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Data and business intelligence

By the time month-end closes, the month is over. The numbers describe a period you can no longer influence, and half the effort went into assembling them. The reporting isn't late because people are slow. It's late because the data lives in four places.

EngagementDefined project, FBSC
First phase4 to 8 weeks
Built backwards fromA decision, not a data source
Fixed budgetAgreed before work starts. Scope flexes, the number doesn’t.
No vendor pays usNo commissions, referral fees or markup. Ever.
You own everythingCode, documentation, credentials — throughout, not at the end.
Nearly 20 years2,000+ projects for 500+ organizations, from SOHO to Fortune 1000.

What's included.

Scoped and priced up front. Exclusions written as explicitly as inclusions.

Data integration and consolidation

Automated extraction and reconciliation across the systems that each hold part of the picture.

Definition and governance

Agreeing what a shipment, an order or a customer actually means. Usually the harder half and the more valuable one.

Operational dashboards

Built for the decision and the person making it, at a refresh rate that's honest about what the systems can support.

Scheduled and exception reporting

Reports that arrive when they're useful, and alerts when a number moves outside expectations.

Costing and margin analysis

Cost per unit, per job, per shipment, per account — allocated properly rather than split evenly.

Board and funder reporting

Roll-ups that assemble themselves rather than consuming a week of somebody's quarter.

How we approach it.

In this order, because doing them out of order is how these go wrong.

01

Start from the decision

What are you trying to decide, how often, and what would change your mind? Reports built backwards from a decision get used.

02

Settle the definitions

Conflicting reports are usually both correct and counting different things. Publishing an agreed definition fixes more than any dashboard.

03

Fix the plumbing once

Automated extraction and reconciliation is the bulk of the work and almost all of the durable value.

04

Keep it narrow at first

One report people rely on daily beats twelve nobody opens. We'd rather build one and earn the next.

First phase
4 to 8 weeks
One decision, one reliable report
Usually needs
Integration first
The reporting is the easy half
Most common trigger
A bad surprise
Something visible only after the fact

Not sure this is what you need?

Tell us what's actually happening and we'll say which part of this applies — or that a different approach fits better, or that you don't need us yet. That last answer is more common than you'd expect.

Get a straight answer Or call 416-639-5876, weekdays 8:30–5:30 ET

What we work with.

Chosen on fit. We take no commission or referral fee from any of them.

Power BILooker StudioMetabaseSQL ServerPostgreSQLPythondbt-style transformsERP and WMS extractsScheduled ETL

Straight answers.

Start the Conversation.

No qualification questionnaire. No nurture sequence. A person reads it and replies within a business day — and tells you plainly if we're not the right fit.

About data and business intelligence

Three fields. We'll ask the rest on the call.

We won't add you to a sequence or send a proposal you didn't ask for.

Tell us what's breaking.

We'll tell you roughly what this costs, how long it takes, and whether it's worth doing at all — including when the honest answer is that you don't need us.

Start the Conversation