What Preferred Strategies does

Preferred Strategies, operating commercially as QuickLaunch Analytics, Inc., is a private US-based enterprise analytics software provider founded in 2001 and headquartered in Soquel, California. The company sells pre-built analytics solutions that sit on top of enterprise resource planning (ERP) and customer relationship management (CRM) systems — specifically JD Edwards, Viewpoint Vista, OneStream, NetSuite, and Salesforce — and addresses the gap between transactional system design and reporting needs. Its core proposition is that enterprise data typically lives in thousands of opaque tables and that custom BI builds are multi-year endeavors with high technical debt; QuickLaunch instead delivers pre-configured data pipelines, a governed data lakehouse, and a pre-built semantic layer that enable go-live in 8–12 weeks rather than years.

The product architecture is modular: a Foundation Pack (built on Fivetran, Databricks, Microsoft Fabric, and Power BI) provides the shared infrastructure, while Application Packs layer ERP-specific data transformations, User Defined Code translations, and dashboards on top — including 900+ pre-built financial calculations for the OneStream FP&A Pack. The company leverages, rather than competes with, the R&D investments of Microsoft and Databricks, positioning its value as domain expertise and pre-built content rather than proprietary infrastructure. Customer evidence includes enterprise deployments at Ajinomoto, Washington Corporations ($72M attributed revenue impact), Michelman, Hunter Industries, Gate Fuel Service (six-year relationship), First Quantum Minerals, Clif Bar, Brasfield Gorrie, and others across manufacturing, construction, consumer goods, energy, and logistics.

Go-to-market is enterprise direct sales targeting VP/Director-level finance, IT, BI, and data buyers with personalized demos and ROI comparisons against custom build alternatives. Revenue is generated through subscription/recurring licensing of analytics packs bundled with implementation services, though specific pricing is not publicly disclosed. The company markets through content (blog, resource library, webinars), customer case studies, an AI Readiness Assessment, and industry events, and operates with a team of 11–50 employees reporting 500+ years of combined analytics experience.

Name

Preferred Strategies

Legal name

QuickLaunch Analytics, Inc.

Website

https://preferredstrategies.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Preferred Strategies (QuickLaunch Analytics) is a private US enterprise analytics software provider selling pre-built data pipelines, lakehouse, and Power BI semantic layers for JD Edwards, Vista, OneStream, NetSuite, and Salesforce, targeting VP/Director-level finance and IT buyers in manufacturing, construction, and consumer goods.

Ownership category

akta.pro rank

Headquarters

HQ city

Soquel

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Analytics Platform and Software: Pre-built analytics solutions sold as platform/software offerings. Revenue generated through licensing of pre-built analytics packs for specific enterprise systems (JD Edwards Pack, NetSuite Pack, OneStream Pack, Vista Pack, Salesforce Pack). Implementation services bundled with software deployment.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Preferred Strategies operates the QuickLaunch Analytics platform, a pre-built enterprise analytics and business intelligence solution for companies running major ERP and CRM systems. The company sells a Foundation Pack (data pipelines, governed data lakehouse, semantic layer built on Microsoft and Databricks) plus Application Packs (JD Edwards, Viewpoint Vista, OneStream, NetSuite, Salesforce) that deliver production-ready dashboards and data models in 8-12 weeks instead of multi-year custom builds.

Product overview

QuickLaunch Analytics is a pre-built enterprise analytics platform offering a modular architecture. The Foundation Pack provides the core infrastructure with automated data pipelines, a governed data lakehouse, and a pre-built semantic layer built on Fivetran, Databricks, Microsoft Fabric, and Power BI. On top of this foundation, Application Packs (JD Edwards Pack, Vista Pack, Salesforce Pack, NetSuite Pack, and OneStream Pack) deliver pre-built, ERP/CRM-specific analytics that connect directly to enterprise systems, enabling organizations to go from fragmented data to actionable intelligence in weeks rather than multi-year custom build projects.

Differentiator

Problem solved

Functional benefit

Brands

• Foundation Pack: Pre-built data pipelines, data lakehouse, and enterprise analytics foundation for Microsoft Fabric, Databricks, Fivetran, and Power BI.
• Application Pack
• JD Edwards Pack
• Vista Pack
• OneStream Pack
• NetSuite Pack
• Salesforce Pack
• AI Readiness Playbook

Products and services

• Foundation Pack Core pre-built analytics platform providing automated data pipelines, governed data lakehouse, and pre-built semantic layer integrated with Fivetran, Databricks, Microsoft Fabric, and Power BI for enterprise data infrastructure and AI readiness.
• JD Edwards Pack Pre-built analytics pack for Oracle JD Edwards ERP, including data transformations, User Defined Code translations, and data models that surface clean, trusted data into Power BI for enterprise reporting.
• Vista Pack Pre-built analytics pack for Viewpoint Vista construction ERP, with construction-specific data models and cross-module connections for Job Cost, WIP, and earned revenue analytics.
• Salesforce Pack Pre-built analytics pack providing Salesforce CRM integration and reporting capabilities as part of the Application Pack ecosystem.
• NetSuite Pack Pre-built analytics pack for NetSuite ERP, translating custom fields, segments, and multi-subsidiary structure into clean, business-ready Power BI data models for finance and operations teams.
• OneStream Pack

Quantifiable outcome

• $72 million in additional annual revenue
• +4 more outcomes

Named customers16 records

Segments7 records

Ideal customer profiles7 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature4 records

Partnerships

Eight partnerships are on record, tiered core and supporting.

