Most small companies are not short of data. They are short of agreement about what the data means and who maintains it. We fix the definitions first, then the plumbing, then the visuals.
We build on tools you already own where possible — Microsoft 365 and Power BI, Google Workspace and Looker Studio, or straightforward SQL reporting. We would rather leave you with something maintainable than something impressive.
What is included
- Metric definitions agreed and documented across departments
- Data consolidation from accounting, CRM, e-commerce and operational systems
- Automated daily or weekly dashboards delivered by email or portal
- Margin analysis by job, customer, product line or location
- Forecasting and cash-flow views for owners and lenders
- Training so your own staff can extend the reports later
Best fit: companies running three or more disconnected systems, or spending over five hours a week assembling reports.
What you receive
Deliverable
A written metric dictionary
Deliverable
A live dashboard set with automated refresh
Deliverable
Documented data connections and refresh schedule
Deliverable
Two training sessions recorded for future hires
Let's look at your operations together
A 30-minute call is usually enough to tell whether we can help you and what it would cost. No sales script, no obligation.