Operational dashboards
KPIs assembled from CRM, ERP, scheduling, telephony, and spreadsheets into dashboards that refresh automatically.
Analytics
Operational data lives in a CRM, an ERP, a scheduling tool, three spreadsheets, and a phone system. We assemble it into dashboards that update themselves, forecasts and alerts that arrive before the problem, reports written automatically, and an assistant that answers questions about the business with the numbers behind the answer.
Who This Is For
What We Build
KPIs assembled from CRM, ERP, scheduling, telephony, and spreadsheets into dashboards that refresh automatically.
Demand, capacity, cash, and workload forecasts, with alerts when a metric moves outside its expected range.
Weekly and monthly reports written by AI from the data, with variances explained and exceptions highlighted for review.
Questions in plain language answered from your data with the query and sources shown, for leaders and managers.
Calls, chats, and tickets analyzed for intents, outcomes, sentiment, and issues, feeding operations and product decisions.
Pipelines, a warehouse or PostgreSQL models, definitions, and quality checks so every number means one thing.
The Friday report takes a day because it lives in exports and spreadsheets. AI changes two things: the assembly can be automated end to end, and the narrative, what changed and why, can be written from the data with exceptions highlighted for a person to check. The result is visibility without the manual work, and time for the decisions the numbers point to.
A data foundation with agreed definitions and quality checks; dashboards that refresh from your systems; forecasts and alerts for demand, capacity, and workload; automated weekly and monthly reports; an analytics assistant that answers plain-language questions with the query and sources shown; and conversation analytics over calls, chats, and tickets.
Every metric has one definition, every answer shows its sources, forecasts are scored against actuals, and pipelines are monitored for freshness and quality. Your data stays in your database or warehouse with access controls, and models can run privately.
Hours returned from report assembly, time to answer a business question, forecast accuracy, alert precision, and the decisions changed by earlier visibility, reviewed monthly.
How It Works
The decisions you make weekly, the metrics behind them, and where the data lives today.
Pipelines and models built with definitions and quality checks, reviewed with the owners of each source.
Delivered in increments, each validated against the manual numbers before it replaces them.
Monitoring of pipelines and data quality, new sources and questions added, monthly review of usage.
Stack & Integrations
Industries
KPI reporting across portfolio companies.
Service levels, exceptions, and carrier performance.
Production, quality, and procurement visibility.
Portfolio and owner reporting.
Pipeline, cycle times, and compliance reporting.
Engagement Models
Decisions, metrics, sources, and gaps mapped, with the first dashboards and reports scoped.
Fixed-scope delivery of the data foundation and the first dashboards, reports, and assistant.
Ongoing pipeline monitoring, data quality, new sources and questions, and monthly reviews.
FAQ
Not necessarily. Many businesses start with PostgreSQL models over their existing systems and spreadsheets; a warehouse comes when volume and sources justify it.
It answers from defined metrics and shows the query and sources behind every answer, so results are checkable. Definitions are agreed with your team before launch.
Forecast accuracy is measured against actuals from the start and reported; alerts are tuned to avoid noise. We show the track record rather than promising precision.
Yes. Conversation analytics classify intents, outcomes, and issues across calls, chats, and tickets, which is often the richest untapped data in a service business.
In your database or warehouse, in your cloud account or ours, with access controls and retention rules. Models can run privately.
Related
Next Step
Tell us where calls, tickets, documents, or approvals pile up. We map the workflow, size the impact, and propose a deployment you can measure.