01
Definition audit
Where finance, sales, ops, and marketing disagree on the same numbers — and resolve.
Services
Business Intelligence That Drives Decisions, Not Debates
BI work that ends the "whose numbers are right" debate. Source-of-truth definitions, reconciled data, executive reporting, and a cadence that turns the data into decisions.
What BI consulting covers
Most BI projects produce reports that nobody trusts because finance, sales, and ops are each calculating revenue, margin, and conversion differently. The first job is reconciling definitions across functions so leadership stops debating the data.
Then we build the reporting layer — exec view, department views, source attribution, conversion math, capacity, and unit economics. Same numbers everyone references, refreshed on a defined cadence, with clear ownership.
Finally, the operating cadence: weekly numbers scan, monthly business review, quarterly recalibration. The reports drive the meeting; the meeting drives the decisions.
- Source-of-truth definitions across functions
- Executive reporting and dashboards
- Department-level reporting layers
- Unit economics and cohort reporting
- Operating cadence to use the reports
- Documentation so reports outlive the build
Why work with James
Operator background, not a deck-only consultant. Every credibility marker below is something I've actually built or run — not theory.
10+ Years Building Businesses
Multi-Company Owner
Software Developer
AI Platform Builder
Business Systems Architect
Sales Process Designer
Marketing Strategist
KPI & Operations Expert
How BI engagements run
02
Data layer
Wire sources into a clean layer. Warehouse where volume demands it; direct queries where it doesn't.
03
Executive reports
Build the one-page executive view leadership references every week.
04
Department reports
Sales, ops, finance, marketing — each with the reports they need to run their function.
05
Cadence
Weekly, monthly, quarterly review meetings tied to the reports.
06
Documentation
Definitions, sources, refresh logic, and ownership documented. Reports outlive personnel changes.
Examples of this work
Anonymized examples of engagements that fit this scope. Names and identifying details withheld.
Multi-entity executive reporting
Owner running multiple entities had no consolidated executive view. Built a roll-up reporting layer with entity-level drill-downs. Reduced monthly close-to-review time meaningfully.
Unit economics reporting
SaaS company had revenue growth but no view of CAC payback, LTV, or cohort retention. Built the full unit economics layer. Strategy conversations got dramatically more honest.
Marketing attribution rebuild
Marketing and sales were reporting different lead numbers. Reconciled definitions, built attribution from first touch to closed-won, and installed a joint pipeline review.
Frequently asked questions
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Ready to talk specifics?
Request a consultation, call, text, or book a paid strategy session to dig in.
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