Four ways to get your numbers straight.
Start small with a Quick-Start, build the full foundation, or bring us in to make new software stick. Every project has a written scope and a fixed price before any work begins.
Reporting Quick-Start
For owners and operations leaders with 2 to 20 locations who live in spreadsheets and system exports.
What's included
- Discovery session on the decisions you make weekly and the numbers you argue about
- A data map of every system: what it holds and how to get data out
- One working location scorecard with 8 to 10 KPIs, refreshed automatically
- A written roadmap of the next three automations, ranked by hours saved
Good to know
Covers up to two data sources. A full data warehouse and fixes inside your source systems are separate projects.
Example scope
A weekly scorecard in Looker Studio fed by your POS and scheduling exports, with the same KPIs for every location.
Data Foundation Build
For businesses that have outgrown exports and copy-paste and want one source of truth.
What's included
- A cloud database set up in your own account (BigQuery, Postgres, Azure SQL or Snowflake)
- Nightly pipelines from 3 to 6 systems, with failure alerts
- A clean data model for locations, staff, customers, transactions and labor, with business rules documented
- 2 to 4 dashboards, such as an exec scorecard, location detail and staff productivity
- An automated daily or weekly report by email, Slack or Teams
- Documentation, handoff training and 30 days of fixes
Good to know
You pay your software subscriptions directly, so nothing is locked to us. We use managed connectors where they are cheaper than custom code.
Example scope
Nightly pull from POS, payroll and booking into BigQuery; a 12-KPI scorecard in Power BI; a 6am email to every manager with yesterday's sales and labor.
Software Onboarding & Migration
For businesses switching or adding a core system: practice management, POS, CRM, field service, HR and payroll, or accounting.
What's included
- Field-by-field mapping from the old system to the new one, plus a data-cleaning pass
- Scripted migration with a reconciliation report: record counts and totals match
- System-admin setup: users, roles, permissions, locations, service menus, integrations, SSO and MFA
- A parallel-run plan and go-live checklist
- Short SOPs and role-based training, live or recorded
- Two weeks of support after go-live
Good to know
Scope is sized by record volume, number of systems and number of users. We work alongside your vendor's implementation team, not around it.
Example scope
Move customer records and transaction history to a new platform, set up six locations and their users, connect payments and accounting, and train managers before go-live.
Reporting Care Plan
For any business after a build that wants it monitored, maintained and improved.
What's included
- Pipeline and dashboard monitoring
- Fixes when a source system changes
- Small changes and new reports
- A monthly 30-minute review of what the numbers are telling you
Good to know
Plans are sized by monthly hours, from a light maintenance plan up to a fractional data lead who joins your monthly leadership review.
Example scope
A few hours a month to keep pipelines healthy, add a new location, and build one new report each quarter.
We work in the tools you already have.
Not sure what fits? We'll recommend the simplest setup that does the job and costs the least to run.
Databases & pipelines
SQL, Python, Google BigQuery, Postgres, Azure SQL, Snowflake, REST APIs, Fivetran, Airbyte, Zapier and Make.
Dashboards & reports
Power BI, Looker Studio, Excel and Google Sheets, Google Apps Script, scheduled email, Slack and Teams reports.
Systems & admin
Google Workspace and Microsoft 365 admin, user and permission setup, SSO and MFA, integrations, and AI-assisted reporting.
Terms that keep things simple.
Fixed scope, fixed price
You know the cost before work starts. New requests become a written change, never a surprise invoice.
Your accounts, your data
Everything is built in systems you own. Your data stays in your accounts and is never reused for anyone else.
Documented and handed off
You get the docs, the logins and the training. You're never dependent on us to keep the lights on.
Not sure which one fits?
Most businesses start with a Quick-Start. Tell us what you're working with and we'll point you to the smallest useful first step.