Data & Analytics


Our Approach to Data Initiatives

ATX takes a comprehensive approach towards developing an integrated data strategic roadmap for data transformation initiatives.  We dive right to the core of all systems to layout an achievable plan for a robust and scalable data platform with appropriate solutions to leverage your organizations digital assets.  The resultant plans allow for better reporting, accurate tracking, and precise execution in everyday business practices. 

Our unique approach gives our clients an easy-to-read roadmap armed with the information needed to make key strategic decisions.  

Dashboards & Reporting

You know the data is there, but it never seems to be in a format that you want or available when you need it.

Most small and mid-sized organizations struggle with business intelligence, reporting, and data analytics. Transactional systems are often used to capture key data points but the lack of integration between systems leaves a gap in getting information into the hands of owners and executives in a timely manner. If your organization is reliant on excel and access databases to compile financial and operational performance data, you are likely using valuable resources that can be deployed elsewhere.

There are numerous reporting, data warehouse, and business intelligence solutions available to small and mid-sized businesses at a competitive price point. Our consultants help organizations find and implement the right solution to improve management reporting.

In addition to custom developed reporting packages, ATX often works with our clients to leverage the existing financial reporting tools available within their ERP application to create and distribute relevant financial statements. We help our clients better understand their data and seek to avoid the challenges many face in reporting with too many sources of data, disconnected systems, and a reliance on spreadsheets for key information.

Caliper Analytics

Caliper analytics as a service ATX data dashboards CDFI construction

You have the data. Now get the information.

Caliper is purpose-built for your organization to provide instant, clear dashboards that inform your important decisions. See all your data in one place. Eliminate the delay and inaccuracy of manually analyzing data from multiple systems with reports and spreadsheets.

Data Strategy

Before we dive into specific data strategy details with an organization, we want to understand the current systems that are in place. We perform an in-depth analysis of the current systems, their utilization rate, and their reporting accuracy before we start facilitating a technology solution that will improve the overall reporting environment.

After our initial assessment we will identify opportunities to develop and implement a comprehensive data strategy plan along with the selection of appropriate reporting solutions that will support all aspects of the plan. We focus on support, controls, and risk mitigation during this process, ensuring all aspects of the overall business plan are accounted for.

Data Road Map


While no two plans are identical, most engagements incorporate the following key objectives:


technology maturity data roadmap

• Minimize redundant data sources

• Eliminate the significant manual effort of producing reports

• Improve data quality and accountability for accurate and timely entry

• Create the ability to classify, segment, and analyze data

• Eliminate inaccessible formats of data storage

• Leverage technology to impact the company’s overall mission

Our Values