Data integration & business intelligence consulting.

A dashboard cannot fix conflicting source definitions or incomplete data. PB Dataworks starts with the business question, inventories the available records, and builds the integrations needed to answer it.

Our work connects advertising platforms, POS and commerce systems, CRM activity, accounting, guest feedback, practice management, and approved operational sources. Platform experience includes Toast, Shopify, Open Dental, Google Ads, Meta Ads, Ovation, Thanx, HighLevel, Restaurant365, and OpenEye.

API integration, scheduled exports, and source-specific pipelines are selected according to the access each platform actually provides. A proposed workflow remains distinct from a verified integration.

We preserve source evidence, parse records consistently, establish durable mappings, and define measures before presenting them in a dashboard. Each client keeps a separate data boundary; one client's records and credentials are not reused for another.

• Source inventory, access review, and an agreed reporting scope.
• API integrations and repeatable data pipelines.
• Location, customer, account, and campaign mappings where records support them.
• Reconciled business measures and clear reporting definitions.
• Refresh monitoring, recovery paths, and a responsible reporting owner.

You keep your POS, CRM, and practice software. The reporting layer brings their evidence together without pretending that every system owns the same measure.

Campaign spend, platform conversions, CRM leads, and collected revenue are separate source populations. We identify the links that can be verified and retain unmatched or ambiguous records as explicit measurement gaps.

Attribution windows, customer identity, refunds, late arrivals, and source authority are agreed for the specific question. Reported return on spend is based on those definitions, not an assumption that similar dates or totals prove a sale came from a campaign.

That makes the result useful for owners deciding what to fund, investigate, or improve, while preserving the distinction between correlation and verified attribution.

We agree on one useful reporting outcome and the evidence needed to support it. The first build is bounded and tested for counts, keys, mappings, reconciliation, and repeatable refreshes before expanding to more sources or history.

Whether you operate restaurants, dental practices, or a growing business, start by sharing the tools you use and the decision your reporting should support. We will map the connections and the limits together.