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Insights topic
Reporting, dashboards and data across entities and systems that people actually trust.
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Articles
How deal teams tracking dozens of concurrent transactions replace spreadsheets with one pipeline, standard fields and dashboards executives can trust.
How funds and holding companies standardize board package data across dozens of portfolio companies: one template, a KPI dictionary and no emailed spreadsheets.
How consulting firms build utilization reports people trust: clear definitions, role-based targets, forward views, and the data you already have to run them.
How holding companies and PE-backed platforms get consolidated, comparable reporting across portfolio companies running different ERPs, without replacing them first.
How manufacturers and distributors build a margin report by product and customer, including freight, rebates, returns and cost to serve.
What a storm event dashboard should show: crews, open work, documentation and cost burn. Plus what to leave off so storm managers can decide fast.
Why holding companies and multi-entity businesses end up reconciling five spreadsheets, what it costs, and how to get one version of the truth without forcing one ERP.
What post-storm closeout is, why it drags, what slow closeout costs utilities and contractors in cash, disputes and reimbursement, and how to fix it before the next storm.
Bring it to a working session. 45 minutes, and you leave with a plan whether you hire us or not.
Working sessions
45 minutes with the operators who would actually do the work. We dig into what’s stuck, rough out what it’s costing you, and map the first move. No pitch deck.
Rather talk now? 563.321.2430
