The data and automation team for companies that don't have one.

A job someone inherited, not a system. It costs the same hours every week, it breaks quietly when a column moves, and the person who owns it cannot take a week off without the report slipping.

• The report rebuilt as a job that runs itself on a schedule
• Validation on the inputs, so a bad file is rejected instead of silently half-loading
• Delivery to the people who need it — email, PDF, a shared drive — without anyone logging in
• An alert when a run fails, so you hear it from us and not from the meeting

Every question turns into a reconciliation exercise. Finance has one figure, operations has another, and the meeting gets spent arguing about whose export is right instead of deciding what to do.

• One warehouse the numbers actually live in — Fabric, Snowflake or Postgres
• Pipelines from the tools you already pay for: CRM, finance, operations, spreadsheets
• One written definition per metric, so “revenue” means exactly one thing
• The dashboards and internal apps on top, all reading from that single source

Per-seat licensing charges you for sharing your own numbers. So access gets rationed, the people who need a figure ask someone else for a screenshot, and you keep paying every month for seats that nobody signs into.

• Your existing dashboards migrated into one branded portal, not rebuilt from scratch
• Unlimited logins — the cost stops scaling with headcount
• Row-level security, so each person sees only the rows they are cleared for
• Self-service upload, so your team updates the data without calling a developer

The problem is real, it just doesn’t have a tidy name. Usually that means the thing you need built sits across two or three of the categories above — a bit of reporting, a bit of automation, and an internal tool nobody has written yet. That is a normal place to start from, and it is not a reason to wait until you can phrase it better.

• Internal apps and portals — the tool your process currently runs on in a spreadsheet
• Data platform work — warehouse, models and pipelines under the reporting
• AI and LLM automation — document handling, classification, drafting, extraction
• Or a short scoping call that ends in a written recommendation, including “don’t build this yet”