About Us

Dedicated to transforming companies into smarter, more successful and empowered organizations.

Preferred Strategies is an employee owned (ESOP) company headquartered in the technology rich Silicon Valley. With over 500 years of analytics and domain knowledge, our team of 25 hardworking, talented people are dedicated to helping organizations turn their ERP and CRM data into decision ready information. We are passionate about building trusting partnerships with our clients, and deliver the competitive advantage they need to make smarter business decisions, improve operational efficiencies, and increase profitability and overall revenue.

Who we help

Based on decades of domain knowledge and experience in ERP, CRM, and analytics, our solutions are tailored specifically for customers who want to connect Power BI and other Microsoft Analytics technologies with the following applications:

How we do it

We have spent thousands of hours developing a Governed Decision Framework called QuickLaunch that transforms data from complex ERPs (JD Edwards and Viewpoint Vista) and Salesforce CRM, into decision-ready information so people can make business decisions faster and with more confidence.

The foundation of QuickLaunch consists of a packaged governed data model and methodology that becomes a single source of truth for companies to effectively integrate and analyze ERP, CRM, and any other data that is important to them.

QuickLaunch intelligently leverages several market-leading technologies, including:

  • Microsoft Power BI
  • Microsoft Excel
  • SQL Server Analysis Services (SSAS) Tabular
  • SQL Server Integration Services (SSIS)
  • SQL Server Reporting Services (SSRS)
  • Azure Data Factory
  • Azure Data Lake
  • Azure Synapse

The Preferred Strategies Difference

Domain Expertise

Over 500 years combined experience in Salesforce CRM, JD Edwards, and Viewpoint Vista ERP knowledge combined with market leading analytics.


Innovative data visualization and analytics functionality across all data sources.


Time to value – Experience improved operational efficiencies, and increased margin, and profitability in 4-10 short weeks.

QuickLaunch Community

Relentless commitment to delivering value through our customer education and training programs.

What drives us

We strive to be an innovator and thought leader in the Data Analytics and Business Intelligence software space. As an ESOP company, every employee has a vested interest in the success of our organization, and failure is not an option. We are constantly striving to exceed our corporate goals, and have adopted Objectives and Key Results (OKRs) to keep team members aligned with the company vision. We are happy to share examples of our current objectives categorized by the following four perspectives of performance:


Provide the highest value experience in order to delight and retain our customers.

Learning & Growth

Create a high-performance team where team members can grow, engage in meaningful work, feel confident with risk taking, and take ownership in their contributions.

Internal Process

Improve the product development process in order to ensure continued timely delivery of QuickLaunch.


Implement sales and marketing initiatives in order to educate customers and grow revenues to maintain financial sustainability.

Our Net Promoter Score (NPS)

We’re not afraid to say that we have our sights set on reaching 100% customer satisfaction and reference-ability. The Net Promoter Score is a well-known gauge we’ve adopted to measure our progress.

Interpreting Our NPS Score

With a range of -100 to +100, a positive score or NPS above 0 is considered “good,” +50 is considered “excellent,” and above 70 is considered “world-class.”

At Preferred Strategies, we are proud of our current near-world-class score of 81, and we will happily continue to share our progress as we strive to reach the +100% mark.

Meet the Team

Management Team

Sales, Marketing & Administration


Professional Services

Product Management & Development

Accelerate Your Data-Driven Journey

We’ve done all the hard work for you and now its time to reap the benefits. Schedule a solution demo to experience the innovative functionality firsthand….no strings attached.