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Small-Medium Business Growth Intelligence Bundles

Transform your organization’s data into a strategic advantage. With the Growth Intelligence Bundle, Optimize 360 Consulting helps you establish or elevate your analytics foundation using Microsoft Power BI, Fabric, and Azure AI. Whether you’re beginning your analytics journey or ready to scale, this bundle delivers clarity, automation, and insight to support better decision-making and long-term growth.

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Small-Medium Business Growth Intelligence Bundles

Unlock the power of your data - build clarity, accelerate growth, and make confident decisions.

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LaunchPad

$3,500 to $5,500
Best for small businesses and teams new to Power BI or Microsoft Fabric, needing a quick and effective starting point.

Key Features:

  • Power BI dashboards

  • Microsoft 365 integration

Delivery & Training:

  • Delivery Timeline: 2 weeks

  • Training Hours: 4 hours

Onboarding Steps:

  • Kickoff to align goals

  • Build dashboard

  • Set up M365/Fabric

  • Train team + handoff

CSP Required Licenses (excluded from pricing):

  • Determined after initial scoping

Momentum

$5,500 to $9,500
Best for organizations that already use Power BI or Excel and want to implement AI forecasting, improve data workflows, and gain more advanced insights.

Key Features:

  • Includes all features from LaunchPad

  • Azure AI forecasting

  • Excel integration

  • SharePoint integration

Delivery: 4 weeks

Training: 8 hours

Onboarding Steps:

  • Data audit

  • Configure AI forecasting

  • Enable Excel/SharePoint

  • Hybrid training

CSP Required Licenses (excluded from pricing):

  • Determined after initial scoping

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Impact

$8,500 to $13,500
Best for growth-focused companies ready for full analytics governance, AI automation, and ongoing performance reviews.

Key Features:

  • Includes all features from Momentum (and LaunchPad)

  • Full analytics strategy

  • Quarterly analytics reviews

  • Power BI Premium workspace configuration

  • Microsoft Fabric integration

  • Azure AI capabilities

Delivery: 6 weeks

Training: 12 hours

Onboarding Steps:

  • Strategy kickoff

  • Governance framework

  • Deploy dashboards + AI

  • Quarterly review planning

CSP Required Licenses (excluded from pricing):

  • Determined after initial scoping

What Onboarding Looks Like

Your onboarding experience is a guided, collaborative process designed to help your institution smoothly adopt Microsoft 365, strengthen instructional workflows, and build long-term confidence with your new tools.

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Blue and green chart with a white arrow showing growth
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Step 1: Discovery & Alignment

We start by understanding your business goals, current data setup, and the decisions you want to support with analytics. This ensures we focus on the insights and workflows that will create the most immediate value.

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Step 2: Data Review & Architecture Setup

We review your existing data sources, Microsoft 365 environment, and any current reporting. From there, we configure the right Power BI, Fabric, and Azure AI architecture to ensure clean data flows, secure access, and reliable performance.

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Step 3: Dashboard, Insights, & AI Buildout

Our team builds intuitive dashboards, integrates your Microsoft tools, and implements analytics or AI features based on your selected tier. Each deliverable emphasizes clarity, usability, and practical insights your team can act on.

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Step 4: Training, Handoff, & Adoption Support

We deliver structured training tailored to your workflows, ensuring your team understands how to use the dashboards, reports, and AI capabilities. We wrap up with recommendations and best practices to support long-term adoption and scalability.​

Why Work with Optimize 360 Consulting?

Choose Optimize 360 Consulting for a dedicated team of professionals committed to elevating your business strategies, optimizing operations, and maximizing growth potential. Our approach blends technical expertise with practical business understanding, ensuring every solution drives measurable results.

  • Microsoft-aligned analytics and AI expertise

  • Fast deployment so you see value in weeks, not months

  • Tailored for small-medium businesses seeking scalable solutions

  • Hands-on training and support for lasting adoption

  • Action-oriented insights that guide real business decisions

Ready to Modernize Your Workspace with Microsoft 365?

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