One version of the truth
Standardize metrics so leaders stop arguing over the numbers
Data & Reporting
Executive visibility that stops spreadsheet waiting
Data trapped across SaaS tools, manual reporting cycles, and inconsistent KPIs block one version of the truth. I help operations and finance leaders build the reporting foundation that makes decisions faster and cleaner.
Where reporting projects usually fail
The problem is rarely a dashboard tool. It is usually inconsistent definitions, stale pipelines, or no owner for the metric.
Metrics break when every team calculates them differently and no one owns the definition
Dashboards are ignored when leadership does not trust the source-of-truth layer underneath them
Month-end reporting stays manual when analysts still have to stitch together data from multiple systems
Automation fails when the data is technically available but not clean or connected enough to use
Reporting sprawl keeps growing when every team builds its own version of the truth
AI use cases stall when the business has data volume but not data discipline
What I look for first
- Data scattered across CRM, ERP, ticketing, and finance tools with no single source of truth
- Month-end reporting pulled by hand from four different systems
- Inconsistent KPI definitions — every team calculates metrics differently
- No trusted executive dashboard — leadership waits for someone to build a spreadsheet
- Recurring reports that consume analyst time every week or month
- No data foundation for AI use cases — models cannot access clean, connected business data
- SaaS stack generating data but not visibility
Where AI can help
Start with the work that is repetitive, definition-heavy, and painful to maintain by hand.
- Centralize data from disconnected SaaS tools into one warehouse or reporting layer when teams keep asking for the same numbers
- Build executive dashboards with trusted KPIs when leadership needs one version of the truth
- Automate recurring reports that analysts rebuild every month or week
- Consolidate CRM data across teams, regions, and business units when every team has its own workflow
- Replace spreadsheet workflows with live, connected reporting systems when manual stitching takes too much time
- Define KPI standards that leadership can trust for decision-making
- Prepare business data infrastructure for downstream AI and automation use cases
Typical outcomes
Executives buy one version of the truth, faster decisions, and fewer spreadsheet dependencies.
Faster decisions
Replace delayed report cycles with live, trusted numbers
Stop waiting on spreadsheets
Automate the recurring reporting work that slows leadership down
Cleaner control layer
Make ownership and metric definitions visible across the business
What the assessment includes
The AI Opportunity Assessment for data and reporting maps the highest-ROI opportunities across consolidation, dashboards, KPI definition, and reporting automation.
- Current workflow review across reporting, data sources, and KPI definitions
- Source-of-truth and data ownership review
- AI opportunity map for reporting automation and data infrastructure
- ROI estimates for analyst time savings and decision-speed improvements
- Prioritized implementation roadmap
- Build-vs-buy recommendations for warehouse, BI, and integration tools
- Vendor and tooling recommendations
- Data and integration requirements across your SaaS stack
- 90-day implementation plan
Why I can speak to executive visibility
I have built the reporting layer, not just consumed it.
Enterprise Platform Migration at Turo
Established operational reporting and visibility while migrating 12 million customer cases and 5 critical integrations across support and customer operations at enterprise scale.
- 12M cases migrated
- 5 integrations
- Executive visibility
- Reporting systems
CRM Consolidation & Internal Tools
Built internal CRM and operations dashboards that replaced spreadsheet-heavy workflows, giving leadership one version of the truth across performance and pipeline.
- CRM consolidation
- Operations dashboards
- Spreadsheet replacement
Finance Reporting & Controls
Designed reporting systems and payout controls supporting $120M+ in annual payments with auditability, KPI tracking, and executive dashboards for finance leadership.
- $120M+ payments
- KPI tracking
- Executive dashboards
- Auditability
Build the visibility layer leaders actually use.
Start with a practical roadmap before committing to a full implementation.