Analytics
Analytics That Runs the Business
We build decision-grade analytics that operators actually use — from finance pipelines to PE portfolio analysis to retail eCommerce analytics. The common thread is solving hard problems where the data is messy and the stakes are real.
What We Do
Four Areas Where We Deliver
Finance Analytics
P&L, balance sheet, and cash flow that reconcile to the GL. Unit economics modeled at product, customer, and job level. Forecasting for revenue, margin, and cash using governed, consistent definitions.
Private Equity
ARR snowball, cost allocation, cash modeling, and portfolio analytics. Numbers that are consistent across systems, comparable across companies, and traceable to transactions.
Retail & eCommerce Analytics
Online shopping behavior, channel analysis, cart optimization, search, and dynamic assortments. We've done this work at scale for major grocery retailers.
Data Pipelines & Platforms
Resilient, replayable pipelines with Bronze/Silver/Gold architecture. Platform selection and implementation across Microsoft Fabric, Databricks, and Snowflake.
Platforms
Built on Platforms Your Team Can Support
We choose platforms based on your workloads, governance needs, and existing skills — not what we’re incentivized to sell.
Microsoft Fabric
Databricks
Snowflake
Power BI
Tableau
dbt
Azure
Python
Analytics Insights
View all articles →21 articles
AnalyticsSupply Chain Cross-Industry
Microsoft Fabric for Supply Chain: An Implementation Guide
How to implement Microsoft Fabric for supply chain: the architecture, the data model planning needs, an 8 to 12 week timeline, cost drivers and pitfalls.
Analytics Manufacturing
Data Remediation for Legacy Manufacturers: Fixing Product Data with AI
Legacy manufacturers carry decades of fragmented product data across ERPs, CAD, and PLM. Why it persists, what it costs, and how AI helps remediate it.
Analytics Manufacturing
How AI Reconciles Broken Product Data: Matching Parts Without Identifiers
When ERP part records no longer link to engineering drawings, name-matching fails. Three AI techniques that reconcile parts without reliable identifiers.
Analytics Manufacturing
Rebuilding Configuration Rules Trapped in the ERP
Configuration rules for configurable products are often trapped in the ERP. How AI makes them visible and verifiable, and maps eBOM to mBOM for production.
Analytics Manufacturing
Using AI to Convert Legacy 2D Drawings into 3D CAD Models
Why naive AI conversion of legacy 2D engineering drawings fails, and the engineering-in-the-loop technique that turns drawing backlogs into 3D CAD models.
AnalyticsSupply Chain Cross-Industry
Microsoft Fabric for Supply Chain: Data Foundation Over Planning Software
The real supply chain planning constraint is data, not the planning engine. Why Microsoft Fabric as your data foundation beats more planning software.
AnalyticsSupply ChainPricing Cross-Industry
One Foundation, Many Applications: Planning and Pricing on Microsoft Fabric
Build the data foundation once in Microsoft Fabric and add demand planning, replenishment, and pricing apps on top. Apparel and CPG examples, plus FAQs.
PricingAnalytics Retail
The Pricing Knowledge Base: Price and Promotion Optimization on Fabric
Good pricing comes from a pricing knowledge base, not just an engine. Unify competitor, sales, and promo prices in Fabric to power price and promo optimization.
Analytics Private Equity
Building a PE Integration Dashboard: From Spreadsheets to a Live Cost Model
How to build a private equity integration dashboard that tracks systems consolidation, cost synergies, and implementation spend, from spreadsheets to live data.
Analytics Private Equity
Extending Snowball to Cash & Inventory
The snowball flow view isn't just for ARR. Apply it to cash (AR, AP, collections) and inventory (receipts, on-hand, shipments) to see what drives value.
Analytics Cross-Industry
Augmenting Financial Analysis with Agentic AI Workflows
How agentic AI turns finance analysis into closed-loop workflows: close acceleration, ARR forecasting, cash flow, cost allocation, and causal variance.
Analytics Cross-Industry
Resilient Data Pipelines for Finance
How to build finance data pipelines that survive late postings and month-end close: reference architecture, SCDs, backfills, testing, and observability.
Analytics Private Equity
ARR Snowball: Proving Revenue Durability
ARR snowball splits recurring revenue into new, expansion, contraction, and churn to show true GRR, NRR, and revenue durability. Examples and metrics inside.
Analytics Private Equity
Cost allocation model for when you don’t have invoice level detail
A transparent cost allocation model for when materials, labor, and late freight costs aren't tied to jobs, so margin analysis can move forward anyway.
Analytics Private Equity
Private equity analytics: two common, high-value use cases
Two recurring private equity analytics needs: one cohesive report across a portco's many systems, and portfolio-wide visibility with normalized categories.
Supply ChainAnalytics Cross-Industry
Microsoft Fabric: A Good Tool for S&OP
How Microsoft Fabric supports a custom S&OP process: a unified lakehouse, AI forecasting and scenarios, and Power BI, compared with BlueYonder, Kinaxis, o9.
Analytics Retail
Grocery Item Search Suggestions
Repeat online grocery shoppers build carts through site search, one item at a time. How to analyze that flow and improve search suggestions to grow baskets.
Analytics Retail
Dynamic Assortments in Online Grocery Shopping
Store assortments are fixed, but online grocery assortments don't have to be. How to tailor online assortments to what each customer is most likely to buy.
Analytics Retail
Building a Grocery Cart Faster
Repeat customers were 20% of online grocery sessions but 80% of profit. How we analyzed their path from search to checkout to build carts faster.
Analytics Retail
Insights on Grocery Online Shopping Behavior
Analyzing online grocery shoppers: new customers browse while repeat customers want speed. How a faster flow lifted items per cart from 21 to 24.
Analytics Retail
Online Grocery Shopping Channel Analysis
What our analysis of online grocery shoppers found about marketing channels: why targeted email and direct mail based on past purchases performed best.
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Need Analytics That Drive Decisions?
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