Data & AI Advisory
Meetings stop being arguments about whose spreadsheet is right. OBIS unifies your systems into one real-time scoreboard, builds the data foundations beneath it, and upskills your people to run on it.
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Insights
Insight · 6 min read
Buyers no longer move in stages — they loop, stall, and jump. AI-driven funnels adapt in real time, but only for teams whose data can keep up.
Read the insight →Insight · 7 min read
AI agents don't just answer questions — they take actions. For lean teams, that turns acquisition from a manual grind into a system that runs while you operate the business.
Read the insight →Insight · 6 min read
Every AI initiative inherits the quality of the data beneath it. Before you automate a decision, make sure the numbers feeding it deserve the authority.
Read the insight →Case studies
Real clients, real numbers — the results our work is measured by.
Home Care & Healthcare Services
One data partner, adopted office by office across a national home care franchise
See the results →Education
From financial dashboards to a world-class martech stack to an AI-ready workforce
How we deliver →Nonprofits & Foundations
Two years of AI training for a national community of women entrepreneurs
Explore the story →The OBIS Framework
Your team learns to trust, read, and act on the numbers — through training, upskilling, and hands-on enablement.
Reporting rituals, meeting scoreboards, and decision workflows get redesigned around reliable, real-time information.
The right platforms — business intelligence, cloud data, and AI — selected for your stack and budget, not the vendor's.
Clean, connected, governed data foundations that make every number upstream of a decision worth trusting.
Sound familiar?
✕ Meetings that start with an argument about whose numbers are right
✕ Reports pulled by hand from five different systems, every single week
✕ Dashboards nobody trusts — or opens
✕ “We have that data somewhere” — but nobody can actually reach it
✕ AI pilots that never made it past the demo
✕ One person who knows how everything works, and no backup plan
✕ Decisions waiting on month-end, because that's when the data shows up
✕ New tools bought before the last ones ever paid for themselves
…then it's time to talk. These are exactly the problems we remove — and in the age of AI, every quarter spent living with them is a quarter your competitors spend pulling ahead.
“When you don't have a solution like this, it's hard to imagine — but once you're in it, you know that you'll never go back.”
“High quality work, timely delivery.”
“Jacqueline and her team were extremely collaborative, creative, and high-performing… incredible work!”
“OBIS is a game-changer in the world of operational and business improvement solutions.”
“I was absolutely blown away at what they were able to deliver — I hired them for over 50 more dashboards.”
“Completed the job successfully. Brought my vision to life.”
“One of the best webinars I've ever attended — a treasure trove of use cases, best practices, and roadmaps.”
Read 65+ client testimonials — and watch the videos★ 200+ five-star reviews across all platforms
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Tell us what you're working through. Every inquiry is read and answered personally by our advisory team.
Founder & CEO, Omni Business Intelligence Solutions
Forbes Technology Council member · Featured by the Wall Street Journal, Business Insider, CNBC, NASDAQ, and Microsoft
Backed by a team of 20+ data, AI, and BI specialists across various teams — the right expert joins at the right moment.
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