Holistic Data Solutions
Barcelona-based consulting firm (founded 2015, 11-50 employees) that implements Business Intelligence, EPM, AI, and process digitization solutions on Power BI, Board, monday.com, and other enterprise platforms for mid-market and enterprise clients in Spain, plus the GenieTools monday.com marketplace app.
- Company typePrivate
- Founded2015
- HeadquartersBarcelona, Spain
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Holistic Data Solutions does
Holistic Data Solutions S.L. is a Barcelona-headquartered consulting firm founded in 2015 by Marcel Puignou that helps mid-market and enterprise clients in Spain become data-driven organizations. The company operates primarily as a multi-platform systems integrator, implementing and customizing third-party enterprise software across Business Intelligence (Microsoft Power BI), Enterprise Performance Management (Board, K4 Analytics), financial consolidation (Lucanet, Konsolidator), work management and CRM (monday.com), and AI/Advanced Analytics solutions. Its service portfolio covers five practice areas: Data Driven Strategy, Business Intelligence, EPM, AI & Advanced Analytics, and Training, with named enterprise engagements at B&B Hotels, PortAventura, El Corte Inglés, Acciona, Estabanell, Esbelt, Altria Corpo, Bolian, OnTurtle, Servimatic, and the Port Authority of Santa Cruz de Tenerife.
The firm's core technology is not proprietary infrastructure but certified implementation expertise across at least six enterprise platforms, supplemented by one owned software product: GenieTools, a native monday.com application launched in 2025 that automates data copying, deduplication, and intelligent assignment. The company is also accredited as both Asesor Digital (Kit Consulting) and Agente Digitalizador (Kit Digital) under Spain's EU Next Generation EU-funded programs, giving it access to subsidized SME digitalization contracts with voucher values up to €29,000 per client. AI capabilities are delivered through third-party platforms—primarily monday.com's AI Notetaker, Lead Agent, and SDR Agent—wrapped with consulting, use-case design, and workshop delivery.
Holistic generates revenue through three streams: (1) professional services on a project and advisory basis for enterprise and mid-market clients, (2) participation in Kit Consulting (advisory vouchers up to €24,000 per SME) and Kit Digital (implementation vouchers up to €29,000 per SME) for the Spanish SME segment of 10-250 employees, and (3) subscription revenue from GenieTools sold on the monday.com Marketplace with execution-based tiers ranging from $8/month (1K executions) to $292/month (unlimited). GTM is primarily sales-led direct engagement with regional concentration in the Iberian Peninsula, complemented by marketplace distribution for GenieTools globally. The company has 11-50 employees, no disclosed institutional funding, and operates as a founder-led private limited company (S.L.).
Holistic Data Solutions firmographics
Firmographics- Name
- Holistic Data Solutions
- Legal name
- Holistic Data Solutions S.L.
- Website
- https://holisticds.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Barcelona-based consulting firm (founded 2015, 11-50 employees) that implements Business Intelligence, EPM, AI, and process digitization solutions on Power BI, Board, monday.com, and other enterprise platforms for mid-market and enterprise clients in Spain, plus the GenieTools monday.com marketplace app.
- Ownership category
- akta.pro rank
Holistic Data Solutions industry classification
Industry- Product category
- Data and Analytics Consulting Services
- NAICS
- Management Consulting Services (54161), Computer Systems Design Services (541512), Custom Computer Programming Services (541511), Administrative Management and General Management Consulting Services (541611)
- SIC
- Services-Management Consulting Services (8742), Services-Computer Integrated Systems Design (7373), Services-Computer Programming Services (7371), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Enterprise Work Management & Collaborative Workflow Platforms (HDAEAHAI)
- akta.pro secondary industries
- Data Platform (Unified Data & Analytics) Suites (HDAEABAD), Data App Builders (Forms, Portals & Internal Tools) (HDAEAKAK), ITSM Platform Implementation & Administration (ServiceNow/JSM/BMC/etc.) (BPAEAJAC)
Keywords
Where Holistic Data Solutions is headquartered
LocationHeadquarters
- HQ city
- Barcelona
- HQ country
- Spain
- HQ region
- Europe
Offices1 record
Markets served
Holistic Data Solutions business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Consulting and Implementation Services: Professional consulting services for data-driven transformation including Business Intelligence implementation, Enterprise Performance Management (Board, K4), financial consolidation systems (Lucanet, Konsolidator), and AI/Advanced Analytics projects. Revenue is generated through project-based engagements and ongoing advisory relationships.
- Training and Capacity Building: Training services for key personnel in data management and analysis, internalizing know-how and orienting decision-making based on data. Includes AI fundamentals training as part of Kit Digital/Kit Consulting programs.
- GenieTools Software: Native monday.com application sold through subscription plans (1K to Unlimited executions). Pricing tiers: 1K plan (14 days trial), 2.5K, 5K, 10K, 20K, 50K, and Unlimited execution plans. Annual and monthly billing options available.
