Our Services

Practical Data and Automation Solutions Customized for Your Firm with Off-the-Shelf Tools

Action Plans

Data and Automation Action Plans are the starting point for deploying data and automation in your professional services business. We will provide you a customized plan laying out the processes you can streamline with automation, the insights you can gain with data/business intelligence, and the steps you can take to optimize your business.

Business Intelligence: Reports and Dashboards

One of the greatest things about collecting data is its ability to provide continuous insight into your business. This is a great way to put data from your existing software systems to work for you. We partner with you to create reports and dashboards that allow you to monitor your data on a recurring basis. We use tools including Google Looker Studio and Microsoft Power BI, in addition to spreadsheet tools. Some examples may include but are certainly not limited to:

Project Management Dashboards to monitor individual projects and help limit budget overruns, scope creep, and run-a-way schedules.
Portfolio Dashboards to monitor all your projects, their profitability, and impact on resources.
Executive Dashboards to monitor the health of your business with Key Performance Indicators (KPIs), such as your utilization rate or proposal conversion rate.

Business Automation Services

Each day only has 24 hours! In professional services, we’d rather spend time on high-value tasks such as serving our customers, instead of routine tasks such as manually entering data into QuickBooks. We can work with you to implement automation using no and low-code tools that can save you time and money. Some examples include:

Using no-code integration and automation platforms such as Make and Zapier to connect your existing software systems and automate routine tasks. Many systems you already use, such as your accounting system, CRM platform, and email can often be integrated.
If you use Excel or Google Sheets to analyze or process data, there are often opportunities to add automation that can reduce your hands-on time.
If you use spreadsheets to store data and track operations, such as lists of projects or customers, this can be easily made into an app. Using no-code tools such as Google AppSheet, you can have a more interactive platform at an affordable cost. This reduces the risk of error and improves your operations.

Project Data Support Services

In the professional services sector, projects are the main operations. If you have datasets that require analysis or other data-related needs, we can help! With many years of data analysis and consulting experience, we’re happy to help our clients help their clients!