Power BI consulting for Charlotte teams — banking, energy, and healthcare analytics at Fortune 500 speed.
Lets Viz builds, fixes, and manages Power BI for Charlotte-area banks, financial services firms, energy companies, healthcare systems, and enterprise teams. Remote delivery in US Eastern Time. Named analyst, 2-business-day SLA on change requests, first dashboard live in 14 days. Transparent pricing: project builds from $6K, managed retainers from $4K/month — a fraction of a full-time Charlotte hire.
Trusted by banking, energy, and healthcare teams across the Carolinas
What Charlotte teams get from day one
Driving measurable success through data. We help our clients achieve improved KPIs, operational efficiency, and tangible business outcomes.
14
Days to first live dashboard
2 BD
Response SLA on managed plans
8+
Banking & energy stacks built
~⅓
Cost vs. a full-time Charlotte hire
The problems Charlotte teams bring us
The problem
8 regulatory reports that don't reconcile with each other
Days of manual reconciliation before every board or exam
Each team pulls from a different snapshot of core banking data. The loan portfolio number in the risk report doesn't match the one in the finance report. Before every regulatory exam or board meeting, someone spends days reconciling them.
The problem
No BI analyst — and hiring one takes 3 months
Finance and compliance teams doing the work instead
Charlotte BI analyst salaries run $95–130K. The hire takes 3 months minimum. In the meantime your compliance or finance team is pulling the data, and your analytics roadmap is frozen.
The problem
Offshore team built it, EST timezone doesn't work
Overnight lag on every urgent compliance ask
Your dashboard breaks on Friday afternoon and the team that built it is 10.5 hours ahead. Monday morning your CFO is still waiting. We work EST — same time zone as Charlotte.
Not just dashboards — analytics Charlotte's banking and operations teams can act on
We connect and model your data sources — core banking systems, Salesforce, SAP, SCADA feeds, clinical data warehouses, or whatever your stack runs — and build the semantic model first, so every report answers real business questions rather than just displaying numbers.
Charlotte's banking and energy sectors have unique requirements: regulatory reporting constraints, high-volume transaction data, real-time grid telemetry, and audit-ready outputs. We've built models in both and won't oversell what Power BI can do versus what needs an upstream streaming layer.
Your dashboards are built for the people who read them — the CFO sees consolidated P&L and loan portfolio metrics, the risk team sees credit exposure, the operations team sees real-time grid performance. One model, multiple audiences.
Pipelines stay green. Scheduled refreshes are monitored; if a core banking API connection, a Salesforce OAuth token, or a SCADA data export breaks, we fix it before your team opens a blank report on a Monday morning.
When we hand off, you own everything — .pbix files, documented semantic model, a training session. No lock-in. If you ever leave, nothing disappears.
Built for Charlotte's Fortune 500 sectors
Can Power BI handle our regulatory reporting and loan portfolio analytics?
Yes. Charlotte manages more banking assets than any US city outside New York — Bank of America, Truist, Wells Fargo, and Ally Financial are all HQ'd here. We've built Power BI models for financial services firms at this scale: DFAST and CECL regulatory reporting, loan portfolio analytics, credit risk exposure dashboards, and mortgage pipeline reporting connected to core banking systems, Salesforce FSC, and Snowflake.
Can Power BI connect to our SCADA and energy management systems?
Yes. Duke Energy is headquartered in Charlotte and serves 8.2M customers across six states, making it the nation's largest electric utility by customer count. We build Power BI models on top of SCADA systems, OSIsoft PI, SAP IS-U, and Maximo for operational reporting, outage analytics, generation capacity tracking, and regulatory filings.
Can you build HIPAA-compliant clinical dashboards for our health system?
Yes. Charlotte is home to Advocate Health (formed by the Atrium + Advocate merger — one of the largest US nonprofit health systems) and Novant Health, both running clinical data warehouses at significant scale. We build HIPAA-aware Power BI models with RLS so patient data only reaches authorised roles, audit logging, and the governance layer clinical operations teams need.
