01 — Record

Measure what actually matters.

Most organizations track what is easy, not what is important. We help you define the questions you need answered, identify the data that answers them, and close the gaps, so every decision starts from evidence.

  • OutcomeKPIs tied directly to strategy
  • OutcomeTracking gaps found and closed
  • OutcomeOne shared definition of success
Sound familiar?

Signs it’s time to call us.

  • 01

    Every team reports a different number for the same question.

  • 02

    You track plenty of activity, but cannot say what is actually working.

  • 03

    Questions from your board, funders, or investors go unanswered.

  • 04

    Critical information lives in spreadsheets, inboxes, and people’s heads.

Capabilities

What we deliver.

Engage us for a single capability or combine several. Every engagement is scoped to your goals, your team, and your budget.

  • 01.01

    Data maturity assessment

    Evaluate how you collect, store, trust, and use data today, and where you need to be.

  • 01.02

    Tracking gap analysis

    Find what you should be capturing but are not: behavior, costs, outcomes, and leading indicators.

  • 01.03

    KPI & metrics frameworks

    A focused set of metrics connected to strategy, with clear definitions, owners, and targets.

  • 01.04

    Measurement & evaluation plans

    Design how, when, and where data is collected so results are reliable and comparable over time.

  • 01.05

    Data governance

    Ownership, definitions, access, and quality standards that make data trustworthy.

  • 01.06

    Data privacy & ethics

    Consent, minimization, and security practices that protect the people behind the data.

  • 01.07

    Data roadmaps & budgeting

    A phased, right-sized plan for the tools, skills, and investments you actually need.

  • 01.08

    Data literacy & culture

    Training that helps leaders and staff ask better questions and use data with confidence.

How it works

A clear path from question to result.

  1. 1

    Discover

    Map the decisions you face and the questions data should answer.

  2. 2

    Assess

    Score what you capture today for coverage, quality, and trust.

  3. 3

    Define

    Agree on KPIs, definitions, owners, and the new data to capture.

  4. 4

    Plan

    Sequence the fixes, tools, and training into a practical roadmap.

Tailored to you

Same rigor. Different realities.

For nonprofits & foundations

Outcome frameworks and logic models, funder-ready metrics, donor and program data standards, and evaluation plans that show real change, not just activity counts.

Nonprofit services
For businesses

KPI trees tied to revenue and margin, unit economics, customer and pipeline metrics, and a single source of truth for leadership and investors.

Business services
Engagement options

Ways to get started.

Pick the model that matches your stage. Many clients start with a fixed-scope engagement and grow from there.

  • Fixed scope

    Black Box Assessment

    A focused review of your data, tracking gaps, and early findings, with a 90-day roadmap.

  • Project

    Measurement Framework

    KPIs, a measurement plan, and a data dictionary built with your leadership team.

  • Monthly

    Fractional Data Leadership

    A part-time Chief Data Officer who owns your data strategy and governance.

FAQ

Questions, answered.

What if we don’t have much data yet?

That is common, and it is the best time to start. We help you decide what to capture from day one, often with tools you already own, so you build a useful record quickly.

How many KPIs should we track?

Fewer than you think at the top. We usually recommend a small set of leadership metrics, supported by more detailed operational measures for each team.

Do we need new software to get started?

Usually not. Most organizations already capture more data than they use. We start with what you have and recommend new tools only when there is a clear gap.

Start here

Ready to talk about your data strategy?

Tell us the questions you need answered. We will reply personally with an honest view of what your data can reveal and where to start.