Revenue pace
+8.4%
Ahead of weekly target
Senior technology leadership for the AI era
AI that turns scattered data, meetings, and follow-up into executive clarity.
LUMATARRA helps growing companies build a practical AI operating layer on Microsoft Fabric, Power BI, Azure, Teams, and Copilot workflows - so leaders get trusted scorecards, weekly AI-assisted briefs, exception alerts, and follow-through without burning out the team.
vCIOAI strategyMicrosoft 365FabricPower BIAzureTeamsAI agents
Executive Intelligence Brief
Monday leadership view
Generated from trusted Fabric models, Teams activity, and decision logs.
Margin risk
3
Exceptions need owner review
Open decisions
12
4 due before Friday
AI-generated weekly brief
- KPI movement: pipeline velocity improved, but fulfillment capacity is tightening.
- Decision needed: approve two-week sprint to automate field intake exceptions.
- Follow-up: three owners have stale action items from Monday leadership meeting.
Decision/action log
Review margin risk01
Assign owner02
Send Teams alert03
Teams alert ready: margin risk owner review by 3 PM.
Executive Intelligence
The flagship productized offer: scorecards, AI briefs, risks, decisions, action tracking, forecasting, and follow-through.
AI Agents
Practical automation and workflow support across Teams, Copilot Studio, documents, meetings, revenue, finance, operations, and service.
AI EOS Manager
EOS automation for scorecards, rocks, issues, To-Dos, L10 meetings, accountability, AI insights, and executive follow-through.
Strategic Technology Leadership
Senior technology leadership for the AI era: vCIO, AI and innovation strategy, IT roadmap, governance, and Microsoft investment decisions.
Microsoft Data & BI
The trusted technical foundation: Fabric, Power BI, Azure, data modeling, governance, reporting modernization, and permissions alignment.
Strategic Technology Leadership
Senior technology leadership for the AI era.
LUMATARRA gives growing companies senior technology leadership for the AI era. We help executive teams make clear decisions about AI, innovation, IT modernization, Microsoft investments, data strategy, security, vendor management, and digital operations - then turn those decisions into a practical roadmap your team can actually execute.
Whether you need a fractional CIO, an AI strategy partner, or a trusted advisor to align technology with business goals, we help you move from scattered initiatives to a focused operating plan.
01
Set the strategy
AI, innovation, IT roadmap, vCIO leadership, governance, Microsoft investment decisions, and a clear operating plan.
Go deeper →02
Build the foundation
Microsoft Fabric, Power BI, Azure, cloud, data, security, identity, permissions, and reporting modernization.
Go deeper →03
Turn it into execution
Executive Intelligence, AI agents, Teams workflows, automation, briefs, alerts, decisions, and follow-through.
Go deeper →Service pillars
Five pillars. One operating model.
The architecture stays focused: leadership sets the plan, Microsoft data provides the foundation, Executive Intelligence gives leaders clarity, EOS automation keeps accountability moving, and agents carry repeatable work.
Strategic Technology Leadership
vCIO / Fractional CIO services, AI and innovation strategy, IT roadmap, Microsoft ecosystem strategy, data, cloud, security, vendor oversight, governance, adoption, and change planning.
Learn more →Executive Intelligence
Executive scorecards, KPI strategy, weekly AI-assisted executive briefs, risk and exception alerts, decision/action tracking, forecasting, and business visibility.
Learn more →EOS Automation & AI Insights
AI EOS Manager support for scorecards, rocks, issues, To-Dos, L10 prep, owner follow-up, accountability nudges, and weekly leadership insights.
Learn more →AI Agents & Workflow Automation
Microsoft Teams agents, Copilot Studio agents, document automation, meeting follow-up, revenue, finance, operations, service agents, and Power Automate workflows.
Learn more →Microsoft Data, BI & Cloud Foundation
Microsoft Fabric, Power BI, Azure, data modeling, data governance, reporting modernization, and Purview / permissions alignment.
Learn more →The problem we solve
Growing companies do not need more AI theater. They need the business to run clearer.
Most leadership teams already have Microsoft 365, Teams, dashboards, meetings, and data. The gap is the operating layer that turns all of it into trusted visibility, decisions, and follow-through.
Data is scattered across systems
Leadership numbers live across Power BI, spreadsheets, CRMs, ERPs, project systems, Microsoft 365, and inboxes. Everyone spends too much time reconciling what is true.
Reporting takes too long
Weekly prep depends on people copying, pasting, explaining variances, and rebuilding the same status story again and again.
Leaders do not trust the numbers
Dashboards exist, but the operating model, source logic, ownership, and data governance are not clear enough for fast decisions.
Meetings create follow-up, not accountability
Decisions happen in meetings, but owners, risks, deadlines, and next actions get buried in notes, Teams threads, or memory.
