Problem 01
Three versions of last month
CRM, ads, billing, and the spreadsheet each tell a different story. None of them is lying. They were never asked to share a definition.
What Monday looks like
Monday opens with three files. Marketing has a conversion. Sales has a pipeline. Finance has cash. The meeting spends twenty minutes choosing which one to believe.
What it costs
Decisions wait. Budget is split on instinct. The person who can reconcile the three files cannot take a holiday.
What we do
We name the object the decision actually needs — a customer, a shipment, an invoice — then join the systems that already hold pieces of it.
First job
Write the definitions. Pick a source of truth. Make the unknown share visible. Then the room can argue about the work, not the number.
Who feels it. CEOs who hear three versions of last month. COOs whose teams copy between tools. Anyone asked to dashboard a stack that was never one picture.
These usually travel together
If this one is true, one or two of the others usually are. Start with the expensive one, not the fashionable one.
Name the expensive one first.
The assessment is a briefing, not a score. Mark what is true. We write the first job — or an honest no.
Name what's broken