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Business intelligence (BI) is the pairing of modern data analytics with cutting edge graphics that will assist with the identification and understanding of trends and opportunities to gain vital financial insights and enable significant competitive advantages.

As a thought leader in transformative BI, Capital Edge Business Intelligence Consultants have expertise in the end-to-end process for establishing business intelligence including planning, tool selection, requirements, development, delivery, validation testing, continuous improvement, and automation.

Our deep bench of finance, accounting and BI leaders, having worked with the “Big ” and in industry, possess proven experience in supporting clients with federal compliance requirements throughout the contract life cycle across a wide range of industries . Our Business Intelligence Consultants’ areas of expertise extend to enhancing and fine-tuning reporting and analytics to transform decision-making proficiency.  Our BI Consultants deliver both business benefits and outcomes designed to simplify, analyze and validate data for speed and agility.

Supported BI Solutions include:

  • Deltek Costpoint Business Intelligence (formerly CER)
  • Cognos TM1
  • Power BI
  • Tableau
  • Crystal Reports

Business Intelligence Consulting and Solution Packages include:

  • Requirements capture, goal prioritization of reporting and analytics
  • Informed insights, recommendations and strategic plan delineation
  • Transformational customized reporting
  • Dashboard customization
  • Report development training

What is Business Intelligence Consulting?

Business intelligence can help companies make better decisions by showing present and historical data within their business context. Analysts can leverage BI to provide performance and competitor benchmarks to make the organization run smoother and more efficiently. Analysts can also more easily spot market trends to increase sales or revenue. Used effectively, the right data can help with anything from compliance to hiring efforts.


Data Analytics & Business Intelligence Specialists At Capital Edge

Michael Brandt-Morrow is a Manager with Capital Edge Consulting, Inc., and has over 20 years of experience designing and implementing reporting solutions to support a variety of business areas and functions including Finance, Marketing & Sales, Human Resources, Payroll, and Manufacturing. Michael excels at providing in depth analysis to understand client requirements to support their business objectives.  He has the ability to identify synergies in process and systems resulting in delivery of solutions that increase revenue and build incremental revenue streams.

Throughout Michael’s career he has consistently demonstrated the ability to assist clients in becoming more effective and efficient in data-based decision making by integrating Business Intelligence Technologies to support their strategic plans.  Prior to joining Capital Edge in 2020, Michael spent a number of years as a Principal Consultant at Deltek, implementing and supporting Costpoint Business Intelligence (Cognos).


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Are your executives receiving the financial information they need easily and consistently?
Are you struggling to pull information for your auditors from your system?
Are end users struggling with data output from canned reports?
Is reconciling the general ledger to the project ledger a painful process each month?
Are you struggling to identify costing issues in WIP, finished goods, and COGS?
Do you need better insights into PO commitments and actual spend?

Our Business Intelligence experts have the knowledge and experience to develop and automate reports that pull the exact data auditors are looking for which reduces the time it takes auditors to collect and compile their data for analysis. We routinely create simplified reports focused in areas such as GL details, purchase orders, and accounts receivable.

We develop Costpoint dashboards and reports that will satisfy the needs of your business leaders.  Our expertise is knowing what information is needed for each level of management and we provide the specific data points necessary for quick analysis and making strategic business decisions.  This customized Costpoint dashboard capability provides strategic summary level information at the tip of a finger.  We also incorporate drill down functionality whenever possible for seamless access to the details.   

Many report writers in the industry struggle to understand the financial or business terminology used by end users. It is this communication barrier that poses a major challenge when translating report components to technical requirements.

Our experts focus on understanding a client’s business and the specific purpose of each individual report. This step at the beginning of an engagement is an integral part of our success. By understanding the business needs of each report and the manipulation needed outside of the Costpoint system to analyze the data, our experts are able to translate the requirements into reports that are streamlined and minimize the manual effort needed once the data is exported out of the system.

Nearly all ERP systems are implemented with a number of out-of-the box or canned reports.  However, many organizations may want to see the same or similar data depicted in another manner.  Examples include a need for filtering, comparison data, and drilldown capability.

Our consultants have proven industry experience in streamlining reporting processes, and the ability to generate simplified queries with the exact data points needed for efficient business analysis. These streamlined reports allow our clients to spend less time reconciling and more time analyzing and focusing on growth.

Does your finance team spend a great deal of time running a series of reports only to spend more time manipulating the data in Excel to reconcile the books each month? Is the month end close process too long? Do you struggle to easily identify variances between the general ledger and the project ledgers? These are just some of the areas of frustration that many organizations experience on a monthly basis.

We are well versed in developing reports to streamlinethe process and ensure smoothsailing at month end. This includes reports that quickly identify discrepancies between your General Ledger and Project Ledger without the need to completely reformat the data output before the analysis can begin. Sample reports routinely requested by our clients include a comparison of the Project Ledger to the General Ledger, Trial Balance by Project, and a GL Details Report. Each of the reports we provide is customized to our clients’ specific needs.

Project, account, and department structures drive the capture of cost data. If this structure is not properly configured in your system or the data input does not require all the information necessary to properly capture costs in the way management needs to see it, data output will be problematic. Inventory management configuration and operations processes also deeply affect WIP costing.

Our experts have immense experience pulling the data together in comprehensive dashboards with intuitive drill-down capabilities to analyze results.


Master data management (vendor master, item master in particular) are critical to support data aggregation for Supply Chain analytics. Coding of commodities, part types, part classes, NAICs codes and others provide attributes to support analytics. Poor management of codes hampers analytics. Commitment analysis and control is made possible by driving all purchases (p-card, punchout, subcontracts, blanket agreements, regular POs) through a consolidated system.

Our consultants are versed in compiling all this data together into both detailed and summary level reports and dashboards with integrated drill-down capabilities. This data output allows our clients to easily and consistently review the information needed to successfully execute at the program level and across the organization.

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