Case Study
Epic BI
Multi-tenant business intelligence platform with AI-powered document analysis and real-time KPI tracking.
The Challenge
Business advisors managed multiple client organizations with fragmented KPI tracking. Dashboards were slow, data updates were manual, and there was no unified view across clients. The existing system cost significantly more and loaded in 5-10 seconds per page.
There was no way to compare performance across clients or drill into trends without exporting data manually. Every document — financial reports, meeting notes, quarterly updates — had to be read and summarized by hand.
The Solution
We built a multi-tenant platform that unifies KPI tracking, Google Sheets integration, project management, and AI-powered document analysis. Dashboards load in under a second. Data syncs automatically. Each client gets their own workspace with role-based access.
Advisors can upload documents directly into the platform and get AI-extracted summaries, action items, and key metrics — without reading every page manually. The same platform handles all their clients in one place.
Trend Analysis
Benchmarking
The Result
10x faster dashboards, 97% cost reduction, and zero manual data entry. Advisors now manage all their clients from a single platform with real-time visibility into every KPI.