Build Smarter Operations Through AI, Data, and Process Excellence

From foundational workflows to advanced automation, we guide organizations through every stage of operational and AI maturity -- solving complexity with precision and unlocking measurable business value.

Our Clients

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Imagine a future where your data works harder, your processes run smoother, and your team spends less time chasing fire drills -- and more time driving strategy.


For our clients, this isn't a pipe dream. It's reality when you focus on building the operational maturity of your organization.

What We Deliver

Case Studies

Cloud Migration Plan

We helped The Alliance scope and plan an Azure cloud migration. Download the case study below.

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Project Management Office Implementation

We assisted AllCare Health with the creation and implementation of a PMO office. Download the case study below.

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Process Documentation & Current-State Evaluation

We helped a healthcare organization clearly map current-state processes, define KPIs, build initial Power BI environment, and identify automation opportunities. Download the case study below.

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ETL & Power BI Development

We helped VMG build a scalable ETL process to clean 17+ million records and helped build Power BI reporting on top. Download the case study below.

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Data Warehouse Build

We helped a regional bank build a data warehouse and reporting. Download the case study below.

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Enterprise IT Consolidation

We led project management on the post-merger integration of 11 different companies into a single technical tenant. Download case study below.

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Ready to build operational intelligence and drive scalable growth?

Whether you're stuck in spreadsheets or ready for real-time automation, we meet you where you are.

Hear More From Us:

