GrowthBI

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