Data Estate and analytics Consulting Services

Data Driven Insights

Unify, shape and operationalize your data to enable faster, trusted decision-making and deliver real-time, meaningful intelligence through governed analytics and data based storytelling. 

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Data Estate & Analytics Consulting Services

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Unify & Shape Your Data

Bring together data from across the organization, clean and structure it to create a single, trusted source of truth for analytics and decision-making. 

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Operationalize Your Data

Put your data to work by embedding it into business processes, enabling real-time insights, automation, and improved outcomes. 

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Data Storytelling & BI Consulting

Transform analytics into compelling narratives that make insights accessible and actionable for everyone, driving better decisions and organizational alignment. 

Common Data Estate and Analytics Challenges We Solve

Combine & Cleanse Your Data

Difficulty bringing together and cleaning data from across the organization, resulting in fragmented sources and unreliable analytics.

Embed Data into Business Processes

Challenges embedding data into business processes to enable real-time insights, automation, and improved decision-making.

Transform Analytics into Actionable Insights

Barriers to transforming analytics into compelling narratives, making it hard for stakeholders to access and act on insights.

Data Quality, Governance & Adoption

Ensuring data quality, governance, and adoption across teams to drive trusted, actionable intelligence.

Ready to turn your data into trusted insights?

Data Estate and Analytics Consulting Services

OneLake Data Estate
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Create a single, trusted foundation for all your data.

Operational Data & Data Engineering
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Turn raw data into data your business can actually use.

Real-Time Intelligence & Streaming Insights
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Make decisions as events happen—not after the fact.

Semantic Models & BI Storytelling
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Turn analytics into stories people understand and trust.

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OneLake Data Estate

Create a single, trusted foundation for all your data.

gear inside of an eye

Operational Data & Data Engineering

Turn raw data into data your business can actually use.

Arrows pointing up signifying growth or improvement

Real-Time Intelligence & Streaming Insights

Make decisions as events happen—not after the fact.

lightbulb with a gear inside of it

Semantic Models & BI Storytelling

Turn analytics into stories people understand and trust.

Data Analytics & Microsoft Fabric Frequently Asked Questions

What are Data Driven Insights?

Data Driven Insights help organizations turn fragmented data into trusted, actionable intelligence. By unifying, shaping, and operationalizing data, businesses can make faster decisions, enable real‑time insights, and align teams around a single source of truth.

Why do enterprises struggle with data‑driven decision‑making?

Most organizations face challenges combining and cleansing data from multiple systems, embedding insights into daily workflows, and ensuring teams trust and adopt analytics. Without strong data foundations and governance, insights remain siloed, outdated, or underused.

What is a OneLake Data Estate?

A OneLake Data Estate is a unified, governed data foundation that brings data from across the organization into a single, trusted environment. It reduces data sprawl, enforces consistent security and quality standards, and enables analytics, AI, and real‑time intelligence at scale.

How does operational data improve business outcomes?

Operational data is shaped and prepared for everyday business use. When operational data is reliable and embedded into workflows, reports, and applications, teams can act on insights immediately—reducing delays between analysis and action.

What are real‑time intelligence and streaming insights?

Real‑time intelligence enables organizations to analyze data as it’s generated. Streaming insights help businesses detect trends, issues, and opportunities instantly, enabling proactive decisions, automation, and faster response to changing conditions.

What are semantic models and why do they matter?

Semantic models define shared business logic, metrics, and definitions across analytics tools. They ensure everyone uses the same KPIs and terminology, reducing confusion and making dashboards and reports easier to understand, trust, and adopt.

What is BI storytelling?

BI storytelling transforms analytics into clear, compelling narratives. Instead of overwhelming users with raw data, BI storytelling helps communicate insights visually and contextually—making it easier for leaders and teams to understand what’s happening and what actions to take.

How does Data Driven Insights support AI and Copilot initiatives?

AI and Copilot are only as effective as the data behind them. A governed data estate, trusted semantic models, and real‑time insights ensure AI tools are grounded in accurate, secure, and relevant data—reducing risk and increasing value.

Who is Data Driven Insights for?

Data Driven Insights is designed for business leaders, IT teams, and data leaders who want trusted analytics, better decision‑making, and scalable foundations for AI. It supports organizations at any stage—from early data cleanup to advanced real‑time intelligence.

Case Studies

01
Transforming Accounts Receivable with an AI-Driven Customer Collections Agent
02
Advancing AI Adoption with Copilot Studio Enablement
03
Transforming Call Center Operations with Microsoft Teams Voice
04
Automating Finance Workflows with a Custom Power Platform and SharePoint Solution
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Modernizing Document Management and Enabling AI-Ready Operations with Microsoft 365
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Accelerating Enterprise AI Adoption with Microsoft Copilot
01

Transforming Accounts Receivable with an AI-Driven Customer Collections Agent

A U.S.-based chemical manufacturing organization partnered with Concurrency to modernize and automate its customer collections process through an AI-driven solution. Facing fragmented processes and limited visibility into outstanding receivables, the organization sought to improve efficiency, accuracy, and scalability within its finance operations. Concurrency delivered a Customer Collections Agent that centralizes data, automates workflows, and enables more proactive, intelligent collections management.

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02

Advancing AI Adoption with Copilot Studio Enablement

Following a successful Microsoft Copilot adoption program, a leading manufacturing organization partnered with Concurrency to accelerate its AI journey through targeted Copilot Studio enablement. Building on early adoption momentum, the organization sought to empower employees with the skills and tools needed to design, build, and deploy AI agents. Concurrency delivered a structured, hands-on enablement program that advanced AI capabilities from productivity use cases to practical automation.

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03

Transforming Call Center Operations with Microsoft Teams Voice

A U.S.-based organization partnered with Concurrency to modernize its legacy telephony system and implement a cloud-based call center solution using Microsoft Teams Voice. Facing limitations with its existing phone system, the organization needed a scalable, integrated platform to support customer interactions and internal communication. Concurrency delivered a Teams Voice solution with advanced call routing, auto attendants, and call queues—enabling a streamlined, high-performing call center experience and a future-ready communication foundation.

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04

Automating Finance Workflows with a Custom Power Platform and SharePoint Solution

A U.S.-based manufacturing organization partnered with Concurrency to modernize and automate its finance workflows through a custom-built application and SharePoint-based platform. Initially seeking a Power Apps solution, the project evolved into a more advanced SharePoint Framework (SPFx) implementation to support complex CapEx workflows, approvals, and financial calculations. The result was a centralized, scalable solution that streamlines finance operations and improves accuracy, visibility, and user experience.

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05

Modernizing Document Management and Enabling AI-Ready Operations with Microsoft 365

A U.S.-based commercial real estate organization partnered with Concurrency to modernize its document management, device management, and AI readiness through a comprehensive Microsoft 365 transformation. Relying on legacy file storage systems and disconnected tools, the organization faced challenges managing large volumes of structured and unstructured data. Concurrency delivered a secure, cloud-based foundation that improves collaboration, strengthens security, and enables future AI-powered workflows.

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06

Accelerating Enterprise AI Adoption with Microsoft Copilot

A global manufacturing and retail organization partnered with Concurrency to implement a structured AI adoption program centered on Microsoft Copilot. Prior to the engagement, AI usage was exploratory and lacked governance, training, and scalability. Concurrency helped the organization transition from experimentation to a secure, enterprise-ready AI foundation—enabling employees to adopt AI confidently while ensuring proper data protection and long-term scalability.

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Concurrency, Inc.