Teams are overloaded
Good people lose capacity to status chasing, exception monitoring, and coordination work instead of judgment, customers, and execution.
AI experiments lack strategy
Teams try tools before leadership has agreed on use cases, governance, adoption, risk, or measurable business outcomes.
Technology spend lacks a business case
Microsoft, AI, vendors, and MSP work are not always tied to the executive priorities leaders need to move.
Executive Intelligence outcomes
The outcome is an executive operating layer, not another dashboard.
We connect Microsoft data, Power BI visibility, Teams workflow, and AI agents into the rhythm of leadership: briefs, alerts, decisions, owners, and accountability.
Trusted scorecards
One executive view of the KPIs leadership runs on, backed by governed Microsoft data models instead of spreadsheet archaeology.
Explore ->Weekly AI-assisted briefs
Concise operating briefs that explain what changed, why it matters, where risk is building, and what leadership needs to decide.
Explore ->Exception alerts
Thresholds, anomalies, missed handoffs, and stale owners surfaced before the weekly meeting instead of after the damage is done.
Explore ->Decision and action tracking
A practical decision/action log that keeps strategy, operations, finance, revenue, and delivery aligned.
Explore ->Cleaner Microsoft data foundation
Fabric, Power BI, Azure, Microsoft 365, permissions, and governance aligned so leaders can trust the operating layer.
Explore ->Practical AI agents
Teams, Copilot, document, meeting, revenue, finance, operations, and service agents that reduce manual work and improve follow-through.
Explore ->Better executive visibility
Risks, owners, decisions, capacity, and performance signals become visible before they become emergency escalations.
Explore ->More capacity without burnout
AI handles monitoring, drafting, summarizing, routing, and follow-up support. People keep control and spend more time on high-value work.
Explore ->What you get in 30 days
A working V1 leadership system your team can use.
We start small enough to ship and concrete enough to matter. The first 30 days should produce working visibility, a repeatable brief, exception handling, and a follow-through loop.
Week 1
AI and technology opportunity map
Identify the highest-value AI, Microsoft, data, workflow, and governance opportunities tied to business outcomes.
Week 2
Executive KPI model
Define the operating metrics, owners, thresholds, data sources, and decision cadence leadership needs.
Week 3
Scorecard concept
Build the first Power BI or Fabric-backed leadership view on trusted Microsoft-connected data.
Week 4
Weekly AI executive brief prototype
Generate a practical brief with KPI movement, risks, decisions needed, and next actions.
Week 4
Exception alert workflow
Set first alert rules for missed targets, margin risk, stalled work, or owner follow-up.
Week 4
Teams-based follow-up workflow
Route alerts, briefs, and follow-up into the channels leaders already use.
Week 4
Decision/action log
Track decisions, owners, due dates, stale commitments, and unresolved blockers.
Week 4
Implementation roadmap
Sequence the strategy, foundation, Executive Intelligence, agents, governance, and adoption work into an executable plan.
Sample AI Executive Brief
The weekly brief should tell leaders what needs attention.
This is the product feel buyers need to understand: scorecard plus brief plus actions. Not a generic consulting deck.
AI Executive Brief
Week of Monday
KPI movement
Revenue pace up, margin risk rising in two projects.
Risks
Three open decisions blocking delivery capacity next week.
Decisions needed
Approve field intake automation sprint by Friday.
Action items
Five stale owners, two escalations ready for Teams.
Offer ladder
Strategy, foundation, then Executive Intelligence.
This keeps the work practical. Set the strategy. Clean the data. Build the scorecard. Add AI-assisted briefs, alerts, agents, and follow-through when the foundation can support it.
01 / Foundation
LumaSentials
Clean, governed data foundation. We connect and structure the Microsoft data layer so leaders can trust the numbers before AI touches them.
Learn more →02 / Visibility
LumaSights
Power BI scorecards, dashboards, semantic models, and executive reporting that reduce manual status work and make performance visible.
Learn more →03 / Decision layer
LumaSphere / Executive Intelligence
AI-assisted briefs, alerts, workflows, decision support, and follow-through built on the Microsoft operating stack.
Learn more →Role-based use cases
Built around how leaders actually run the business.
Each leader sees a different pain. The operating layer should connect them without forcing everyone into another tool.
CEO / Owner
Struggle: Too much noise and not enough trusted visibility.
LUMATARRA gives them: A concise executive brief, scorecard, decision list, and AI opportunity map.
Outcome: Clearer priorities, faster decisions, and better operating focus.
COO / Operations Leader
Struggle: Follow-up, owners, risks, and exceptions disappear between meetings.
LUMATARRA gives them: Owner visibility, Teams alerts, decision/action tracking, and workflow automation.
Outcome: Better accountability without adding more status meetings.
