from Your Existing Software Systems

Custom Business Intelligence (BI), Streamlined Processes and Data

When and Where You Need Them

Business Intelligence (BI) tools give you more control of your company and its cash flow

In your favorite used car salesman voice, say to yourself “THAT’LL make you smile.”

Go ahead. No one is watching. It sounds like "Data Make You Smile" don’t you think?

Silly? Yes.

Does it describe the transformation we deliver to your business? Absolutely.

Data Make You Smile transforms raw data from your company's existing disconnected software systems into custom business intelligence tools. We deliver TIMELY DECISION DATA™ you need to streamline your business and grow your cash flow.

WITHOUT an expensive and disruptive ERP software implementation.

Data Magic To Grow Your Small Business

Automate the capture, cleanup and delivery of

TIMELY DECISION DATA™ from your company's existing software systems so you can:

1) Increase operating cash flow

2) Make better decisions to grow your business

3) Avoid a costly E.R.P. software implementation

Book an appointment now to learn more.

This Helps Me How?

If your problem is disconnected software systems and operational inefficiencies

stunting growth of your small business, then we can help.


Do you have a love-hate relationship with software?

Small and medium size business (SMB) owners sacrifice convenience for low cost, living with separate accounting and operations-specific apps to run their companies.

A common tradeoff with these cost-effective but disconnected systems is a lack of
TIMELY DECISION DATA™ they can use to streamline workflows and make better decisions.

These disconnected systems do not integrate well.

Billing doesn’t play nice with the general ledger.

Payroll doesn’t acknowledge fleet-tracking GPS logs.

CRM and Accounts Receivable are not even on speaking terms.


Is your business stuck with software silos?

The result? Many SMBs use Excel or Google Sheets to combine data from these systems
manually every month.

Are you frustrated that these software systems do not talk to each other?

Are you tired of canned reports that are hard to analyze and do not help you make better decisions?

How much time does your company waste every month with manual and duplicate data entry requiring one or more employees to get it done?

Your existing software systems already have more data than you realize. You just have to extract and present it in a useful format.


Streamlined processes and TIMELY DECISION DATA™ - when and where you need them.

You can get the TIMELY DECISION DATA™ you need - from your existing siloed software - to make better decisions as an owner and grow your company’s cash flow.

You can eliminate duplicate manual entry and automate data capture from these disconnected software systems to save time and money.

Data Make You Smile can help you take better control of marketing, sales, operations accounting, finance and ultimately, cash flow in your business.

We help you delay (possibly eliminate) a costly and disruptive ERP implementation project you’ve been dreading.

Book an appointment to speak with us today.

Who Would I Work With at Data Make You Smile?

Jake Gray is a Serial Entrepreneur and CFO, Building a Team of Fellow BI / No Code / Automation Geeks

Want to squeeze more juice from your software lemons?

Jake is an entrepreneur and finance professional who understands the challenges you face with disconnected software systems for reporting, operations, HR/Payroll and other functions in your small business.

We have built dozens of custom business intelligence (BI) tools for our own businesses and others. The results produced involuntary smiles.

We look forward to helping your business in the same way.

Why We Do What We Do

Streamlined internal workflows and TIMELY DECISION DATA™ mean you can scale your business without the expense and disruption of an ERP upgrade

Our Philosophy

Everyone has a blind spot: we don't know what we don't know.

Entrepreneurs may think that Enterprise Resource Planning (ERP) software is necessary to take their businesses to the next level. They simply may not know about alternatives.

But an ERP implementation may not the best option for a growing small business, and there are viable options.

Our Promise

You want less expensive, less disruptive, less frustrating ways to process and capture the data you need to make better decisions and grow your business. You can do it with your existing software systems.

We customize business intelligence (BI) tools and automations for your company so you can streamline your team's internal workflows, eliminate duplicate manual data entry, and have the right KPIs at your fingertips, when and where you need them.

Our Guarantee

TIMELY DECISION DATA™ and streamlined operations we deliver for your business will make you SMILE.

If they don't, we will gladly refund your money.

SMILE or you don’t pay.

That is the Data Make You Smile money-back guarantee.

TIMELY DECISION DATA™ Newsletter Articles

Consultant Laptops

Read This Before You Hire an ERP Consultant

May 23, 20244 min read

An enterprise resource planning (ERP) software vendor sells you a new platform to manage your business in one system. This new ERP system replaces disconnected, siloed software systems that manage different areas of your business but do not talk to each other.

Yes, an ERP system may, in fact, help you grow your business.

But before you jump into a software project that could upend your business, consider your goal and whether an ERP consultant is properly aligned with that goal.

What Is an ERP Consultant?

The vendor does not hold your hand through the implementation process for the new system they just sold to you. That is the job of an independent ERP consultant.

