Retire the spreadsheet empire. Keep the numbers.
Reporting built up over years (exports feeding spreadsheets feeding more spreadsheets, or a BI platform that is now expensive, slow or abandoned) eventually becomes the bottleneck. We migrate it to a modern, maintainable stack: metrics mapped, logic rebuilt faithfully, dashboards proven against the old ones before anything is switched off.
Platform recommended for your team, not ours · parity proven side by side before cutover.
The reporting that got you here will not get you further.
Legacy licences, slow dashboards, logic buried in a hundred formulas, and one person who understands how any of it works.
Licences outgrew their value
Per-seat pricing for dashboards half the team stopped opening.
Logic nobody can maintain
Metric definitions buried in formulas, macros and one veteran's memory.
Spreadsheets as infrastructure
Business-critical reporting held together by paste and prayer.
Migrations that change numbers
The last attempt shipped different figures and lost the team's trust.
No single reporting layer
Every dashboard computes its own version of the same metric.
Hostage to a platform
The tool dictates what questions you can afford to ask.
Assess, model, migrate, prove
A migration that treats your numbers as the asset: mapped first, rebuilt once in a governed model, and proven against the old before anything is retired.
Assess and choose honestly
An inventory of every report that matters, the metrics underneath, and who uses what, then a platform recommendation driven by your team, data and budget, including self-hosted options with no per-seat licence.
- Report and metric inventory
- Power BI, Looker Studio or Tableau
- Superset, Metabase and Grafana
- A recommendation, with reasons
Model the data underneath
The reason legacy reporting rots is logic buried in a hundred formulas. We rebuild it once, in a governed data model, so every dashboard reads the same definitions and the next change happens in one place.
- Metric logic extracted and documented
- One modelled reporting layer
- ETL with Airbyte, dbt or custom pipelines
- Version control on the logic
Migrate and prove parity
Dashboards rebuilt on the new platform and run side by side with the old ones until the numbers match and the team trusts them, because a migration that changes the numbers without explanation fails.
- Faithful dashboard rebuilds
- Side-by-side parity QA
- Discrepancies explained, then fixed
- Cutover only when trusted
Automate and retire the old
Scheduled refresh, documentation, access control and training, then the spreadsheets and legacy licences actually get retired, which is where the saving and the sanity come from.
- Automated refresh and delivery
- Documentation and training
- Legacy reports formally retired
- A platform your team can extend
What changes on a modern stack
Reporting becomes maintainable, extensible and owned, and the old licences actually get cancelled.
A platform that fits
Chosen for your team and budget, self-hosted where that wins.
Logic modelled once
Metric definitions documented, version-controlled, reusable.
The numbers survived
Side-by-side parity proven before cutover, discrepancies explained.
Refresh without hands
Scheduled pipelines replace the export-and-paste ritual.
Costs that make sense
No per-seat drag on tools the whole company should see.
Easy to extend
The next dashboard is an afternoon, not a project.
Solutions built for your industry
Every industry has different challenges. We build data, reporting, automation and AI solutions that fit the way your business operates.
Marketing Agencies
Automate client reporting, prove attribution and monitor every account without the manual grind.
- Multi-client reporting automation
- Cross-channel attribution
- Tracking QA across the book
- AI-drafted client commentary
Ecommerce & DTC
Connect store, marketplace, ad and finance data to see true profitability and reliable tracking.
- Contribution margin by SKU
- Server-side conversion tracking
- Marketing tied to revenue
- AI margin and stock alerts
Retail
Bring together sell-through, margins, locations and marketing across every channel.
- Sell-through by channel
- Product and category margins
- Retail and wholesale in one view
- AI demand forecasting
Franchise
Compare every location on consistent numbers, with AI reading the weekly review.
- Location scorecards
- Standardized KPIs
- Roll-up and drill-down
- Underperformance alerts
SaaS
Connect product, marketing, sales and billing into clear growth metrics, plus custom AI features.
- MRR and ARR reporting
- Activation and churn analytics
- CAC against LTV
- AI agents and internal tools
Professional Services
Automate intake to invoice and make the firm's knowledge searchable, with approvals throughout.
- Intake and proposal automation
- Utilization and pipeline reporting
- AI speed-to-lead follow-up
- Knowledge assistants with sources
Legal Services
Document intelligence, intake automation and clean matter reporting, handled confidentially.
- Document classification and extraction
- Client intake automation
- Matter and revenue reporting
- Assistants grounded in your precedents
Healthcare
Operational reporting and careful automation for clinics and multi-site practices.
- Booking and utilization reporting
- Multi-site scorecards
- Payroll automation with approvals
- Patient acquisition ROI
A simple, low-risk way to get started
Three clear steps to working together, backed by commitments that keep the risk on us, not you.
- Step 1 We understand the problem and design the system We learn your goals, systems, and the questions you need answered.
- Step 2 We build it, and prove it works Tracking, dashboards, automation or AI, built to fit your business.
- Step 3 We deploy, monitor and keep improving it We keep improving it as your business grows and your questions change.
We remove the risk of getting started so the decision is easy. Here is our commitment to you:
- Free first consultationA practical working session about your data, workflows and AI opportunities, not a sales pitch. If we are not the right fit, we will say so.
- Clearly scoped first projectWe agree on the deliverable, timeline, and price up front. No open-ended retainer required to begin.
- You own everythingEvery pipeline, dashboard, workflow and agent we build is yours: your accounts, your code, documented, with no lock-in.
- No long-term contract to startBegin with one focused engagement. Continue only if the results earn it.