Data and analytics services

Turn your data into a strategic advantage

As your access to data increases, so do the challenges in leveraging it.

Disconnected systems can trap data in silos, slowing down reporting and decision-making. Integration with new systems that are implemented or acquired through transactions can be challenging. And evolving threats and regulations are increasing cybersecurity pressures.

Wipfli’s data and analytics services help mid-market organizations navigate that complexity. From strategy to integration to dashboards, we help unify data and deliver the cross-functional insights you need to make faster, smarter decisions.

Why Wipfli?

Wipfli doesn’t just understand technology — we understand your industry.

Our deep experience in multiple sectors means we speak the language of both operations and IT. It also enables us to offer industry-specific accelerators, such as our manufacturing and healthcare jumpstarts, that can help you achieve measurable results faster.

We focus on finding the right vendors to fit your goals and providing solutions that are scalable by design. Whether you’re just getting started or already implementing enterprise data integration, we meet you at your level and help you move forward with confidence.

Our data and analytics services

Empower your teams with self-service tools that put real-time insights at their fingertips. Wipfli helps you design and implement intuitive data dashboards that connect directly to live systems, giving every department the visibility they need to make informed, confident decisions. Our solutions make it easy to explore data, uncover trends and monitor performance — without waiting on manual reports.

As part of our data dashboard services, we help you:

Define requirements with business stakeholders.
Design wireframes to help ensure user adoption.
Develop dashboards in various tools.
Deploy and educate the end user community.

Common use cases include:

Profitability analysis dashboards by customer, product or service.
Real-time dashboards for sales and operations.
Executive KPI snapshots.

Lay the groundwork for advanced analytics with integrated, high-quality data organized around the subject areas that matter most to your business.

Wipfli helps you create a centralized data platform, whether that’s a data warehouse or a lakehouse, designed to bring all your critical information together. With a robust data architecture in place, your organization can unlock new insights, automate workflows and seize marketplace opportunities.

Our comprehensive offering includes:

Establishing an integrated data foundation, starting with one subject area, such as finance.
Modeling and integrating data from multiple sources to create a single source of truth.
Introducing data governance best practices.

We can also help you prepare and organize data to support key areas such as:

Reporting and dashboards: accurate, timely insights.
Analytics: advanced data modes for strategic decisions.
Data marketplaces: opportunities for monetization and collaboration.
AI-powered solutions: machine learning and intelligent processes.

A strong data strategy is the foundation for everything from better reporting to AI.

Whether you’re preparing for AI adoption, improving reporting accuracy or strengthening governance, Wipfli helps you define a practical, phased roadmap. Our approach also aligns your data initiatives with business goals so you can unlock value today while building for the future.

As part of our data strategy services, we help you:

Assess your current state to identify gaps and opportunities.
Introduce best practices for data management and analytics.
Develop an enterprise data management roadmap that supports your long-term vision.
Plan all components for the future, including people, processes and technology, so you’re prepared to scale.

We’re ready to help you establish best practices and fully leverage your information to drive improvements across your organization.

Staffing full-time roles for all the specialized skill sets you need to build stronger data and analytics capabilities can be costly and complex.

Wipfli’s fractional model offers a more flexible alternative. With Wipfli, you get access to experienced, knowledgeable talent when you need it, without the expense of permanent hires. We help you accelerate progress and lay the foundation for scalable analytics more efficiently.

Our on-demand support helps ensure you receive timely and reliable service, whether you need:

Ad hoc assistance.
Ongoing management of your existing data or dashboard environment.

Our skill sets:

Dashboard specialists
Dedicated data engineers
AI engineers
Application development resources and teams
Governance specialists

Our team

Luis J. Murgas

Luis Murgas is a transformational leader and innovator with almost two decades of experience in software solutions and information technology in a variety of industries, including manufacturing, health care, insurance, finance and government.

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Brendan McGuire

Brendan McGuire has over 25 years of experience in data management and analytics, working with C-suite clients across many industries including healthcare, retail, financial services, banking, higher education, professional services, life sciences, manufacturing and private equity. Within these industries, he has supported departmental leaders including IT, finance, sales, marketing, human resources and operations. Brendan takes pride in understanding his clients’ business processes and goals so he can recommend the most appropriate technology-enabled solution.

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Kate E. Brown

Kate Brown is a Business Intelligence and Analytics Manager in Wipfli’s Business Solutions Group, she is focused on designing and building analytics platforms that improve organizational performance and drive actionable analytics for our diverse clientele.

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Tara Cohn

Tara Cohn is a director with over 15 years of experience in providing healthcare data analytics services. She helps leaders improve decision-making and achieve success with data analytics. Her passion is leveraging data analytics to help organizations achieve their full potential with a focus on transparency, optimization and automation via the power of data storytelling.

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Jon Serafino, MBA

Jon Serafino is a director with Wipfli whose passion and responsibilities are to help his clients realize their operational and financial goals by successfully implementing Business Analytics solutions. His clients include some of the most prestigious Fortune 500 organizations, as well as many SMB companies. Jon’s focus industries are financial services and nonprofit. In this capacity he helps his clients convert to a data-driven culture, ultimately leading to improved outcomes and performance.