For ops, finance, and data teams buried in manual reporting

Reporting automation for teams that are tired of spreadsheet fire drills and brittle data handoffs.

I help small ops, finance, and analytics teams remove recurring manual reporting, add Snowflake visibility, and catch broken pipelines earlier without replacing the stack they already use.

Snowflake · dbt · Python Recurring KPI reporting Slack and email alerts API + spreadsheet cleanup

Best fit: teams with recurring exports, broken refreshes, stakeholder requests, and too few people owning the reporting process.

Engagement Options

Start with one painful reporting workflow, then expand once the first win is live.

Starter Automation

$1,500 · 1 workflow

Best for one recurring report, export, or data handoff that keeps stealing time from the same people every week.

  • One report or workflow fully automated
  • Python / SQL / Snowflake / AWS implementation
  • Email or Slack notifications
  • Documentation + 5-minute walkthrough video
  • 30 days of break/fix support

Scope first, then choose invoice or secure checkout once the workflow and delivery plan are approved.

Most Popular

Business Automation

$3,000–$5,000 · 3–5 workflows

Ideal for ops, finance, or analytics teams dealing with multiple recurring reports and too many manual handoffs.

  • 3–5 workflows or reports automated
  • Discovery session to prioritize high-ROI automations
  • Snowflake cost & performance tuning
  • Monitoring + alerting across pipelines
  • Team training & handover

Usually structured as a scoped project with a kickoff deposit and one or more delivery milestones.

Ongoing Support

$350–$1,000 / month

Keep the reporting layer reliable, visible, and improving without hiring a full-time analytics engineer just to babysit it.

  • Monitoring & alerting maintenance
  • Small tweaks and enhancements
  • New pipeline hooks and integrations
  • Monthly performance & usage review

Good fit once the initial workflows are live and your team wants a steady owner for small fixes and monitoring.

Need procurement to move faster?

Approved scopes can be paid by invoice or secure Stripe checkout. The important part comes first: agreeing on the workflow, owner, delivery shape, and success criteria.

Fixed-scope projects
Milestones when needed
Secure checkout available
Monthly support optional

How the Engagement Works

A simple 3-step process designed to move from recurring reporting pain to a cleaner operating rhythm fast.

1
Discovery
We pick the one workflow worth fixing first. We map the source systems, manual steps, owners, and what "better" actually means for the people waiting on the output.
2
Build
I automate the handoffs inside your existing stack. Python, Snowflake, dbt, APIs, Slack, email, or scheduled exports—whatever already exists becomes easier to trust and easier to run.
3
Launch
We ship it with docs, ownership, and a handoff. You get the workflow, the checks, and the walkthrough so the process survives after the first delivery instead of becoming another black box.

Typical Wins from the First Engagement

The goal is not flashy automation. The goal is fewer manual touches, fewer surprises, and cleaner visibility.

The first round of work usually fixes three problems:

  • Weekly or monthly KPI decks stop depending on CSV wrangling and manual refreshes.
  • Pipeline failures move from stakeholder surprises to earlier Slack or email alerts.
  • Snowflake usage gets tied to actual workloads, schedules, and owners.
  • The team gets documentation and a repeatable pattern for the next workflow.

That means fewer frantic handoffs, less hidden work, and more confidence in the numbers getting pushed into BI, decks, and stakeholder updates.

Questions I Usually Get Early

Enough detail to help a prospect qualify themselves before they fill out the form.

Do we need to replace our current tools?

No. The normal path is to keep Snowflake, dbt, spreadsheets, BI tools, email, and Slack in place, then remove the brittle handoffs between them.

What is the best first project?

The best first project is usually one recurring report or workflow that the same people touch every week and that stakeholders noticeably feel when it slips.

How much process change is required?

Usually less than teams expect. Most of the work is making existing steps more reliable, observable, and scheduled—not forcing a brand-new operating model.

Can you help after the first delivery?

Yes. Some teams just need a focused project. Others keep a monthly support arrangement for tweaks, monitoring improvements, and the next workflow in line.

Is this a good fit for a tiny team?

Yes, especially when one person owns too many reporting handoffs. The work tends to pay off fastest for teams that feel understaffed around analytics or operations.

What should I send in the audit request?

The best starting point is the report, export, or workflow everyone complains about most. A screenshot, rough process description, or list of source systems is enough.

Request an Automation Audit

Send the ugliest recurring report or workflow on your team. I’ll reply with the fastest path to removing the manual work.

In a short audit, we’ll:

  • Identify the one workflow most worth fixing first.
  • Map the sources, handoffs, and stakeholders around it.
  • Outline the likely delivery shape, timeline, and ROI.

Best fit: ops, finance, analytics, and data teams with recurring reporting pain, too many spreadsheet touches, and no appetite for a full stack replacement.

Prefer email or LinkedIn?
Email: [email protected]
LinkedIn: Ricky Carter

I reply within 1 business day. If it is a fit, I will suggest the quickest next step and what I would scope first.