//THE ROUTE
Data Analysis & Visualization that leadership actually uses.
Business intelligence, database management, dashboards. Daily decisions, not monthly slides.
For B2B teams drowning in data but starving for decisions. We build the dashboards, data models, and reporting cadence that turn operational data into a real-time decision tool. In Power BI, Tableau, Smartsheet, or whatever your team already uses.
Database Management
Visual Dashboards
Data Analytics
Business Intelligence
CORE + EXTENDED
​
Our core is operational BI, turning your existing business data into daily decisions. When projects call for deeper work like data engineering, ML/AI, or advanced data science, we extend through our senior team or trusted specialists.
// SIGNS YOU ARE IN THE WRONG TRAIL
You have data. You have no insights.
Six symptoms that show your analytics layer isn't actually informing decisions.
SIGN 01
Excel is still the BI tool.
You bought Power BI or Tableau. Three months later, leadership is back to opening Excel files for "the real numbers."
SIGN 04
Analysts wrangle, don't analyze.
Your analyst spends 80% of the week pulling data from five systems and 20% actually analyzing. The expensive hire became a data janitor.
SIGN 02
Dashboards built once, abandoned.
A consultant built them last year. Half are broken now. Nobody on the team knows how to update them. They became expensive wallpaper.
SIGN 05
Reports take days to compile.
Monthly business review prep is a 3-day fire drill. Someone copy-pastes from six sources into a deck. By the time it's presented, the data is stale.
SIGN 03
Same question, three answers.
"What was last month's revenue?" Sales says X. Finance says Y. Ops says Z. Nobody is wrong...they're pulling from different sources.
SIGN 06
Decisions on instinct.
Pricing, hiring, market entry... big calls get made on gut feel. The data exists. It's just not in a form leadership can use in real time.
// FOUR PILLARS OF OUR PRACTICE
How we cover the full BI stack.
From the database underneath to the dashboard executives open daily. Four interconnected pillars working as one system, not four disconnected services.
R-01
Database Management
The foundation under everything.
Operational database architecture optimized for analytics. We design data models, define source-of-truth schemas, manage integrations between systems, and ensure your analytics layer trusts what it's pulling from.
WHAT YOU GET
​
Star schema · Data model documentation · Source-system integrations · Refresh logic · Governance rules
R-02
Data Analytics
Turning data into insight.
Cohort analysis, funnel decomposition, KPI trees, segmentation, variance analysis. The analytical layer that turns raw business data into the questions leadership should be asking, and the answers they need to act on.
WHAT YOU GET
​
KPI tree · Cohort analyses · Custom analytical reports · Variance studies · Decision frameworks
R-01
Visual Dashboards
The interface leadership uses daily.
Executive dashboards, operational KPI views, self-service templates. Built in Power BI, Tableau, Looker, or Smartsheet. Chosen based on your team's reality, not the consultant's resume.
WHAT YOU GET
​
Executive dashboard · Team-level views · Drill-down filters · Mobile-friendly layouts · Permission models
R-02
Business Intelligence
The whole system, working as one.
The end-to-end practice that connects the three layers above into a working operational decision tool. Reporting cadence, training, governance, and ongoing evolution as the business changes.
WHAT YOU GET
​
Reporting cadence · Team training · Governance docs · Self-service playbooks · Quarterly tune-ups
Each pillar is valuable alone. Connected as one practice, they become the operational decision system most B2B teams are missing.
FOUR PILLARS · ONE TEAM · ONE SYSTEM
// WHAT WE BUILD
Six artifacts. All live. All maintainable.
The analytics infrastructure your team owns when we leave.
Built so your in-house analyst can extend, not just admire.
01
Executive dashboard
The single screen leadership opens every Monday morning. Top KPIs, week-over-week deltas, drill-downs by segment. No more "what's the number?"
03
Database architecture & data model
Operational database architecture optimized for analytics: sources, joins, definitions, refresh logic, governance. Single source of truth your team trusts.
02
Operational KPI dashboards
Team-level views tied to ownership. Sales sees pipeline. Ops sees throughput. CX sees retention. Each team has the data that drives their work.
04
Automated reporting pipelines
Monthly board decks, weekly status reports, quarterly business reviews: auto-generated from live data. Your team stops compiling. They start interpreting.
06
Cross-functional analytics
Views that connect sales + ops + finance + CX in one place. So, leadership can answer "is this product profitable across the whole funnel? not just by silo.
// METHODOLOGY
The 5-phase route to operational BI.
Five phases. Clear deliverables. No surprises mid-climb and a defined exit.
01 / Discovery
Discovery
Map the terrain
Inventory data sources. Interview leaders. Identify the decisions data should drive, not the dashboards you want.
02 / Analysis
Plot the route
Design before you build.
KPI tree. Data model architecture. Dashboard wireframes. Platform selection (or extend existing).
03 / Build
Make the climb
The actual work.
Data pipelines. Dashboards built in Power BI / Tableau. Refresh schedules. Permissions.
04 / Test
Field test
Before going live.
Reconcile to sources. UAT with each team. Refine layouts based on first real usage patterns.
05 / Optimize
Beyond the summit
After launch.
Train internal analyst. Document the model. Self-service templates. Quarterly tune-ups.
// FRAMEWORKS & TOOLS
Best tool for the team. Not best tool for the resume.
Each pillar of our practice maps to a specific category of tools. We extend your existing stack, no replatforming unless you genuinely need it.
Frameworks we use
Kimball dimensional modeling · Star schema design · KPI tree decomposition · Self-service analytics governance · Cohort & funnel analysis
Planning & Roadmapping
QuickBooks · Xero · NetSuite / Salesforce · HubSpot · Pipedrive / Smartsheet · Excel · Google Sheets / Smartsheet Bridge · Zapier · Make /Custom REST APIs · CSV / FTP
Visualization & Dashboards
Power BI (most common) · Tableau · Tableau Cloud · Looker · Looker Studio · Smartsheet dashboards · Metabase · Sigma · Mode
PLATFORM-AGNOSTIC · WE EXTEND YOUR EXISTING BI INVESTMENT · CORE + EXTENDED CAPABILITIES
// CONNECTED ROUTES
Data is the layer under every other route.
This route most often connects to:
01
Financial Management
The finance layer
Financial dashboards are the highest-value first dashboards. P&L, cash, margin by segment. Leadership uses this daily.
02
Project Management
The data source layer
Smartsheet often holds operational data that feeds dashboards. Bridge integrations move it from Smartsheet to Power BI cleanly.
02
Strategic Planning
The KPI architecture layer
Dashboards measure what strategy defines. When KPIs aren't connected to objectives, no dashboard fixes that. This pair sets both layers right.
// BASE CAMP
Bring your worst dashboard. We'll diagnose it live.
30-minute call. Share screen on your current BI setup: Power BI, Tableau, Smartsheet, Looker, even Excel. We'll point out what's broken and what your first real dashboard should look like. No slides, no sales pitch.
SMARTSHEET·OPTIMIZATION·APP ARCHITECTURE·AUTOMATION·PROJECTS·STRATEGY·FINANCE·CX·DATA·KNOWLEDGE BASE