Strategic Expertise to Drive Business Success

With over 15 years of experience advising top-level executives, I specialize in helping businesses make data-driven decisions and navigate complex challenges. My strategy consulting services focus on aligning teams, defining goals, and delivering actionable solutions to achieve measurable results.

Service Overview

What I Offer

Personalized Strategies for Measurable Impact

Access tailored dashboards, streamline your data processes, or get personalized consulting to unlock data insights and drive business success.

Strategic Planning and Decision Support

I work closely with leadership teams to assess strategic initiatives and their financial impact. By developing clear models and KPIs, I provide the tools to track progress, measure success, and make informed decisions with confidence.

Business Intelligence and Insights

I help businesses identify key metrics, design intuitive dashboards, and collaborate with data analysts to extract meaningful insights. By focusing on what matters most, I ensure decision-makers can cut through complexity and take decisive action.

Organizational Design and Alignment

For businesses facing growth or operational challenges, I design structures and frameworks to ensure scalability and efficiency. I align cross-functional teams by improving communication, clarifying goals, and creating systems that foster collaboration.

Strategic Planning and Decision Support

I work closely with leadership teams to assess strategic initiatives and their financial impact. By developing clear models and KPIs, I provide the tools to track progress, measure success, and make informed decisions with confidence.

Business Intelligence and Insights

I help businesses identify key metrics, design intuitive dashboards, and collaborate with data analysts to extract meaningful insights. By focusing on what matters most, I ensure decision-makers can cut through complexity and take decisive action.

Strategic Planning and Decision Support

I work closely with leadership teams to assess strategic initiatives and their financial impact. By developing clear models and KPIs, I provide the tools to track progress, measure success, and make informed decisions with confidence.

Business Intelligence and Insights

I help businesses identify key metrics, design intuitive dashboards, and collaborate with data analysts to extract meaningful insights. By focusing on what matters most, I ensure decision-makers can cut through complexity and take decisive action.

Organizational Design and Alignment

For businesses facing growth or operational challenges, I design structures and frameworks to ensure scalability and efficiency. I align cross-functional teams by improving communication, clarifying goals, and creating systems that foster collaboration.

Customer Experience and Process Improvement

I transform customer service operations by connecting data sources, creating 360-degree views of customers, and identifying inefficiencies. With these insights, I develop automation and scalable solutions that improve efficiency while enhancing customer satisfaction.

eCommerce Strategy Development

For eCommerce businesses, I design strategies that combine marketing, operations, and customer engagement to drive sustainable growth. Whether creating growth flywheels or supporting international expansion, I help businesses tackle their most complex challenges.

More About Me
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Why Choose Me?

Experience You Can Trust

Proven Expertise

I’ve helped companies across industries and geographies solve their most complex challenges. From startups to established enterprises, my experience delivers results tailored to each business’s needs.

Tailored Solutions

I don’t start with ready-made answers. Instead, I listen carefully, learn your business, and work with your team to structure institutional knowledge into actionable strategies. My approach builds trust and ensures solutions that work in the real world.      

Long-Term Partnerships

Multiple of my clients have trusted me for years to deliver follow-up work across diverse business areas. Whether it was a strategic reorganization, customer service transformation, or board presentations, I consistently delivered high-quality results that created lasting impact.

Results from Businesses Like Yours

Client Success Stories

Customer Service Transformation

For a client overwhelmed by more than 100,000 open customer service tickets, I developed a 360-degree view of customers by connecting data sources. This enabled the team to implement automation, bulk ticket resolution, and streamlined processes, reducing tickets to fewer than 2,000—all with a small team of 20-30 employees.

Multi-Year Collaboration
Across Diverse Projects

I’ve partnered with one client for several years on a wide range of projects, including financial modeling, flywheel development, crafting presentations for their board of director meetings, and much more. This ongoing relationship demonstrates the trust and value I bring to their organization.

Requested Consultant for
High-Impact Projects

During my time at Booz & Company, two different clients—one of the largest banks in the U.S. and one leading healthcare insurance companies—specifically requested me to lead upcoming projects. One client was even willing to delay their project until I became available, underscoring the quality of my work and the value I delivered as a lead consultant.

