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Twelve-Month Retainer
Work with Jacob Latham as your embedded BI partner
Partner with an experienced Business Intelligence Analyst who integrates your key systems, builds executive-ready dashboards in Domo, and maintains your analytics environment so your team can make faster, better decisions.
What You Get
Integration of data from tools you already use (Adaptive Insights, AWS, Filevine Periscope, Greenhouse, NetSuite, QuickBooks, Salesforce, and others) into a unified Domo environment that supports leadership reporting.
KPI dashboards, cards, and visualizations in Domo that answer specific business questions and support operational, financial, and leadership decision-making.
Custom scheduled reports and alerts that deliver timely updates to the right people so issues are surfaced before they become expensive problems.
Cleaning and standardization of your data to prepare for export, migration, or broader data warehouse and reporting initiatives.
Design and management of Personalized Data Permissions (PDP) so users only see the data they should, increasing trust and security.
One-on-one Domo training for key team members to increase internal self-sufficiency without overwhelming non-technical users.
Weekly one-on-one calls to review progress, prioritize new work, and adjust dashboards or data models as your needs evolve.
Embedding of Domo cards, dashboards, and apps into your website or internal tools to bring insights directly into your team’s daily workflow.
How the Retainer Works
You receive a pool of 720 hours for implementation, support, training, and advisory work over the selected term.
Hours can be used flexibly across integration, dashboard development, data clean-up, PDP configuration, embedding work, and stakeholder training.
Weekly calls ensure alignment on priorities so the highest-impact projects are always addressed first.
Who This Is For
Organizations already using Domo (or actively implementing it) that lack internal bandwidth to fully leverage the platform.
Teams that want a dedicated analytics partner to “own” the Domo environment: integrations, governance, dashboard build-out, and ongoing enhancements.
Leaders who want reliable, ongoing BI support instead of repeatedly starting from scratch with short-term contractors.
Work with Jacob Latham as your embedded BI partner
Partner with an experienced Business Intelligence Analyst who integrates your key systems, builds executive-ready dashboards in Domo, and maintains your analytics environment so your team can make faster, better decisions.
What You Get
Integration of data from tools you already use (Adaptive Insights, AWS, Filevine Periscope, Greenhouse, NetSuite, QuickBooks, Salesforce, and others) into a unified Domo environment that supports leadership reporting.
KPI dashboards, cards, and visualizations in Domo that answer specific business questions and support operational, financial, and leadership decision-making.
Custom scheduled reports and alerts that deliver timely updates to the right people so issues are surfaced before they become expensive problems.
Cleaning and standardization of your data to prepare for export, migration, or broader data warehouse and reporting initiatives.
Design and management of Personalized Data Permissions (PDP) so users only see the data they should, increasing trust and security.
One-on-one Domo training for key team members to increase internal self-sufficiency without overwhelming non-technical users.
Weekly one-on-one calls to review progress, prioritize new work, and adjust dashboards or data models as your needs evolve.
Embedding of Domo cards, dashboards, and apps into your website or internal tools to bring insights directly into your team’s daily workflow.
How the Retainer Works
You receive a pool of 720 hours for implementation, support, training, and advisory work over the selected term.
Hours can be used flexibly across integration, dashboard development, data clean-up, PDP configuration, embedding work, and stakeholder training.
Weekly calls ensure alignment on priorities so the highest-impact projects are always addressed first.
Who This Is For
Organizations already using Domo (or actively implementing it) that lack internal bandwidth to fully leverage the platform.
Teams that want a dedicated analytics partner to “own” the Domo environment: integrations, governance, dashboard build-out, and ongoing enhancements.
Leaders who want reliable, ongoing BI support instead of repeatedly starting from scratch with short-term contractors.