© 2019 by Small Business Insights, LLC. 

SERVICES

DATA MANAGEMENT

Clean-up, organization, & analysis of key business data including customers, sales, marketing, finance, & employee data. Examples include:

  • Working with a small business to quantify their return on marketing investment and improve marketing strategy

  • Analyzing a business's sales patterns to identify and capitalize on key sales trends

  • Helping local government in a destination community understand key characteristics of their visitors in order to offer best amenities

DASHBOARDING AND REPORTING

Development of visualizations, dashboards, and reports to help organizations report key figures to their customers and advisors. Examples include:

  • Creating interactive dashboards about the real estate market for a real estate company to include on their website

  • Developing visualizations and reports for a non-profit organization to report their impact on a regular basis

  • Designing an infographic for an environmentally-friendly business to show customers how much waste they have saved due to their practices

SOFTWARE IMPLEMENTATION 

Determining where businesses could improve efficiency through software use and implementing identified software for them. Examples include:

  • Helping a business who currently does their record-keeping in Excel, transition into using a bookkeeping software

  • Implementing T Sheets for a trades business to help track time worked and location of employees who are constantly in different places

  • Working with a wellness coach to install the best CRM system to track leads and convert more leads to clients