What Charlotte clients get on a Lets Viz engagement
Our Offerings
Data modeling & semantic layer
Star-schema models built in Power BI Desktop or Fabric, with documented relationships, calculated tables, and row-level security. Handles loan portfolios, energy grid telemetry, and clinical records in a single unified model.
How a Charlotte financial services firm replaced 8 manual regulatory reports with one live compliance dashboard
An anonymised example from a recent engagement — same problem profile as many Charlotte banking and financial services teams.
The challenge
A Charlotte-area financial services firm was running 8 separate monthly reports across their risk, compliance, and finance teams. Each took a full day to compile from core banking exports and Salesforce data, and the numbers didn't reconcile because each team was pulling from different snapshots at different times.
What we built
We built a unified Power BI semantic model connected to their core banking system and Salesforce FSC via Snowflake, with a single consolidated data feed. Loan portfolio metrics, credit risk exposure, and compliance KPIs in one dashboard — refreshed nightly, with row-level security separating what each team and regulatory role can see.
Outcomes
Built for Charlotte's dominant sectors
Banking & financial services
Charlotte is the second-largest US banking center by assets — only New York is bigger. Bank of America ($3.3T in assets), Truist Financial ($535B), Wells Fargo's East Coast HQ, Ally Financial, and LendingTree are all headquartered here. The data complexity is immense: loan portfolio analytics, credit risk exposure, deposit flow monitoring, DFAST and CECL regulatory reporting, and mortgage pipeline dashboards that need to be right before the board meeting. We've built Power BI models for financial services firms at this scale — connected to core banking systems, Salesforce FSC, and Snowflake — and we understand the compliance constraints that govern every number on screen.
Energy & utilities
Duke Energy is headquartered in Charlotte and serves 8.2 million customers across six states — making it the nation's largest electric utility by customer count. The operational data footprint is massive: grid telemetry, outage response metrics, generation capacity, regulatory filings, and customer analytics across a multi-state territory. We build Power BI models on top of SCADA systems, OSIsoft PI, SAP IS-U, and Maximo to give operations, finance, and regulatory teams the live visibility they need. If you're in the energy sector in Charlotte, we know your stack.
Healthcare analytics
Charlotte is home to Atrium Health (now Advocate Health after its merger — one of the largest US nonprofit health systems) and Novant Health, both running clinical data warehouses at significant scale. We build HIPAA-compliant Power BI models for clinical outcomes, patient cohort analytics, cost-per-episode reporting, and population health dashboards — with row-level security so patient data only reaches authorised roles, built to grow from 500 to 50,000 users without a rebuild.
What clients say
A 5-star experience! Lets Viz helped us reduce the data to intelligence cycle by 50% with their Power BI dashboard development. A tremendous, unique selling proposition for our company in the marketplace.
Mike Rogers
President, BDI Agency
Lets Viz built a real-time transaction monitoring dashboard that our compliance team uses daily. The model handles 2M+ events per day with sub-second filters. Delivered in 3 weeks. Exactly what we needed.
Alex
VP Analytics, Financial Services
US #2 banking center expertise — financial services, energy, and healthcare analytics
Charlotte manages more banking assets than any US city outside New York — Bank of America, Truist, Wells Fargo, and Ally Financial are all headquartered here. The data stakes are high: regulatory reporting, loan portfolio analytics, credit risk, and real-time compliance. We've built Power BI models for all three of Charlotte's dominant sectors.
Banking & financial services depth
Loan portfolio analytics, DFAST and CECL regulatory reporting, credit risk exposure dashboards, deposit flow monitoring, and mortgage pipeline reporting — connected to core banking systems, Salesforce FSC, and Snowflake. Built for Charlotte's compliance-heavy financial sector.
Energy & utilities analytics
Duke Energy is HQ'd in Charlotte and serves 8.2M customers across six states. We build Power BI models on SCADA systems, OSIsoft PI, SAP IS-U, and Maximo for operational reporting, outage analytics, generation capacity tracking, and regulatory filings.
Healthcare & clinical analytics
Charlotte is home to Advocate Health (Atrium + Advocate merger) and Novant Health. We build HIPAA-compliant Power BI models for clinical outcomes, patient cohort analytics, cost-per-episode reporting, and population health dashboards with full RLS governance.
