We help small and midsize businesses turn disconnected data into decisions through analytics, automation and ongoing business insight.
We bring the data from the systems and spreadsheets your team relies on into one place. We clean and reconcile it so every number means the same thing wherever it appears.
Why it mattersYour team works from one reconciled set of numbers and stops rebuilding the same report every month.
Overtime turns rush jobs into a loss.
We forecast from your own history to show where revenue, costs and cash are heading. We set that against public data on your market, so you can separate your own performance from the market's.
Why it mattersYou see a slow month coming while there is still time to act.
The forecast dips below your cushion in nine weeks.
Each month we identify the two or three actions that matter most and explain the reasoning behind each. Then we review them with you.
Why it mattersEvery month closes with decisions you can act on, each supported by your own numbers.
Follow up on the 14 quotes you sent in the last two weeks
Together they are worth about $38,000. Most of this year's wins closed within a month of the quote.
Reprice service calls
Service calls earn 9 points less margin than installs for the same crew hours.
Contact six customers who have stopped ordering
Each ordered monthly last year and has not ordered since June.
You gain the expertise of an analyst, a data engineer and a reporting manager without adding three people to your payroll.
We set up one account in your company's name to hold your data, then manage it day to day.
We build them in your branding around the few numbers that run your business. They refresh automatically, so no one rebuilds them by hand.
You receive a concise written analysis of where you stand, what changed and what we recommend. We discuss it with you at a meeting each month.
Every quarter we measure progress against your goals and set priorities for the quarter ahead.
Your team opens its reports in one portal, where each person has their own sign in.
When a significant decision arises between meetings, we work through the numbers with you before you commit.
We hold our work to these standards and review our safeguards with you before we load any of your data.
Before we build anything, we review your data. We test the work as we build and ask you to review it twice before we finish, at the halfway point and at eighty percent.
Each month's memo explains the reasoning behind each recommendation and the figures that support it. Every quarter we measure progress against the goals you have set.
We keep each client's data apart from every other client's and confirm a person's access before any report loads. Every sign in asks for that person's own password, then a one time code we send by email or text.
Your data lives in an account in your company's own name, where you keep owner access. If you ever leave, the data stays with you.
Every engagement begins with a conversation about your business and the questions you need your numbers to answer.