Digital Advisory & Data Analytics
We’ll help you make data-driven decisions to better understand and operate your growing business.
Ben Smith
Shareholder, Consulting
Ben leads the firm’s consulting group, helping middle-market clients optimize results through transaction services and digital advisory support.
Elly Mioduszewski
Senior Manager, Consulting
Elly is an integral member of the firm's digital advisory group, helping owners leverage data analytics and improve their business processes.
Digital Solutions
Solving your most pressing problems with digital tools
You know digital transformation is accelerating at a rapid pace, but is your business prepared to keep up with the pace of advancements? Do you have confidence in your company’s ability to gather and track the right data to analyze and improve business efficiency and performance? If you’re working on these projects internally, or know you need to, let’s talk. Our team of data scientists and consultants can help you implement a sustainable strategy to keep pace with technology and industry best practices. We’ll show you how to apply the right tools, knowledge and resources to grow your business using digital solutions.


At-A-Glance Dashboards
Saving you time and money through easy-to-use dashboards
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 dashboard service 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. Use case examples may include:
- Location or business unit performance
- Macro-level percentage of completion
- Profitability by customer segment
- Pipeline management and sales trends
Key Performance Indicators
Helping you identify and achieve metrics that matter
If you are unsure which financial and operational KPIs to track to move your business in the right direction, data analytics can help. Our team can help you identify the most critical metrics, using tools that generate custom reports from your systems. What type of information is available? Analytics can help you describe your situation, diagnose problems, predict trends and prescribe a course of action. It may sound complex but once metrics are determined, gaining access to the valuable information you need to drive performance is easy. KPIs can help with:
- Financial metrics
- Project metrics
- Revenue & growth metrics
- Employee & operational metrics




Software Selection
Finding solutions that work for your company today and tomorrow
With the volume of software in the marketplace, selecting the optimal Enterprise Resource Planning (ERP) system to monitor and improve processes can be daunting. Are you getting the most value out of your software or is it time to upgrade to a new platform? Careful planning and project management is required for successful selection and implementation. If you want to minimize the risk of making a significant investment in a new platform only to find out that it doesn’t solve the problems you thought it would, we can help. We will guide you through:
- Requirements analysis
- System selection
- Implementation
Risk Management
Optimizing outputs, decreasing risk and increasing confidence
Do you want to minimize risk and maximize opportunities for growth? Our team will evaluate your current IT procedures and policies to identify a simple roadmap for business improvements and greater protection. A proactive data governance plan is integral for security, reliable financial statements and achieving business benchmarks. We’ll assess your risk management strategy to identify any gaps and vulnerabilities. We can help with:
- Risk, control & policy review
- Automation opportunities review
- Data governance gap analysis & standardization
- Accuracy report testing
- Procedure documentation


Frequently Asked Questions
How do the data analytics tools offered by Clayton & McKervey help me review key performance metrics at a glance?
Our tool automates the reporting process by pulling data from your current systems and tracking the most important KPIs in a convenient dashboard that you can view in real time on your computer or phone.
How do the tools and resources provided by Clayton & McKervey for data analytics help businesses maximize profits?
We help identify the metrics that matter and show you this data in real-time so you can make short and long-term decisions based on data rather than intuition.
How does Clayton & McKervey help businesses determine which KPIs to measure?
This varies based on your industry and business goals. We have deep knowledge in the architecture & engineering, industrial automation, and manufacturing & distribution space and work with many companies in the same industries to determine what those key metrics are and bring that insight to your business.
Where can I learn more about your “At-A-Glance” data analytics dashboard service for businesses?
You can find more details about At-A-Glance here and schedule a complimentary consultation with our team.


Ben Smith
Shareholder, Consulting
Ben leads the firm’s consulting group, helping middle-market clients optimize results through transaction services and digital advisory support.
Elly Mioduszewski
Senior Manager, Consulting
Elly is an integral member of the firm's digital advisory group, helping owners leverage data analytics and improve their business processes.
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