BI Dashboards
Decision-ready dashboards in Power BI, Looker Studio, and Excel, built around the metrics you actually manage by.
Data Consultancy
Turning data into dollars.
Dashboards, reporting systems, Excel & VBA automation, and document workflows for businesses that run on spreadsheets. Built lean, documented, and handed off so your team owns them.
No vendor lock-in. No black boxes. Practical tools your team can actually use.
5.0 client rating · Background checked · Fully remote delivery
25+
Years in Microsoft apps
5.0 ★
Client rating
Remote
Delivery nationwide
10+
Industries served
What We Build
Data systems that reduce manual work
We replace fragile spreadsheets, disconnected reports, and repetitive processes with structured tools and repeatable workflows.
Data Pipelines & Cleanup
Move data from source systems into clean, usable structures for reporting, analytics, and operations.
Excel & VBA Automation
Modernize workbooks, automate calculations, and eliminate the copy/paste work that eats your week.
Document & Workflow Automation
Onboarding packets, DocuSign workflows, mail merges, and recurring document processes that run themselves.
Reporting Templates
Repeatable reporting packages for sales, operations, payroll, inventory, and project tracking.
Excel Training & Coaching
One-on-one sessions that make your team self-sufficient; patient, practical, and built around your real files.
“They were absolutely a pleasure to work with… affordable and punctual! The work was perfect and they were cheerful guys to work with; took a lot of stress off my plate!”
Selected Work
Recent engagements
A sample of delivered projects across transportation, nonprofits, field services, utilities, and financial services.
Driver onboarding automation
Converted a transportation company's service agreements, W-4/W-9, and TSA paperwork into DocuSign workflows with bulk sending.
Real estate dashboards
Operating dashboards for a commercial real estate management firm, built iteratively alongside the owner.
Payroll-period alert reporting
Recurring overtime and employee alert reports generated each pay period from raw payroll exports.
Nonprofit performance reporting
Social media benchmark and content reporting for Habitat for Humanity ReStore affiliates.
Inventory management template
A macro-enabled inventory tracking workbook for a utilities contractor, designed for daily field use.
Pending-report rebuild
Restructured a financial group's pending-business report and delivered a step-by-step update guide for staff.
Process
A practical build process
Clear scope, fast delivery, and tools that are understandable after handoff.
01
Discovery
Identify the business problem, data sources, current workflow, and success criteria.
02
Scoped Proposal
Define the deliverables, timeline, assumptions, and handoff plan before build work begins.
03
Build & Validate
Develop the tool, review outputs, test edge cases, and confirm it works against real business needs.
04
Handoff & Support
Documentation, training, and practical support so the solution remains useful over time.
Tooling
Flexible, business-friendly technology
We design around your workflow, your data, and your team's ability to maintain the result.
Storage
Snowflake, Supabase, Azure Blob, PostgreSQL
Reporting
Power BI, Looker Studio, Excel, Cloudflare Pages
Pipeline
Python, SQL, Azure Automation, Alteryx
Microsoft
Excel, VBA, Power Automate, Power Apps, Microsoft 365
Client Reviews
Rated five stars by the people we work with
Real feedback from verified engagements. Every project ends with a working tool and a team that can run it.
“The team's speed in drafting a dashboard was fantastic!”
“The service provided was 10/10… I look forward to a continued working relationship in the future for various projects.”
“Outstanding work, very knowledgeable, helped immensely.”
Ready to clean up the workflow?
Start with a free discovery call.
Bring the process, report, spreadsheet, or automation problem you want solved. No obligation; we reply within 1 business day.