You have dashboards. Your team still has questions.
I help small and mid-sized SaaS teams make better decisions across functions, from where to invest to how to improve operations and customer experience. I build the analytics systems that support those decisions, connecting trusted data, dashboards, and AI agents.
We start with an Analytics Assessment & Build Plan for a focussed, high value domain. You can implement the plan with your team or work with mine.
The problem
Your data is there.
Getting to the answer is still too hard.
Finance, sales, and the board deck show different ARR numbers. Reporting is still siloed across functions, and dashboards go unused.
Leadership wants to introduce AI, but the team still needs to establish which data, definitions, and answers it can trust. The BI bill keeps coming, but your team still relies on analysts to get the answers it needs.
The system
Your analytics, wherever your team already works.
Ask in Slack, Claude, or ChatGPT, open a dashboard, or work with an agent to decide what to investigate next. Each route draws on the same approved models and business context.
Ask from where you already work
- Slack
- Claude
- ChatGPT
- Your dashboard
“What drove the change in annual recurring revenue (ARR) this month?”
Explain the change
The assistant shows how much ARR came from new customers, reactivations, and expansion, and how much was lost to contraction and churn. The answer includes the reporting period and the source.
Open the account view
To see which customers drove contraction, the employee can follow a link to the dashboard they have permission to use, filtered to the same period. They can compare earlier months and inspect the largest changes.
Take an appropriate action
The contract shows that a customer cut seats. If the reason is missing, the assistant flags the gap. The employee can ask the account owner what happened and decide whether to follow up before renewal.
How I work
Start with a focussed, high value domain.
Expand from there.
Start with a free 30-minute fit call
We talk through the questions that are hard to answer today.
Book a free fit call ↗ Opens in Calendly in a new tab.Phase 1 — Analytics Assessment & Build Plan
We choose a focussed, high value domain and agree on the questions your team needs answered. You receive a plan with the recommended changes, who owns each step, and a timeline. You can build it yourselves or work with my team.
Explore the assessment ↗Phase 2 — Build, test and hand over
After the assessment, we build the analytics system for the chosen domain from the plan and test it against the agreed questions. Your team practices checking answers and fixing issues, and keeps the playbook for running evaluations.
See what Phase 2 includes ↗Phase 3 — Optional expansion
Once the first domain meets its checks and your team can maintain it, you can add a second domain to answer questions across functions. Your team can lead the work or bring us in.
The foundation beneath it
Your team owns the models and the context.
Tested models and portable context
We build tested models for approved metrics and keep the guidance for using them in your own project. Your team can update that context and reuse it when reporting or AI tools change.
Checked answers
Before launch, we check agreed questions against trusted answers and test what each employee can access. After launch, your team reviews flagged responses, samples the rest, fixes the cause, and reruns the tests.
Owned by your team
You own the models and the context. If you switch tools, you reconnect them and rerun the saved tests. Before handoff, I train your team to maintain and extend the work.
Connect
Approved sources
- CRM
- ERP
- Product usage
Model
Tested dbt models
Approved metric definitions and tested calculations.
Document
Business context
- Links to approved models
- Guidance on which view to use
- Expert-checked examples
Use everywhere
Reports + workflows
Board decks · Recurring answers, delivered
Analytics apps + dashboards
See the pattern, explore further
AI agents
Ask, get an answer with its source
Questions
A few things worth asking.
Why not just use the AI built into our BI tool?
It may be a good fit. During the assessment, we check whether your existing assistant can answer the agreed questions, use the approved data and business context, and respect each user's permissions. If it meets those checks, it can serve as the interface.
The build still establishes the metric definitions, documents the business context, connects people to useful dashboards and reports, and tests the full workflow.
Can I use my existing stack?
I design on the stack you already own. The assessment shows where it is ready and where work remains, so the next investment decision is specific.
Who owns the context and system?
You own the dbt project we build, including the model code, approved metric calculations, documentation, and data tests. It lives in your own project with the business context, which explains your terminology, points to the right models and dashboards, and includes examples your experts have checked.
If you change BI tools or AI assistants, you can reuse the models and context, update the connections and access settings, and rerun the saved evaluation cases to check the answers.
Who runs the system after handoff?
Your team can. During Phase 2, your team practices updating the context, tracing an incorrect answer, and testing the fix, and keeps the monitoring system and playbook. If you’d rather spend that staff time elsewhere, a reviewer on my team can handle the reviews, recommendations, and weekly reports.
How do I choose the first domain?
Start with a focussed, high value domain where better answers would change what happens next, such as ARR and revenue analytics, with questions about ARR movements, retention, growth, expansion, contraction, and churn. Choose a team with people who can check the answers and maintain the business context as things change.
During the assessment, we walk through how that team works today, agree on the questions the first build needs to answer, check the data and access each one requires, and choose an observable improvement to look for during the pilot.
Start with a 30-minute conversation.
Tell me about a business domain and the questions your team needs to answer. We'll discuss whether the Analytics Assessment & Build Plan is a useful next step.
Book a free fit call Opens in Calendly in a new tab.