New System Onboarding
You're spending $50K-$500K+ implementing a new system but don’t have data to prove ROI. Get baseline metrics captured and reporting architecture planned before your system goes live.
The Question It Answers:
"We're implementing a new system, where should the data go and what reports should we build?"
What Problem This Solves:
Companies spend $50K-$500K+ implementing new systems but can't prove ROI afterward because we haven’t captured baseline metrics or planned reporting architecture before implementation.
What Impact This Delivers:
Baseline metrics captured before implementation so you can prove ROI after. Reporting works from day one instead of becoming a problem six months later. Data architecture planned before system goes live. You can answer "Was this worth it?" with data, not guesses.
Timeline: 3-6 weeks
Best For: COOs and VPs of Operations implementing Salesforce, NetSuite, or other major platforms
AI Readiness
Everyone's talking about AI, but is your data ready for it? Get an honest assessment of your foundation gaps and fix the most critical issue first—before you waste money on AI tools that amplify garbage data.
The Question It Answers:
"Are we ready for AI, or do we need to fix our foundation first?"
What Problem This Solves:
Companies are being told they need AI but their data foundation is broken. Manual data entry is only 39% accurate. Previous AI pilots failed because data quality was not sustainable.
What Impact This Delivers:
Assessment of current state systems and data readiness for AI tools. Immediate improvement to most critical data quality issue. ROI reality check on where AI adds financial impact versus where clean reporting is enough.
Timeline: 3-5 weeks
Best For: CTOs and VPs of Operations who want AI but need their data foundation fixed first
Operating Scorecard
Leadership wastes valuable time reconciling conflicting reports and arguing about numbers instead of making decisions. Get immediate visibility into the 5-15 metrics that matter most.
The Question It Answers:
"What metrics should be on leadership's scorecard to drive weekly accountability and hit our strategic goals?"
What Problem This Solves:
Leadership wastes hours weekly reconciling conflicting reports. Systems don't talk to each other. Strategic goals exist but there's no measurement infrastructure. Meetings focus on arguing about numbers instead of making decisions.
What Impact This Delivers:
Hours each week saved on manual reconciliation. Immediate visibility into 5-15 metrics that matter most. Leadership meetings shift from debating numbers to making decisions. Clear roadmap for automating the rest.
Timeline: 4-8 weeks
Best For: CEOs and COOs who want to operationalize strategy with measurement infrastructure
Financial Analytics
Finance teams waste hours weekly building cash flow projections and P&L forecasts in spreadsheets. Automate your most painful process first, then get the roadmap for the rest.
The Question It Answers:
"Can leadership trust our forecast, or are we constantly surprised?"
What Problem This Solves:
Finance teams waste 8+ hours weekly building cash flow projections, P&L forecasts, and budget variance reports in spreadsheets. Leadership gets week-old data when they need real-time visibility.
What Impact This Delivers:
Hours weekly saved on manual reporting. Automated dashboards for cash flow, P&L forecast, and budget-to-actual. Finance shifts from building reports to analyzing results. CFO can answer leadership questions instantly.
Timeline: 4-6 weeks
Best For: CFOs and Controllers who need automated reporting and budget visibility
Marketing Analytics
Marketing teams waste hours monthly aggregating data from multiple platforms into spreadsheet reports. By the time leadership sees results, the campaign is over. Get real-time ROI visibility instead of 2-3 week lag.
The Question It Answers:
"Can we prove marketing ROI, or are we flying blind on what's working?"
What Problem This Solves:
Marketing teams waste 10+ hours monthly aggregating data from Google Ads, Facebook, HubSpot, and analytics platforms into spreadsheet reports. By the time leadership sees results, the campaign is over.
What Impact This Delivers:
Hours monthly saved on manual reporting. Automated dashboard for your highest-priority channel with daily refresh. Real-time ROI visibility instead of 2-3 week lag. Campaign optimization happens during the campaign instead of after.
Timeline: 5-7 weeks
Best For: CMOs and Marketing Directors who need real-time visibility into campaign ROI
Sales Analytics
Get your Sales team running like a Revenue Machine. Pipeline visibility you can trust, better forecast accuracy, weekly cadence that drives accountability. Build the operating cadence that ends the sales guessing game.