FRACTIONAL BI · AI · AUTOMATION

A clearer view of your business.
A smarter next move.

Ferguson BI provides fractional business intelligence, AI, and automation services. Connect your systems, build useful dashboards, and put your business knowledge to work.

CRMSalesERPOperationsSQLDatabasesXLSSpreadsheetsFINAccountingAPIYour tools
FBIBusiness performanceExecutive overviewSAMPLE DATA
Revenue$248,500↑ 12.8% vs. prior period
Gross margin34.6%↑ 2.4 percentage points
Active customers186↑ 18 vs. prior period
Revenue performance Last 6 months
JanFebMarAprMayJun
Revenue by channel
Direct48%
Partners32%
Online20%
A connected view of performance
Sales + Operations + FinanceIllustrative dashboard · Not client results

Your business intelligence partner.
Without the full-time hire.

Let’s talk about your data How fractional BI works →

Less time putting reports together.
More time putting insights to work.

Ferguson BI connects your data, builds useful dashboards, and keeps your reporting working as your business grows.
SOUND FAMILIAR?

Your data shouldn’t be
the hardest part of your day.

Another week. The same spreadsheet.

Recurring exports and manual cleanup take time away from the work that matters. Build reporting that can refresh without starting over.

Three systems. Three different answers.

Connect sales, finance, and operations around shared definitions so your team can understand what the numbers mean.

Big questions. Limited bandwidth.

Get dedicated analytics support at a scope that fits your business, with room to grow as new questions come up.

A PARTNER IN YOUR CORNER

Business intelligence,
AI & automation services.

Connect your data, put AI to work, and automate everyday tasks with BI and AI services built around your business.

Find your starting point ↗

Business intelligence

A reliable foundation for your decisions
Data integration

Bring your data together

Connect your CRM, accounting software, operational systems, and spreadsheets into a consistent reporting foundation.

Dashboards & KPIs

Build around your decisions

Define the KPIs that matter and create dashboards for the people who use them—from leadership to frontline teams.

Reporting automation

Make reporting repeatable

Automate recurring workflows with reusable models, clear definitions, and checks that help keep reporting reliable.

Ongoing BI support

Keep improving, together

Get ongoing help maintaining reports, investigating changes, and answering the next business question.

AI & automation

Put your knowledge and systems to work
AI knowledge assistants

AI RAG & knowledge assistants

Make your business knowledge easier to use with retrieval-augmented generation (RAG). Build AI assistants that find relevant information in your documents and data, then answer questions with references to the source material.

Agentic AI

Agentic AI

Build AI agents that work across your tools to handle multi-step tasks, from gathering information to preparing follow-up actions, with permissions and review steps tailored to your workflow.

Workflow automation

Workflow automations

Connect your applications to automate repetitive work, including data entry, notifications, document routing, and handoffs between teams. Keep processes moving with clear triggers and exception handling.

BUILT FOR YOUR STAGE

A good fit for teams that…

✓ Run on multiple business systems

✓ Need more analytics capacity

✓ Want an ongoing BI partner

Explore the fractional BI model →
YOUR DATA. YOUR REQUIREMENTS.

A setup that fits
your business.

Work with your existing stack, with deployment options shaped around your access, security, and operational needs.

Private infrastructureYour on-prem environmentCloud by choice

Architecture, backups, and availability requirements are agreed as part of the scope.

How engagements work

Start focused. Build what matters.

1
Map the reporting pain

Identify decisions, bottlenecks, recurring reports, and where current data becomes unreliable.

2
Connect the sources

Inventory systems and establish the integrations, models, permissions, and data flow needed.

3
Build the decision layer

Deliver dashboards and reports around agreed KPIs, with the right level of detail for each audience.

4
Operate & improve

Maintain the environment, add new use cases, and continuously improve how data supports the business.

Before we talk

Questions about BI, AI, and automation.

What services does Ferguson BI provide?

Ferguson BI provides data integration, dashboards and KPI reporting, reporting automation, ongoing fractional BI support, AI RAG knowledge assistants, agentic AI, and workflow automation. Engagements are scoped around your systems, priorities, and support needs.

How do RAG, AI agents, and workflow automation differ?

RAG helps an AI assistant answer questions using retrieved business information. AI agents can use tools to carry out multi-step tasks. Workflow automation follows defined triggers and rules. These approaches can work together; the right starting point depends on the task. Compare AI and automation approaches.

How is fractional BI different from a dashboard project?

A dashboard project delivers a defined reporting output. Fractional BI provides ongoing capacity to connect data, maintain reporting, investigate questions, and prioritize improvements. The scope should reflect the work your team actually needs.

Do we need to replace our systems or build a data lake?

Not necessarily. The starting point is your current tools and reporting needs. A data lake, warehouse, or a simpler connection to an existing database may be appropriate. Reliable reporting also depends on data quality, consistent definitions, and well-designed models.

What determines the scope of an engagement?

The number of sources, data quality, reporting priorities, hosting requirements, and level of ongoing support all affect the work. Start with the reports and decisions that matter most so the initial scope can be focused.

What should we bring to an initial conversation?

A list of your main systems, an example of a report that takes too much effort, and the business question you want it to answer. A description is enough to start; you do not need to share system credentials or raw business data.

Caleb, the person behind Ferguson BI
THE PERSON BEHIND FERGUSON BI

Meet Caleb Ferguson.

I bring experience across data analytics, business systems, AI, and technical operations. I connect business needs with practical solutions—from reporting and data infrastructure to intelligent applications and automation—working across strategy, development, and implementation.

Talk with me about your project →
BUSINESS INTELLIGENCE

Reporting grounded in real operations.

Experience across business intelligence, data pipelines, ERP systems, and workflow automation—connecting business needs with reliable data, useful reporting, and practical operational improvements.

AI & AUTOMATION

AI that works with your team.

Experience building AI agents, configurable applications, and automated workflows—connecting models, business tools, and client-facing systems with practical controls and visibility.

LET’S MAKE YOUR DATA USEFUL

What would you like your data to tell you?

Tell us which systems you use, what takes too much manual work, and the decision you need to make. That gives us a starting point to discuss fit, priorities, and a possible scope.

Prefer to write directly? [email protected]

Opens your email app. Review the draft and send it there; this form does not send a message itself.