Who we work with.
Our practice serves three sectors. Each one comes to us with the same root frustration — fragmented data, unclear reporting, and AI they can't yet trust. We bring the same end-to-end loop — diagnose, build, train, retain — to each, tuned to what that sector needs to prove, decide, and grow.
Mid-Market Companies
$10M–$250M revenue · 25–500 employees
Established, revenue-generating companies that have outgrown startup tools but haven't built (and can't yet afford) a full enterprise data team. You're running on a patchwork of CRMs, ERPs, spreadsheets, and BI dashboards that don't agree — and every month the gaps cost you margin, speed, and trust in the numbers.
Who this is
- Operations, finance, and revenue leaders at companies doing $10M–$250M in annual revenue
- Teams of 25–500 people where operations are scaling faster than the systems supporting them
- VPs and Directors who own a number — revenue, margin, churn, capacity — and are accountable for it to a CEO, board, or investor
- Industries like SaaS, professional services, healthcare, financial services, manufacturing, and distribution
What we deliver
- Unify your CRM, ERP, billing, and spreadsheets into one source of truth your team trusts
- Get board- and investor-ready reporting that doesn't require a week of reconciliation
- Adopt AI safely with governance, guardrails, and human checkpoints your leadership can defend
Nonprofits & Grant-Funded Programs
Mission-driven · accountable
Mission-driven organizations that need to prove impact, manage grant compliance, and turn scattered program data into clear, fundable evidence — without adding technical overhead or headcount.
Who this is
- Nonprofit leaders and program directors responsible for outcome reporting and funder accountability
- Grant-funded initiatives that need structured data to satisfy reporting requirements and renewals
- Organizations juggling participant records, program metrics, and financials across disconnected tools
What we deliver
- Track outcomes and report impact to funders with confidence and audit-ready evidence
- Organize program, participant, and financial data into one clean, queryable record
- Build dashboards that satisfy grant reporting and board oversight without manual rework
Research management
For grant-funded and research-producing clients, we also help organize, govern, and act on research, evidence, and findings — structuring study data, documenting methodology, and turning raw findings into decision-ready intelligence your team and your funders can trust.
Research-Producing Organizations
Evidence · institutions
Institutions and teams that produce research, evaluations, or evidence and need that work organized, governed, and translated into actionable intelligence for stakeholders and decision-makers.
Who this is
- Research institutions, university research centers, and evaluation teams
- Organizations that produce studies, reports, or evidence for stakeholders, funders, or policymakers
- Teams that need research data structured, documented, and turned into decision-ready briefs
What we deliver
- Structure research data and findings into governed, queryable systems
- Translate evidence into dashboards and briefs stakeholders can act on
- Document methodology and provenance for reproducibility and audit
One practice, three sectors.
Whether you are a scaling mid-market company, a mission-driven nonprofit, or a research-producing institution, the work is the same at its core: turn fragmented data into a clear picture, build systems your team owns, and adopt AI with governance you can defend. The four engagement pathways — Decision Audit, Custom Systems Build, Staff Training Cohort, and Monthly Retainer — apply across all three sectors.