Turn financial reports into clear, repeatable decisions that improve productivity, profitability, and growth

Step 1: Upload dataset

Use the data quality tab to check for missing data and duplicates.

Step 2: Apply edits

Update the layout, change analysis type and data variables

Step 3: KPI charts

Select from precalculated KPIs or generate new ones. Code and formula-free.

for small & medium businesses

free up time spent on manual data analysis and understanding complex analytics tools. We build custom plug-and-play data solutions that can handle data quality, analysis, integration and visualization.

less time spent...

...trying to make sense of data, putting charts together for reporting, determining how to address data collection or quality issues. Book our advisory services and use the KPI buddy app to go from raw data files to ready-to-use dashboard, in less than 5 minutes.

Data Strategy Roadmap Report

A straight-to-the point formula to provide you with tailored recommendations and best practices. We start with assessing your current and target approaches for:

01

Data collection

02

Data storage

03

Data usage

After the assessment, we will conduct a one-hour workshop to present recommendations, answer questions and share best practices.

Package 1: assessment + workshop

The foundation to start building your roadmap: understanding your goals and challenges

A set of targeted questions to gather goals and problems to solve with regards to data collection, storage and usage issues. From there, we'll draft a roadmap strategy report with recommendations.

Package 2: assessment + workshop + 1-year access to KPI Buddy

The foundation to start building your roadmap: understanding your goals and challenges

A set of targeted questions to gather goals and problems to solve with regards to data collection, storage and usage issues.

Expertise within reach

Your assessment, data strategy roadmap and workshop will be handled by a data professional with 10 years of experience in building data solutions in major Canadian financial institutions.