Automated extraction and shaping
Scheduled queries, API pulls, exports, and transformation steps that remove repetitive prep work before the report even starts.
Reporting automation
Stop rebuilding the same KPI deck every Monday, month-end, or board cycle.
This is for teams with recurring reports that still depend on exports, spreadsheet cleanup, copy-paste steps, and one person remembering how the whole thing works.
What I Usually Build
Focused delivery around the ugly middle of recurring reporting.
Checks before delivery
Basic QA gates for freshness, row counts, null spikes, and expected outputs so bad data is caught before it reaches leadership.
Reliable delivery
Email, Slack, dashboards, files, or handoff folders that arrive on time with less hidden work and clearer ownership.
Good First Projects
These tend to pay off fastest without turning into a giant platform rewrite.
Recurring KPI packs
- Sales, ops, finance, or RevOps scorecards
- Leadership updates that currently rely on exports and spreadsheet cleanup
- Board or month-end packets built from the same source systems every cycle
Operational reporting handoffs
- Daily status exports sent to downstream teams
- Alerting when expected files, rows, or values are missing
- Replacing copy-paste work between BI, spreadsheets, and messaging tools
What I need to scope this
A screenshot of the report, a rough process description, and the source systems is enough to start. You do not need polished requirements to know whether the workflow is worth fixing.