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Data-driven insights

Connect and Unify Data

Unify key data points from multiple data sources such as Jira, Salesforce, Google Sheets, Google Analytics, Quickbooks, Airtable, Hubspot, and more.

Obtain visibility into cross-team dependencies and resource allocation utilizing the tools that fit the budget and needs of your organization.

Key Metrics and Trends

Accessible and Intuitive

Identify and track key metrics to achieve your business objectives in team performance, sales, customer lifetime value, service level agreements, return on investment, and more.

Utilize dashboards and reports as your teams and success metrics grow and change.

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Increase efficiency and visibility

Ensure Priorities are Clear

Improve resource and task allocation and focus on high value priorities through workflow automations and tools for planning, tracking, reporting.

Receive alerts and notifications when timely actions are required.

What we offer

We enable teams to do more with less, gain greater data insights, and overcome obstacles in reporting and workflows to achieve greater success in reaching their goals.

Data visualization

Use data visualization tools to create dashboards, reports, and presentations to track key metrics, identify trends, and provide stakeholders with key insights.

Unified views

Enhance your data-driven decision making capabilities by connecting data from multiple sources into a single interface.

Automated Reports

Eliminate the need to manually create recurring status reports. We provide auto-generated reports available in real-time or on a scheduled basis.

Quarterly Reports and Presentations

Impress key stakeholders and clients with professional presentations using insights that convey your message.

Notifications and alerts

Receive automated alerts in Slack or email based on custom criteria, ensuring important updates and time-sensitive actions are visibile. 

Integrations and Implementations

We offer personalized service packages with a variety of tools and customizations to meet your business needs.

Our Services

We provide a comprehensive service that supports business teams by managing the complexities of reporting analytics and workflow automation.

  Assessment and Implementation: We conduct thorough evaluations to identify the best reporting and automation tools for your business, followed by seamless implementation tailored to your unique needs.

  Maintenance and Support:  Our continuous maintenance and support allow your teams to concentrate on their high-value goals, while we handle updates and adapt to your growth and evolving requirements.

  Training and Onboarding:  We provide comprehensive training and onboarding for your teams, empowering them to make the most of the new tools and processes.

Find out more >>

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Integrations

We deliver data insights and automations through various tools and integrations.

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Airtable
Atlassian-Jira-Logo
Atlassian Jira
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Tempo
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Slack
Snowflake
Snowflake
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OpenAI
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Hubspot
google-logo
Google Marketing
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Salesforce
Tableau
Tableau
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Zapier
xero-logo

Xero

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Contentful CMS
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Google Sheets
Magento

Can't find your preferred software?  Let us know! We support many more tools beyond those listed here.

Why Choose Us?

Let us handle the complexities of reporting analytics and workflow automation so your teams can focus on their core duties while we take care of the rest.

  Time-Savings

Free up your team leads from the time-consuming task of managing analytics and automation, allowing them to concentrate on strategic initiatives and team leadership.

 

  Customization

We tailor our services to meet your specific needs, ensuring that your reporting and automation solutions are aligned with your business goals.

  Expertise

Benefit from our specialized knowledge and experience in the latest technologies and best practices for reporting and workflow automation.

  Scalability

As your business grows, we scale our solutions to match your evolving requirements, ensuring continuous improvement and efficiency.

Gallery

Browse through some of our most recommended solutions with sample* implementations of:

  • Tableau Data Visualization
  • Slack integrations
  • Jira with Tempo Apps
    • Structure PPM
    • Timesheets
    • Custom Charts
  • Google Sheet synced reports

 

Tableau - Profit By Region

Tableau Dashboards
Tableau is a powerful tool that connects multiple data sources utilizing calculations and interactive filters for deep data insights. >>

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Timesheets for Jira
More accurately identify time spent segmented by customer, project, role, or task type. Improve capacity planning and gain insights on low and high value activities. Here, we see Timesheets data visualized in Tableau.>>

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Structure PPM for Jira
Elevate Jira reporting with customizable hierarchies and calculations that unify status and resource tracking across multiple teams, projects, and initiatives. >>

 

Jira Slack Automation

Jira Slack Notifications
We offer condition-based notifications in Slack to ensure high priority and urgent tasks are visible. These are available on a recurring schedule or up on an event trigger.

Project Dashboard - 2

Tableau Project Dashboard
This interactive dashboard provides insight on the CPI (Cost Performance Index) throughout the duration of the project. We can customize project reports to meet your project or business needs.>>

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Custom Charts for Jira
Elevate Jira dashboards with additional chart types, sharing options, and features for quickly creating multiple dashboard instances. >>

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Google Sheets Sync
This example is a sync from Jira with dynamic filters for issue type and status. This also includes a scope "burn up" chart. A convenient way to share Jira details to external sources. >>

Tableau Public Vizzes

Tableau Portfolio
Interact with our sample dashboards https://bit.ly/4ccJtl6  >>

 

 

Sales & Acquisitions

Combine Data Sources
This example aligns sales metrics alongside lead acquisitions with an additional view containing a sales leaderboard. Achieve greater insights when combining data from different systems into single a view. >> 

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Tableau Presentations
Eliminate the need to copy and paste data week after week for status updates. Instead, use Tableau Story items for polished presentations. These customized reports offer powerful visualizations to present key information to your stakeholders with data synced directly from systems that track project status, budget, trends, and more.

Jira Google Sheet Gantt

Advanced Google Sheet Features
A budget-friendly way to visualize data using functions and queries to combine data from multiple sources and overcome limitations from native platforms.  >>

*Please note that some gallery images may be mockups or representations of solutions to comply with copyright and privacy regulations.

Testimonials

See what our clients and partners are saying about us!

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Andrew

UI Designer

Janen The standard chunk of Lorem Ipsum used since reproduced below for those interested awesome design i love it so much for being awesome and great.

★★★★★
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Kiara

UI Designer

Janen The standard chunk of Lorem Ipsum used since reproduced below for those interested awesome design i love it so much for being awesome and great.

★★★★★
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Russell

UI Designer

Janen The standard chunk of Lorem Ipsum used since reproduced below for those interested awesome design i love it so much for being awesome and great.

★★★★★

Reporting Options

Receive an outline with recommendations for tools and processes to achieve your goals. We will provide quick wins for immediate benefits and share best practices with proven results.

 

Which plan is best for you?

Meet with one of our expert consultants to assess your challenges and goals, and you will receive an plan tailored to your needs and budget.

 

 

 

Our Team

Our team is passionate about helping organizations succeed and improving operational efficiencies by delivering tailored solutions that support their business objectives.

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Jaime Morales
Automation and Technology Strategist

Jaime is a software engineer and consultant with 16+ years of experience in various organizations, from startups to enterprises. Jaime is an expert in systems engineering, data manipulation, and automation.

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Diana Slaney
Data Insights and Workflow Advisor

Diana is a certified Project Management Professional (PMP) with over a decade of experience in technical program and project management. She has dedicated more than 17 years to working in Customer Success and Engineering teams at marketing, web solutions, and autonomous vehicle companies in San Francisco.

Contact Us

We look forward to hearing from you!  We respond to inquiries within one business day.