- Kit Consulting Advisory Services: Accredited digital advisor services under Spain's Kit Consulting program, helping SMEs design digital transformation roadmaps. Digital advisory voucher amounts: Segment A (10-50 employees): up to €12,000; Segment B (50-100 employees): up to €18,000; Segment C (100-250 employees): up to €24,000.
- Kit Digital Implementation Services: Accredited digitalizing agent services under Spain's Kit Digital program, implementing technology solutions for SMEs. Digital voucher amounts: Segment IV (50-100 employees): up to €25,000; Segment V (100-250 employees): up to €29,000.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | 1K Plan - Trial tier with 1,000 monthly executions |
| Subscription | Monthly | 2.5K Plan - 2,500 monthly executions |
| Subscription | Monthly | 5K Plan - 5,000 monthly executions |
| Subscription | Monthly | 10K Plan - 10,000 monthly executions |
| Subscription | Monthly | 20K Plan - 20,000 monthly executions |
| Subscription | Monthly | 50K Plan - 50,000 monthly executions |
| Subscription | Monthly | Unlimited Plan - Above 50,000 monthly executions |
| Other | Multi-year contract | Kit Consulting - Segment A (10-49 employees) |
| Other | Multi-year contract | Kit Consulting - Segment B (50-99 employees) |
| Other | Multi-year contract | Kit Consulting - Segment C (100-249 employees) |
| Other | Multi-year contract | Kit Digital - Segment IV (50-99 employees) |
| Other | Multi-year contract | Kit Digital - Segment V (100-250 employees) |
Go-to-market motion1 record
Distribution channels5 records
Marketing channels7 records
Holistic Data Solutions product offering
Product offeringCore offering
Holistic Data Solutions is a Barcelona-based consultancy that delivers data-driven transformation services by implementing enterprise platforms including Microsoft Power BI, Board and K4 Analytics for EPM, Lucanet and Konsolidator for financial consolidation, and monday.com for work management. The firm designs and executes Business Intelligence, Enterprise Performance Management, financial planning, and AI (predictive and generative) projects, and sells a proprietary monday.com native app called GenieTools. Services are delivered to enterprise clients and Spanish SMEs, including under the government-funded Kit Consulting and Kit Digital programs.
Product overview
Holistic Data Solutions is a Barcelona-based consultancy that helps organizations transform data into actionable information. The company operates primarily as a systems integrator and service provider rather than a product vendor, implementing third-party enterprise software platforms. The core technology portfolio includes monday.com (work management), Board and K4 Analytics (Enterprise Performance Management/planning), Power BI (Business Intelligence), Lucanet and Konsolidator (financial consolidation), and a proprietary monday.com add-on called GenieTools. AI capabilities span predictive analytics, Generative AI agents, and process automation. The company also acts as an accredited advisor and digitalizer under Spain's Kit Consulting and Kit Digital government programs (EU Next Generation EU funded), offering subsidized digital transformation services to SMEs.
Differentiator
Problem solved
Functional benefit
Brands
- GenieTools: A native app for monday.com developed by Holistic Data Solutions that automates copying data between columns, cleaning duplicate information, and intelligently assigning responsible parties, all without formulas or complex integrations.
Products and services
- GenieTools A native application for monday.com that automates copying data between columns, cleaning duplicate information, and intelligently assigning responsible parties without formulas or complex integrations. Sold via subscription tiers (1K to Unlimited monthly executions) on the monday.com Marketplace.
- monday.com Implementation Services
Quantifiable outcome
- 50% reduction in report preparation time
- +1 more outcomes
Companies that use Holistic Data Solutions
Customer profileNamed customers11 records
Segments1 record
Ideal customer profiles3 records
Holistic Data Solutions technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
AI capability8 records
Feature5 records
Holistic Data Solutions partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and strategic.
- monday.comcoreCertified monday.com partner offering implementation and customization services for monday.com platform including Work Management, CRM, and Service solutions. Developed proprietary GenieTools native application available on monday.com Marketplace.
- BoardcoreImplementation partner for Board decision-making platform, providing Enterprise Performance Management solutions for planning, budgeting, forecasting, and financial consolidation.
- Microsoft Power BIcoreImplementation partner for Microsoft Power BI business analytics, delivering data visualization and BI solutions to clients across various industries.
- LucanetcoreImplementation partner for LucaNet financial consolidation and reporting software, helping clients automate consolidation processes and financial reporting.
- K4 AnalyticscoreImplementation partner for K4 Analytics EPM solution, providing integrated planning and analytics capabilities.
- KonsolidatorcoreImplementation partner for Konsolidator financial consolidation software, enabling simplified and efficient financial consolidation processes.
