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Data and reporting

The handful of numbers that matter, in one place, kept current without anyone copying and pasting.

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Overview

Why it matters

Most leadership teams have plenty of data and little confidence in it. Reports are built by hand, numbers disagree between systems, and the answer to a simple question takes a week. We define the measures that matter, connect the sources, and build reporting people trust.

How we help

What we build

Defining the numbers that matter

Agreeing, with leadership, what to measure and how.

Leadership dashboards

One screen for the week, from pipeline through delivery to cash.

Reports that build themselves

Weekly and monthly packs produced automatically.

Job and project profitability

Revenue, time and cost by job, client and service line.

Marketing attribution

Which spend produces customers, not only clicks.

Forecasts the team trusts

Pipeline and capacity views leadership can plan with.

What changes

What clients can expect

01

Faster decisions

Questions answered in minutes rather than days.

02

One version of the truth

Every team working from the same numbers.

03

Less manual reporting

Analysts and managers stop building spreadsheets every Friday.

Our approach

Four stages. You can stop after any of them.

01

Assess

Interviews, a look at your tools and numbers, and a map of how the work really flows.

02

Plan

Opportunities ranked by value, effort and risk, with cost and payback, and a 90-day roadmap.

03

Build

Fixed-scope sprints in your accounts, each with a price and a finish line agreed up front.

04

Run

We run and tune what we built, and review the numbers with you every month.

Client story

Letting an industrial products company's buyers qualify themselves

A risk scorecard buyers complete themselves, booking for qualified leads, and seven follow-up workflows behind it.

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Further reading

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Strategy

Five questions to ask before you buy another tool

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AI

You don't put a paint job on a burning car: fix the process before you add AI

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The assessment

What a good assessment looks for, and what it leaves alone

Read more

Let's look at your data and reporting.

The assessment shows where better systems will make the greatest difference, and what to leave alone.

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