This Helps Me How?

Save time and money with streamlined workflows for your staff.

Automate data capture and eliminate duplicate manual entry.

Make better, faster decisions with TIMELY DECISION DATA™ from your existing software systems.

Increase operating cash flow in your business.

WITHOUT implementing an ERP software system.

Business Intelligence (BI) from your Existing Software

If your disconnected software systems and operational inefficiencies are stunting growth of your small business, then we can help.

Why?

Jake is a serial entrepreneur and fellow small business owner with similar disconnected systems who built custom automated ways to extract, shape and report TIMELY DECISION DATA™ from those systems to drive better decisions for his company and for his clients.

This saved time and money for his clients and his own business. We can do the same for you.

Browse the case studies below to get an idea of how custom-built automations and business intelligence (BI) tools can save you time and money in your own business.

Case Study 1 - Revenue JE Import

Saved 14% of the accounting manager’s time each month – by building a data import tool to replace a three-DAYS-per-month manual journal entry process with a ten-MINUTES-per-month import.

To post monthly revenue data to the QuickBooks general ledger, the raw data came from a clunky billing system report printed each month-end as a PDF with more than 150 pages...and previously transferred BY HAND to the general ledger:

Three thousand rows of debits and credits.

Three days to enter manually.

Every single month.

No thank you.

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Case Study 2 - Network Circuit Capacity Utilization Model

Prevented communication circuit overload – by building a circuit utilization model to clean and shape circuit log data into a visual tool for identifying individual circuits with insufficient bandwidth.

This allowed the client to add capacity to specific circuits as needed to prevent buffering for its customers and reduce strain on its network.

See the Testimonials section for more about this custom tool.

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Case Study 3 - Workers Comp Payroll Data Cleanup

Minimized workers comp premiums assessed by the client's insurance carrier – by cleaning, shaping and combining messy raw payroll data – from two different payroll service providers and two partial periods, with mismatched job titles and incorrect or nonexistent work comp codes – into a complete and summarized report for a client's work comp premium audit.

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Case Study 4 - Cable TV Channel Fees Analysis in Power BI

Provided a better understanding of cost drivers and data-driven support for the CMO to communicate annual price increases to subscribers – by building a Power BI model to drill into various service tiers and cable channels to highlight which channels were driving most of the cost increases from content providers.

This Power BI model reduced labor intensity and allowed the CMO to sort and filter by content type (sports, news, local broadcast), by payment type (direct to programmers or through a trade association) and by local market.

See the Testimonials section for more about this custom tool.

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Case Study 5 - Dynamic Subscriber Dashboard

Replaced a static, 50-page subscriber count report printed from the billing system – by building a custom, dynamic subscriber dashboard to summarize hundreds of thousands of data records.

This dashboard shaped and aggregated weekly raw subscriber counts to facilitate “filter on the fly” capabilities (by date, time period, department, division, market, product type) to see subscriber growth over any historical period.