Portfolio data copilot
One dashboard that actually answers the question your team asks every week, instead of five spreadsheets and a “let me check and get back to you.”
The problem
The data usually already exists. It's just spread across five systems, half of it trusted by nobody, and the only way to answer a real question is to ask someone to "pull a report" and wait. By the time the report arrives, the question has often changed.
How it works
This track starts with the unglamorous part: figuring out where the real numbers live, who owns them, and why three systems disagree. Once that's sorted, the dashboard is the easy part — a single place that answers the question your team actually asks every week, instead of the one a template assumed you'd ask.
The goal isn't a prettier chart. It's a dashboard people open on their own, because it's finally faster than emailing someone.
Where this is proven
Proven at Ons Doel: auditing a housing corporation's fragmented property data, rebuilding who captures what and where, and shifting the team onto dashboard-driven reporting instead of ad-hoc Excel exports.
Read the case study →Sound close to your actual problem?
Book 20 minutes, no pitch deck