Eastern Time coverage, Fortune 500 pace
We work EST — same hours as Charlotte, New York, and London. Fast turnaround on executive asks, board-ready output on schedule, and a named analyst who knows your business.
Consulting vs. staffing agency
Consulting partner (Lets Viz)
- Outcome-scoped: pay for a working dashboard, not open hours
- Senior-only delivery — banking, energy, healthcare depth
- Eastern Time — same hours as Charlotte, New York, London
- Full documentation and model hand-off included
- Managed retainer available with 2BD SLA
- Fortune 500-quality delivery at boutique pricing
Staffing agency / body shop
- Pay hourly regardless of output or quality
- Seniority varies — often get whoever is available
- Generic BI skills, no banking or energy depth
- 3-month hiring cycle before first deliverable
- Exit = starting over with next contractor
- Time zone and availability gaps common
Banking-grade delivery standards, without the Big 4 price tag
A strategic approach tailored to your business needs.
Day 1–2 — Discovery & data audit
We map your existing sources (core banking, Salesforce, SCADA, EHR, data warehouse), identify the highest-value reporting gap, and scope a fixed-price first deliverable.
Day 3–14 — First dashboard live
Semantic model built, pipeline connected, row-level security configured. You see a working dashboard in your environment — board-ready, not a prototype.
Day 15–21 — Pipelines, governance & training
Automated refresh, KPI alerting, compliance documentation, and a handover session with your analysts. Nothing undocumented, nothing that creates dependency on us.
Ongoing — Managed retainer or hand-off
Stay on a managed plan for new reports, model changes, and a 2BD SLA — or take full ownership. We write the documentation either way.
Connects to Charlotte's banking, energy, and healthcare stacks
From core banking systems to SCADA telemetry — we build the pipeline, not just the report.
Banking & Finance
Salesforce FSC · nCino · Fiserv · FIS · Temenos
Cloud & DWH
Snowflake · Azure Synapse · Redshift · BigQuery · dbt
Energy & Utilities
SAP IS-U · OSIsoft PI · Maximo · SCADA · Databricks
Healthcare
Epic · Cerner · Salesforce Health · Health Catalyst
CRM & ERP
Salesforce · HubSpot · SAP · Oracle · Microsoft Dynamics
DBs & Custom APIs
SQL Server · PostgreSQL · REST APIs · Kafka · Webhooks
What does a Power BI consultant cost in Charlotte?
Charlotte Power BI consultants typically charge $150–$300/hr. We publish our rates — no discovery call needed to get a number.
Hourly
10-hr minimum
Best for focused fixes, regulatory report reviews, or DAX optimization sessions.
- DAX review or fix
- Data source troubleshooting
- Report redesign
- No long-term commitment
Project
fixed scope
End-to-end dashboard delivery for banking, energy, or healthcare teams. Fixed price, defined scope.
- Full semantic model build
- Up to 3 connected sources
- Row-level security
- Automated refresh setup
- Handover + documentation
Managed
retainer
Ongoing analyst coverage. New reports, model changes, and 2BD SLA for fast-moving Charlotte teams.
- Unlimited report updates
- Priority 2BD support
- Monthly model review
- Stakeholder-ready exports
Charlotte rates shown. All engagements are remote — no local-office premium. Project rates vary by source count and model complexity.
Wondering what this would cost you?
Answer a few questions and see an honest price range on screen — no email, no call needed.
Serving Charlotte and the greater metro area
Dashboards
Power BI Dashboards We Build for This Industry
Every dashboard below is built specifically for businesses in this market. Each one ships in 14 days — connected to your data, not a generic template.
Locations
Other Power BI consulting locations
We serve major markets across North America — remote delivery, same named analyst, same 14-day SLA.
What Charlotte teams ask before starting
Ready to put Power BI to work in Charlotte?
30-min fit call — no pitch. We'll review your current data stack, scope the first dashboard, and give you a fixed price. You decide whether to proceed. Serving Charlotte, Uptown, South End, SouthPark, Ballantyne, Huntersville, Concord, Mooresville, Fort Mill, and the greater metro area — remotely on US Eastern Time.