Every industry has the same core problem: numbers spread across systems and defined three different ways. Here are the questions we help answer, the systems we connect, and what we build. The questions are examples, not client work.
“Which loan officers’ pipelines look healthy but fall out after lock, and what do those loans have in common?”
We connectThe LOS, the CRM, pricing, and the general ledger.
“Which lenders and agents send files that stall in curative, and what does that delay cost per file?”
We connectTitle production software, order intake, and accounting.
“Which clients show early signs of leaving, like fewer meetings or shrinking assets, before they go?”
We connectAgency management or CRM, carrier or custodian feeds, and meeting notes.
“Which portfolio companies are behind plan, and is it volume, price or cost?”
We connectEach company’s accounting, CRM and operating data, mapped to one set of definitions.
“Which lead sources turn into closed deals within 90 days, and what does each closing really cost?”
We connectThe CRM, ad platforms, direct mail, call tracking, and transaction records.
“Which locations are growing sales but losing margin, and is it labor, discounting or product mix?”
We connectPoint of sale, scheduling and payroll, inventory, and each location’s P&L.
“Which job types look profitable on the estimate but lose money after callbacks, overruns and materials?”
We connectField service or project software, estimates, call tracking, and accounting.
“Which customers are unprofitable once accessorials, returns and service failures are counted?”
We connectYour WMS, TMS, carrier invoices, and ERP.
“Which shifts, lines or suppliers explain our scrap spikes, and what did each one cost?”
We connectERP, line and MES data, quality records, and purchasing.
“Which features do customers who renew use in their first 30 days, and which accounts have stopped using them?”
We connectProduct events (Segment, Amplitude, Mixpanel, PostHog), your app database, billing, and the CRM.
“Which clients and project types lose money once write-offs, scope creep and unbilled hours are counted?”
We connectTime tracking, your project or PSA tool, accounting, and the CRM.
“Which channels bring customers who are still profitable after returns, discounts and their second order?”
We connectYour storefront, ad platforms, email and SMS, returns, and the 3PL.
“Which payers and procedure codes drive our denials, and how much cash is stuck because of them?”
We connectPractice management and EHR, the clearinghouse, scheduling, and accounting.
If your business runs on data, the approach works. Tell us what you’re dealing with.