FAQ

You Have Questions?

View All Dashboards
01
What is a Google Sheets Dashboard?

A Google Sheets Dashboard is a prebuilt, professionally designed tool that helps you visualize and analyze your data. It organizes raw data into intuitive charts, graphs, and summaries, making it easy to track KPIs, monitor trends, and make informed decisions.

02
Who would benefit from these Dashboards?
  • Our dashboards are designed for:
  • Small Business Owners: If you don’t have the skills to create dashboards or the budget to hire an analyst, our solutions make it easy to track your metrics.
  • Time-Conscious Professionals: Save hours of work by purchasing prebuilt dashboards that are ready to use and customizable.
  • Companies Exploring Options: Perfect for iterating and refining your metrics before moving to fully automated tools like Looker Studio.
03
How does the Data Service work?

You provide your raw data by uploading it to a designated Google Sheet, and we handle the rest. Our service cleans, organizes, and structures your data, ensuring it integrates seamlessly into your dashboard. Automated updates ensure your dashboard stays accurate and up-to-date whenever you upload new data.

04
Why use Google Sheets instead of other Tools?

Google Sheets offers a flexible, user-friendly platform that’s perfect for quick iterations and real-time collaboration. Unlike complex tools that require significant setup, Sheets lets you hit the ground running. It’s also ideal for businesses not ready to invest in full-scale automation.

05
Can I customize a prebuilt Dashboard?

Yes! All prebuilt dashboards are fully customizable. You can tailor them to fit your unique business needs by editing the formulas, layout, and visualizations. If you need help making changes, we’re here to support you.

06
What if I need a Dashboard that’s not prebuilt?

No problem! We can create a custom dashboard tailored to your specific needs. Simply fill out the request form, and we’ll send you a proposal detailing the setup fee, monthly subscription, and timeline.

07
What type of Data can I connect to the Dashboards?
  • You can connect data from a variety of sources, including:
  • ERP systems (e.g., SAP, NetSuite)
  • CRM systems (e.g., Salesforce, HubSpot)
  • Financial data (e.g., QuickBooks, Excel exports)
  • Marketing data (e.g., Google Analytics, Facebook Ads)
08
Why do you need my raw Data?

Dashboards require consistent formatting and structure to work seamlessly. By sharing your raw data, we ensure it integrates correctly into the dashboard without errors. To avoid issues, we recommend using direct downloads from your systems instead of manually editing the data before uploading.

09
Do you offer NDAs?

Yes! If you’re concerned about data confidentiality, we’re happy to sign your company’s NDA or provide our own standard NDA template for review.

10
Will the Dashboards also work in Excel?

Our dashboards are specifically designed for Google Sheets to leverage its unique features, such as cloud-based sharing, automation, and real-time updates. While you can export the dashboard to Excel, key features like automated updates and certain formulas may not function as intended.

11
Do I need to know how to use Google Sheets?

Yes, a basic understanding of Google Sheets is required to use the dashboards effectively. You should be comfortable with tasks like copying and pasting data, navigating tabs, and making minor adjustments to formulas. Our dashboards are user-friendly, but they’re not designed to teach the basics of Google Sheets. If you're new to spreadsheets, we recommend reviewing some free Google Sheets tutorials before purchasing.

12
How does the payment process work for setup services?

For setup services, you pay 50% of the one-time setup fee upfront and the remaining 50% upon delivery of the dashboard. The monthly subscription fee begins once your dashboard is fully set up and operational.

13
What happens if I stop paying the Monthly Fee?

If you cancel your subscription or miss a payment, your dashboard will stop updating automatically when you upload new data. However, the dashboard itself will still be accessible, and you can resume the service anytime to restore full functionality.

14
How long does it take to set up a Dashboard?

The timeline depends on the complexity of your data and the scope of your project. For prebuilt dashboards with basic setup services, it typically takes 3–5 business days. Custom dashboards may take longer, and we’ll provide an estimated timeline in your proposal.

15
What makes these Dashboards better than free Templates?

Our dashboards are professionally designed to save you time and effort. They include features like clear layouts, automated calculations, and customization options that you won’t find in generic templates. Plus, they’re backed by expert support to help you get the most value out of your data.

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