- APD (Associació de Professionals i Directius)strategicStrategic alliance with APD for business digital transformation initiatives, combining APD's professional development network with Holistic's technical expertise in data-driven transformation.
- Spanish Government - Kit Consulting ProgramcoreAccredited digital advisor under Spain's Kit Consulting program (Plan de Recuperación, Transformación y Resiliencia, funded by Next Generation EU). Provides subsidized digital transformation advisory services to SMEs with 10-250 employees.
- Spanish Government - Kit Digital ProgramcoreAccredited digitalizing agent under Spain's Kit Digital program (Plan de Recuperación, Transformación y Resiliencia, funded by Next Generation EU). Provides subsidized technology implementation services to SMEs with 50-250 employees.
Scale indicators1 record
Recent moves5 records
Expansion highlights5 records
Holistic Data Solutions competitors and assessment
Company assessmentDirect peers
- Bismart: Barcelona-based BI and AI consultancy serving enterprise and public-sector clients. Comparable service portfolio (Power BI, data governance, advanced analytics) and similar Iberian customer footprint.
- ClearPeaks: Spanish boutique data and analytics consultancy that implements BI, EPM, and data platform solutions. Directly comparable to Holistic in size, Spanish-market focus, and multi-platform advisory model.
- Panel Sistemas: Spanish technology consultancy offering software development, data, and digital transformation services. Comparable boutique size and overlap in BI/data engineering and enterprise platform implementation.
- Chakray Consulting: Spanish consulting firm specializing in integration, API, and data engineering services. Comparable boutique scale and Spain-centric consulting model with overlapping BI/data platform delivery capabilities.
- Bosonit: Spanish data and AI consultancy delivering BI, advanced analytics, and cloud data platform implementations. Overlaps with Holistic in mid-market data transformation services and Spanish customer base.
Broad incumbents
- Deloitte: Big Four advisory with substantial analytics, EPM, and AI transformation practices in Spain. Competes with Holistic on enterprise BI implementations and finance transformation mandates.
- Accenture: Global consulting and systems integrator offering BI, EPM, and AI services at scale. Sets the competitive ceiling for data transformation mandates that Holistic pursues with smaller, more specialized teams.
- Capgemini: Global IT services and consulting leader with deep BI, data, and AI practices. Competes for enterprise EPM and analytics implementations that Holistic targets across Iberian enterprises.
- Indra: Spain's largest IT services group with broad digital transformation, data, and analytics capabilities. Competes with Holistic for Spanish enterprise and public-sector BI/EPM contracts at much larger scale.
- NTT Data (formerly everis): Large global IT services firm with strong Spanish roots (everis) offering BI, EPM, AI, and digital transformation across enterprise clients. A scaled incumbent competing for the same enterprise mandates Holistic serves.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Holistic Data Solutions social profiles
Digital presenceHolistic Data Solutions compliance and trust
Trust signalCompliance1 record
Holistic Data Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
Holistic Data Solutions leadership team
Management profileNumber of profiles
Profiles4 records
Holistic Data Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Holistic Data Solutions M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Holistic Data Solutions
What does Holistic Data Solutions do?
Holistic Data Solutions is a Barcelona-based consultancy that delivers data-driven transformation services by implementing enterprise platforms including Microsoft Power BI, Board and K4 Analytics for EPM, Lucanet and Konsolidator for financial consolidation, and monday.com for work management. The firm designs and executes Business Intelligence, Enterprise Performance Management, financial planning, and AI (predictive and generative) projects, and sells a proprietary monday.com native app called GenieTools. Services are delivered to enterprise clients and Spanish SMEs, including under the government-funded Kit Consulting and Kit Digital programs.
Is Holistic Data Solutions a public or private company?
Holistic Data Solutions is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Holistic Data Solutions founded?
Holistic Data Solutions was founded in 2015. It employs 11 to 50 people.
Where is Holistic Data Solutions based?
Holistic Data Solutions is headquartered in Barcelona, Spain, in the Europe region.
How does Holistic Data Solutions make money?
Five revenue lines are on record. Consulting and Implementation Services are the primary driver. The others are training and Capacity Building, genieTools Software, kit Consulting Advisory Services and kit Digital Implementation Services.
Who are Holistic Data Solutions's main competitors?
Direct peers on record are Bismart, ClearPeaks, Panel Sistemas, Chakray Consulting and Bosonit. Broad incumbents are Deloitte, Accenture, Capgemini, Indra and NTT Data (formerly everis).
Does Holistic Data Solutions have an API?
No public API is recorded for Holistic Data Solutions.
What industry is Holistic Data Solutions in?
Holistic Data Solutions's product category is Data and Analytics Consulting Services. Its primary akta.pro industry code is HDAEAHAI, Enterprise Work Management & Collaborative Workflow Platforms, with a secondary code of HDAEABAD, Data Platform (Unified Data & Analytics) Suites. Its NAICS code is 54161 and its SIC code is 8742.