Data Insights

Experienced Solution Architects

LBMC Data Insights is a Microsoft Gold Partner, with a team of highly experienced data platform and analytics solution architects. Our experience extends across multiple on-premise and cloud data platforms. Our mission is to see data insights create a huge impact inside organizations and to be one of the best in the business at providing value to the business.

Transform your data into actionable business intelligence with LBMC Data Insights.

A dedicated team of data professionals whose leadership team has over 75 years’ experience. Contact us today to find out how our team can help your business.

How Can Data Insights Help You?

Enterprise Data Platform & SQL BI Solutions

Finance & Accounting

  • Revenue cycle management
  • Consolidated budgeting and forecast reporting
  • Monthly close processes automation
  • Accounts payable automation
  • Accounts receivable and aging analysis automation
Data Insights- Operations


  • Operations performance monitoring
  • Labor management optimization
  • Supply chain management
  • Automated KPI tracking

Gain deeper insights and make data-driven decisions quickly and confidently while saving valuable time and resources.

Data Insights Services

Data Integration Conversion Migration

Data Modernization Services

  • Platform Modernization
  • Strategy and Roadmap
  • Data Lake and Data Warehouse Design
  • Integration Services

Data Analytics Dashboarding and Visualizations

Business Intelligence

  • Business Analytics
  • Data Visualizations
  • Dashboards and Reporting
  • Data Source Consolidation
  • Data Governance
  • Data Security
  • Custom Solutions

What Our Clients Can Expect

As a client, you will experience a high touch and interactive approach from your consultant as we use collaborative and iterative methodology on each project we undertake. The Agile methodology we apply to your project means shorter intervals of delivery where a usable product adds immediate value.

  • Optimizes financial and operational workflows
  • Removes the human factors, allowing executives to optimize and address challenges with data
  • Addresses compliance concerns related to data privacy laws, including the way data is stored and secured, as well as how it’s used within the organization
  • Accelerates time to predict and respond to negative events and reduce their impact on organizations

Technologies Supported

Client Testimonials

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The work we’ve done with LBMC Data Insights has been transformative. We are no longer a services company. We are a technology company.
CEO at a healthcare technology company
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The Data Insights team is dependable and accessible. Whenever I have an issue with Power BI, I can reach out via email and their experts respond with a quick answer they have figured out themselves or involved Microsoft and done a screen share to figure out our problem within a couple of days. They have vast knowledge in different visualization techniques and offer different ways to look at data that I maybe wouldn’t have even thought of before. For example, I submitted a question to them asking which visualization would highlight areas where we might be losing margin. Now, instead of having to look through all the pertinent invoices, all this data is easily accessible in Power BI. We can show performance over time, analyze that data, and identify insights on improving those margins.
Finance Director at a large paper distribution company
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The historical Power BI methodology hinges too much on the IT department to understand the calculations, models, and needs of every department requiring reporting data. Power BI and supporting components of the new data delivery model allow for more self-service Business Intelligence. While this new method of separating data architecture from self-service analysis is possible, it takes a considerable understanding of the latest in the DAX analysis language. The Data Insights team has been an indispensable mentor for our Analysts in transitioning to this new language as well as in helping our Data Architect build a newer Tabular ‘Big Data’ architecture.
IT Director with a restaurant chain

Data Sources Supported

Project Experience Samples

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Global Apparel Manufacturing – Developed an enterprise data strategy for analytics, overhauling existing data platform and redesigning integrations between various systems. Implemented data governance strategy starting with IT and moving into the business. Developed self-service analytics strategy and delivered Power BI training to power users and end users alike.
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Electronic Health Records – Created an OLTP data architecture platform integrating more than 300 doctors of over a dozen groups and numerous EMR’s into a population health solution, utilizing database integration services, HL7 and other technologies.
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Super Regional Healthcare System—Lead Architect, project manager and development team for the successful integration of the Equifax solution for IRS reporting, as well as other peripheral systems, into the Epic EHR.
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National Restaurant Chain —Worked with Finance and IT departments to develop and implement a distributed analytics strategy which focused on IT owning the data platform (intake, data quality, organization, scalability, and security) and Finance owning the development of reporting and analytics views for the business users. This pattern was extended into the Operations team, with each team’s lead being heavily involved in the development and mentoring process that was led by our LBMC Data Insights implementation team. Achieved total buy-in from the business side and built a stronger relationship between IT and the business.
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National Finance/Title Company — LBMC Data Insights was the lead Microsoft partner working with the Finance team to consult on and implement a 3-year data strategy plan. Began with end-user training on current data and visualization assets. Coached team on data governance strategies and worked with technical leads to improve existing data models, providing best practice guidelines for scalability and manageability. Developed visual data stories using Power BI to share with the business users as part of the rollout.
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International Publisher—The Publisher’s operation staff turned over and the new team found current reports and data assets were not sufficient in scope detail or format. LBMC Data Insights updated the Data Model, created new dashboards and report capabilities in MSFT Power BI.
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National Non-profit—This nonprofit has two conference centers. Many hours a month were spent compiling recent financial numbers compiled alongside the budgeted numbers for the conference center leadership. LBMC Data Insights created a Data Model and Dashboard that displayed the general ledger data in a more concise, visually-effective way, with a daily automated data refresh.
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National Pathology and Testing Lab—Designed enterprise data platform architecture and roadmap for organization migrating to a new lab information system, providing recommendations for infrastructure and centralized data warehouse. Partnered with customer to build initial integration with new lab information system into the critical revenue and billing function. Provided guidelines for reporting and analytics architecture and initiated the project work to begin development of these components.

Industries Served

We have worked with companies who have a team of business intelligence (BI) developers as well as those who are looking to grow their team’s skills in these areas. Our BI developers also work with small and midsize businesses to bring value and insights using tools already at hand in their corporate Microsoft licensing plans.

  • Healthcare
  • Manufacturing & Distribution
  • Retail, Restaurants / Franchises & Hospitality
  • Professional Services
  • Private Equity
  • Other Industries – Media

LBMC Data Insights Leadership

Link to David Data Insights

David Maynard

Senior Director, Data Insights

phone icon email icon Nashville
phone icon email icon Nashville
Link to Kayte Data Insights

Kayte Bittorie

Senior Director, Project Management and Operations

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phone icon email icon Nashville
Link to Brad Data Insights

Brad Milner

Senior Director, Healthcare Analytics

phone icon email icon Nashville
phone icon email icon Nashville
Link to Greg Data Insights

Greg Eli

Shareholder, Healthcare Services

phone icon email icon Nashville
phone icon email icon Nashville