Scalable Business Intelligence Solutions
Move beyond fragile spreadsheets that crash. Epoc Labs migrates your logic to robust, automated BI platforms like Power BI, Tableau, or DOMO.
Platform Expertise to Power Your Pipeline
Deep technical services for the tools you rely on. From initial architecture to complex optimization, we ensure your tech stack is built to scale.
Pain Points
Is Your Data Trapped in Silos?
When teams use different data to make decisions, chaos follows. Eliminate the bottlenecks that slow down execution.
1
The "Version Control" Nightmare
Sales says revenue is up; Finance says it’s down. You waste entire meetings arguing over whose spreadsheet is correct.
2
Dependency on IT Tickets
Business users have to file a ticket and wait 3 days just to get a simple column added to a weekly report.
3
Crash-prone Excel Files
Your critical reporting runs on a massive, crash-prone Excel file that only one person in the company knows how to fix.
4
Shadow IT Sprawl
Frustrated teams are buying their own rogue tools and creating ungoverned datasets, creating security risks and a data mess.
5
No Historical Context
You know what happened today, but you can’t easily compare it to last year’s trends without hours of manual data digging.
6
Adoption Failure
You bought a fancy BI tool, but nobody uses it because the dashboards are slow, confusing, or don't trust the data.
Solutions
Holistic Business Intelligence Services
We don’t just build dashboards; we build “Business Operating Systems.” Our Business Intelligence services unify your data architecture, govern your metrics, and empower your teams to answer their own questions without waiting on IT. Learn More
Strategic BI Consulting & Roadmap
Technology fails without a plan. We assess your data maturity to design a scalable BI strategy. From tool selection (Power BI vs. Tableau) to governance protocols, we ensure your investment drives actual adoption.
Enterprise Data Unification
Break down the walls between your CRM, ERP, and Marketing tools. We architect the semantic layers that unify these sources, ensuring that "Revenue" means the exact same thing to Sales, Finance, and Ops.
BI Implementation (Power BI / Tableau)
We are experts in the leaders: Microsoft Power BI, Tableau, and Qlik. We handle the full implementation—from server setup and licensing to workspace configuration—ensuring a secure, high-performance environment.
Self-Service Analytics Culture
Stop being the bottleneck. We build intuitive data models and "drag-and-drop" environments that empower non-technical users to build their own reports and explore data safely within governed guardrails.
Predictive Intelligence Integration
Look around the corner. We embed forecasting models directly into your BI reports, allowing leadership to visualize future scenarios, demand spikes, and risk factors alongside historical performance.
Data Warehousing for BI
A dashboard is only as fast as the database behind it. We design and optimize the underlying Data Warehouses and ETL pipelines to ensure your reports load in seconds, not minutes.
The Journey
Your Path to a Data-Driven Culture
We move you from “Manual Chaos” to “Automated Truth” using a disciplined, user-centric methodology. Learn More
STEP 01
Audit & Metric Definition
Audit & Metric Definition
We align with stakeholders to define your core KPIs, ensuring we measure what matters (Outcomes) rather than just what is easy (Vanity Metrics).
STEP 02
Architecture & Modeling
Architecture & Modeling
We build the "Semantic Layer"—the translator that turns cryptic database column names into business-friendly terms your team understands.
STEP 03
Development & Visualization
Development & Visualization
We build the dashboards and reports using agile sprints, constantly validating with users to ensure the final product answers their real questions.
STEP 04
Enablement & Training
Enablement & Training
We run workshops to train your teams on the new tools, handing over the keys so they can drive the platform without constant consulting support.
Case Study
Eliminating 1,900+ Hours of Manual Work: Automated, Transparent Commissions for System Pavers
Challenge
160 hours monthly were required to manually reconcile customer payments with project milestones and calculate commissions for more than 300 design consultants. As System Pavers continued to grow, this manual process significantly increased operational risk, reduced financial visibility, and made it difficult to maintain the accuracy and trust required for timely, scheduled commission payouts.
Solution
By centralizing data from legacy systems, Microsoft Dynamics 365, and Dayforce into a unified data warehouse, Epoc Labs created a single, governed data foundation. Using DOMO Magic ETL, System Pavers automated reconciliation logic and standardized commission calculations, giving finance and sales teams a reliable, shared view of performance and the financial visibility required to maintain organizational trust.
Impact
System Pavers eliminated over 160 hours of manual effort each month and reduced annual operating costs by more than $120K. By deploying this solution across the company’s entire geographic footprint, Epoc Labs helped restore confidence in commission accuracy and improve financial visibility across all branches. This data foundation enables finance and sales teams to operate with the consistency, transparency, and trust required to sustain growth as a national leader.
The Modern Data Lifecycle
The Business Intelligence Flow
From fragmented sources to a unified view. We engineer the pipeline that cleanses, models, and delivers governed data to your decision-makers in real-time. Learn More
Ready to Build the Data Infrastructure Your Business Runs On?
Epoc Labs helps enterprises eliminate pipeline chaos, modernize analytics foundations, and unlock AI-ready intelligence with confidence.