By Kade Brewster April 21, 2025
As companies race to adopt artificial intelligence, one common roadblock stands in the way of sustainable success: poor data governance. For business leaders eyeing AI integration, the temptation to jump straight into tools, platforms, or model deployment is understandable. But without a solid foundation of trustworthy, structured, and governed data, even the most promising AI projects are bound to underperform–or fail entirely. Many organizations have been throwing around AI as a buzzword, like it's the answer to all their problems, but nobody actually knows where to start with implementation. Sound familiar? If this sounds like you, it's likely that your business is in a position of operational immaturity that prevents it from clearly identifying and executing on AI implementation use cases. If that is the case, then there are levels of maturation that have to be reached before true, enterprise changing AI capabilities will be unlocked to you. What are those levels of maturation? Well, there's several, but one of the critical ones and the point of this piece of writing is to focus on strong data governance practices. What Is Data Governance? Data governance refers to the people, processes, and policies that ensure data is accurate, consistent, secure, and used responsibly across an organization. It sets the framework for who owns data, how it should be managed, how quality is maintained, and how it can be accessed or shared. In practice, data governance is less about controlling data and more about enabling trusted and usable data for decision-making, compliance, and digital transformation–including AI. Why AI Projects Fail Without Governance Many AI and machine learning initiatives start with bold ambitions such as predictive analytics, customer personalization, intelligent automation, but often end with disappointing results. The common thread? Poor data quality, lack of context, and misaligned infrastructure. In 2024 , 42% of companies abandoned most of their AI initiatives, with data challenges being a primary driver for abandonment. Here are just a few ways weak governance derails AI efforts: Inconsistent or inaccurate data leads to flawed models and unreliable predictions. Lack of metadata or lineage creates confusion about where data comes from and how it’s been used. Unclear ownership delays projects and increases risk. Limited access controls can expose sensitive data or limit collaboration. Without a strategic governance framework, AI tools end up learning from the wrong data, or from data no one can trace or explain. That’s not just inefficient; it’s dangerous. Why Governance Is the Foundation for AI Maturity For AI to deliver real value, it must be repeatable, scalable, and ethical. That means it must be powered by clean, contextual, and compliant data. Strong data governance supports AI maturity by enabling: Accurate predictions : AI models are only as good as the data they learn from. High-quality, well-labelled data improves outcomes. Scalable automation : Standardized data structures and definitions allow AI systems to scale across functions without constant intervention. Responsible AI : Governance ensures accountability, auditability, and transparency. These are key components of ethical AI usage, especially in regulated industries. Put simply, data governance is not an IT function; it's a strategic business enabler that ensures AI efforts aren’t built on sand. Core Elements of Effective Data Governance If you're evaluating data governance consulting partnerships or developing your own internal policies, focus on these four essential pillars. Data Ownership and Stewardship Define clear data owners who are responsible for maintaining accuracy, consistency, and compliance within their domain. Data Quality Standards Set and monitor standards for completeness, accuracy, and timeliness. This includes routine validation and correction processes. Metadata and Lineage Track where data comes from, how it's transformed, and who uses it. This builds trust and provides essential context for AI training datasets. Access and Security Controls Implement role-based access to ensure the right people have access to the right data–nothing more, nothing less. This supports both collaboration and compliance. Practical Steps to Improve Governance Today You don’t need a large enterprise budget to start making improvements. Here are a few steps any organization can take now: Conduct a data audit : Understand what data you have, where it lives, and how it’s used. Define roles and responsibilities : Assign data stewards or champions in each business unit. Standardize key data elements : Create common definitions and data dictionaries for business-critical fields. Invest in lightweight governance tools : Cloud-based platforms like Collibra, Alation, or even Microsoft Purview offer scalable governance without heavy infrastructure. Seek expert support : A data governance consulting partner can help fast-track implementation and avoid common pitfalls. How Governance Supports AI Maturity Models AI maturity is a progression through distinct stages of maturation to fully realize AI integration inside an organization. At every step along this journey, governed data serves as the essential fuel. In the early phases, foundational steps will be put into place to support both data governance and enterprise operations. As an organization evolves operationally, strong data governance ensures that models are trained on clean, relevant, and well-understood data. As AI efforts mature, governance supports more advanced needs like model retraining, auditability, regulatory compliance, and enterprise-wide scaling. As a result, companies that prioritize governance from the start not only advance more quickly, but also significantly reduce risk at every stage of AI adoption. Start with Governance to Succeed with AI For companies aiming to harness AI, data governance is a strategic step that must take place. It ensures that AI initiatives are built on a trusted foundation of quality data, enabling more accurate predictions, scalable automation, and responsible outcomes. Whether you’re just starting or looking to enhance existing AI capabilities, now is the time to evaluate and invest in practical, business-led governance.
By Ranae Peterson March 19, 2025
In this article, we’ll explore why small business project management is crucial, how structured project management methods prevent common pitfalls, and why even businesses with limited resources should prioritize it. What is Project Management? At its core, project management is the structured organization, execution, and completion of a project from start to finish. It’s a discipline that requires planning, coordination, and control to ensure successful outcomes. No matter the project – whether launching a new service, adopting new technology, or improving internal processes – successful execution follows a lifecycle with distinct phases: Initiation – Defining project goals, scope, and feasibility. Planning – Developing a roadmap, setting milestones, and identifying risks. Execution – Implementing the plan, managing tasks, and driving progress. Monitoring and Controlling – Tracking performance, making adjustments, and ensuring alignment with objectives. Closing – Evaluating success, documenting lessons learned, and finalizing the project. These phases, widely used in project management frameworks, provide structure, clarity, and direction – all crucial for small business success. Why Project Management is Even More Important for Small Businesses Larger companies typically have dedicated project managers or teams overseeing initiatives, ensuring projects stay on track. But in small businesses, leaders and employees often wear multiple hats, juggling responsibilities without a structured plan. Without proper project management, small businesses often face: Budget overruns – Lack of planning leads to unexpected costs. Missed deadlines – Without clear milestones, projects take longer than expected. Employee burnout – Teams get overwhelmed without a clear structure. Wasted resources – Poor planning leads to inefficiencies and lost productivity. Project failure – Without defined goals, execution can derail. Some small business owners may think, "We’re small; we don’t need formal project management." But size doesn’t dictate the need for structure. In fact, small businesses often need it more to ensure efficient growth, prevent wasted time, and maximize