Making the numbers something you can trust.
Connecting the platforms you already pay for, cleaning up the data underneath them, and building the reporting your team runs the business on.
Who this is for.
Companies past the scrappy stage, usually somewhere between 20 and 250 people. You have a CRM, an ERP or accounting system, and a few spreadsheets quietly doing load-bearing work that nobody wants to think about.
Two systems disagree about revenue and nobody's sure which one is right. Leadership keeps asking for a report that doesn't exist. There's a list of projects everyone agrees matter and nobody has started.
What's included.
Special projects
System evaluations, migrations, process redesigns, pricing tools, financial models. The work that keeps sliding to next quarter because nobody senior has time to own it end to end.
Reporting and KPIs
Board packs, operational dashboards, the weekly numbers your team actually runs on. Built once, built to change when the business does.
Integrations
Getting your systems to pass data to each other automatically, instead of somebody exporting a CSV every Monday and pasting it into a workbook.
A single source of truth
One place the numbers live, so when two systems disagree there's an answer rather than an argument. Usually a proper database, sometimes something simpler.
How it works.
Projects are scoped and fixed-fee. Most clients move onto a month-to-month retainer afterward, because the reporting keeps evolving and there's usually a next project waiting.
Discovery
A conversation about what's broken now, what you want to be able to see, and where the business is heading. Today's problem and tomorrow's direction are usually different, and both matter.
Plan
We write up how we'd attack it — scope, approach, timeline. If the work touches daily operations we talk to the people who live in those details first, because they decide whether it sticks.
Build
Defined scope, fixed fee, a real end date. Projects usually run four to twelve weeks. You see it working before it's finished.
Stay
Most projects turn into ongoing work. Reporting needs to evolve, the system needs maintaining, and there's another project on the list. Month to month, no lock-in.
Your data foundation is what makes AI worth anything.
Everyone's getting asked about their AI strategy right now. AI only works if the data underneath it is clean, and most of the time it isn't. Whichever tools end up winning, structured operational data gets more valuable rather than less — which makes the foundation the safest place to put money.
Questions we get.
Are you a dev shop?
No. A dev shop takes a ticket and builds what the ticket says. We take the business problem, work out what should actually get built, and then build it. Sometimes the answer is much smaller than what you came in asking for.
Do we need to replace our systems?
Usually not, and we'll tell you if you do. Most of the time the systems are fine and the connections between them are the problem. Replacing a platform is expensive and disruptive, so it's the last option rather than the first.
What industries have you done this in?
Mortgage capital markets, commercial real estate lending, logistics and transportation, equipment financing, software and fintech, and wholesale distribution. The industries look nothing alike and the underlying problems are nearly identical.
Who actually uses what you build?
Your operators, which is why we talk to them during planning. A system that works but doesn't match how the business really runs gets quietly abandoned, and the team goes back to spreadsheets. That failure mode is more common than things simply not working.
What's on your list?
Thirty minutes is usually enough to tell whether we can help. If we can, we move fast.
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