Records & reporting
Data cleanup, reporting dashboards and documented process
We make the business legible to itself. That means migrating and cleaning up the data you already have, building reporting that answers the questions you actually ask, and writing the documentation that stops your process living only in the head of whoever has been there longest.
You might need this if
- Your numbers live in a spreadsheet only one person understands.
- Onboarding someone means sitting beside them for a month.
- Two systems disagree and nobody knows which is right.
What the work includes
Data migration & cleanup
Getting what you have out of spreadsheets and old systems, deduplicated and consistent, without losing the history.
Reporting dashboards
Reporting built around the decisions you make, rather than whatever the software shipped with.
SOPs & onboarding documentation
Written process, so a new hire can be useful in their first week and nothing critical is undocumented.
On the estate — The Storehouse
Where the grain, oil, and goods of the estate were kept and counted.
Eumaeus ran one estate, and every wing of it reported back to the same steward. See how the wings map to the work.
What we do
Website
The Gate
Websites that bring in work rather than just existing: fast to load, clear in the first few seconds, found in local search, and wired to whatever follows up on an enquiry.
Sales & follow-up
The Threshold
The system that catches every lead and follows up without anyone remembering to: pipeline design, automated sequences, and proposals that go out in minutes.
Operations
The Fields
The internal tools that keep daily work moving without being watched: scheduling and booking, dashboards, and automated approvals, notifications and reminders.
Records & reporting
You’re here
Making the business legible to itself: migrating and cleaning up existing data, reporting that answers real questions, and documentation that gets process out of one person's head.
Coordination & automation
The Hearth
Connecting the tools you already pay for so information stops moving by hand: calendar, payment and CRM integrations, alerting, and custom tools built from scratch.