Connect Business Sources
Bring together relevant CRM, ERP, finance, product, and operational data through approved integrations.
BI & Analytics Engineering
Business Intelligence and Analytics
Services for Decisions You Can Trust
Codiste helps business and data leaders turn disconnected reporting into shared metrics, useful dashboards, and actionable analysis across finance, sales, and operations.
Conflicting KPIs and Manual Reporting Slow Business Decisions
Revenue changes between reports because teams use different dates, filters, or calculation rules. Without agreed definitions and accountable owners, every review starts with reconciliation.
Analysts export spreadsheets, repair joins, and rebuild recurring reports. When a source changes or an update fails, decision makers may act on incomplete or outdated information.
A dashboard can be accurate and still go unused. Missing context, unclear navigation, and poorly matched access make everyday questions difficult to answer. Our business intelligence services address the data model, reporting experience, and adoption together.
What Are Business Intelligence and Analytics Services?
Business intelligence and analytics services connect business data, define shared metrics, and turn information into reports, dashboards, and analysis. They cover data preparation, semantic modelling, visualisation, access controls, and user enablement so teams can monitor performance, investigate changes, and make decisions using consistent measures.
Analytics engineering builds the tested data models and reusable business logic behind those experiences. Codiste connects that foundation with BI implementation, helping your teams move from isolated reports to a reporting environment they can maintain and use.
Business Intelligence and Analytics Services We Deliver
Build a new BI solution, improve an existing dashboard estate, or modernise legacy reporting. Each service connects a business requirement with a defined deliverable.
01
BI Strategy & Consulting
For teams deciding what to measure, where to invest, and how to govern reporting. Review demand, source readiness, licences, and dashboards, then set KPI ownership, prioritise use cases, and compare platforms. You receive a roadmap, KPI inventory, platform recommendations, and a scoped delivery plan.
02
BI Implementation & Solution Development
For businesses ready to turn reporting requirements into a working solution. Connect priority sources, build tested models, and establish a governed semantic layer so reports reuse approved metrics. You receive integrated data models, approved measures, configured workspaces, and deployment documentation.
03
Dashboard Design & Data Visualization
For teams that need to understand performance and investigate exceptions quickly. Design interactive dashboards around the decisions each role makes, with clear hierarchies, scorecards, drill-downs, and filters. You receive role-specific dashboards, documented interactions, and usability feedback incorporated before launch.
04
Reporting Solutions
05
Self-Service BI & Enablement
06
Advanced & Predictive Analytics
For teams moving from performance monitoring to forecasting and scenario planning. Extend descriptive and diagnostic analytics with tested predictive models and, where justified, prescriptive analytics. You receive validated outputs, documented assumptions, and a workflow for reviewing recommendations.
07
BI Platform Migration & Modernization
For organisations replacing legacy reports, fragmented workspaces, or ageing BI platforms. Inventory reports and dependencies, rebuild priority models, reconcile calculations, and plan a staged cutover. You receive a migration plan, validated replacement reports, access mappings, and handover guidance.
Our BI and Analytics Technology Stack
We work with the platforms and tools that fit your data sources, security requirements, and existing licences. That includes warehouse and semantic-layer platforms, dashboard and visualisation tools, and the connectors needed for governed refresh and distribution.
Microsoft Power BI
Tableau
Looker
Apache Superset
Microsoft Fabric
Snowflake
Databricks
Google BigQuery
Amazon Redshift
SQL
DAX
Power Query M
LookML
Python
dbt
Power Query
Apache Spark
pandas
Microsoft Fabric Data Factory
Azure Data Factory
Fivetran
Airbyte
Apache Airflow
Great Expectations
Microsoft Purview
Git
GitHub Actions
Azure DevOps
Our BI Implementation Process
Four stages take your priority reporting workflow from requirements to daily use. Business owners review definitions and working outputs before the solution expands.
1. Define the metrics
Review sources, reports, audiences, and security. Agree KPI formulas, periods, freshness, and the decisions the first release supports. You receive a brief, KPI dictionary, and estimate. Success: owners agree the definitions.
2. Model & build it
Build integrations, models, and reusable measures for a priority use case, with checks and versioned changes. You receive a reporting flow, model, and dashboard. Success: outputs answer agreed questions from reconciled data.
3. Validate & launch
Test calculations, filters, refresh, speed, and permissions with real users. On migrations, compare results and note expected gaps. You receive reconciliation, acceptance notes, and recovery steps. Success: the right users finish.
4. Enable & improve
Train consumers and authors, set ownership, and review usage after launch. Maintain refreshes, handle incidents, and rank improvements. You receive assets, guides, training, and duties. Success: your team can run and extend it.
Start With the BI Reports That Matter Most
Bring your current dashboards, reporting gaps, and priority KPIs. We’ll help define a focused BI implementation with clear requirements, deliverables, and acceptance criteria.
Scope your BI implementationHow Our BI and Analytics Architecture Works
The BI and analytics path
Prepare and Validate Data
Standardise identifiers, resolve duplicates, test transformations, and maintain historical context for reporting.
Define Shared Metrics
Build a semantic layer with approved calculations, relationships, reporting periods, and accountable metric owners.
Deliver Reports and Analysis
Serve dashboards, scheduled reports, self-service exploration, and authorised natural language queries.
Monitor and Improve
Track refresh health, usage, query performance, and cost to guide maintenance and future releases.
Data quality
Validate completeness, uniqueness, and reconciliation at agreed checkpoints.
Access
Apply role-based permissions and row-level security where required and supported.
Governance
Maintain metric definitions, lineage, certification status, and change approvals.
Operations
Monitor freshness, deployment changes, failures, and support ownership.
