Data that moves the needle.
A proposal for automated reporting, client intelligence, and forecast clarity.
Data that moves the needle.
A proposal for automated reporting, client intelligence, and forecast clarity.
Trusted by analytics teams who ship weekly.
Data platform
Retail
Fintech
Logistics
Four sections
01 · Cost of inaction
What manual reporting and fragmented tooling cost Hargrove today.
02 · Recommended modules
Three purpose-built modules scoped to your data environment.
03 · Implementation & ROI
Timeline, savings model, and a similar-client reference.
04 · Pricing & next steps
Commercial terms and a concrete action plan.
Stack for scan
Hierarchy first. Decoration second. Decoration never.
Projected annual savings
Built for Hargrove's workflow
Automated Reporting
Client-ready packs on a schedule — no spreadsheet assembly.
Client Intelligence
One dashboard per account: engagement, risk, opportunity.
Pipeline Forecasting
Revenue forecast tied to fee-earner activity, not gut feel.
Discovery to go-live
2 weeks
Discovery & data mapping.
5 weeks
Module build & integrations.
10 days
UAT with practice leads.
Go-live
Training + hypercare week.
How each module lands
Manual reporting packs. Fragmented CRM + finance views. Forecasts rebuilt every Monday.
Scheduled, branded reports. Unified client intelligence. Live pipeline tied to activity.
Savings detail
| Line item | Annual |
|---|---|
| Analyst time — reporting (220 hrs × $95) | $20,900 |
| Analyst time — data cleaning (180 hrs × $95) | $17,100 |
| Partner time — forecast rework | $42,000 |
| Tooling consolidation | $38,000 |
| Total projected | $118,000 |
We cut weekly reporting from two days to forty minutes — and partners finally trust the numbers.
— COO, mid-size regional professional services firm
Transparent commercial frame
Platform + three modules · annual commit · success criteria written into the SOW.
Ninety days to first pack
Let's lock a start date.
Action owners and dates go into the shared tracker this week.