What Is the Data Concierge Service?
Our Data Concierge Service is a subscription-based solution designed to give you access to expert analytics, proactive recommendations, and real-time support. Whether you’re tracking sales, monitoring KPIs, or optimizing operations, we’re here to help every step of the way.
What Is It?
A Data Concierge Service is a premium, white-glove service where LumiBI acts as an on-demand "data assistant" for small businesses. This service goes beyond dashboards to provide tailored, real-time data insights, on-the-fly analyses, and strategic advice whenever needed.
Key Features
On-Demand Data Requests
Clients can submit quick, ad-hoc requests (e.g., “Can you analyze our sales trends from last quarter?” or “What’s our customer retention rate for Product X?”).
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LumiBI delivers the insights within a guaranteed time frame (e.g., 24-48 hours).
Proactive Insights
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Regularly provide clients with trend alerts, market opportunities, or risks based on their data.
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Example: Notify a client that sales are dipping in a specific region and recommend actionable steps.
Live Data Support Sessions
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Offer live one-on-one virtual sessions (e.g., via Teams/Zoom) where you guide clients through their data or assist with creating quick, one-off reports.
Micro-Training Modules
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Include short, 15-minute training sessions on using dashboards, interpreting data, or leveraging tools like Power BI.
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Example: "How to spot growth opportunities using your KPI dashboard."
Personalized Reports
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Create weekly or monthly tailored reports that highlight client-specific KPIs, trends, and actionable insights.
Data Health Checkups
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Periodically review and clean clients' data to ensure accuracy and relevance.
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Offer a "Data Health Scorecard" to pinpoint areas of improvement.
SQL Code Assistance
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Get expert help with writing, optimizing, and troubleshooting SQL queries to ensure your data is accurate, accessible, and ready for analysis
Testimonials
1 Self-Service Data Access and Ad-Hoc Reporting
Many businesses lack in-house data expertise and struggle to pull reports from different systems. They need a quick, easy way to generate insights without waiting for IT teams.
- A Self-Service Portal where users can request quick reports and custom dashboards.
- Pre-Built Report Templates for common business needs (Sales Trends, Customer Insights, Performance Metrics).
- Flexible Data Exports (Excel, CSV, PowerPoint, PDF).
2. AI-Powered Data Recommendations and Alerts
Many companies react too late to problems because they don’t have proactive alerts when trends or anomalies appear in their data.
- Automated Business Alerts – AI detects trends (e.g., sales dips, customer churn) and sends notifications.
- Proactive Data Insights – AI suggests optimizations (e.g., “Your sales dropped 12% in Region X—consider increasing marketing spend.”).
- KPI Threshold Monitoring – Businesses set alerts when certain performance indicators exceed or drop below set limits.
3. Data Cleansing and Preprocessing as a Service
Most businesses struggle with messy data —duplicate entries, incomplete records, and inconsistent formats affect accuracy in reporting and analytics.
- Automated Data Cleaning (removal of duplicates, format standardization).
- Data Quality Reports that highlight potential issues and missing fields.
- AI-Powered Data Enrichment – Automatically fills in missing values based on historical trends.
4. Multi-Source Data Integration (Excel, SQL, Cloud, API)
Companies often store data in different places —Excel files, cloud platforms, local servers, or external SaaS tools that don’t talk to each other.
- Support for Multiple Data Sources (Excel, Google Sheets, SQL, SharePoint, APIs).
- Automated Data Merging – Combines data from different systems into a single, unified report.
- Real-Time Syncing – Keeps reports automatically updated when data sources change.
5. Secure Data Sharing and Collaboration
Teams need to securely share dashboards and reports with stakeholders inside and outside the company —without losing control over permissions.
- Role-Based Access Control (RBAC) – Ensures only authorized users can see specific reports.
- Guest Access for External Users – Allows clients to securely share reports with partners, investors, or contractors.
- Audit Logs and Usage Tracking – Tracks who accessed reports and when.
6. Power BI Dashboard Hosting with Custom Branding
Companies want high-quality BI dashboards but don’t want to manage Power BI licenses or deal with setup complexities.
- Fully Managed Dashboard Hosting – Clients don’t need a Power BI license —we host everything for them.
- Custom Branding – Businesses can apply their logos, color schemes, and fonts to dashboards.
- Scheduled Dashboard Refreshes – Ensures data is always up to date.
7. On-Demand Data Coaching and Live Support
Many business leaders don’t fully understand how to use data effectively —they need guidance, not just tools.
- Live 1-on-1 Data Coaching – Clients can book a session with a BI expert for data strategy advice.
- On-Demand Help Desk – Rapid troubleshooting for Power BI, SQL, and data-related issues.
- Custom Training Sessions – Workshops on dashboard interpretation, data analytics, and AI insights.
FAQs
A: We work with Excel, SQL databases, APIs, and other sources.
A: Use our secure online form or email us directly.
Ready to turn your data into growth? Choose a plan and let’s get started.
