Business strategy & analytics
Micheal Golliet
CEO & Growth Strategist
Micheal brings information systems, data analytics and financial engineering experience to defining the measures that help you decide where to focus.
Explore Micheal’s experienceStrategy & Fractional Leadership
Business Intelligence and Reporting Services
See what is driving the work and the numbers.
Business intelligence gives owners a working view of sales, delivery, cash flow and margin signals. We agree on useful measures, connect available records, then configure a reporting tool or build a focused view and help your team use it.
Discuss this serviceExplore the scopeExplore Strategy & Business OperationsTurn separate records into a useful view.
Agreed definitions connect source information to the decisions it should support.
- Business question
- Available records
- Agreed measures
- Owner review
Source notes and refresh responsibilities stay with the report.
Build at the operating structure.
Business Intelligence & Dashboards works in the operating structure. Strata Modus raises the information floor, from the physical layer to the digital surface.
- ConvertThe digital surface
Where buyers search, ask AI and decide who to call: your website, Google, AI answers and campaigns.
Marketing & AdvertisingWeb Design, Development & CRO - ConnectThe signal layer
How an inquiry reaches a person: AI voice, missed-call text back, intake, CRM and follow-up.
AI & Business Automation - BuildThe operating structure
The systems the work runs on: strategy, software, technology and the integrations between them.
Strategy & Fractional LeadershipCustom Software & IntegrationsTechnology Consulting - UnearthThe physical layer
The work itself: crews, jobs, records, compliance and the numbers behind them.
Compliance & Operational ReadinessBookkeeping & Payroll
The expertise behind the work
Connect the numbers with the decision.
Business analysis and reporting automation work together to make your data useful to the people running the business.
Reporting automation & data governance
Allana Steele
Director of Compliance & Automation Controls
Allana's career includes automated Alteryx reporting, executive Tableau insights and data governance work. She connects reporting workflows with source records and accountable owners.
Explore Allana’s experienceThe business opportunity
Business Intelligence & Dashboards,
with a clear purpose.
Your CRM, invoices, payroll, project notes and spreadsheets may each explain one part of business performance. When definitions differ or records arrive late, it is hard to tell which work needs attention and what the numbers mean.
See where revenue comes from, where sales slow down and which work deserves more attention. We turn scattered records into reports your team can use to set priorities and follow through.
Choose the work
worth pursuing.
We help you build demand around the work your business wants more of: which services to promote, where to compete and what a good inquiry looks like. As you build direct customer relationships and develop more sources of work, you gain more room to choose what you take on and negotiate terms that make sense.
Business intelligence connects sales, delivery and margin signals with those decisions. Job costing and profitability reporting can establish the cost comparisons behind that view. The source records, definitions and allocation assumptions determine what can be reported reliably.
Build growth you keep.
Start with our infrastructure. Strengthen the assets in your business.
Strata tools & networks
See the ownership pathway Your retained assets
Your research, growth plan and operating playbooks.
Shared Strata networks remain Strata-owned. Your commissioned assets and access are documented in the scope.
The engagement
What we build
with your business.
A defined scope gives your team a clear picture of the work and what it needs to operate.
Decision and metric map
Choose the decisions, measures, owners and review cadence the reporting should support.
Source and quality review
Map available records, identify missing fields and document definitions or assumptions that affect the numbers.
Dashboard or reporting build
Configure an existing tool or build a focused view from the sources approved for the project.
Operating and upkeep plan
Set out who refreshes the information, checks exceptions and uses the view in regular reviews.
From first conversation to working system
How the work moves.
- 01
Name the decisions
Start with the business questions owners and team leads need to answer.
- 02
Map the current data
Review source systems, access, data quality and how each measure is calculated.
- 03
Build the agreed view
Configure the reporting workflow and label estimates, gaps and assumptions.
- 04
Use and maintain it
Walk through the report with its owners and set a practical update routine.
Before we begin
Useful questions.
We’ll refine the details around your business in the first conversation.
Which systems can you connect?
We review approved exports, access and integration options before proposing the work. The scope names supported sources and any manual steps, so no connection is assumed before that review.
Can you work with incomplete records?
We identify gaps during discovery and document their effect on the report. Some issues need to be corrected in the source system before a measure can be treated as reliable.
Can a dashboard show sales and job margins?
Yes, when the source records support those views. We document how costs are assigned; the Job Costing service can define a more detailed project-level method.
How is the work scoped and priced?
After consultation, the proposal records the data sources, report scope, cleanup assumptions, implementation and any ongoing support.
Make the next decision with context
From the service to your business decision.
Explore the business growth FAQ ↗Meet the people.
Define the work.
Consultation-scoped pricing
This work is scoped separately after consultation. Your proposal defines implementation, responsibilities and any ongoing support.
Read the pricing and scope termsDiscuss the work for your businessStart with your business
Put Business Intelligence & Dashboards to work.
Tell us what needs to improve and what you use today. We can help plan the change, build the solution and provide ongoing support, with responsibilities and pricing agreed in your proposal.