The vendor may provide a list of recommended consultants you can call. Hopefully those consultants helped other clients like you to install this same ERP software in their growing businesses.

But consultants typically do not stick around after the implementation is complete.


An ERP Consultant Is Transactional Not Relational

Like a real estate broker who sells you a house and moves on to the next home buyer, a consultant sells their service (to implement the ERP system) and moves on to the next small business owner in your current situation.

An ERP consultant is transactional, just like the real estate broker who moves on before a good rain reveals a leaky roof, or cracks appear in the walls because the foundation is shifting in your new home.

The broker might stay in touch via “I just sold this big house in your neighborhood” post cards with a “if you know someone about to sell their house, please give them my phone number” reminder.

The ERP consultant might stay in touch in a similar way.

But you need help from someone relational who has walked in your shoes – an advocate and fellow business owner who comes alongside you, understands you and your business, and works to ensure that you achieve your goal.

Remember - the consultant’s goal is to get paid for installing new software for your business.

Your goal is to replace inefficient, manual processes with streamlined, automated workflows that help you grow your company.


What Happens After the Consultant Leaves?

The consultant’s work ends when the implementation is complete. This is where your (new) job begins.

If the consultant lacks small business operational experience, they may not recognize the best way to configure the new ERP system for your specific business.

If the ERP system requires more extensive technology expertise, you may have to upgrade your staff in multiple departments.

If your staff are not trained properly, they will revert to familiar and inefficient “how we’ve always done it” processes.

The list of negative “If” statements could fill another page or two. Just beware that ERP consultants may not know what they don’t know. And once they get paid, they lack the incentive to ensure that the new system achieves your goal of more efficient operations and financial management.


Your ERP Consultant Should Assess Your Current Processes and Tailor a Unique Solution

Anyone working to improve your company should have a solid understanding of how it currently works, including what are the back office processes that your staff use daily.

Does the potential consultant provide a clear map from point A (current situation) to point B (post-implementation) so you can be confident that they will stick around until your business is running smoothly with the new ERP system?

Does the proposal from your potential consultant include time that you know would be necessary to understand these processes?

Does your potential consultant ask the necessary questions to understand which staff will be most involved with the new system and what those staff already do well and not so well?


Hire a Small Business Advocate Who Is More Than Just a Consultant

Small business operational experience is at least as important as (if not more important than) software expertise.

How your business and your staff work is more critical than the new software interface.

The volume of new customers you can accommodate with the new ERP system is more important than the shiny new dashboard built into it.

Be sure to screen ERP consultants on their understanding of your industry and what you want and need the ERP system to do for you as a small business owner.


How We Can Help You With Your Operational and Financial Inefficiencies

This post might leave you with the impression that I believe ERP consultants are a waste of time and money. I know that for the right small business, a good ERP system and consultant are key to unlocking growth and greater profitability – if the system is implemented properly.

But I have seen clients whose consultants did not understand their business well enough to maximize the outcomes of the new software. And those clients continued in their inefficiencies – they just did so with a new system that was poorly implemented and under-utilized (and expensive).

If you are hesitant, at all, about an ERP implementation or about hiring a consultant to make it happen…tap the brakes.

Consider options that are more cost-effective and less disruptive to your business.

If you would like to discuss alternatives for replacing inefficient, manual processes with streamlined, automated workflows that help you grow your company, here’s how we can help you.

blog author image

Jake Gray

Jake founded Data Make You Smile to helpfellow small business owners get the most out of their existing software systems to grow their companies and postpone or delay an ERP implementation.

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Frequently Asked Questions


How can DMYS help with disconnected software systems and operational inefficiencies stunting growth in my business?

We eliminate manual data entry and automate data capture from these disconnected systems so that you can make better decisions to grow your company.

We help you delay (possibly eliminate) the costly ERP implementation project you’ve been dreading.


What is a "data model"?

A data model captures raw data from multiple sources (software systems, websites, SQL databases, data warehouses, Excel files, CSV files and dozens of other sources) and ties the data together in a relational database.

It allows you to clean, shape, analyze, summarize and present all that data so that it is useful to you, as a business owner, to evaluate your business and make better decisions about how to grow it.


What do you mean by "automations"?

Automation is a fancy word for connections between software systems that move data without human intervention. We use automation technology tools to transfer data between your disconnected software systems so your admin staff don't have to do it by hand.

An example includes connecting to your billing software and its Application Programming Interface (API) to move transaction and timesheet data to your HR/Payroll software, so you can process payroll more quickly, and with fewer admin staff hours to do so.


What do you mean by "business intelligence"?

Business intelligence (BI) is just a fancy category name for tools that turn raw data into information you can use.

You see this information in custom dashboards and reports that highlight changes over time or give you a better understanding of your company's health and performance.

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