Business Intelligence Your numbers, live and trusted, on one screen.
We connect your accounting, CRM, operations and spreadsheets into one set of numbers, then build the dashboards and reports leadership uses to run the business.
For mid-sized, large and enterprise companies. Based in Los Angeles, working across the US.
When reporting slows the business down
The data usually exists. It's just scattered, late or arguing with itself.
Reporting
- Reports take days to pull together.
- Spreadsheets emailed around as the real numbers.
- Month-end reporting that ties up finance for a week.
- Board and lender packs rebuilt by hand.
Trust
- Every department has a different number.
- CRM and accounting that never match.
- Nobody sure which report is right.
- Decisions made on gut feel because the data is late.
Finance
- Problems show up after the month closes.
- Cash checked across three systems.
- Margin by job, client or location is hard to see.
- Budget versus actual tracked in a separate spreadsheet.
Operations
- No live view of jobs, capacity or backlog.
- Waste and delays found too late to act.
- Field and location data stuck in spreadsheets.
- KPIs nobody tracks the same way twice.
Sales and marketing
- Pipeline numbers that don't match closed revenue.
- Marketing spend not tied to revenue.
- Customer churn noticed months late.
- Sales forecasts that are mostly guesses.
Data
- Data scattered across accounting, CRM, operations and spreadsheets.
- Systems that don't export cleanly.
- Manual cleanup before each report.
- History lost when systems change.
Business intelligence services
Each one works on its own or connects into one Operations Hub.
Dashboards
The numbers leadership needs, on one screen.
6 services- Executive dashboardsCash, margin, pipeline and operations on one screen, refreshed automatically.
- Financial dashboardsP&L, cash, receivables and payables, live.
- Operations dashboardsJobs, capacity, utilization and backlog, kept current.
- Sales and pipeline dashboardsPipeline, conversion and revenue by rep, region and product.
- Multi-location dashboardsPerformance by site, branch or region side by side.
- Embedded dashboardsLive reporting inside your own apps and client portals.
Data foundation
One trusted source behind your reports.
6 services- Data integrationAccounting, CRM, operations and spreadsheets brought into one source.
- Data warehousingA central store for your data, built to grow with you.
- Data pipelinesData moved and refreshed automatically on a schedule.
- Data cleanup and modelingDuplicates removed and data structured for reporting.
- KPI definitionsOne agreed definition for each metric across departments.
- Historical data migrationYears of history kept when systems change.
Reporting automation
Reports that build and send themselves.
6 services- Management reportsWeekly and monthly reports built and sent on schedule.
- Month-end and board packsBoard and leadership packs assembled from live data.
- Investor and lender reportingCovenant, investor and lender reports from the same numbers.
- Client-facing reportsBranded reports for your own clients, generated automatically.
- KPI alertsAlerts when a number moves outside its range.
- Scheduled exportsData delivered to the people and systems that need it.
Analytics
The answers behind the numbers.
6 services- Job costing and profitabilityMargin by job, client, product and location.
- Customer and churn analysisWho buys, who leaves and why.
- Marketing attributionSpend tied to leads and revenue by channel.
- Inventory and demand analysisStock, turns and demand patterns by product and location.
- Workforce and utilizationHours, capacity and productivity by team.
- Pricing and margin analysisWhere pricing leaves money on the table.
Tools and self-service
Built on the tools your team can use.
6 services- Power BI developmentReports and data models built in Power BI.
- Tableau developmentDashboards and data sources built in Tableau.
- Looker StudioLightweight dashboards on Google data.
- Cloud data platformsSnowflake, BigQuery and similar platforms set up for reporting.
- Live spreadsheetsExcel and Google Sheets connected to live data.
- Self-service setupDashboards your managers can filter and explore on their own.
Business intelligence by industry
The metrics change by industry. The need for one trusted number doesn't.
Construction and roofing
Common problems
- Job costs known after the job closes.
- Backlog and WIP tracked in spreadsheets.
- Margin fade spotted too late.
What we build
- Job costing dashboard
- WIP and backlog reporting
- Margin by project
- Crew utilization
Architecture and engineering
Common problems
- Utilization reported a month late.
- Project budgets overrun without warning.
- Backlog unclear for hiring decisions.
What we build
- Utilization dashboard
- Project budget tracking
- Backlog and pipeline
- Billing and AR
Property management and maintenance
Common problems
- Work order times and costs unknown.
- Occupancy and collections in separate reports.
- Maintenance spend per property hard to see.
What we build
- Portfolio dashboard
- Work order analytics
- Collections and AR
- Cost per unit
Real estate development
Common problems
- Budget versus actual tracked by hand.
- Investor reporting assembled each quarter.
- Portfolio performance in separate files.
What we build
- Budget versus actual
- Draw status
- Investor reporting
- Portfolio performance
Healthcare, dental and home health
Common problems
- Production and collections reported late.
- Provider and location performance hard to compare.
- No-shows and cancellations not tracked.
What we build
- Production and collections
- Provider performance
- Scheduling analytics
- Location comparison
Staffing and HR
Common problems
- Margin by client and placement unclear.
- Payroll costs reported after payroll runs.
- Fill rates and time to fill tracked by hand.
What we build
- Margin by client
- Payroll cost reporting
- Fill rate and time to fill
- Recruiter performance
Transportation, fleet and dispatch
Common problems
- Vehicle utilization unknown.
- Cost per mile or per trip calculated by hand.
- Maintenance spend scattered.
What we build
- Fleet utilization
- Cost per trip
- Maintenance analytics
- On-time performance
Retail and e-commerce
Common problems
- Sales by channel in separate tools.
- Customer acquisition cost and lifetime value unknown.
- Inventory turns tracked by hand.
What we build
- Channel sales dashboard
- Customer value analysis
- Inventory turns
- Returns analysis
Professional services and legal
Common problems
- Billable hours and realization reported late.
- Receivables aging hidden in accounting.
- Profitability by client unclear.
What we build
- Utilization and realization
- AR aging
- Client profitability
- Matter budgets
Food and hospitality
Common problems
- Food and labor cost known at month-end.
- Waste not measured.
- Location performance hard to compare.
What we build
- Prime cost dashboard
- Waste tracking
- Sales by location
- Labor scheduling analytics
How we work
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Intro call
A short call to understand the problem, what it is costing you, and whether we are the right fit.
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Plan and design
We learn how the work runs today, put a number on what it costs, and design the solution with your team.
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Build and launch
We build, test and launch in stages, connected to the systems you already use where possible.
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Support and expansion
We can support and extend the system as your business grows.
Frequently asked questions
What is business intelligence?
Bringing your company's data into one trusted place so leadership can see what is happening and act on it.
Do we need a data team to use it?
No. Dashboards are built for the people who make decisions.
Which tools do you use?
Whatever fits your stack, including Power BI, Tableau, Looker Studio or a custom dashboard.
How current is the data?
As current as your systems allow, often updated hourly or daily.
Which number do you wish you had every morning?
Bring it to a 20-minute call and we'll show you what it would take to get it.
We start a limited number of builds each quarter so the founders stay involved in every one.