• Microsoft (Power BI, Fabric)coreTechnology or IntegrationQuickLaunch's platform is built natively on Microsoft technologies including Power BI for visualization and Microsoft Fabric for data infrastructure. The company builds on these platforms to deliver pre-built analytics solutions, benefiting from continuous R&D investment and AI/ML advancements from Microsoft.
• DatabrickscoreTechnology or IntegrationQuickLaunch leverages Databricks as a core platform for data lakehouse and analytics workloads. The partnership enables enterprises to benefit from Databricks' $R&D investments and provides scalable data infrastructure for AI readiness initiatives.
• FivetransupportingTechnology or IntegrationFivetran is used as part of QuickLaunch's Foundation Pack for automated data pipelines, enabling reliable data extraction and loading from enterprise source systems into the governed data lakehouse.
• Oracle (JD Edwards)coreTechnology or IntegrationQuickLaunch has developed a specialized JD Edwards Pack with pre-built data transformations, User Defined Code translations, and data models specifically for Oracle's JD Edwards ERP system. JD Edwards stores data across 6,000+ tables that QuickLaunch's solution makes accessible to business users.
• Viewpoint VistacoreTechnology or IntegrationQuickLaunch has created a specialized Vista Pack with construction-specific data models and cross-module connections for Job Cost, WIP, earned revenue, and other construction financial metrics within Viewpoint Vista.
• OneStreamcoreTechnology or IntegrationQuickLaunch's OneStream Pack includes 900+ pre-built financial calculations and pre-configured Power BI dashboards specifically designed for FP&A and executive reporting, enabling consolidated reporting across entities without rebuilding hierarchies monthly.
• NetSuitecoreTechnology or IntegrationQuickLaunch's NetSuite Pack translates NetSuite's custom fields, segments, and multi-subsidiary complexity into clean, business-ready data models in Power BI, enabling finance and operations teams to trust their reporting.
• SalesforcesupportingTechnology or IntegrationQuickLaunch's Salesforce Pack provides CRM integration capabilities as part of its application pack ecosystem, enabling unified customer data analytics alongside ERP data.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Domo: Cloud BI and data platform with pre-built connectors and app templates for enterprise systems. Competes in the same enterprise analytics platform category.
• Sisense: AI-driven analytics platform with embedded BI and pre-built data models for enterprise use cases. Comparable technology stack category and target enterprise BI buyer.
• Jedox: Enterprise planning and analytics platform with pre-built ERP connectors and financial modeling templates. Competes in the same enterprise FP&A + analytics layer that QuickLaunch's Foundation + Application Packs address.
• Phocas Software: Delivers pre-built BI and analytics dashboards purpose-built for mid-market ERPs and accounting systems. Comparable business model of layering domain-specific data models on top of standard data infrastructure to shorten time-to-value.
• Pyramid Analytics: Decision intelligence platform offering pre-built analytics and AI-driven insights for enterprise BI use cases. Comparable as a unified analytics platform competing for the same enterprise BI/AI-readiness budget.
• insightsoftware: Provides pre-built reporting, analytics, and ERP-native financial close solutions for systems including JD Edwards, NetSuite, and Oracle. Directly comparable to QuickLaunch's application-pack approach of translating ERP data into business-ready analytics for finance and operations teams.
• Solver: Cloud-based FP&A and BI platform with pre-built ERP integrations and financial reporting templates. Directly comparable to QuickLaunch's OneStream and NetSuite Pack offerings for FP&A and executive reporting use cases.

Broad incumbents

• Microsoft (Power BI / Fabric): Owner of Power BI and Microsoft Fabric — the underlying visualization and data infrastructure that QuickLaunch builds upon. Represents both a critical platform partner and the most significant broad-incumbent threat, as Microsoft continues to ship native ERP connectors and pre-built semantic models.
• Salesforce (Tableau / CRM Analytics): Owner of Tableau and CRM Analytics, the dominant visualization layer in many enterprise BI stacks. A broad incumbent in enterprise BI that competes for the same analytics budget and also partners with QuickLaunch via the Salesforce Pack.

Others

• Fivetran: Automated data movement platform that QuickLaunch embeds within its Foundation Pack for data pipelines. An enabling infrastructure partner rather than a direct competitor, but increasingly moves up the stack into transformation and analytics-adjacent capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights6 records

Customer concentration

• Xx.com/BIQuickLaunch

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Preferred Strategies