FreshBI

2018 – 2024

As the strategic consultant and service designer at FreshBI, I played a very crucial role in enhancing their website brand strategy, creating compelling sales collateral, and developing powerful dashboard designs through Microsoft Power BI to assist their clients using their data to drive their key business decisions.

I was also in charge of building the brand strategy for their spin-off business, AntiPrem, which targeted premium high-end clients by offering a full-scale turnkey data solution through the Microsoft Azure platform.

Strategic Consultant Since 2018

FreshBI is a cloud-based business intelligence consultant company that specializes in transforming customer data into actionable insights through Microsoft PowerBI dashboards, enabling clients to make key business decisions by having a high level understanding of their business operations. 

As the strategic consultant for FreshBI, I have been working with Craig since 2018. My role involved optimizing FreshBI’s brand strategy, streamlining its content, and ensuring consistent messaging to potential clients. My goal was to ensure any external messaging was clear, consolidated and concise.

Through my involvement, FreshBI was able to sign 2-3 clients a month, and grow its team from just 3 founders to 20+ Power BI Coaches & Developers over 6 years.

Squarespace

Mailchimp logo featuring a monkey mascot with a hat and the word 'mailchimp' in bold letters, representing email marketing and business automation tools.

Mailchimp

Adobe Creative Cloud logo featuring a red cloud icon with the Adobe name and Creative Cloud text underneath, representing a suite of design and productivity software for business automation solutions.

Adobe Cloud

FreshBI website showcasing data solutions and business intelligence services with a focus on workflows to dashboards using Microsoft Power BI, including client testimonials from Intel, British Columbia, and AIG.
Smiling man with dark hair and a beard wearing a white shirt, standing in front of a brick wall.

Joseph has been a key player in our team in our quest to build a framework that communicates exactly what our company, FreshBI, is and what we can offer to our customers. He has the ability to listen to the business owner’s story and independently translate that into a succinct and visual message. He is always on time and on budget and most importantly, always delivers a high quality product with high service levels. I would recommend Joseph to any company, anytime.

Craig Juta
CEO @ FreshBI

FreshBI website displayed on a laptop and smartphone, showcasing data dashboards and business intelligence solutions. The screen highlights 'Beautiful Dashboards, Intimate Relationships' with a focus on enhancing business data connections.

Website Enhancements

The FreshBI website is built through Squarespace. With clear messaging, modern visuals, and consolidated product pages to enhance the user experience.

With significant growth over the years, FreshBI is now a Microsoft Power BI Silver Partner and has experienced major website traffic since the beginning, allowing them to operate with a remote team across Victoria, BC to Houston, Texas.

Person using a tablet with FreshBI data analytics dashboard, featuring graphs and metrics related to beverage, golf performance, and retail performance. The dashboard displays visual data on circles, representing FreshBI's capabilities in business intelligence and data solutions.

Visual Dashboards

I collaborate with FreshBI’s Power BI coaches in incorporating the branding and design elements from their clients.

Together, we ensure that the visual elements of the dashboards align with their identity, empowering them to make informed decisions quickly and effectively while leveraging our expertise in data visualization.

Madeline Henderson
CEO @ FreshBI

Additional Projects Completed

Kindly note that I am bound by a nondisclosure agreement, which prohibits me from sharing any work done for FreshBI clients. However, there are various branding documents created for FreshBI that I am permitted to share.

FreshBI infographic showcasing milestones from 2021 highlighting events like Backlog Report, Data Warehouse, BI Expansion, Financials, and Training with related images and descriptions, emphasizing a successful year for data solutions and business intelligence.

Annual Report

This annual report was created to highlight the progress made throughout the year, and sent to external clients for building relations and for branding.

Data dashboard image showcasing Sage Intacct Profit & Loss analysis. Displays key financial metrics like revenue, direct costs, gross margin, payroll, and overhead expenses over time. Includes a highlighted section for August with detailed figures and ROI indicators.

Internal Revenue Dashboard

This is an internal dashboard within the company to better understand revenue progress throughout the year between each division. Note that the numbers here are theoretical.

Process Optimization Infographic

This is a visual guide designed to help organizations understand key strategies for streamlining workflows and enhancing efficiency in their internal processes.

FreshBI Dashboard Commandments chart showcasing guidelines for data visualizatio

Dashboard Commandment Guide

Created to consolidate our dashboard creation process so that our branding strategy is consistent and messaging is concise. All dashboards go through various checks to ensure top quality.

Data Governance Maturity Model

A structured framework that organizations use to evaluate and enhance their data governance practices over time. Used as an internal training document for organizations to assess their current capabilities, identify areas for improvement, and implement best practices.

Heavy Equipment Dashboard

A high-level dashboard designed for top management to better understand or used as a template for approaching potential clients to show them the possibility of what we can do with their data.

We started implementing AI ahead of the curb to make it easier for the clients to get answers out of their data.