Advisory Services

Where do you begin with a data strategy? What solutions are right for your needs? We partner with you to identify problem areas and desired business outcomes, prioritize goals, and advise on the steps to get there using analytics, AI, and related technologies.

We can also set up the architecture and intake, and enable you to surface Next Best Actions right in your everyday workflow.


One of our advisory services is Jumpstart, a series of starter programs designed to help organizations get started on their analytics journey with different technologies.

Jumpstart for Tableau

We help Tableau customers conveniently and affordably explore building predictive models and surfacing them within Tableau. Our team helps orchestrate external customer data sources that are then scored, along with managing authentication and data protocols required to deliver those predictions within Tableau.

Jumpstart for Tableau allows companies to visualize predictions in the context of existing analytics infrastructure and support common use cases that improve key metrics, such as customer acquisition, forecasting accuracy, and customer retention.

Jumpstart for Data Signal Analysis

A commonly requested starter engagement, this Jumpstart program helps organizations perform signal analysis from current data that could support a predictive model and user action.

We work with the application engineering team to understand current processes and available data, identify future data requirements and desired actions, and then — using a predictive model and data — we conduct data analysis to detect initial signal and data-based insights. We then build a presentation with signal analysis results and map out possible actions as a result of the insights.

Analytics and AI
Adoption Accelerators

We also have the following advisory services for accelerating the adoption of predictive analytics and AI.

Analytics Quickstart

For customers who:

  • Want to quickly get enabled with analytics technologies such as Tableau CRM and Tableau.
  • Are looking to take their first steps with machine learning and analytics by leveraging out-of-the box capabilities.

In just a matter of weeks, we identify and define business needs, objectives, and success criteria, as well as user and platform setup and configuration; import and schedule data flows into the platform; design dashboards; and finally, complete and validate implementation and documentation, and share knowledge with all stakeholders.

Intelligent Experience Quickstart

For customers who:

  • Want to optimize customer acquisition and retention processes.
  • Want to use predictions to improve business outcomes.
  • Want to join outside data sources with systems of engagement such as Salesforce.

In just 90 days, we define the intelligent experience for customers and users, build machine learning models and AI systems to generate insights, surface recommended actions, and refine models to ensure a continued intelligent experience.

Proven Customer Success

As a result of our work, AP expects a 10-20% improvement in lead-to-application completion rate, and a ~25% decrease in new enrollment melt rate (i.e., abandoned enrollment).

Ready to Talk?

Let’s discuss your goals.