Better decisions from data you can trust.

Zetato designs and delivers business intelligence, data platforms and AI on Microsoft. We help organizations measure what matters, forecast with confidence and automate the work around it.

Senior-led delivery. Based in Metro Vancouver, serving clients across Canada.

Built on the Microsoft data and AI platform

  • Microsoft Fabric
  • Power BI
  • Azure
  • SQL Server
  • Power Apps
  • Power Automate
  • Copilot Studio
  • Dataverse

Reporting built around decisions.

Five examples of what we deliver. Each ties a focused set of measures to the decision it informs and the action it should trigger.

Insight

Sample data for illustration. Client deliverables remain confidential.

From disconnected systems to one governed platform.

We integrate the systems you already run, apply consistent definitions and security, and deliver the results where people work: dashboards, AI assistants, applications and alerts.

Your sources The platform Where people see it ERP and financeCosts, budgets, invoices CRM and salesPipeline, customers SpreadsheetsThe ones everyone uses Market and web dataAPIs, public sources LakehouseMicrosoft FabricCleaned, current, governed Semantic modelOne set of definitionsSecurity by role DashboardsPower BI, web, mobile AI assistantsAsk in plain language Business appsForms and workflows AlertsTeams and email

AI assistants grounded in your own data.

We build assistants on your governed data model, so answers are traceable, consistent with your reporting and limited to what each user is permitted to see.

  • Consistent with your reporting

    Answers use the same measures and definitions as your dashboards.

  • Traceable

    Each answer cites its source and refresh time, so it can be verified.

  • Secure by role

    Existing permissions apply, so sensitive data stays protected.

Data assistant Example
Gross margin fell 2.3 points in Q3. Most of it came from two product lines, driven by freight costs in August.
Freight
-1.4 pts
Discounts
-0.6 pts
Product mix
-0.3 pts
Source: Sales and margin model, refreshed today 6:00 am

What we deliver.

End-to-end capability across the Microsoft data and AI stack, from strategy and data engineering to reporting, automation and adoption.

Reporting and analytics

Dashboards leaders trust, built on clean models with consistent definitions, so every meeting starts from the same numbers.

Power BI, semantic models, KPI design

Data platforms

A single, governed home for your data, with pipelines that keep it current and checks that catch problems early.

Microsoft Fabric, SQL, data pipelines

AI and automation

Practical AI that saves real hours: assistants that answer questions from your own data and workflows that remove repetitive steps.

Copilot Studio, AI Builder, Power Automate

Business applications

Custom apps that fit how your team works, connected to the data you already have instead of another spreadsheet.

Power Apps, Dataverse, Dynamics 365

Project and portfolio insight

Visibility across projects, budgets and resources, so a PMO can spot risk early and report with confidence.

Project Operations, Project Server, portfolio reporting

Strategy and advisory

A clear roadmap before you spend: what to build first, what to license, and how to govern it as you grow.

Roadmaps, governance, adoption

Experience across project delivery, real estate development, healthcare, manufacturing, government and rail.

Our delivery approach.

A consistent method that keeps scope controlled, quality measurable and adoption high.

  1. Define the decisions

    We confirm the objectives, the measures that track them and who acts on the results.

  2. Build the foundation

    We integrate, validate and model the data so the numbers hold up to scrutiny.

  3. Deliver iteratively

    We release in working increments, with stakeholders reviewing at each stage.

  4. Transfer and support

    Documentation, training and ongoing support keep the solution in use and improving.

Engagement options.

Choose the level of commitment that fits your priorities. Each option builds on the one before it.

Discovery

Assess and prioritize

A short, fixed-scope review of your data, reporting and tools, ending with a prioritized roadmap.

  • Current-state assessment
  • Prioritized roadmap
  • A working prototype
Delivery

Design and build

A scoped project to deliver dashboards, a data platform, an AI assistant or an app, end to end.

  • Clear scope and milestones
  • Built in working pieces
  • Documentation and training
Partnership

Operate and improve

Ongoing support and enhancement, giving you senior data capability without the cost of a full in-house team.

  • Enhancements as needs change
  • Monitoring and fixes
  • Advice on what's next

Why clients choose Zetato.

The capability of a large consultancy, delivered by the senior practitioners who do the work, from scoping through support.

Senior-led, every time
The people who scope your project are the people who deliver it.
Built on what you own
We work inside your Microsoft environment, so you get more from existing licences.
Yours to keep
Clear documentation and no lock-in. Your team can run and extend everything we build.
Plain language
We explain trade-offs in business terms, so decisions are made with open eyes.

Beyond consulting.

Two initiatives that apply the same analytical and product skills to our own work.

Zetato Insights

Data-driven market analysis

Research on equities and markets using the same modelling discipline we apply for clients. Positions are disclosed, time-stamped and measured against the S&P 500.

  • Market overview
  • Portfolio performance and trade history
  • Research notes
Explore Insights

Zetato Studios

Apps, training and interactive products

Practical apps and tools, training on the Microsoft data platform, and interactive products, including games, built and tested in the open.

  • Apps and tools
  • Training, including Microsoft Fabric
  • Games and interactive work
Visit Zetato Studios

Let's discuss your objectives.

A short introductory call is usually enough to assess fit, scope and next steps. If another approach would serve you better, we will tell you.

Email us Hello@ZetatoBI.com Based in Langley, British Columbia. Serving clients across Canada.