This is strategy consulting first. The work covers designing the data infrastructure and automation your operations actually need, then working with your team on what implementation looks like given your organization. You're working directly with me the entire time, not a team that changes depending on the week. Some clients want systems built alongside their team; others want the strategy and direction, then their own people executing it.
FIND A TIME FOR A FREE CONSULT →At a previous company, an automated system was built that pulled data directly from Monday.com, Stripe, and contractor payment records to run a full gross margin analysis by client, every month, automatically, right after month close. It broke margin down by service tier, showing exactly where delivery was profitable and where it wasn't, then fed directly into improvement plans with the delivery team. It reconciled against the P&L. That's the kind of thinking behind every engagement: not a dashboard for its own sake, a system that tells leadership the truth about the business fast enough to act on it.
Retainers for this work typically run from $2,000 to $20,000 per month. Where a given engagement lands depends on scope, how often we meet, and how much rework the underlying data needs before it's trustworthy. Every engagement is scoped to fit the actual need and the actual budget.
A clear strategy and system design for real visibility into cost and delivery performance. What gets built, and by whom, depends heavily on your organization.
Usually starts as a focused strategy engagement, then moves to an ongoing advisory retainer as the system gets implemented and refined.
No. The approach adapts to whatever you're already using. Often the real first step is cleaning up and standardizing how that data gets captured in the first place, garbage in is garbage out, which is why these tend to be longer-term engagements, not quick fixes.
Your team. The goal is always a system your people can run without ongoing dependence on outside help.
Senior strategic thinking without a full-time hire, focused specifically on getting your operating data trustworthy enough to actually run the business on.