limited resources. Even businesses without the budget for a full-time project manager can use structured project management methods or work with a fractional project manager to gain expertise on an as-needed basis. How Project Management Prevents Failure: A CRM Implementation Example To illustrate the power of small business project management, let’s look at a common small business project: implementing a Customer Relationship Management (CRM) system. Scenario: A Small Business Wants to Implement a CRM Without Project Management Without structure project management, a business may: Choose the wrong CRM because they didn’t define clear goals. Struggle with data migration issues, leading to lost or duplicated customer records. Overspend due to poor budgeting and unexpected costs. Face low employee adoption because of lack of training or resistance to change. Fail to integrate the CRM properly with existing systems. Waste time and resources, ultimately abandoning the system. Scenario: A Small Business Uses Project Management for CRM Implementation If a business decides to approach this project with the tried-and-true project management method of using the five phases to do so, here’s how that might look: Initiation Phase (Defining the Project) Objective: Determine the need for a CRM and gain stakeholder buy-in. Identify challenges such as lost leads and inefficient follow-ups. Define project goals like tracking customer interactions and automate follow-ups. Create a budget and research software options. Gain leadership approval and document the project scope. Planning Phase (Creating the Roadmap) Objective: Develop a structured implementation plan. Select the best CRM (Salesforce, HubSpot, Zoho, etc.) Define project scope, timeline, and milestones. Assign roles (IT for integration, sales for testing, etc.) Identify risks such as staff resistance, technical issues, and any foreseeable migration issues. Create a training plan to ensure successful adoption. Execution Phase (Implementing the CRM) Objective: Deploy the CRM and begin usage. Purchase and install the CRM software. Migrate existing customer data carefully. Customize the CRM to align with business needs. Conduct initial employee training sessions. Launch a pilot program before full rollout. Monitoring & Controlling Phase (Tracking Progress and Adjustments) Objective: Ensure smooth operation and make improvements. Gather user feedback from employees. Track performance metrics such as response time and conversion rates. Address integration challenges and make system refinements. Provide additional training if needed. Closure Phase (Finalizing & Evaluating) Objective: Complete the project and assess its impact. Conduct a final project review. Document lessons learned and best practices. Hold a stakeholder meeting for feedback. Provide ongoing employee support. Transition to regular business operations. With this structured approach, the CRM implementation stays on budget, meets deadlines, and delivers measurable value to the business. What Small Businesses Gain from Project Management A well-managed project provides tangible benefits that improve business performance. Key advantages include: Time Management – Keeps the entire team aligned with clear deadlines. Streamlined Workflows – Ensures tasks are completed efficiently. Improved Stakeholder Communication – Enhances transparency and engagement. Higher Accountability – Ensures everyone knows their role and responsibilities. Risk Mitigation – Identifies challenges before they become major problems. Budget Control – Prevents overspending through careful planning. Where Should Small Businesses Start? If your small business has struggled with past projects or is preparing for a new initiative, structured project management is the key to success. Start by mapping out your project phases. Even a basic framework can prevent common mistakes. Use project management tools like Trello, Asana, or Monday.com to keep your team on track. Consider working with a fractional project manager to provide expertise without the cost of a full-time hire. Final Thoughts: Small Businesses Must Think Big with Their Projects Even if a business is small in size , its projects should not be treated that way. Structured project management lays the foundation for growth, efficiency, and long-term success. The right project management strategy can transform how small businesses operate, ensuring they grow, scale, and succeed with confidence. Does Your Business Have a Project Coming Up? Let’s talk about how structure project management can help you succeed! Head on over to our website to book a discovery call or to learn more about the project management services we offer!
By Ranae Peterson February 24, 2025
What is an Inventory Dashboard? In today’s fast-paced business environment, having the right tools at your disposal is critical to maintaining efficiency. Among the most valuable tools are dashboards—powerful solutions that enable businesses to collect, analyze, and visualize data across various departments. One of the most essential of these is inventory dashboard, designed to provide operations teams and managers with clear insights into workflow efficiency, inventory levels, and overall supply chain performance. Unlocking the Full Potential of Your Inventory Data An inventory dashboard goes beyond surface-level metrics, offering deep insights into operational efficiency and how well inventory performance aligns with key business objectives. By tracking key performance indicators (KPIs) , businesses can make more informed decisions and optimize their inventory management processes. Some of the most critical KPIs to monitor include: Inventory Turnover Rate – Measures how quickly inventory is sold and replaced within a given period. A high turnover rate indicates strong sales and efficient inventory management, while a low rate may suggest overstocking or slow-moving products. Fill Rate – Tracks the percentage of customer orders that are fulfilled from available stock without backorders or delays. A higher fill rate means better customer satisfaction and fewer lost sales. Stock-to-Sales Ratio – Compares available inventory to sales volume, helping businesses determine if they are overstocked or understocked relative to demand. Weeks on Hand (WOH) – Calculates how long current inventory levels will last based on historical sales data, helping businesses prevent stockouts or excessive inventory holding. Days Sales of Inventory (DSI) – Shows how many days, on average, it takes to sell inventory. A lower DSI indicates faster turnover and efficient inventory management. Supplier Lead Time – Measures the average time it takes for suppliers to deliver inventory after an order is placed, helping businesses optimize reorder points. By leveraging an inventory dashboard that monitors these KPIs in real time, businesses can proactively address supply chain challenges, reduce costs, and enhance overall operational efficiency. Additional Benefits of an Inventory Dashboard Inventory dashboards can be tailored to meet the specific needs of each business, but across industries, they consistently deliver the following benefits: Identifying opportunities for cost savings Gaining real-time visibility into inventory control Ensuring accuracy in inventory records Understanding customer purchasing behavior Improving demand forecasting and trend analysis Identifying areas needing inventory adjustments Evaluating operational efficiency Customizing dashboard features to align with business goals Types of Inventory Dashboards Depending on the complexity of your operations, inventory dashboards can take various forms. Some of the common inventory dashboards include: Supplier Performance Dashboard – Tracks supplier reliability, lead times, and order fulfillment rates. Product-Specific Dashboard – Focuses on individual products, providing insights into sales performance, demand fluctuations, and stock availability. Location-Based Dashboard – Monitors inventory movement and stock levels across multiple warehouses, retail stores, or distribution centers. While some businesses prefer a comprehensive inventory dashboard that integrates all of these elements, others opt for specialized dashboards tailored to different departments or leadership roles for more targeted insights. Below is an example of an inventory dashboard created for one of our manufacturing clients that was customized to fit their needs:
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