GrowthBI

BACKGROUND

Please describe your company and position.

I am the Data Engineer Lead of a medical clinic. 

Describe what your company does in a single sentence.

Medical Clinics

OPPORTUNITY / CHALLENGE

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

• We needed support with dashboard development.

SOLUTION

How did you find GrowthBI?

Online Search

Why did you select GrowthBI over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Good value for cost

How many teammates from GrowthBI were assigned to this project?

2-5 Employees

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

GrowthBI partnered with us from the data modelling layer up turning that consolidated data into well-structured semantic models and dashboards in Power BI. They were rigorous about getting the model design and field definitions right and worked through the data-quality and structuring decisions alongside us rather than around us. The team is technically strong, genuinely collaborative, and consistently delivers reliable, well-built solutions.

RESULTS & FEEDBACK

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

GrowthBI successfully delivered a comprehensive Power BI dashboard solution that consolidated key operational and performance metrics into a single, trusted reporting environment. By partnering with us from the data modelling layer upward, they helped establish well-structured semantic models, consistent field definitions, and improved data quality. As a result, our leadership team gained access to reliable, actionable insights and a clearer view of business performance.

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

GrowthBI managed the project effectively throughout the engagement, maintaining clear and consistent communication through regular virtual meetings and email. They were responsive to our needs, worked collaboratively with our team, and were proactive in addressing questions and requirements as they arose.

What was your primary form of communication with GrowthBI?

Virtual Meeting

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

What impressed us most about GrowthBI was their combination of technical expertise and collaborative approach. They partnered with us from the data modelling layer upward, taking the time to ensure semantic models, field definitions, and data structures were designed correctly. Rather than simply delivering dashboards, they worked alongside our team to address data quality and reporting challenges, ensuring the final solution was reliable and fit for purpose.

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

There's nothing we can come up with at this point.

BACKGROUND

Introduce your business and what you do there.

I’m a project manager at a specialist healthcare provider.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire GrowthBI to accomplish for your specialist healthcare company?

We needed support with dashboard development.

SOLUTION

What was the scope of their involvement?

GrowthBI has developed a comprehensive dashboard solution using Microsoft Power BI that brings together key operational and performance metrics in one place. The dashboards provide actionable insights across the organization and help leaders better understand business performance.

What is the team composition?

We work with 2–5 teammates from GrowthBI.

How did you come to work with GrowthBI?

We found GrowthBI through an online search. We chose them over other options because they had high ratings, a great culture fit, and good value for the cost.

What is the status of this engagement?

We started working with GrowthBI in January 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

GrowthBI has brought a high level of professionalism to the engagement, working collaboratively to consistently deliver quality outcomes.

How did GrowthBI perform from a project management standpoint?

We communicate with GrowthBI via virtual meetings.

What did you find most impressive about them?

GrowthBI's team has brought a high level of professionalism to the engagement, working collaboratively to consistently deliver quality outcomes.

Are there any areas they could improve?

There's nothing we can come up with at this point.

BACKGROUND

Please describe your company and position.

I am the sales and marketing of montgomery homes

Describe what your company does in a single sentence.

home building 

OPPORTUNITY / CHALLENGE

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

• dashboard

SOLUTION

How did you find GrowthBI?

Online Search

Why did you select GrowthBI over others?

High ratings

How many teammates from GrowthBI were assigned to this project?

2-5 Employees

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

a comprehensive hubspot dashboard 

RESULTS & FEEDBACK

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

GrowthBI built a comprehensive HubSpot dashboard covering sales performance, lead conversion, and forecasting. It has given us much better visibility into our pipeline and helped us make more informed sales decisions. The team was professional, proactive, and delivered exactly what we needed.

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

yes

What was your primary form of communication with GrowthBI?

Virtual Meeting

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

yes

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

no