Visual Insights Consulting

Consulting & project work

Have a specific data project? Hire the team behind the portal.

Not every need calls for a managed portal. We take on defined, contract-based projects in Power BI, Microsoft Fabric, data pipelines, workflow automation and analytics strategy, scoped up front and handed off with full documentation so your team can run with it.

Power BI design & development

New dashboards, redesigns and rescues of reports that already exist.

  • Dashboard and report design built around the decisions people make
  • Data models, DAX measures and Power Query
  • Troubleshooting broken refreshes and slow reports
  • Workspace, security and Power BI Service setup
  • Maintenance runbooks so it doesn't break again

Good fit: a report that won't refresh, or a dashboard nobody opens.

Analytics consulting

Decide what to measure before anyone builds anything.

  • KPI and scorecard design for leadership
  • Metric definitions and a shared data dictionary
  • Reporting reviews: what to keep, merge or retire
  • Reporting roadmap for the next 12 months

Good fit: three reports showing three different revenue numbers.

AI readiness & architecture

Get your data in shape before you turn on AI tools.

  • Assessment of data quality, structure and governance
  • Semantic layer and certified metrics that AI can answer from
  • Security and access review for AI assistants such as Copilot or Genie
  • Target architecture and a phased roadmap

Good fit: leadership wants "AI on our data" and you need a plan first.

Data pipelines & warehousing

The data foundation on its own, built in your environment and owned by you.

  • Pipelines from your business systems into Databricks or Fabric
  • Raw, cleaned and reporting-ready layers
  • Scheduled refreshes with failure alerts
  • Data quality checks on every run

Good fit: you have analysts and tools, but the data underneath is a mess.

Microsoft Fabric migration & implementation

Move to Fabric with a plan, from someone who has led an adoption from the ground up.

  • Readiness assessment and capacity sizing
  • Lakehouse and warehouse setup
  • Migrating existing Power BI models, dataflows and SQL
  • Workspace governance, deployment process and team training

Good fit: you've bought Fabric, or are about to, and need it set up right.

Workflow automation & alerts

Take the manual steps out of your data work.

  • Power Automate flows across SharePoint, Outlook, Teams and Excel
  • Alerts when a number crosses a threshold or a refresh fails
  • Scheduled report delivery to the people who need it
  • Document intake: split, read and file scanned documents with AI
  • Approval workflows with a full audit trail

Good fit: someone spends hours each week moving files, copying numbers or chasing approvals.

Ready for more than a project?

The Visual Insights Portal

Our flagship: a fully managed analytics portal with your data pipeline, certified measures and an AI assistant, kept running for you every month.

Explore the portal

How a project works

Scoped up front. Documented at the end.

  1. 1

    Free 30-minute call

    Tell us what's broken or what you need built. No prep required.

  2. 2

    Scope and quote

    A written statement of work with deliverables, timeline and a fixed quote. No open-ended hourly surprises.

  3. 3

    Build with check-ins

    Work happens in your environment, with a short check-in at each milestone.

  4. 4

    Hand off

    Documentation, a recorded walkthrough and a training session, so your team owns what we built.

Why work with us

Enterprise BI experience, sized for your project.

Kyle Gautreaux spent eight years building and leading business intelligence teams before founding Visual Insights. You work directly with him on every project.

Read Kyle's background →
  • 80+ clientsserved with custom Power BI analytics while leading a global developer team
  • Microsoft Fabricadoption led from the ground up: pipelines, warehouses and lakehouses
  • 3 → 20+dashboards delivered: from three in two years to more than twenty in one
  • Microsoft workshopssubject-matter expert on configuration-driven dashboard design

Common questions

Before you reach out

How is consulting priced?

Every project is quoted after a short call, usually as a fixed price tied to clear deliverables. Smaller advisory work can be billed by the hour.

Do you work with the tools we already have?

Yes. We work inside your Power BI tenant, Fabric capacity or Databricks workspace. Nothing has to move to a new platform unless that's the project.

Who owns the work when the project ends?

You do. Reports, models, pipelines and documentation are built in your environment and handed over at the end.

Can you work alongside our IT team?

Yes. We regularly work with internal IT and analysts, and we'll follow your security and change-management process.

Will you sign an NDA?

Yes. We sign a mutual NDA before any detailed discussion of your data.

Start a project

Tell us what you need built or fixed.

Book a free 30-minute call. You'll leave with a clear next step, whether or not we're the right fit.