Business Intelligence

Gain Actionable Insights From Your Data

You’ve heard a lot about how data can help drive business decision-making, but maybe you’ve had a bad experience, or you’re not even sure where to start. We’re here to tell you that data can help you make better decisions as a business, but that you should engage with a partner (like us) to help you configure and optimize your business data through software designed to point you in the right direction. That’s why we’re proud to offer SMB Intelligence, powered by Microsoft’s Power BI.

How Our Solution Can Solve Business Intelligence Issues

“I’ve looked into Business Intelligence before, but I feel like only a few people at our firm would ever look at it.”


Power BI is designed to work at any scale –– whether it’s one person diving into the information, or an entire division. We can help you configure it to make sense for what you need.

“Business Intelligence feels complicated.”


Don’t let Business Intelligence scare you –– but remember that your technology partner (like us!) matters just as much as the software you choose. We’re here to make sure that it works the way you need it to.

“I’m worried that a Business Intelligence platform is going to miss information that’s vital to our unique situation.”


Power BI has over 120 free connectors to applications like Salesforce, Excel, Dynamics 365 and more –– so it’s designed not to miss crucial information.

“Business Intelligence sounds expensive.”


Here’s what is expensive –– not knowing where your business isn’t running as efficiently or profitably as it can. Plus, if you choose SMB Cloud as your hosting provider, you get SMB Intelligence for free.

The SMB Way: Offering A Solution

dynamics gp

Microsoft Power BI

Power BI from Microsoft is the leading Business Intelligence platform in the world. Power BI can provide your business with self-service analytics at an enterprise scale. If you need to stream analytics in real-time so that you can turn your insights into actions, Power BI may be right for your business. Microsoft Power BI also includes industry-leading artificial intelligence, native Excel integration and end-to-end security protection so that your data stays under your control. To learn more about how Microsoft Power BI can help you unlock and understand your business data, click below.


SMB Intelligence

SMB Intelligence is our own, unique offering to serve your business intelligence needs. Built on Microsoft Power BI, SMB Intelligence adds significant value to the core Microsoft offering by configuring reports, visualizations and common tasks from the very start. We understand that many of our users want to use their data to make better business decisions, but don’t have the time to configure a platform like Power BI from the ground up. That’s why we’ve developed SMB Intelligence so we can offer a business intelligence solution that’s ready to harness your data into actionable insights from day one. Best of all, SMB Intelligence is free to SMB Cloud hosting users. If you’re interested in learning more about SMB Intelligence, click below.


Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

Jeremy is responsible for SMB Suite’s technology vision, strategy and implementation and is the architect of the Company’s Dynamics Cloud Platform. Highly adept in every facet of managed services, ERP systems and e-commerce platforms, Jeremy’s expertise spans the implementation and support of business and financial software solutions, as well as the customization and integration of SMB Suite’s cloud ERP technology stack. He holds numerous Microsoft and industry-related certifications, and was primarily responsible for designing the Company’s progressive business services platform in the early days of the Cloud. Prior to SMB Suite, Jeremy served as the financial analyst, systems administrator, and information systems liaison for a $2 billion financial services corporation.

Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.