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Texas Business+Tech
by Metrotechs · Dallas · Est. 2012
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ServicesData Analytics · Self-Service

Let your team answer their own data questions.

Every ad-hoc report request that goes through IT takes 1–2 weeks. By the time the report arrives, the question has changed. Self-service reporting gives your team direct access to governed data models so they can build reports, explore data, and answer questions themselves — without waiting, and without creating conflicting numbers.

The Problem

Every Report Requires an IT Request and a 2-Week Wait

  • Business users submit report requests to IT and wait 1–2 weeks for delivery
  • Users build their own reports from raw data exports — creating conflicting numbers across departments
  • The same report gets rebuilt every month because there’s no reusable, governed data layer
  • IT spends 30%+ of time building and maintaining ad-hoc reports instead of strategic work
What We Deliver

Self-Service Reporting

01

Governed Data Models

Business-friendly data models with pre-defined metrics, dimensions, and relationships. Users explore data within a governed framework so every report uses the same definitions — no conflicting numbers.

02

Drag-and-Drop Report Building

Intuitive report builder that lets business users create visualizations, tables, and dashboards without writing SQL or calling IT. Filter, drill down, and pivot on any dimension.

03

Scheduled & Shared Reports

Users can schedule reports for automatic delivery and share with their team. Monthly inventory reviews, weekly sales summaries, and daily production reports — automated and consistent.

04

Row-Level Security

Users see only the data they’re authorized to access. Sales reps see their accounts, plant managers see their facility, executives see everything. One model, many views.

05

Data Exploration & Ad-Hoc Analysis

Explore data freely within the governed model — ask new questions, discover patterns, and test hypotheses without waiting for a new report to be built.

06

Training & Enablement

Role-based training for different user types — executives who need to read dashboards, managers who build reports, and analysts who explore data. Each audience gets the skills they need.

How It Works

The Engagement Process

01

User Needs Assessment

Identify the report consumers, their most common questions, current data sources, and pain points. Prioritize the data models and reports that deliver the most value.

02

Data Model Design

Design governed data models in your BI platform with business-friendly naming, pre-calculated metrics, and appropriate security. Users interact with concepts they understand, not database tables.

03

Platform Setup & Configuration

Configure the self-service environment — user roles, security, workspaces, and publishing rules. Set guardrails that prevent data chaos while enabling exploration.

04

Training & Rollout

Role-based training for each user group. Seed the environment with starter reports and templates. Provide ongoing support as users build confidence and capability.

Common Questions

Frequently Asked Questions

Data Analytics · Self-Service

Every engagement starts with an assessment.

We scope work after we understand your operation — not before. The Launchpad assessment maps where you are, quantifies what it's costing you, and sequences what to do first.

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