Analytics & Business Intelligence

At-A-Glance

Do you have data within your systems that is difficult to access? Does it take hours to prepare reports? Are you frustrated that your systems don’t talk to each other easily? Our At-A-Glance service, for Analytics and Business Intelligence dashboards, can help.

Whether you’re an engineering firm tracking revenue recognition or work in progress (WIP), a manufacturer tracking customer or product profitability, or an industrial automation company tracking job costing activity, At-A-Glance provides affordable support tailored to your needs. Our consultants can provide you with easy-to-use visualizations, saving time, money and frustration.

We Understand the Metrics that Matter to Your Industry

We’ll work with you to identify the right metrics for your business based on the key drivers for your industry, including:

1. Financial

Position
Working Capital Trends
Results

2. Project

Budgets
Margins
Work in Progress

3. Revenue & Growth

Pipeline
Backlog
Revenue Recognition

4. Employee & Operational

Utilization
PTO
Attrition & Retention

Ben Smith

As a shareholder and leader of the firm’s consulting practice, Ben provides advisory services to middle-market, closely held clients in the industrial automation, manufacturing & distribution, and architecture & engineering sectors. He keeps up with the latest technology advancements and digital tools while helping businesses implement strategies to improve their processes and profitability.

At-A-Glance Process

Digital Advisory Services

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Clayton & McKervey

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Ben Smith

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Clayton & McKervey

“We are currently working with business owners to develop streamlined dashboards that help them track key metrics at a glance,” said Ben Smith, Consulting Leader for Clayton & McKervey.