Business Intelligence Companies & Consultants in Southington, CT

Agility Cubed is a small business and technology consultancy based in Connecticut. It helps organizations turn scattered data into dashboards and reports that managers can act on. Its work combines business intelligence, analytics and strategic advice, and Microsoft Power BI and Excel are its main tools. Buyers looking for a hands-on partner to design reporting around their own needs, rather than a packaged analytics product, will find it focuses on custom solutions for each client.

How the BI practice works

The firm runs its BI engagements in clear phases. A project starts with planning and lining up resources. The team then collects the client's data, cleans it and gets it ready for modeling. In the modeling phase, consultants design and reshape the data structures following accepted best practices. Next they write custom DAX calculations to drive the visuals. The last phase is visualization and reporting, where the modeled data becomes dashboards that people can interpret and use.

Alongside dashboard work, Agility Cubed builds data platforms. These centralize information so it stays accurate, consistent and current. It can also set up Power BI or another end-user BI tool to draw on systems a client already runs, such as data marts, operational data stores and data warehouses. Its main services include:

• Power BI implementation, development and dashboard tuning
• Data analytics and KPI definition
• Centralized data platform design
• Project management
• Marketing campaign and brand strategy consulting
• Staff augmentation backed by an IT skills gap analysis

Project examples

The case studies on the firm's site focus on sales and marketing analytics. Examples include:

• A customer journey dashboard that tracks visitors from their first landing on a website through to registration, combining six sources including Adobe Analytics, GitHub and Meetup
• A scorecard and pipeline dashboard showing, by region, what share of pipeline seats is needed to reach targets
• Reports on website demand generation and content performance
• A worldwide sales opportunity dashboard that drills down by country and segment
• A custom .NET application that tracks support escalations in real time, with win/loss, competitor and regional trend analysis

Product and staffing options

The firm also offers VAANGO Smart Desk, an AI-driven front desk suite that uses facial recognition. It is sold as software-as-a-service or for on-premise installation, with reporting features and integration with existing systems. The company says this product has users in both India and the United States. Separately, its staff augmentation service places experienced contractors on new or ongoing client projects.

Background and approach

Agility Cubed is led by Wajid Ahmed, its CEO and founding partner. The firm says its work is guided by honesty, agility and commitment. Client testimonials describe it as acting as a trusted advisor rather than just a vendor, and mention dashboards built for executives, distributors and field teams.

One reviewer identifies as a long-time Microsoft employee, which suggests experience with large enterprise teams. Prospective clients can book a briefing with the CEO or ask for a demo of the firm's dashboards and AI application before committing to a longer engagement.

COCC is a financial technology provider based in Southington, Connecticut, that builds and operates systems for community banks and credit unions. Its customers actually own the company: the firm runs as a cooperative, which was set up in 1967 so that the founding institutions could control the features, costs and delivery of their own technology.

Several of those founding banks still use COCC today. For buyers in the Business Intelligence category, COCC is worth a look for one main reason. It puts reporting and analytics inside a wider core processing platform, and does not sell them as a separate analytics product.

Data and Analytics Offerings

COCC's Data & Analytics line gives financial institutions ways to turn their account and transaction data into information managers can act on. The firm's history page notes that it began offering clients real-time data access through INSIGHT Apps in 2011. The current analytics lineup includes:

• Executive Dashboards that give leadership a summarized view of institutional performance
• Marketing Analytics for understanding customer segments and campaign results
• Profitability tools for measuring performance across products, relationships and units

These tools work alongside the rest of the COCC stack: its core banking system, digital banking, cash management, its ConnectSuite offering, document services, item processing, TrueChecks®, and consumer and mortgage loan origination. Because the core runs on an open relational database, all of these products draw on the same set of data.

COCC says it was the first processor of its kind to move its whole client base off a proprietary legacy system onto an open core platform. It finished that migration in 2003.

Security, Infrastructure and Managed Services

Beyond analytics, COCC provides managed cybersecurity, including continuous security monitoring, managed endpoint detection and response, email encryption, web filtering, secure web hosting and remote access. Its network services include backup as a service, data communications, patching and round-the-clock WAN monitoring. It also hosts client infrastructure in a private cloud and lists itself as a qualified multitenant hoster. Other managed offerings include marketing services, recruitment support and payments.

How COCC Works With Clients

COCC describes its client relationships as partnerships. It gathers feedback through executive visits, client report cards and surveys, a dedicated client success team, strategic product visits and educational events. The firm says it was the first data center to grade its own service quality through client report cards, a practice it started in 1980. It also integrates third-party fintech products through an open architecture rather than requiring clients to use only its own tools.

Background and Credentials

COCC began in Hartford, later moved to Avon, and is now based in Southington. It serves institutions across New England, New York, New Jersey, Pennsylvania and Ohio, and reports supporting more than $100 billion in client assets. Its growth includes the purchase of Western Massachusetts Computer Center in 1988 and CUVision of Rochester, New York, in 2003. Richard A.

Leone has led the company since 2002 and now serves as chairman, CEO and president. The executive team includes a chief security officer, a chief technology officer and a chief product development officer.

COCC has been named a Connecticut Top Workplace every year since 2011, and its other honors include Great Place to Work certification, Marcum TechTop40 listings and a Stratus Award for cloud computing.