The problem
For owners who just bought in, or have run it long enough to outgrow the spreadsheets
Five systems that don’t talk to each other.
Built for businesses with more than one line inside the topline and revenue north of $5M, where those seams already cost real money; a single clean line of business doesn’t need this.
Someone on your team is burning hours every week re-typing the same numbers into a second system.
Nobody can tell you what’s making money and what’s losing it.
The person who knows how it all works could leave tomorrow.
See what’s happening: one screen, the whole operation.
Cash, margin, customer concentration, what’s coming, or whichever of these actually run your business: pulled from the systems you already run. This is the view an owner checks on a Monday morning.
Read-only, always. We never write to your systems. Full data policy
One fixed price, set from what your Readiness Review finds · See all engagementsExample dashboard. Yours is built for your business type, from your systems, with your numbers.
Book a call
See it live
This, but with your own numbers.
Book a call (opens in a new tab)Free. No obligation. 15 minutes.
The engagements
What you get
Ops & Data Readiness Review$1,250
We map what you’re running, tell you what’s answerable and what’s broken, and hand you a findings doc plus a first look at your numbers. About a week.
Free. No obligation. 15 minutes.
- 2Then
The BuildFixed price, built from your Review
We wire your systems into the views your business needs: revenue, cash, jobs, customers, margin, whichever matters for how you operate.
The six numbers are where most owners start, but they are not the only build. Some start with a different question, like whether every project is making money, or where growth is coming from.
After the Review, we talk through what it found, and we come back with a single fixed price built from exactly that. Not a range, not a guess. The Review credits toward it.
- 3Ongoing
Ongoing Advisory
Three tiers, by how much of knowing what’s true, and deciding what to do, moves from you to us.
- Operatefrom $1,200/mo
Pipelines monitored, refreshes kept running, breaks fixed quietly. A monthly readout tells you what changed and what to do about it.
- Optimize / Add Capability
Custom improvements on the core build: a Power Automate flow instead of manual rekeying, a field app for data collection, automatic alerts, deeper analytics and AI where it earns its keep. Built once, it keeps paying every month after it ships.
- Advise / Embed
The whole function: an analytics-and-operations department you couldn’t otherwise hire. An hour-capped retainer, starting around 20 hours a month and scaling with you.
We do not quote a build blind, and we do not hand you a range to sign. The Review is what makes the number real: we find what is actually going on in your data before we quote you, so the price reflects your business, not a guess.
It points at the decision.
Once the systems are connected, we keep watching them with you. This is what an ongoing engagement produces: the constraint to solve, the account to protect, the hire that can’t wait. Decisions, not just data.
Free. No obligation. 15 minutes.
Example dashboard. Yours is built for your business type, from your systems, with your numbers.
Who you’re working with
I’m Matt Harvey.
I’ve spent years seeing the inside of organizations and projects ranging from multi-billion-dollar infrastructure programs to government agencies to regional service businesses. The thing that held almost all of them back was the same: they couldn’t see themselves clearly. The cliché about siloed business functions is true at every size. Data collection is immature, and the data that does get collected lives in disconnected systems that don’t talk to each other. A large part of my job has been to fix exactly that: connect the data, collect more of the right data, and serve it to decision makers in a way that actually answers their questions.
I hold certifications in data engineering and program management, and for specialized work I bring in vetted specialists as needed. I lead every engagement personally, and I’m your point of contact from start to finish.
Your data stays yours.
- Read-only access, always. We connect to your systems to read them, never to write to them. Nothing we do can break how your business runs.
- You own the dashboard and the data. If we ever part ways, you keep it. No hostage-taking.
- No lock-in. The monthly advisory is earned every month, not enforced by a contract you can’t leave.
Every business has a unit of work.
The businesses that get this right don’t have better software. Someone decided, once, what a job is, and then made every system agree. An HVAC contractor calls it a job. A trucking company calls it a load. A distributor calls it an order. A dental practice calls it a visit. The word changes. The structure underneath it never does: cost in, revenue out, what’s left over. Nobody’s done that yet for yours, which is why nobody can add its economics up.
Pull the same month from two of your own systems and the numbers won’t tie. Parts cost lands in a general expense account instead of the job it belongs to, so every margin figure downstream is wrong in the same direction. Rework doesn’t get its own line, so it’s invisible, and invisible things are free until they aren’t. That’s not a data-entry problem. It’s that nobody owns the seam between the systems, so nobody reconciles it.
Revenue concentration
Risk
One customer is usually a far bigger share than the owner thinks, and it’s often the account the previous owner was proudest of.
Customer margin, worst-first
Pricing
The biggest account is frequently the worst one, because it was won on price and nobody went back to it.
Cash conversion
Liquidity
The number that decides whether growth kills you.
Three we can ask of any business before we know what you sell.
Want these pulled from your own systems?
Fifteen minutes to talk through what you run, and what you call the thing you sell, and see if the Readiness Review is the right next step.
And you watch it move.
Reviewed together every month, so a slipping margin or a rising cost line is a conversation in week three, not a surprise at year-end.
Example dashboard. Yours is built for your business type, from your systems, with your numbers.
Book a call
Nobody owns the seams between your systems. Now someone does.
Book a call (opens in a new tab)Free. No obligation. 15 minutes.
Tell us what you’re running, and let’s have a free chat about whether the Readiness Review makes sense.