WHAT WE DO
What we help with
Most projects start with one of these five. A lot of them end up touching two, since a CRM cleanup usually leads to better reporting once the data can be trusted.
Here’s what each one looks like.
If your company already runs on Microsoft, Power BI is the shortest path to reporting people trust. We build the model and design the dashboards. Then we train your team, which is the part that decides whether any of it is still being used a year from now.
Tableau gives us more room to design, which matters when the people reading a dashboard aren't analysts. Underneath, the work is the same as any platform: a data model that reconciles, and a layout built around the decision someone has to make.
A lot of the Salesforce orgs we see try to track everything, and most of the fields end up blank. We start with the data, since nothing built on top of it helps while the records are wrong. After that, it's automation that matches how your team sells and reporting your leadership will actually open.
HubSpot works best when sales and marketing stop keeping separate scorecards. That usually means tidying the records and cutting the workflow sprawl back to something one person can hold in their head. Then both teams are reading the same numbers.
ActiveCampaign, Salesforce, HubSpot. Each one is fine on its own. The work is in the wiring: field mapping, syncs that don’t quietly create duplicates, and unsubscribes that travel between systems the way everyone assumes they already do.
The layer underneath
Warehouses built on Snowflake or BigQuery
Pipelines and ingestion through Fivetran
Transformations in dbt, version controlled and tested
Monitoring, so you hear about a failed load from us rather than from a client
Whether you need this depends on how much data you have and how many systems it's spread across. Some companies need a warehouse at $5M in revenue, and others never do. It usually comes up when reports get slow, or when nobody can say which system holds the real number.
Who we work with
Mostly companies between $5M and $1B
TheKey, Schoolcraft College, Structurely, Stack Influence, Career Now Brands, the National Transportation Institute, Quick and Simple Imports. Senior care, higher education, recruiting, software, logistics. The common thread is that somebody already collected the data, and nobody can do much with it yet. More on three of them: analytics your customers pay for, driver recruiting and retention, and Salesforce for workforce development.
The person who scopes your project stays on it through the handoff, and you'll always have a direct line to them.
How a project works
Free working session
You show us what you have and where it's falling short, and we talk through how we'd handle it. No obligation.
Proposal
If it makes sense to keep going, we send a proposal with the scope and timeline. You can choose a fixed price for a defined project, or hourly if you'd rather have us as a fractional part of your team. Most first projects take three to four weeks.
Build and handoff
We check in with you along the way, so there are no surprises at the end. Then we document everything and train your team, so you can run it without us. Plenty of clients call us back for the next project, but they don't have to.
Questions we get asked
We need more than one of these. Do we have to pick?
No, and most engagements cross over anyway. A CRM cleanup turns into reporting about as often as not, once the data is finally worth reading. We’d scope that as one project rather than five.
How do you price?
Two ways. For a defined project, we agree on the scope and a fixed price before we start, so there are no surprises on the invoice. If you'd rather have us on call as a fractional part of your team, we bill hourly. Some of our longest-running clients work with us that way.
Do you work outside Michigan?
Yes. Most of the work is remote. We come on site when it's worth it, and training days usually are.
What if we’re not sure what we need?
That's where most people start. Usually someone describes a symptom: the board deck takes three days, nobody trusts the pipeline number, or two teams keep arguing about what counts as a lead. Tell us that, and we'll figure out what's causing it.
Not sure which one you need?
Book a free working session and we'll tell you where we'd start, even if the answer is that you don't need us yet.