BUSINESS INTELLIGENCE

Transforming Your Business with Modern Data Technologies

AI & Business Intelligence Advisory Services

AI and business intelligence advisory services help organizations turn data into clear, actionable insights that support better decisions, faster operations, and measurable growth.

At its core, this work connects your systems, data, and workflows so you can move beyond static reporting and manual processes. Whether you’re building dashboards, improving financial visibility, or exploring AI-driven automation, the goal is the same: make your data work for your business.

LBMC combines data strategy, analytics, and AI capabilities to help mid-market and enterprise organizations modernize reporting, streamline operations, and uncover new opportunities for efficiency and growth.

You Are the Catalyst for a Positive AI Future

AI isn’t about replacement — it’s about redesign.
In his TEDx Talk, Charlie Apigian, Ph.D., explains how anyone can build a personal AI strategy grounded in values, authenticity, and practical steps that move work forward. No code required. No hype. Just a clear path toward using AI with purpose.

How AI & Business Intelligence Services Work

AI and business intelligence engagements are designed to give you clarity, structure, and momentum without overwhelming internal teams. These solutions aren’t one-size-fits-all. They’re applied differently across teams depending on your goals, systems, and operational priorities.

  • Discovery and data assessment: We evaluate your current systems, data sources, and reporting challenges.
  • Data integration and modernization: We connect systems and prepare your data for accurate, real-time analysis.
  • Dashboard and reporting development: We build intuitive dashboards and KPIs tailored to your business.
  • AI and automation opportunities: We identify where AI can reduce manual work and improve decision-making.
  • Ongoing optimization and support: We refine reporting, automation, and models as your business evolves.

Why Businesses Invest in AI & Business Intelligence Services

Organizations turn to AI and business intelligence services when data exists but isn’t driving decisions.

Common triggers:

  • Data lives in multiple systems with no single source of truth
  • Reporting is manual, slow, or inconsistent
  • Leadership lacks real-time visibility into performance
  • Finance and operations teams spend too much time gathering data
  • Growth, acquisitions, or system changes create complexity
  • AI feels like an opportunity, but there’s no clear starting point
  • Internal teams lack the time or expertise to build scalable solutions

AI and BI services help organizations move from reactive reporting to proactive decision-making.

Questions About Our Services?

Whether you’re navigating change, planning for growth, or addressing operational challenges, our team helps you determine the right strategy for your business.

AI & Business Intelligence Services

LBMC’s AI and business intelligence services are designed to help organizations organize data, improve visibility, and apply AI in practical, business-focused ways. Our approach connects strategy, technology, and execution so your reporting, analytics, and automation efforts work together instead of in silos.

AI and Business Intelligence Services

Business Intelligence & Analytics

Turn data into clear, actionable insights through dashboards and reporting tailored to your business.

We design and implement business intelligence and analytics solutions that give leadership and operational teams real-time visibility into performance, trends, and key metrics.

  • Dashboard development
  • Operational KPI tracking
  • Financial reporting dashboards

Data Modernization & Integration

Connect systems and centralize data to create a reliable foundation for reporting, automation, and AI.

We help organizations modernize their data environments by improving data integration, supporting data warehousing, and strengthening system connectivity across the business.

  • Data integration
  • Data warehousing
  • System connectivity

AI & Generative AI Strategy

Identify where AI can create value and implement solutions that improve efficiency, decision-making, and business performance.

We help organizations move from AI exploration to real-world application with practical use cases, AI readiness planning, and governance considerations that support responsible adoption.

  • Use case identification
  • AI readiness
  • Governance and risk

Supporting AI & Data Capabilities

These services extend and support your AI and business intelligence initiatives, helping you build a stronger foundation, improve reporting, and automate workflows across your organization.

Reporting & Insights

  • Operational KPI Tracking
  • Finance & Accounting Reporting Dashboard Development
  • Cloud Data Warehouse & BI

Strategy & Data Foundation

  • Data Strategy
  • Data Governance
  • Data Fabric

Automation & Intelligence

  • Artificial Intelligence
  • Robotic Process Automation
  • Internet of Things (IoT)

AIFlow Platform Overview

Our AIFlow platform enables organizations to apply AI in practical, business-focused ways through three core capabilities:

  • DOC-FLOW – Document Intelligence
  • DATA-FLOW – Automated Data Retrieval
  • ACT-FLOW – AI Agentic Workflows

AI Workflow Automation Use Cases

  • Automating document and policy retrieval
  • Enabling self-service data access
  • Streamlining onboarding and workflows
  • Reducing manual handoffs across systems

Turn Data Into Decisions

Whether you’re managing complexity, preparing for growth, or exploring new opportunities, LBMC delivers practical guidance and strategic support to help you move forward with confidence.

How AI & Business Intelligence Are Used Across Your Organization

AI and business intelligence services deliver value across multiple departments by improving visibility, automating processes, and supporting better decision-making. 

  • Finance teams automate reporting, forecasting, and variance analysis
  • Operations teams track KPIs and monitor performance in real time
  • Leadership teams gain visibility across business units and performance drivers
  • HR teams use AI to access policies, documentation, and internal knowledge
  • Customer service teams streamline workflows and automate responses

Industries We Support

Our AI and Business Intelligence Services team works closely with various industries to provide tailored solutions that meet the specific challenges and goals of each client. If you’re looking for help with compliance, scaling your operations, or getting a better handle on your finances, our team is here for you. We offer industry-specific insights and the flexibility you need to succeed.

All Industries We Serve 

Local Expertise, Wherever You Are

With offices in Chattanooga, Memphis, Louisville, Nashville, Knoxville, Charlotte, and Philadelphia, plus remote offices, LBMC partners with businesses across the region and beyond.

Why Choose LBMC for AI & Business Intelligence?

LBMC helps organizations apply artificial intelligence in practical, business-focused ways that improve operations, decision-making, and efficiency.

Our consultants combine AI, automation, data engineering, and cloud expertise to design and implement solutions that are reliable, scalable, and aligned with real business needs, not just technology trends.

At LBMC, our focus is simple: helping organizations use AI to create measurable operational impact, not noise.

Explore AI & BI Opportunities for Your Business

Whether you’re managing complexity, preparing for growth, or exploring new opportunities, LBMC delivers practical guidance and strategic support to help you move forward with confidence.

FAQs About AI & Business Intelligence Services

What are AI and business intelligence services?

AI and business intelligence services help organizations use data to improve decision-making, automate processes, and gain real-time visibility into performance. Business intelligence focuses on reporting and dashboards, while AI adds automation, prediction, and advanced insights. Together, they help turn data into action across the organization.

AI improves reporting by automating data analysis, identifying trends, and delivering insights faster than traditional methods. It can also streamline operations by reducing manual tasks, improving accuracy, and enabling real-time decision-making. This allows teams to focus on higher-value work instead of gathering and processing data.

Business intelligence focuses on analyzing historical data through dashboards and reports to understand what has happened. AI builds on that foundation by using data to predict outcomes, automate decisions, and optimize processes. In practice, BI provides visibility, while AI drives action.

Most organizations are ready for AI if they have access to data, repeatable processes, and a need to improve efficiency or decision-making. You don’t need perfect data or advanced systems to start—just a clear use case and the right approach. Many companies begin with targeted automation or reporting enhancements before expanding into broader AI initiatives.

LBMC takes a practical, business-first approach by identifying high-impact use cases, aligning solutions to your goals, and integrating with your existing systems. We combine strategy, data engineering, and AI to deliver solutions that are scalable and usable by your team. The focus is always on measurable outcomes, not just technology.

Ready to Improve Reporting, Automation, and Insights?

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