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Piterson Alves

Partner and Sales Director at Wolkee

He started on the technical side, moved into consultative pre-sales and today follows Wolkee's BI, data and automation projects from diagnosis to delivery.

At Wolkee, he runs the free 30-minute assessment with the companies that reach out to the team and signs the blog articles on BI, data, automation and AI.

Writes about

  • BI consulting and projects
  • Secure, distributed Power BI
  • Finance in Power BI
  • BI for contact centers
  • Data and automation in energy
  • Process automation
  • Data and AI in management
  • Systems and integration

LinkedIn profile

Articles by Piterson Alves

Report automation: how to stop building spreadsheets every Monday

Report automation: how to stop building spreadsheets every Monday

Report automation in practice: what to automate first, email or dashboard, the project step by step, common mistakes and how to measure the gain.

Business intelligence cost: what goes into the price of a BI project

Business intelligence cost: what goes into the price of a BI project

How much does business intelligence cost? See what goes into a BI project, what Power BI licenses cost and how to estimate your budget.

Power BI Embedded: how to deliver your reports in a branded portal

Power BI Embedded: how to deliver your reports in a branded portal

Power BI Embedded explained: capacity licensing, when it pays off and how to build a reporting portal for customers, with your brand and role-based access.

Custom dashboard in HTML/CSS or Power BI: when to use each (or both)

Custom dashboard in HTML/CSS or Power BI: when to use each (or both)

Custom dashboard in HTML or Power BI? Compare design, licensing, performance, security and maintenance, and see when a hybrid approach pays off.

Power BI RLS: how to make sure each user sees only their own data

Power BI RLS: how to make sure each user sees only their own data

Power BI RLS makes each user see only their own rows. Learn static and dynamic setup, USERPRINCIPALNAME, testing and RLS in embedded reports.

Automated invoice reading: how to use OCR and AI without losing control

Automated invoice reading: how to use OCR and AI without losing control

Automated invoice reading for energy, water, telecom and supplier bills: OCR or AI, validation rules, ERP integration and how to start with a pilot.

What is a data warehouse and why does your company need one?

What is a data warehouse and why does your company need one?

What is a data warehouse: how it differs from a transactional database and a data lake, facts and dimensions, ETL and ELT, layers and how to start small.

Custom software or off-the-shelf: when each one pays off

Custom software or off-the-shelf: when each one pays off

Custom software or off-the-shelf? See when a SaaS or ERP is enough, when custom software pays off, and a checklist to decide with less risk.

Distributed generation credit management: from allocation to billing without spreadsheets

Distributed generation credit management: from allocation to billing without spreadsheets

Distributed generation credit management: how solar credit allocation works, the monthly routine, utility bill auditing and the most common mistakes.

ERP and CRM integration: how to make both systems talk without losing data

ERP and CRM integration: how to make both systems talk without losing data

ERP and CRM integration: what data to sync, methods (API, webhook, iPaaS), source of truth, logs, reprocessing and a step-by-step to get started.

What is Microsoft Fabric and when is it worth migrating your data?

What is Microsoft Fabric and when is it worth migrating your data?

What is Microsoft Fabric: understand OneLake, Lakehouse, Warehouse and capacity, when to migrate from Power BI or Synapse and how to control costs.

Management P&L in Power BI: from chart of accounts mapping to actual vs. budget

Management P&L in Power BI: from chart of accounts mapping to actual vs. budget

Learn how to build a management P&L in Power BI: how it differs from the accounting one, account mapping, subtotals, margins and actual vs. budget.

How to automate processes with Python: what to automate first and how to measure it

How to automate processes with Python: what to automate first and how to measure it

How to automate processes with Python in a company: when it beats RPA, examples by area, a checklist for the first process and how to measure the gain.

How to choose a Power BI consultant: when to hire, what to require and how to judge results

How to choose a Power BI consultant: when to hire, what to require and how to judge results

How to choose a Power BI consultant: when to hire instead of training your team, what a good project includes, questions to ask and red flags.

Call center KPIs: the metrics every manager needs to track

Call center KPIs: the metrics every manager needs to track

Call center KPIs: service level, AHT, ASA, abandonment, FCR, CSAT and occupancy, with formulas and how to build a real-time dashboard.

Call centers in 2026: AI cut manual work, but created a bottleneck no one expected

Call centers in 2026: AI cut manual work, but created a bottleneck no one expected

AI in call centers cuts manual work, but it fails with fragmented data. See which data to prepare, how to get started and how to measure results.

Brazil's free energy market: is your operational data ready for the transition?

Brazil's free energy market: is your operational data ready for the transition?

Brazil free energy market for generators: CCEE settles every hour. See how data and automation cut deviations, PLD exposure and financial losses.

AI built into the product or AI as a buzzword: how to tell the difference before you buy

AI built into the product or AI as a buzzword: how to tell the difference before you buy

How to evaluate AI vendors before you buy: signs of real AI, signs of buzzword, and the questions every manager should ask before signing the contract.

The manager of the future decides with data, not gut feeling

The manager of the future decides with data, not gut feeling

Data-driven decision making: how the manager's role changes, the prerequisites, how to start and the common mistakes. Decide with data, not gut feeling.

Data maturity: what level is your company at?

Data maturity: what level is your company at?

Learn the 5 levels of data maturity, find out where your company stands with three practical questions, and see what it takes to move up a level.

Business Intelligence: what it is and why your data still isn't working for you

Business Intelligence: what it is and why your data still isn't working for you

What is business intelligence? See how the BI cycle works in practice and why having Power BI installed is not enough to make decisions with data.

AI agents: your company already has them. The problem is something else

AI agents: your company already has them. The problem is something else

AI agents for business only deliver on integrated, governed data. See why they fail, how to choose the first use case and how to measure the return.

Brazil's tax reform (Reforma Tributária) in 2026: is your data ready for what comes next?

Brazil's tax reform (Reforma Tributária) in 2026: is your data ready for what comes next?

How to prepare your company for Brazil's tax reform: tax classification in master data, system integration and indicators to avoid IBS and CBS errors.

Cyberattacks: scattered data is an entry point

Cyberattacks: scattered data is an entry point

Scattered data, disconnected systems and overly broad access open the door to attacks. Learn how to protect company data and measure your exposure.