Quick Facts About ROI Chief

1-Sentencer

ROI Chief provides SMBs with managed data and finance services.

100% Cloud-Based

All our solutions are hosted in the cloud and built on Microsoft Azure, Microsoft Fabrics, and Databricks infrastructures. Our solutions utilize cloud on-demand variable computing resources while passing the savings to you.

100% Texas-Based

We do not outsource labor. Data privacy, quality of work, and our relationship with you is super important to us. Don`t hesitate to ask us out for a beer or two.

Business-Centric

Our solutions are developed by business professionals with deep knowledge of technology, not the other way around. Our experience spans from technology startups consulting, to true entrepreneurship, to corporate FP&A. All our deliverables and service features come from solving our own problems while focusing on time efficiency, ease of implementation, scalability, and open framework for future developments.

Okay, Let`s Nerd Out

Step 1: Data Collection

We identify your data sources and collect it in 3 different ways:

Easy - 3rd Party Services (such as Fivetran), provide very efficient and automated connections from your data source (i.e. Stripe or Instagram), pulling new data every day straight into our warehouse.
Moderate - we write custom scripts with Python that pull data via API. All fully automated and executed via cloud-based variable-compute resources.
Tricky - custom scrapers. In worst-possible scenario when data source does not have a framework for data extraction, we get creative.

Step 2: Data Warehouse

The data is loaded and stored in Microsoft Azure cloud. The interaction happens via serverless SQL server which allows data to be accessed via Excel (even online version), Power BI, or via any other tools that support Python, SQL, other languages.

Data is broken down into 3 layers - Bronze (raw data), Silver (cleaned data), and Gold (datasets ready for reporting).

Step 3: ETL

ETL = Extract, Transform, Load. Raw data in Bronze layer is cleaned, processed, aggregated, and stored in Silver and Gold layers. We utilize Microsoft Fabric`s no-code ETL (think of it as Excel`s PowerQuery in cloud and on steroids). Result - extremely efficient, comprehensive, and automated data manipulation.

Step 4: Our Secret Sauce

We offer something no one else can brag about. We developed custom application (with some fun infrastructure behind it) to truly automate Excel workflows - in other words, Financial Analysts` or Accountants` wet dream.

We develop best-in-class, fully dynamic and automatic financial models, slap proprietary code on top of them, then host & run them in the cloud. In the end - you receive the most comprehensive analytics daily.

We also fully automate the process of 3-statement modeling, making it extremely transparent and flexible for reporting across multiple dimensions.

Step 5: Data Reporting

Our data architecture allows us to seamlessly connect the data warehouse to Power BI for the ultimate reporting (we also support Tableau and many other visualization tools). And once again - all fully automated and handled for you. Reports can be very simple and very complex - you choose what you want and need, and we will deliver it.

Summary

What You Get:

Access to your business data via Excel, Power BI, or other tools (Python, SQL)
Custom financial models for your business needs
Industry-leading reporting in Power BI
Lots of saved time, energy, resources, headache, and $$$
Worry-free process. You tell us how you run your business, we take care of the rest

What We Do:

Automate data collection from various sources
Provide data storage and computing power
Design and automate ETL processes
Develop custom financial models - from accounting, to ROI calculations, to 3-statement modeling, to marketing analytics
Develop Power BI dashboards for you
Give Data- and ROI- driven insights

Your Investment:

Plans are customized to your needs, general tiers:

$500/month - basic data flows, storage, reports
$2,000/month - basic + custom data flows, storage, basic ETL, custom financial models, and Power BI reports
$5,000/month - custom comprehensive data flows, storage, comprehensive ETL, custom financial modeling + management (budgets, KPIs, ad-hoc analysis), and advance Power BI reports
Custom - as comprehensive as you need it to be