Now booking working sessions: bring the problem, leave with a plan. Book one
Services / Data, Analytics & BI
Improve operations
You find out what happened a month late, from five spreadsheets that don’t agree. We consolidate data across your companies and systems, build Power BI dashboards leadership actually uses, and add forecasting so you can act while it still matters.
Sound familiar?
What we do
Dashboards leadership opens every morning, built around the decisions they actually make.
Reporting that ties operations to the P&L, so you see cost and margin, not just activity.
One view across every company and system, without forcing everyone onto the same software.
The handful of numbers that matter, defined once and tracked automatically.
Clean pipelines, clear definitions and controls so the numbers hold up.
Forecasts for demand, cash, staffing and risk, built on your own history.
That’s what the working session is for. 45 minutes, and you leave with a plan whether you hire us or not.
How we work
Find out which decisions need data and where that data lives.
Define KPIs once and design the data model across entities.
Build pipelines and dashboards in short, visible cycles.
Train leaders and teams to act on the numbers, not just view them.
Add forecasting and new views as the business changes.
What changes
FAQ
No. Power BI is where we do a lot of our work, but we’re technology agnostic. We’ll work with the reporting tools you already own, or recommend the right fit if you don’t have one.
Yes. Consolidating data across entities and systems, like multiple ERPs, accounting systems, field apps and spreadsheets, is one of the most common reasons companies call us.
It’s normal. Part of the work is cleaning up definitions, fixing data at the source where we can, and putting governance in place so the numbers stay trustworthy.
Your choice. We can train your team to own them, support them on an ongoing basis, or add data talent from our bench when you need capacity. You keep your data and the dashboards we build.
We start with the decisions leadership needs to make, then work backward to the few numbers that drive them. Fewer, better metrics beat a wall of charts.
Insights
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.
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
