FreshBI

BACKGROUND

Please describe your company and position.

I am the IT Director of Williams Engineering Canada (at the time)

Describe what your company does in a single sentence.

Engineering Consulting

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire FreshBI to accomplish?

• Build Sales Dashboards
• Financial Statements
• Project Management Dashboards

SOLUTION

How did you find FreshBI?

Online Search

Why did you select FreshBI over others?

• High ratings
• Good value for cost
• Referred to me

How many teammates from FreshBI were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

FreshBI partnered with us to design and implement a Power BI analytics environment that would serve as the foundation for our reporting and decision-making. Their team handled both the technical setup and business alignment, ensuring data models and visualizations matched our organizational goals.

The scope included requirements gathering, data modeling, dashboard design, and performance optimization. They integrated data from multiple internal systems and built automated refresh pipelines to eliminate manual reporting.

Key deliverables:

Project Management Dashboard – provided real-time visibility into milestones, budgets, and performance metrics across initiatives.
Sales Forecast Dashboard – offered predictive insights and trend analysis to support planning and revenue projections.
Interactive Financial Statements – dynamic profit and loss, balance sheet, and cash flow reports with drill-down capability and branch-level filtering.
The engagement resulted in a cohesive Power BI framework that delivers accurate, timely insights and enables our team to make data-driven decisions confidently.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The most significant outcome was the high adoption rate of the new Power BI dashboards among managers and executives. The project management, sales forecast, and interactive financial statement dashboards quickly became part of regular leadership reviews and planning discussions. Decision-makers now rely on these visual tools for real-time insights, replacing static reports and manual Excel analysis. This adoption has directly improved data transparency, reduced reporting time, and enhanced accountability across departments.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

FreshBI demonstrated excellent project management throughout the engagement. They set clear milestones, maintained regular progress updates, and adapted quickly when priorities shifted. Deliverables were completed on time and often ahead of schedule. Their team was highly responsive—questions were answered promptly, and adjustments were made without friction. The combination of structured planning and agile responsiveness made the entire process smooth and predictable, even as requirements evolved.

What was your primary form of communication with FreshBI?

Virtual Meeting

What did you find most impressive or unique about this company?

FreshBI’s strength lies in their ability to combine deep financial understanding with exceptional Power BI technical expertise. They don’t just build dashboards—they interpret the business context behind the data, creating visuals that tell a clear story and drive decisions. Their ability to move from concept to polished, interactive reports in a short timeframe was remarkable. The balance of business insight, technical precision, and design quality sets them apart from typical analytics consultants.

Are there any areas for improvement or something FreshBI could have done differently?

Not much that comes to mind. The project ran smoothly from start to finish, and communication was consistently clear. Their team was always patient and willing to explain to me the technial aspects of their solution.

BACKGROUND

Please describe your company and position.

I am the VP Information Systems of OpenRoad Global

Describe what your company does in a single sentence.

OpenRoad Global is a global freight brokerage, moving freight around the world.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire FreshBI to accomplish?

• Create beautiful, insightful reports in Power BI.

SOLUTION

How did you find FreshBI?

Referral

Why did you select FreshBI over others?

• High ratings
• Good value for cost
• Referred to me

How many teammates from FreshBI were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We asked FreshBI to help us organize our data and create several beautiful Power BI reports.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Each report was a milestoneand now the reports are being used everyday.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

FreshBI was very responsive and fast in the development of the Power BI reports.

What was your primary form of communication with FreshBI?

Virtual Meeting

What did you find most impressive or unique about this company?

FreshBI's wide range of expertise was just what we needed.

Are there any areas for improvement or something FreshBI could have done differently?

The only thing better would be if they were working inside my office all the time. Ha