Analytics & Business Intelligence


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
C&M Team Smiling
Ben Smith

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

7 Questions to Ask Before Implementing New Technology

Clayton & Mckervey

Clayton & McKervey

Internal ERP vs. Third-Party Reporting Tools: Time to Switch?

Elly Mioduszewski
Ben Smith

Elly Mioduszewski

Ben Smith

5 Important Cybersecurity Reminders

Clayton & Mckervey

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.

Ben Smith

Ben Smith

Sample Dashboards

Last 12 Months EBITDA
Active Employees

The Sound of Automation Podcast

Industrial automation businesses are the driving force behind Industry 4.0, and Clayton & McKervey is here to help.

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