Denver, United States

Turning data into actionable insights.

4 team members
Jason + 4 team members are bookable on-demand Get Started

Client Feedback

Weekly Report Updates - 2023

February 2024

Great working with IBI! We really appreciate their knowledge and execution over the past 12+ months!

October 2023 Projects

December 2023

IBI did a fantastic job of updating our dashboards this month, in addition to creating outstanding and actionable quarterly review exhibits.

September Projects

September 2023

Another successful month of monthly dashboard updates. New dashboard designs this month were excellent. Very actionable for our team

August 2023 Projects

September 2023

Another good month of refreshing the weekly dashboards, and making small updates/improvements to design as needed.

July 2023 Projects

July 2023

As always, IBI has done a great job of the weekly reporting updates for this month. In addition, the quarterly review documents were extremely well presented. Easy to follow, great visuals, actionable, etc. Exactly what our team needed.

June 2023 Projects

July 2023

Fantastic analysis conducted this month. Really appreciate the thorough deep-dive and putting into an Exec Level Summary. And breaking out time to explain to our organization so that we had good understanding/insight into our new business initiative.

May 2023 Projects

June 2023

Great improvements to our dashboards, which our team has utilized and developed great insights with. IBI made it simple for us. Thanks!

April 2023 Projects

May 2023

Great analysis! Thanks for looking into the complex data set that was provided, and turning that around into a clean set of takeaways that we are able to take action on

March 2023 Projects

April 2023

IBI has done a great job of working with external data that isn't formatted well, cleaning up the data, and creating insight from it, with conviction that has helped us make good decisions.

February 2023 Projects

March 2023

As always, great team to work with. Appreciate the increased insights and analysis that the team is providing to our organization. The walk-through was extremely valuable

January 2023 Projects

February 2023

The rebuild has been progressing nicely. Early testing is being received very well by the team so far. Looking forward to rolling this out soon!

December 2022 Projects

January 2023

Thanks for the help. Appreciate helping us getting our data sources cleaned up so that the dashboards are accurate

November 2022 Projects

November 2022

Thanks again to IBI for all the work with accurately reporting our weekly sales, improving the process, and providing insights to our team for growing our business

October 2022 Projects

November 2022

Well done! Appreciate the extra thought and planning for our future as to how to set up our data and reporting for scale

September 2022 Projects

September 2022

Great work again! Super responsive, fast and correct updates, working well with our entire team to move things across the finish line for us.

August 2022 Projects

September 2022

Contracted completed. I appreciated the quick turnaround as well as their dedication to improving the process from top to bottom

July 2022 Projects

August 2022

The IBI team once again delivered great results. They have significantly improved and optimized our weekly reporting process.

Sales and Operations Data Consolidation

August 2022

Excellent work! Thanks for taking the time to understand our needs, formulate a great plan, coach us through the effort, create a fair and accurate estimate, and delivered great results!

Data Team Support by IBI

June 2022

I can't recommend Jason and the Impact by Insights team highly enough. Jason has the rare gift to not only understand client and business needs, but to take those needs and combine them into an intelligent and cohesive analytic solution that drives results for the business. He's helped us with countless strategies through the course of our engagement- from building team habits and processes to helping us understand and restructure our data, to translating that data into our BI solution and creating insights for different teams to act on. Him and his team have truly gone above and beyond to help us and greatly exceeded our expectations, resulting in some major wins for our company.

Business Reporting and Quarterly Review

August 2022

IBI has been fantastic for us. They were able to step right in, immediately pick up our asks for weekly reporting, make significant improvements to the process and documentation completely unsupervised, and recommend/implement several improvements to our management reporting dashboards.

Strategic & Advisory Skills

Sales Leadership Marketing Analytics Social Media Operations Growth Strategy Strategy Custom Reporting Data Management Data Visualization Business Intelligence Sales Product Analytics Sales and Marketing User Experience Marketing Data ROI Reporting Dashboard Development

Tools & Technology Expertise

Tableau API Tableau Desktop Tableau Server SQL Server Management Studio Microsoft SQL Server Microsoft Excel Microsoft Azure SQL Database Snowflake Data Warehouse Google BigQuery Microsoft Word Microsoft Azure Microsoft PowerPoint Microsoft Power BI Snowflake Data Engineering ThoughtSpot Shopify Google Analytics Google Looker Studio

Coding Languages & Frameworks

Python SQL MySQL

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