keep the data clean over time.”

Ready for Clarity?

Book a dashboard strategy session to see how we can unify your business data.

Book Your Strategy Call

Get in Touch

Ready to reclaim your time?

Tell us where the friction is. We respond within 24 business hours with a clear next step — no sales-pitch deck.

hello@esrsolutions.net
San Diego, CA · remote-first