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About

Senior data counsel for operators who've outgrown the pitch deck.

Canopy Analytic helps leadership teams avoid expensive mistakes in data, AI, and the systems that depend on them. We've trained over a thousand practitioners on Power BI and delivered work inside 45 of the Fortune 500.

Who we are

Practitioners who watched the same loop break too many times.

Canopy Analytic was founded by practitioners who had watched the same failure mode play out across dozens of organizations: an initiative gets funded, work begins, the deliverable arrives a quarter later — and the underlying question is somehow less resolved than it was at kickoff.

The root cause is almost never the technology. It is the framing. Teams pursue the wrong question, define the data imprecisely, and ship a polished artifact the business does not trust. We built Canopy to interrupt that loop before it consumes another quarter and another seven figures.

What we do

Three engagement shapes. The same principals end to end.

Strategy, Execution, and Training. Strategy determines what should happen and why. Execution delivers it. Training ensures the capability persists after we leave. The same principals lead each engagement end to end; there is no handoff to a junior bench.

Our work spans the Four A's of Data — the lenses we run every engagement through.

Analytics

That drives decisions, not vanity dashboards.

Artificial Intelligence

Applied to the unstructured majority of enterprise content.

Automation

That retires repetitive work without bespoke handoffs.

Applications

That capture decision-grade data the existing systems do not.

How we work

Tool-honest. Senior on every call.

We work primarily in the Microsoft data ecosystem — Power BI, Fabric, Azure, Azure OpenAI, Document Intelligence — because that is where most of our clients' data already lives and where the integration story is strongest. We are tool-honest: when a different platform is the better fit for your environment, we say so on the first call.

Most engagements begin with a conversation. Tell us what you are trying to resolve. We will tell you candidly whether we can help, whether a different firm is a better fit, or whether the problem does not yet warrant outside help.

Operating principles

How we hold ourselves to the work.

Business-first

Every recommendation traces back to a decision on the table and a metric that has to move. Technology serves the outcome; we don't reverse the relationship.

Relationships matter

We engage directly with the people doing the work and the leaders setting direction — getting specific about the technical, organizational, and political constraints in play. Trust earned early is why the strategy survives contact with execution.

Exceptional technical competence

Deep, current expertise across the Microsoft data platform — Power BI, Fabric, Azure, Azure OpenAI, Document Intelligence. We see architectural trade-offs and downstream consequences before they compound into rework.

Honest guidance, not a pitch

We recommend the right move for the business, including the move that scopes us out of the work. We've seen too many strategies that won the room and lost the year.

Pressure-tested AI

Optimistic about the technology, disciplined about the use cases. We concentrate on the narrow set of applications where AI measurably augments decision quality, throughput, or margin — and we are direct about the rest.

Training that changes behavior

Generic training is a sunk cost. We teach inside your data, against your real problems, so capability transfers to the desk on day one and compounds from there.

Get in touch

Tell us what you're trying to figure out.

Strategy, execution, training — or a specific decision in front of you that warrants a second, technically credible perspective. Every inquiry is read by a principal; we respond within one business day, usually the same day.