SAMPLE AND DEMONSTRATION ONLY. Illustrative analysis of publicly available information, prepared by BI Consulting Services. Not affiliated with, endorsed by or produced for any company shown.
Demonstration · Illustrative data · BI Consulting Services
TD
Tech Driven Consulting × BI Consulting Services
Consulting operations after the Excel → SQL Server migration · Orlando, FL · Microsoft 365 & Azure practice
Prepared for Michael
September 2026
One model · 42 workbooks in scope · nightly refresh
Practice scorecard
Utilisation, billable hours, margin, concentration and receivables — every tile recalculates from the same SQL model
1
Before → after: 42 workbooks collapse into one SQL Server schema feeding one model
Every tile on the left is a real workbook type a 24-consultant Microsoft practice keeps by hand; the selected vertical's workbooks light up
—nightly refresh replaces the weekly manual consolidation
2
Billable hours & utilisation by month
Bars = billable hours logged in fact_timesheet · line = utilisation vs 75% plan
Billable hoursUtilisation %75% plan
3
Client revenue & project margin
Ranked by billed revenue in the period · bar = share of revenue · right column = project margin
4
Invoice ageing
Open invoices in fact_invoice as of 31 Aug 2026, issued in the period
5
Migration status
Workbooks consolidated into SQL Server tables, refresh times and data-quality issues resolved
6
Ask the data
AI layer on top of the model — natural-language question, governed answer
8
Demonstration · Illustrative data · BI Consulting Services
Also from BI Consulting Services
Private AI on your own server
The "ask the data" panel above is built to run on a GPU server inside your own network: an open-weight model over your own documents, with every answer citing the file it came from. No per-seat licence, works offline, and nothing leaves the building.
How it sits in your environment
One appliance-class server on your rack or in a secured closet. Your files are indexed where they already live; the model runs locally; answers come back with the source page attached.
What that means in practice
1
Your data only, on your hardwareAn open model over your own documents and exports. No third-party AI processor, no data-transfer agreement to review.
2
Every answer cites its sourceReplies point to the file and page they were drawn from, so people check the answer instead of trusting it blind.
3
No per-seat licenceThe whole team can ask questions. Cost is the server and our build, not a monthly number that grows with headcount.
4
Works offlineIf the internet connection goes down, the answers still come. Nothing depends on a vendor's uptime or pricing changes.
The short deck
14 slides on how a private AI server is scoped, secured and rolled out. Click through, or take the PDF.
