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Fit For Size And Purpose

The Insights You Need Now, So You Can Make Better Decisions Today

We Centralize Your Data, Design Your Metrics And KPIs (Tied to Your Financials), And Build The BI Tools To Deliver Them To You Daily

Cloud-based data warehouse built in weeksMetrics and KPI's developed to measure what mattersBI that provides useful insights and drives improvementCustom built models or applications
Sound Familiar?

"We Know Our Strategic Goals, But What Should We Be Doing Today To Achieve Them?"

01

Our P&L is our primary gauge for how we are performing

We don't have good daily Operational dashboards. Our P&L is what tells us how we're performing, so we don't know how January did until February 10th. By then, it's too late to make a difference.

02

As we've grown, we've added more systems.

Our data is fragmented. Just pulling data is a time sink. We have to know multiple systems and the different ways to extract data from each of them.

03

Reporting is cumbersome

We use Excel to build our dashboards and reports by hand. It's difficult to automate and scale.

04

Not enough time to analyze and make good decisions

Between gathering data, setting up reports, and trying to validate them, we don't spend enough time actually improving.

Book a Discovery Call to See If We're the Right Fit

Book Discovery Call
The Solution

Business Intelligence That's Scalable, Accessible, And Actionable

There are important pillars to a superior BI Infrastructure. But there are many ways to build it. We're not interested in trying to fit your needs into our template. We build a solution that works for you.

A cloud-based data warehouse with the latest tech stack
Automated and scheduled data updates
Metrics and KPIs developed to provide insight, trigger action, and drive improvement
Cloud-based BI tools
Budget models based on operational drivers
Weekly 30-min strategic review
How It Works

From Raw Data to Insightful Business Intelligence, in a Fixed Scope, on a Real Timeline

End-to-end Business Intelligence delivered as a project. You'll see working test dashboards within about 6-10 weeks. All it takes is about 30-60 minutes of your time per week.

01

Discovery

Meet to identify and understand your data sources. Set up contacts for those data sources. Assess data extraction details and scope out the data warehouse build. Meet to discuss the Operations, get educated on key processes and what needs to be measured.

02

Build Your Data Warehouse

Set up the warehouse including; set up of extraction from the identified sources, create transformations as needed and set up tables to load to. Develop base queries and views to begin reporting.

03

Set Up the Business Intelligence Environment

Set up connections to the data warehouse in the selected BI tool. Create base metrics and KPIs.

04

Develop Dashboards and Reports

Create the initial dashboards. Set up the cloud-based access and begin publishing to utilization.

Track Record

We can get the most out of your data

Whether it's building out Business Intelligence infrastructure, developing KPIs and effective BI design or your creating an annual Budget process. We have a proven track record or improving insight, operational execution, financial results and increased valuation across in various industries. We not only have great success stories, but very satisfied clients that can provide great references.

Who This Is For

Any Company Looking to Improve Visibility Into How Their Business Is Performing

This is for you if…

  • You have multiple data sources and systems

  • You spend more time building reports than using them

  • You need to start your day knowing exactly where your business stands

  • You need business insights that prompt the right behaviors

  • You need your team to have access to these insights from anywhere

  • Your metrics and KPIs don't seem to correlate with month-end P&L results

This is not for you if…

  • You already have an efficient and effective BI infrastructure that you are happy with

  • You are not commited to using data and anaytics to improve your business

  • Leadership hasn't agreed on why data infrastructure matters

  • You don't have 30-60 minutes a week to dedicate to improving your business data workflows

  • You would rather base your company's decisions on gut instinct and intuition than data

Book a Discovery Call to See If We're the Right Fit

This isn't a sales pitch. It's a conversation where we confirm whether your data infrastructure, budget readiness, and growth stage match what our team actually delivers.