1
Numbers stop arguing
One definition for revenue, cost, pipeline, overhead, or award balances — so meetings get shorter.
Service
Dashboards, reporting and data cleanup
You shouldn’t need five spreadsheets open to answer one question. We clean the data and build repeatable reporting you can trust.
- Cleaned, structured data that stays clean
- Dashboards that tell a clear story
- Automated refresh so you stop rebuilding reports
- Forecasting and what-if scenarios for slow months
POISEOPS
Your work in flow, not in flames.
Common wins
What you typically feel after
2
Reports stop being a monthly rebuild
Refresh instead of remake. Less copy/paste. Fewer broken formulas.
3
You see trouble earlier
Runway and trend visibility so slow seasons and surprises feel manageable.
Deliverables
What you can walk away with
Deliverable
Data cleanup layer
Power Query / SQL views / Python scripts
- Documented source fields and definitions
- Repeatable transforms
- Basic validation checks
Deliverable
Dashboards
Power BI / Tableau / Excel
- Executive summary view
- Drill-down detail pages
- Forecast and scenario views
Ready to bring your work back into Poise.
Email me with a short description of what feels heaviest right now: email, proposals, grants, reporting, or all of it. If you would like to be considered as a founding client, include the words “go big”.
I reply personally. No bots, no giant intake forms.