Automation. Analytics. AI. Done Right.
From messy spreadsheetsto AI-driven insights.
AI-powered analytics for small and midsize businesses.
We clean, connect and model your data, then build the dashboards, automated reports and AI agents that turn it into daily decisions: one single source of truth, real-time insights, and the ability to ask your data questions in plain English. Atlanta-based, serving small and midsize businesses nationwide. The through-line: find the manual, error-prone process, automate it, teach the team to run it, and give everyone their time back for the judgment-heavy work. Backed by 17 years in healthcare finance and analytics.
10,000+ hours of manual work saved and counting.
Healthcare & Finance Analytics
Python & SQL
Successfully Delivered
Enterprise Experience
What We Build
We take your data from scattered spreadsheets to scalable systems—automating the repetitive, visualizing the important, and predicting the profitable.
Business Process Automation
Eliminate repetitive manual tasks with Python-powered workflow automation. We've built systems that generate thousands of documents automatically, process data across multiple sources, and turn hours of work into minutes.
Learn more about Business Process Automation →Analytics & Dashboard Reporting
Tableau and Power BI reporting that pulls out the insight, not just the number: automated data exploration, variance and driver analysis, and unstructured data (documents, notes, email) turned into reportable fields. Speed to insight for leadership.
Learn more about Analytics & Dashboard Reporting →AI & Machine Learning
Predictive models, anomaly detection, and forecasting systems. We build models that surface hidden patterns in your data and help you act before problems arise.
Learn more about AI & Machine Learning →Agentic AI & Context Engineering
Custom AI agents that plan, use your tools and finish the work, on Claude, OpenAI and Gemini or on private local LLMs. Context engineering, agent evals, agentic engineering for your codebase, and enterprise AI adoption training.
Learn more about Agentic AI & Context Engineering →Data Engineering
Database systems and pipelines built for speed to insight: Snowflake, BigQuery, Teradata, PostgreSQL. Data lands, gets validated, and feeds reporting directly, with migrations off legacy systems done without disruption.
Learn more about Data Engineering →Custom automation that saves hours. Dashboards that surface insights. AI that drives growth.
Packages built the way buyers think
Bounded, fixed-scope offers with a clear outcome. Every one is quoted after a free 30-minute call, and the 30-day dashboard is the front door most clients walk through first.
1 week
Data Health Check
Know what your data can and cannot tell you, in one week.
- •Audit of your data sources, quality and reporting gaps
- •A scored readiness report: what is AI-ready, what needs cleaning, what is missing
- •A prioritized 90-day plan with the fastest wins first
Best for: Companies that know the numbers are off but not why, or that want to start with AI on solid ground.
30 days
Dashboard in 30 Days
One KPI dashboard, built from scratch, connected to live data, in 30 days.
- •Agreed KPI definitions: one single source of truth
- •Tableau or Power BI dashboard wired to your systems with automated refresh
- •Insight layer: variance, drivers and anomaly flags, plus training for your team
Best for: The front door for most clients. Concrete, fixed-scope, and it exposes exactly which data needs cleaning next.
3 to 5 weeks
Automated Reporting Setup
Weekly executive summaries written and delivered without a human in the loop.
- •Pipelines that pull, clean and reconcile the numbers on schedule
- •Automated narrative reporting: the AI writes the executive summary from the numbers
- •Delivery to email, Slack or Teams with exception alerts
Best for: Leaders who want the Monday report waiting for them, not built by someone on Sunday night.
4 to 8 weeks
AI Analytics Agent Build
Ask your data questions in plain English and get answers, charts and next steps.
- •An agent with governed access to your data: RAG over your business data, SQL it writes and checks itself
- •Cloud model or private local LLM, your choice
- •Context engineering, an eval set of real questions, and monitoring
Best for: Teams that already have a warehouse or clean tables and want conversational analytics on top.
Monthly retainer
Fractional Analytics Partner
A fractional analytics lead on retainer, without the full-time hire.
- •Monthly capacity for dashboards, pipelines, agents and ad-hoc analysis
- •Standing weekly review of the numbers with leadership
- •Data literacy coaching so your team asks better questions of the data
Best for: Companies too small to hire a data lead and too big to keep running on spreadsheets.
Real Results From Real Projects
Healthcare Claims Automation
Automated claims and membership reporting with Python + Tableau. Reduced reporting time by 70% and freed analysts to focus on strategic work.
Document Generation System
Built a Python/SQL system that generates 10,000+ documents automatically with conditional logic—eliminating manual errors and saving thousands of hours annually.
Executive Dashboard Suite
Created 25+ self-serve Tableau dashboards serving 500+ end users. Leadership gets instant insights; teams stop building spreadsheets.
Quantitative Analytics in Capital Markets
Custom statistical models for market analysis, anomaly detection, and algorithmic trading strategies. Our models have achieved consistent positive returns through data-driven signal detection.
10,000+ hours saved. 30+ automated workflows. 60-80% faster reporting. Results that speak for themselves.