Where BI and Analytics Improve Business Decisions
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Financial Performance Reporting
Give finance a consistent view of revenue, cost, and margin through reconciled models, KPI scorecards, and variance analysis that drills to supporting records. Measure reconciliation effort, report preparation time, and unexplained metric differences.
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Sales and Revenue Analytics
Give sales leaders one view of pipeline coverage, conversion, and account performance with shared funnel definitions, stage history, cohort views, and territory reporting. Measure reporting turnaround, data completeness, and consistency between sales and finance.
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Operational Performance Monitoring
Help managers spot backlogs, delays, and service exceptions with dashboards, appropriate refresh intervals, threshold alerts, and clear ownership. Measure data freshness, exception detection time, and follow-through on reported issues.
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Customer and Product Analytics
Show teams activation, engagement, retention, and customer value through governed customer and event models, cohort analysis, and product performance dashboards. Measure metric consistency, time to investigate behaviour changes, and self-service usage.
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Demand Forecasting and Planning
Let planning teams evaluate future demand and resource needs with forecasts, scenario comparisons, and assumptions set beside historical performance. Measure forecast error against a baseline, planning effort, and scenario review time.
BI and Analytics Applications Across Industries
Reporting needs change by industry, but trusted metrics, clear ownership, and answers teams can act on stay the same. We adapt BI and analytics to the data, regulations, and decisions of each sector, replacing fragmented spreadsheets with a shared view of performance.
Verified Impact
Build a BI Solution Your Teams Can Use
Connect your reporting priorities with the data, metrics, and access controls they need. Discuss your BI requirements and define the next step with Codiste.
Why Choose Codiste for BI and Analytics Engineering?
Shared Metrics Before More Dashboards
We define calculations and ownership in reusable models before extending report coverage. Finance, sales, and operations review the same business rules, making disagreements visible before they spread across dashboards.
AI Answers Tested Against Business Data
For conversational BI, we compare responses with approved queries and metric definitions. Permission checks, ambiguous questions, and unsupported answers are part of validation before an AI data analyst reaches users.
Adoption Included in Delivery
Dashboard development includes user-task testing, training, documentation, and ownership. Your team receives the models and operating guidance needed to maintain reporting after launch, with ongoing support scoped separately where required.
Business Intelligence and Analytics Services FAQs
BI typically focuses on tracking and explaining business performance through shared metrics, reports, and dashboards. Data analytics also includes exploration, statistical analysis, forecasting, and recommendations. The two overlap. Our business intelligence and analytics services connect recurring reporting with deeper analysis when the business question and available data justify it.
You may, if the tools are available but your data, metrics, or reporting processes remain fragmented. Licences do not establish shared definitions, reliable refreshes, appropriate access, or dashboard adoption. We assess what is already working and scope the missing pieces, which may be a focused modelling or enablement project rather than a full implementation.
Cost depends on source integrations, data quality, model complexity, report scope, security, and distribution needs. Platform licences, capacity, and ongoing support also affect the total. We assess these requirements before estimating delivery and distinguish implementation work from recurring platform and support costs. Existing licences and reusable models inform the scope.
The first dashboard milestone is agreed after reviewing source access, data readiness, and KPI definitions. A limited use case with available data is easier to deliver than one requiring new integrations or disputed calculations. We prioritise a working reporting flow for early review, then expand after its numbers and behaviour are accepted.
Choose against your data environment, modelling needs, users, security, distribution, and total operating cost. Power BI, Tableau, and Looker offer BI capabilities; Microsoft Fabric is a broader analytics platform that includes Power BI. Our business intelligence consulting assesses the relevant options using representative reports, access requirements, performance tests, and your team’s existing skills.
No. A focused BI use case can sometimes run on prepared extracts or suitable existing data sources. A warehouse or lakehouse becomes more valuable when you need cross-system history, reusable models, reliable performance, or separation from operational workloads. We assess those requirements before recommending additional infrastructure.
Differences usually come from calculation rules, source systems, reporting periods, filters, join logic, or refresh timing. We trace each version back to its inputs and agree definitions with business owners. A governed semantic layer and metric certification process help teams reuse approved calculations while documenting legitimate differences, such as booked versus recognised revenue.
We design around recurring decisions and involve intended users before launch. Each view should make an important task easier, with clear labels, useful drill-downs, and visible freshness. Training, ownership, feedback, and usage reviews support adoption. A BI centre of excellence can formalise these responsibilities where the organisation’s scale warrants it.
We define an access matrix and test permissions across the model, reports, workspaces, exports, and AI features in scope. Row-level security restricts records by user or role where supported. Elevated permissions can change how restrictions apply; for example, Power BI workspace editing roles are not constrained like Viewers. Testing uses representative identities and delivery paths.
Yes. We inventory reports, dependencies, usage, calculations, and permissions, then agree what to retain, redesign, or retire. Priority reports are rebuilt and reconciled with approved reference results. A staged cutover includes user acceptance, training, and recovery planning. Legacy reporting is retired after its replacement meets the agreed requirements.
Yes, for suitable questions over accessible, well-modelled data. Conversational BI can translate natural language queries into analysis and summaries, but it still needs clear metric definitions, permissions, and validation. We test representative questions and make assumptions visible. AI-generated insights can be incorrect, so consequential decisions need an appropriate review step.
Yes. Dashboards provide a consistent view of recurring KPIs, thresholds, and trends, while AI supports follow-up questions and exploration. Both need governed data and shared definitions. Agentic BI that also triggers business actions requires separate authorisation, logging, and review controls; access to a report should not automatically grant permission to change business systems.
Discuss Your BI and Analytics Requirements
Tell us which reports take too long, which numbers teams dispute, and what decisions need better information. We’ll help scope the next step.