CFO / Finance Leader
Struggle: Financial and operating data do not line up fast enough for decisions.
LUMATARRA gives them: Trusted KPI models, margin/cash/forecast views, exception alerts, and governed data paths.
Outcome: Cleaner numbers, earlier risk signals, and less manual reporting drag.
Revenue Leader
Struggle: Pipeline, forecast, handoff, and account risks surface too late.
LUMATARRA gives them: Revenue scorecards, stuck-deal alerts, account follow-up workflows, and AI-assisted briefs.
Outcome: Better forecast visibility and fewer missed follow-ups.
IT / MSP Leader
Struggle: AI demand is rising, but security, permissions, governance, and supportability have to hold.
LUMATARRA gives them: Microsoft-aligned architecture, Entra/Purview patterns, data governance, and implementation roadmap.
Outcome: Business-safe AI adoption that IT can support.
Professional Services Leader
Struggle: Delivery, utilization, client commitments, and follow-up depend on too much manual coordination.
LUMATARRA gives them: Executive scorecards, delivery risk alerts, meeting follow-up automation, and decision tracking.
Outcome: More capacity and fewer execution surprises.
Security & governance FAQ
Practical AI inside the Microsoft controls buyers already trust.
No vague AI black box. The system is designed around Microsoft identity, permissions, governance, and reviewable workflows.
Security architecture
1 Customer Microsoft environment
2 Microsoft 365 / Teams
3 Fabric / Power BI / Azure
4 Copilot / Azure OpenAI / agents
5 Entra ID + permissions + Purview governance
Where does customer data live?
Where applicable, customer data remains in the customer-controlled Microsoft 365 and Azure environment. We design around the existing tenant, data boundary, and governance posture.
How is identity handled?
Identity and access are aligned to Microsoft Entra ID / Azure AD, role-based permissions, conditional access, and existing approval patterns.
How do you avoid an AI black box?
We ground AI outputs in governed data models, visible source systems, reviewable prompts/workflows, audit trails, and human approval where decisions matter.
How does governance work?
Governance aligns to Microsoft Purview concepts, existing permissions, sensitivity, lineage, and the controls the client already uses.
Proof and conversion assets
Make the offer tangible before the sales call.
Buyers should see the kind of operating system they are getting: briefs, scorecards, alerts, workflows, governance answers, and example scenarios.
Sample Executive Intelligence brief
A weekly view of KPI movement, risks, decisions needed, and follow-up.
Sample dashboard / scorecard
A Power BI-style leadership view showing the operating metrics that matter.
Sample Teams alert
Exception routing into the channel where the owner can act.
Sample AI agent workflow
A practical workflow for meetings, documents, revenue, finance, operations, or service follow-up.
Security and governance FAQ
Plain answers about Microsoft identity, permissions, Purview alignment, and reviewable workflows.
Anonymized operating scenarios
Concrete examples of how scattered data turns into decisions, owners, and measurable execution.
AI and executive intelligence FAQ
Plain answers for leaders comparing AI strategy, Microsoft Fabric, Power BI, and AI agents.
Search engines and buyers need the same thing: clear answers. This is the short version of where LUMATARRA fits and why the work matters.
What does LUMATARRA do?
LUMATARRA provides senior technology leadership for the AI era. We help growing companies choose, build, and operate practical AI, Executive Intelligence, EOS automation, Microsoft Fabric, Power BI, Azure, Teams, and AI agent workflows that improve visibility, productivity, and follow-through.
What is Executive Intelligence?
Executive Intelligence is an AI-assisted operating layer that turns scattered data, meetings, and follow-up into trusted scorecards, weekly briefs, exception alerts, decisions, owners, and action tracking.
Who is LUMATARRA best for?
LUMATARRA is best for growing companies whose leaders need better visibility across data, finance, operations, revenue, delivery, meetings, Microsoft 365, and follow-up without adding more manual reporting burden.
What Microsoft technologies does LUMATARRA work with?
LUMATARRA focuses on Microsoft Fabric, Power BI, Azure, Microsoft 365, Teams, Copilot workflows, Power Automate, Entra ID, and Purview-aligned governance.
How fast can a first version ship?
A focused first version can often be scoped quickly and built around a 30-day operating target when the right data, stakeholders, access, and decisions are available.
Can LUMATARRA automate EOS?
Yes. LUMATARRA can build an AI EOS Manager layer that supports scorecards, rocks, issues, To-Dos, L10 prep, owner follow-up, and weekly AI insights inside Microsoft 365, Teams, Power BI, and Fabric.
Start with the operating review
Find the AI opportunities that improve visibility, follow-through, productivity, and decisions.
We will map the best Microsoft-aligned opportunities, identify where Executive Intelligence can ship first, and define the smallest useful V1.