INSIGHT

Reporting & Data Architecture

Decisions made from real numbers.

We build the data layer and reporting infrastructure that gives your whole team one accurate, up-to-date picture of the business.

Day 30

Your team pulls one report. It has one number. Everyone agrees on what it means. The argument about whose data is right is over.

12 hrs

Recovered per week from manual data entry

What we’re usually walking into

Your numbers don't agree. And nobody trusts the report.

Bad reporting is almost never a dashboard problem. It's a data architecture problem. The same metric lives in three systems and means something slightly different in each one. Reports require someone to export, combine, and clean data before they're usable. By the time they're ready, they're already out of date. We fix the layer underneath so reporting becomes a byproduct of a well-structured stack, not a project in itself.

01

CRM, finance, and ops data that never agrees on the same number

CRM, finance, and ops data that never agrees on the same number

02

Reports that take hours to produce because they require manual assembly

Reports that take hours to produce because they require manual assembly

03

A BI tool or dashboard that's connected but nobody trusts

A BI tool or dashboard that's connected but nobody trusts

04

Key metrics defined differently by different teams, so every review starts with a debate

Key metrics defined differently by different teams, so every review starts with a debate

What’s Included

What Reporting & Data Architecture includes

A dashboard is only as good as the data underneath it. We fix the foundation first so your reporting reflects what's actually happening in your business, not what someone exported last Tuesday.

By Day 30

Your team pulls one report. It has one number. Everyone agrees on what it means. The argument about whose data is right is over.

Documentation of metric definitions and data sources so there's no ambiguity

Scheduled reporting delivered automatically to the right people

Dashboard build-out in your BI tool of choice with agreed metric definitions

Integration of QuickBooks, Bill.com, Harvest, or your finance stack with ops data

Unified data model connecting CRM, finance, and ops into a single source of truth

Data audit covering where your numbers live, how they're defined, and where they diverge

Our Process

We don’t guess. We diagnose, design, then build.

No bloated discovery phases. No proposals that gather dust. We move fast, talk straight, and stay until the system works.

Book a Free Audit Call

01

Audit & Diagnose

We map your current stack, document every integration gap, and surface the manual workarounds your team has built around a system that was never properly designed.

02

Blueprint & Strategy

We design your integration architecture before anything gets built. Every platform connection, automation trigger, and data flow mapped out so you sign off before we execute.

03

Build & Automate

Platforms connected. Workflows automated. Data flowing where it belongs. We stay until your team is running it confidently and the first 30 days are clean.

04

Optimize & Scale

Once the system is live, we monitor, refine, and help you scale the architecture as your business grows so you're not back to square one when the next platform comes in.

Industries We Serve

Built for operators, not demos.

We work in three industries where the operational complexity is real and the stakes of broken systems are highest.

Cannabis Operations

Seed-to-sale to scale — we know the regulations and the reality.

Let’s talk cannabis ops →

Running a cannabis operation means navigating compliance requirements that never stop changing, POS systems that don’t connect to your CRM, and reporting that costs your team hours every week.

Seed-to-sale and METRC integration

POS and CRM connection (Dutchie, Flowhub)

Compliance reporting automation

Multi-location inventory sync

Customer retention and loyalty automation

Professional Services

You bill for expertise. Stop losing that time to broken workflows.

Let’s talk professional services →

Law firms and advisory groups run some of the highest-stakes client work in the world on some of the most outdated internal systems. Every hour your team spends on admin is an hour not billed.

Client intake and onboarding automation

CRM and matter pipeline management

Document workflow and e-signature

Time tracking and billing integration

Referral partner and BD ops

Complex eCommerce

If a Shopify theme and a few apps solved it, you wouldn’t be here.

Let’s talk complex eCommerce →

You’re managing multi-vendor dropship logic, wholesale and DTC channels in parallel, and custom fulfillment routing on a backend built for a business half your size.

Multi-vendor dropship logic and automation

Wholesale and DTC workflow separation

Inventory sync across channels

Shopify Plus and WooCommerce custom integration

ERP and OMS implementation

Results from live engagements

60%

Average reduction in manual reporting time

12 hrs

Recovered per week from duplicate data entry

Faster decision cycles after integration goes live

30d

Average time to first live integration in production

From Operators

What changes when the systems actually work.

We were running three tools that all touched the same data, and none of them agreed. Zerobreak audited the whole thing, rebuilt the architecture, and we went from weekly reconciliation sessions to just not having them.

Jamie L.

COO, Scaling Professional Services Firm

Our finance and ops data finally live in the same place and say the same thing. I can pull a revenue report in two minutes. Before this, that took half a day because nothing connected.

Marcus T.

VP Operations, eCommerce Brand

They didn’t just fix our tech stack — they redesigned how our whole operation runs. The time we got back in the first month was worth more than the entire engagement.

Priya K.

Founder, Consulting Practice

Related Services

Often paired with this service.

Ready to fix it

You’ve been working around this
long enough.

One call. We’ll tell you exactly what’s broken, what it’s costing you, and how we’d fix it. No proposal until you’re ready.

No pitch deck. No pressure. Just a straight conversation about what’s broken and how we’d fix it.