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