Discovery, build, retainer

Map every source, define the ten numbers, design the build, return a fixed price.

• Map every data source: QuickBooks, SPINS, each retailer portal, distributor exports, and what each co-packer actually sends (format, cadence, who sends it, how often it is late).
• Define the ten numbers leadership actually needs, and which decision each one is late for today.
• Design the warehouse and the first dashboards. Decide what stays in spreadsheets on purpose.
• Return a fixed-price build quote with the scope written down. No hourly meter.

Production and supply first, then sales and depletion, then self-serve. First visible win inside week 3.

• Production and supply chain reporting first: WIP by co-packer and site, finished goods by DC, weeks of supply, plan vs actual.
• Then the sales and depletion layer: SPINS, retailer portals and shipments in one place, so shipments and sell-through finally sit next to each other.
• Then self-serve dashboards in Metabase behind your company Google login, so the team builds its own views.
• Sync logs and a data freshness page from day one. Every number traces to its source.

I stay on as your technical lead. New retailers, new sources, board pack automation, alerts, AI analysis.

• New retailer or distributor? It is a new data source, wired in the same way.
• Board pack automation: the numbers the President pulls by hand today, generated on a schedule.
• Slack alerts on thresholds: weeks of supply, out-of-stocks, deductions above a limit.
• AI analysis on top of the reporting: plain-English questions, narrative summaries, never a replacement for the numbers.