Still paying for tools you barely use?
SaaS sprawl sneaks up fast. Dashboards multiply while leaders still ask for the same export from finance every Monday.
Why this breaks
- Metrics defined differently in every department
- Dashboards fed by stale manual uploads
- Licenses for features nobody can name
- Leaders do not trust the number enough to act on it
What fixed looks like
Before: six tools, three definitions of “active job,” Monday panic exports.
After: agreed definitions, automated refresh, one place owners check before the standup.
What we change
- Process: define KPIs and who owns exceptions
- Integrations: reliable pipes from CRM, ERP, time tracking
- Automation: refresh schedules and anomaly flags
- Controls: access aligned to role—not everyone exports everything
Tools commonly involved: Microsoft 365, Power BI, Google Workspace, QuickBooks, Airtable, Notion, Slack, Teams.
What we do not change: your leadership rhythm—we make the numbers worth the meeting time.
Security: row-level access where supported; no “everyone is admin” shortcuts on SaaS trials.
FAQ
- Do you build vanity dashboards?
- No. Every metric ties to a decision someone already makes—or we cut it.
- Can we use our existing BI tool?
- Often yes—we connect source data properly first so the BI layer stops fighting spreadsheets.
- How do you handle data quality?
- Validation at ingestion, exception queues, and owners—not hope that the chart looks smooth.
- What about license cleanup?
- We map seats and features to actual usage—cancel or downgrade with evidence, not guesses.
Selected work
Anonymized projects from real engagements—advisory judgment backed by implementation. No invented metrics; depth case studies come when clients approve outcomes.