Microsoft Fabric · Azure · Power BI · AI

Fix scattered systems,
messy models, and slow reports.

I help finance and operations teams turn disconnected data into reliable reporting, practical AI tools, and applications that make everyday work easier.

Senior expertise. Direct collaboration. Practical results.

10+ years
building data systems
Nearly 300
project engagements
50+
client organizations
Former CTO
architecture through delivery

How I help

A clear path through
your data challenges.

Start with the problem your team is facing. Together, we’ll find the right place to make progress.

01 / FOUNDATION

Connect your data.

Disconnected systems, manual exports, or unreliable refreshes? Build a dependable foundation for your analytics.

What you get Maintainable pipelines and a shared data platform.

Explore platform services
  • Fabric and Azure architecture
  • API and database integration
  • SQL transformations, incremental loading, and historical tracking
  • Monitoring, documentation, and team handoff
02 / CLARITY

Trust your numbers.

When every report tells a different story, give your team consistent definitions and models that reflect the business.

What you get Reusable metrics and finance-aligned semantic models.

Explore modeling services
  • Star schema and dimensional model design
  • Power BI semantic models and DAX measures
  • Financial KPIs and source-to-ledger reconciliation
  • Row-level security and governance
03 / PERFORMANCE

Make reporting work.

Slow dashboards and sprawling datasets make everyday decisions harder. Improve the environment you already have.

What you get Faster, clearer reporting your team can maintain.

Explore Power BI services
  • Report and model performance tuning
  • Workspace and dataset cleanup
  • Migration from Qlik, Tableau, SSRS, or Excel
  • Executive dashboards and operational reporting
04 / AI CONSULTING

Put AI to work.

Find practical ways to use AI in your business, from internal tools and workflow automation to custom applications built around your team’s needs.

What you get A focused use case, a working prototype, and a solution that is production ready.

Explore AI consulting services
  • AI opportunity assessment and use case prioritization
  • Custom applications and internal tools built with AI
  • Workflow automation and integration with business systems
  • Validation, documentation, and production readiness

Not sure where to start? Let’s talk through the problem

Selected work

Complex data.
Useful outcomes.

Current application development and representative consulting engagements. Client work is anonymized for confidentiality.

01 / AI-assisted application development

Franchise performance engine.

In developmentAI-assisted developmentCustom application

The focus

Building a custom application focused on franchise performance.

The work

Using AI in the development process, alongside hands-on data and analytics expertise, to build the franchise performance engine.

Current stage

Active development. This work brings together business understanding, application development, and practical use of AI.

02 / Enterprise project finance

A shared foundation for project and financial reporting.

Microsoft FabricD365Power BI

The challenge

Acquisitions and migrations left financial and project data spread across D365 and legacy systems.

The work

Fabric ingestion, Synapse Link integration, transformation logic, semantic models, and reconciliation.

The outcome

Budgets, revenue, and sales analysis began moving onto shared, refreshable models with explicit validation.

03 / Franchise analytics

One reporting language for hundreds of locations.

AzurePower BIQlik migration

The challenge

Modernize legacy Qlik reporting while keeping finance, operations, owners, and leadership aligned.

The work

Migration strategy, warehouse and model changes, DAX, report modernization, and row-level access.

The outcome

Finance-aligned metrics became reusable across executive, franchise, marketing, and operational reporting.

04 / Service operations

A connected view of the business, from the field to finance.

SAP & IFSSQLPower BI

The challenge

ERP, fleet, workforce, and equipment systems made it difficult to see performance and profitability together.

The work

Warehouse architecture, multi-system integration, dimensional models, validation, and ongoing support.

The outcome

Leaders gained a common analytics foundation for service activity, technician performance, and operational profitability.

Facing a similar challenge? Discuss your project

About Caleb

Senior expertise.
A hands-on partner.

I’m an independent consultant and former CTO who connects the technical details to the decisions your business needs to make.

Over the last decade, I’ve worked as a data engineer, architect, and analytics leader across nearly 300 project engagements and more than 50 client organizations.

My experience spans finance, service operations, franchise networks, manufacturing, and distribution. I’m comfortable building the pipelines and explaining to executives why a metric behaves the way it does.

I also use AI to build custom applications, including a franchise performance engine. You work directly with me, from understanding the problem to building something your team can operate and trust.

Let’s talk about your team

Working together

Clear steps. Shared understanding.

  1. 01

    Understand the problem.

    We review your stack, stakeholders, and pain points, then define what a better result looks like.

  2. 02

    Make a practical plan.

    I map the architecture, priorities, and tradeoffs so your team knows what to build and why.

  3. 03

    Build it together.

    We implement, validate, and document the solution so your team can maintain it with confidence.

Let’s find your next step

What could work better
for your team?

Bring a reporting challenge, a workflow you want to automate, or an AI application idea you want to explore. In 25 minutes, we’ll talk through what’s happening and where to start.

Book a 25-minute call

Prefer to start by email?

Helpful context: your systems, what isn’t working, and what your team has already tried.