Hiring an analyst vs. AI-powered analytics
Most small and midsize companies do not need a data department. They need one trusted source of truth and the automation that keeps it current.
The usual route
- –A full-time analyst: salary, benefits, ramp-up, and a single point of failure
- –Months before the first dashboard is trusted
- –Tooling and warehouse decisions made once, by one person
- –Reports still built by hand when that person is out
With TrendLab Analytics
- ✓A fractional analytics lead with 17 years in healthcare finance and BI, plus the agentic toolchain
- ✓A working dashboard in 30 days, connected to live data
- ✓Pipelines and automated narrative reporting that keep running without you
- ✓Your team trained to run it, so the value stays when the engagement ends
Principal Consultant
Tony Williams
Meet the Principal Consultant
Tony Williams brings 17+ years of healthcare finance, underwriting, and analytics experience to every engagement. With a decade of Python and SQL expertise, he's built data solutions for Blue Cross Blue Shield, Aon Hewitt, Willis Towers Watson, and OneDigital.
Today he leads enterprise AI adoption at a Fortune 500 financial institution and works daily in the agentic toolchain: Claude Code, Codex CLI, GitHub Copilot CLI, Gemini CLI and localized LLMs on Windows, macOS and Linux. Toolkit: Python (expert), SQL (expert: Snowflake, BigQuery, Teradata, PostgreSQL), Tableau (advanced), AWS.
Based in Atlanta, Tony combines enterprise-grade technical skills with practical business acumen—delivering solutions that actually get used and drive results.
A Simple Process. Real Results.
Discovery Call (Free)
30-minute call to understand your challenges and goals
Solution Design
We map out the technical approach and timeline
Build & Iterate
Agile development with regular check-ins
Deploy & Support
Launch with documentation and ongoing support options
Questions people ask before they call
Straight answers. If yours is not here, the discovery call is free.
What does TrendLab Analytics do?
TrendLab Analytics is an Atlanta, Georgia data and technology consultancy that builds custom business process automation, insight-driven analytics and dashboard reporting, AI and machine learning, agentic AI systems on cloud and local LLMs, and the database systems and pipelines that get data to insight fast, for small and mid-size businesses across the United States.
Who is TrendLab Analytics for?
Owners and leaders of small and mid-size companies who are running critical work in spreadsheets, rebuilding the same reports every month, or sitting on data they are not using. Most clients are in healthcare, insurance and benefits, financial services and professional services.
How much do your services cost?
Every engagement is quoted as a fixed scope after a free 30-minute discovery call, so there are no hourly surprises. First automations and dashboards are scoped to pay for themselves quickly in hours saved.
How long does a typical project take?
First automations ship in 2 to 6 weeks, dashboard suites in 3 to 6 weeks, AI feasibility passes in 1 to 2 weeks, and data migrations in phases of 2 to 4 weeks each.
Do you work with companies outside Atlanta?
Yes. TrendLab Analytics is based in Atlanta and works with clients across the United States remotely, with on-site sessions available in the Atlanta area.
Who will actually do the work?
Tony Williams, the principal consultant, with 17 years in healthcare finance, underwriting and analytics and a decade of production Python and SQL. You work directly with the person building your system.
What tools do you build with?
Python (expert), SQL (expert: Snowflake, BigQuery, Teradata, PostgreSQL), Tableau (advanced) and Power BI, AWS, and the agentic AI toolchain: Claude Code, Codex CLI, GitHub Copilot CLI, Gemini CLI, the Claude, OpenAI and Gemini APIs, and local LLMs on Windows, macOS and Linux.
Do you build AI agents, and can they run on local LLMs?
Yes. We build custom agents that plan, use tools and finish multi-step work across your data and apps, on cloud models or on local LLMs when data cannot leave your network, with context engineering and evals so they are reliable.
Do you offer fractional analytics or a fractional data analyst?
Yes. The Fractional Analytics Partner package is a monthly retainer that gives you a fractional analytics lead: dashboards, pipelines, agents and a standing weekly review of the numbers, without the full-time hire.
Can we ask our data questions in plain English?
Yes. The AI Analytics Agent Build delivers conversational analytics: an agent with governed access to your data that answers business questions, produces the chart, and shows the SQL it ran. On a cloud model or a private local LLM.
Do you specialize in healthcare and benefits analytics?
Yes. Claims and membership reporting, benefits and underwriting analytics and financial forecasting for clinics, benefits brokers, TPAs and healthcare startups, built on 17 years in healthcare finance. See the healthcare and benefits analytics page.
What is the through-line of your work?
Find the manual, error-prone process, automate it, teach the team to run it, and give everyone their time back for the judgment-heavy work that deepens actionable insight.
Is TrendLab Analytics a Black-owned business?
Yes. TrendLab Analytics is a Black-owned data and technology company founded by Tony Williams in Atlanta, Georgia.
Let's Talk About Your Data Challenges
(and build something together)
No pressure. No spam. Just a conversation.
Prefer email? Reach us at inquiries@trendlabanalytics.com