How we help you
As your access to data increases, so do the challenges in leveraging it. Wipfli’s data and analytics services help unify data and deliver the cross-functional insights you need to make faster, smarter decisions.
Automate workflows and capture necessary data.
Maintain high-quality data and a trusted single source of truth.
Integrate data across systems and applications.
Visualize data with intuitive interfaces that surface actionable insights.
Empower your team with training, change management and ongoing support.
Turn your data into a strategic advantage
Whether you’re just getting started or already implementing enterprise data integration, we meet you at your level and help you move forward with confidence.
Explore our data and analytics services
Empower your teams with self-service tools that put real-time insights at their fingertips. Wipfli helps you design and implement intuitive data dashboards that connect directly to live systems, giving every department the visibility they need to make informed, confident decisions. Our solutions make it easy to explore data, uncover trends and monitor performance — without waiting on manual reports.
As part of our data dashboard services, we help you:
- Define requirements with business stakeholders.
- Design wireframes to help ensure user adoption.
- Develop dashboards in various tools.
- Deploy and educate the end user community.
Common use cases include:
- Profitability analysis dashboards by customer, product or service.
- Real-time dashboards for sales and operations.
- Executive KPI snapshots.
Lay the groundwork for advanced analytics with integrated, high-quality data organized around the subject areas that matter most to your business.
Wipfli helps you create a centralized data platform, whether that’s a data warehouse or a lakehouse, designed to bring all your critical information together. With a robust data architecture in place, your organization can unlock new insights, automate workflows and seize marketplace opportunities.
Our comprehensive offering includes:
- Establishing an integrated data foundation, starting with one subject area, such as finance.
- Modeling and integrating data from multiple sources to create a single source of truth.
- Introducing data governance best practices.
We can also help you prepare and organize data to support key areas such as:
- Reporting and dashboards: accurate, timely insights.
- Analytics: advanced data modes for strategic decisions.
- Data marketplaces: opportunities for monetization and collaboration.
- AI-powered solutions: machine learning and intelligent processes.
A strong data strategy is the foundation for everything from better reporting to AI.
Whether you’re preparing for AI adoption, improving reporting accuracy or strengthening governance, Wipfli helps you define a practical, phased roadmap. Our approach also aligns your data initiatives with business goals so you can unlock value today while building for the future.
As part of our data strategy services, we help you:
- Assess your current state to identify gaps and opportunities.
- Introduce best practices for data management and analytics.
- Develop an enterprise data management roadmap that supports your long-term vision.
- Plan all components for the future, including people, processes and technology, so you’re prepared to scale.
We’re ready to help you establish best practices and fully leverage your information to drive improvements across your organization.
Staffing full-time roles for all the specialized skill sets you need to build stronger data and analytics capabilities can be costly and complex.
Wipfli’s fractional model offers a more flexible alternative. With Wipfli, you get access to experienced, knowledgeable talent when you need it, without the expense of permanent hires. We help you accelerate progress and lay the foundation for scalable analytics more efficiently.
Our on-demand support helps ensure you receive timely and reliable service, whether you need:
- Ad hoc assistance.
- Ongoing management of your existing data or dashboard environment.
Our skill sets:
- Dashboard specialists
- Dedicated data engineers
- AI engineers
- Application development resources and teams
- Governance specialists
Insights and Resources
EVENT | November 4, 2026
What's worth the risk? Driving ROI with construction technology
Construction firms are investing heavily in AI, data platforms and digital tools, but technology alone doesn’t deliver value. The real results come from knowing where to invest and how to take the calculated risks that will help you innovate. Join Wipfli’s construction and technology leaders for a candid conversation inspired by findings from our State of Technology in the Construction Industry research report. We’ll use the results as a starting point for a thought-provoking discussion about the technology decisions, risks and tradeoffs construction leaders face every day.
EVENT | November 12, 2026
IT Leadership Roundtable: Becoming a Future-Ready IT Professional
The role of IT isn’t disappearing. Its value is shifting. Join Wipfli from 9:30-11:00 am CT on November 12, for a focused session on IT trends impacting financial institutions. In this session, we’ll explore the technology that’s changing the value of IT professionals and how they can spend less time keeping technology running and more time helping decide where it can make a difference. This session is designed for compliance officers, IT managers, information security officers, IT auditors and operations managers who work in financial institutions. Wipfli’s Digital Services team will deliver a 45-minute presentation, followed by a Q&A.
EVENT | November 17, 2026
Your ERP works, but is it ready for AI?
Many legacy ERP systems still do exactly what they were designed to do. But what organizations need from their ERP is changing rapidly. Join Wipfli for a practical look at how AI is transforming the ERP landscape and what that means for organizations operating on legacy systems. You’ll also see how AI in ERP systems is moving finance from spreadsheets, manual processes and backward-looking reporting toward intelligent automation, real-time insight and increasingly agentic AI. This webinar is designed to help finance leaders evaluate whether their current environment can support their organization’s future needs — and when it may be time to begin exploring what’s next.
Reach out to our team
Connect with our data and analytics advisors to transform your data into insights that support smarter business decisions.
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