- Modern Data Platforms
- Always-Accurate Reporting
- Scalable Enterprise Pipelines
- Trusted Decision-Grade Data
The Outcome
The Epoc Labs Standard: Data Democracy
Real success isn’t a pretty dashboard; it’s a team that answers its own questions. Here is the impact of a mature BI strategy. Learn More
80% Reduction in Ad-Hoc Requests
Freedom for IT By enabling self-service analytics, we remove the "report factory" burden from your data team, allowing them to focus on high-value engineering instead of pulling CSVs.
Company-Wide Alignment
Single Source of Truth When Marketing, Sales, and Finance all use the same governed definitions for KPIs, meetings stop being about "whose numbers are right" and start being about "how to grow."
Instant Decision Latency
From Days to Seconds Leaders no longer wait for the "End of Month" report packet. Critical operational data is available on-demand, allowing for intra-day course correction.
100% Governance & Security
Safe Data Access We implement Row-Level Security (RLS), ensuring that while data is accessible, employees only see exactly what they are authorized to see—protecting sensitive info.
Insight-Driven Dashboards
How We Turn Your Data Into Decisions
We design dashboards that don’t just display data; they answer the questions your team asks every day. From executive KPI views to operational drill-downs, every dashboard we build is purpose-built for your business, connected to live data, and optimized for the speed and clarity your teams need to act with confidence.
Learn More
Marketing Performance, Down to Every Lead Source
Know exactly which channels are driving results, and which aren't. This dashboard gives marketing and ops leaders a real-time view of current pricing across every lead source, from PPC and referrals to canvassing and social media. With 75% present price rate tracked across 6 months and branch-level correlation analysis spanning 18 locations, your team gets the clarity to optimize spend, align field performance, and make faster decisions, all from a single screen.
Sales Visibility Across Every Branch and Region
Track revenue performance in real time, from total pipeline to final close. This dashboard gives sales leaders an instant read on net sales, gross sales, and cancellations, with $9M+ in weekly transactions monitored. Forecast vs. actual trending, branch-level breakdowns across 11 locations, and regional average sale comparisons across 7 territories give your team the visibility to spot gaps, course-correct fast, and keep every region on target.
Operational Metrics That Keep Your Business Running Tight
Move beyond gut feel and manage operations with precision. This dashboard tracks the metrics that matter most to field performance, financed job rates across 7 regions, average days from appointment to sold job, and a 13-month view of financed vs. cash sales trends. Combined with net sales broken down by rep tenure, your operations team has everything needed to tighten conversion cycles, improve financing adoption, and develop your team strategically.
Financial Reporting Closed Out to the Last Dollar
Keep your books tight and your forecasts honest. This dashboard consolidates month-end closing summaries across 7 regions, tracking contract amounts, revenue, balances, and estimated gross profit against $13.25M in goals at 75% attainment. Commission milestone tracking by branch and rep, paired with forecast vs. actual PO comparisons, gives your finance team the granular visibility to reconcile faster, reduce variance, and close every period with confidence.
Contact Center Performance Tracked Hour by Hour
Never lose sight of what your contact center is delivering. This dashboard monitors 25,540 total calls across inbound and outbound activity, with 497 hours handled, a 3-minute average inbound talk time, and call volume peaking at 3,242 per hour. Appointments set per hour, broken down by individual lead setter, give managers the real-time visibility to balance workloads, coach performance, and ensure no opportunity slips through the cracks.
Every Lead, Every Source, Every Region — In One View
Understand where your leads are coming from and where they're converting. This dashboard tracks 777,966 total leads across 12 sources from PPC and referrals to canvassing and social media, with a 6-month weekly trend view and a state-level heatmap spanning the entire US. With inbound call-to-lead rates, outbound conversion, and daily regional breakdowns across 7 territories, your team can double down on what's working and cut what isn't.
Appointment Pipeline Managed Across Every Channel and Region
Turn lead volume into a predictable appointment pipeline. This dashboard tracks 10,569 total appointments across 12 lead sources over 6 months, with a 13-week set rate trending between 51% and 72%, averaging 61.34%. Regional breakdowns across 7 territories give scheduling teams full visibility into where demand is concentrated, while rescheduled appointment tracking keeps cancellation risk low and pipeline integrity high.
Frequently Asked Questions
It depends on your stack. Power BI is often best for Microsoft-heavy ecosystems (Office 365/Azure) due to cost and integration. Tableau is preferred for complex visual analytics and flexibility. We help you choose the right fit.
A focused pilot for a specific department (e.g., Sales) can be live in 4-6 weeks. A full enterprise-wide rollout with governance typically takes 3-6 months, depending on data complexity.
Yes, but we don't recommend it as a long-term strategy. We usually recommend ingesting those Excel files into a proper database or warehouse first to ensure stability and security.
Self-Service BI means your non-technical staff can drag-and-drop data to create their own reports to answer their own questions, without needing to write SQL or ask IT for help.
Yes. Adoption is the most important part of BI. We provide tailored training sessions for "Viewers" (executives) and "Creators" (analysts) to ensure the system is actually used.
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Connect with our expert Data Consultants today. Discuss your challenges in data consulting and start architecting data-driven success.
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Architect An AI-Ready Data Foundation
AI performance is constrained or enabled by the strength of its data foundation. We partner with executive teams to assess architectural risk, modernize legacy environments, and design governed, AI-ready data ecosystems built for scale.
