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Reporting Modernization · KPI Trust · Data Governance

Modern reporting for leaders who need numbers they can trust.

I help growing companies modernize their reporting so leaders can trust the numbers, teams can align on KPIs, and decisions can move faster.

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Jonathan Doreau · Nashville, TN · aesopanalytics.com

Reporting should clarify decisionsnot create debates.

The real problem

The pain isn't bad dashboards. It's that no one trusts the numbers.

Most organizations investing in BI tools end up in the same place: dashboards exist, but nobody trusts the numbers. Different teams pull different figures. KPIs have no agreed owner. Reports get rebuilt manually every week.

That's not a visualization problem — it's an ownership, definition, process, and governance problem. No new tool fixes it until those are resolved.

"Most reporting problems are not visualization problems. They are ownership, definition, process, trust, and governance problems."
Does this sound familiar?
↯Leadership sees different numbers in different reports
↯Teams disagree on KPI definitions — Finance says one thing, Sales says another
↯Analysts spend hours reconciling spreadsheets instead of producing insight
↯Dashboards exist but aren't trusted — nobody uses them to make decisions
↯No one knows which report is "official" or whose number is right
↯Reporting requests pile up with no clear intake or prioritization process
↯AI initiatives are stalled because the underlying data can't be trusted

The TRUST Reporting Modernization Method.

Every engagement follows the same five-phase framework — a proven sequence for diagnosing, fixing, and governing reporting systems that have lost the trust of the people who use them.

T
Triage the reporting estate
Catalog every dashboard, spreadsheet, and recurring report. Map owners, users, trust levels, and decision purpose. Find out what's used, what's ignored, and what's duplicated.
R
Reconcile metric definitions
Identify conflicting KPIs. Document how metrics are currently calculated. Expose where Finance, Sales, and Ops are using different definitions for the same word — and why that breaks trust.
U
Unify ownership & source of truth
Assign business owners and technical owners to every metric. Designate the authoritative source system. Establish who approves definition changes and who gets notified.
S
Standardize reporting practices
Create naming conventions, request intake, dashboard certification rules, and report retirement processes. Make it clear which reports are official and how people request changes.
T
Transition to operating cadence
Embed the new process into the business. Establish governance meeting cadences, quality monitoring, and continuous improvement. The goal is a system that sustains itself.

The TRUST method is the backbone of every Reporting Clarity Assessment and Modernization Sprint.

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The offer ladder

Start where the risk is lowest.

Every engagement begins with a focused assessment — not a six-month transformation. You get a clear picture of the problem and a practical roadmap before committing to anything larger.

★ Flagship first offer
Reporting Clarity Assessment
A structured 2–3 week review of your reporting estate: inventory, metric conflicts, KPI gaps, data source map, manual burden analysis, and a prioritized 30/60/90-day modernization roadmap. You'll know exactly where trust is breaking down and what to fix first.
$2,500–$7,500 2–3 weeks 10 deliverables
See what's included →
Implementation
Executive Reporting Modernization Sprint
Build or redesign a high-value reporting package — executive KPI dashboard, KPI dictionary, source-of-truth map, and reporting standards guide. Leadership gets a cleaner, trusted reporting system built around actual decisions.
$10,000–$35,000 4–8 weeks
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Governance
Data Governance Starter Kit
A practical governance system — KPI dictionary, metric owner matrix, data owner RACI, reporting intake process, and an operating model that reduces metric confusion without creating bureaucracy.
$10,000–$30,000 4–6 weeks
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Ongoing support
Fractional Analytics Operations Retainer
Senior analytics operating support on an ongoing basis — roadmap management, governance, dashboard improvements, stakeholder intake, and reporting leadership — without the cost of a full-time hire.
$2,500–$10,000/mo Defined scope
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Every engagement begins with a free 30-minute Reporting Trust Diagnostic to make sure there's a fit.

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Ideal clients

Growing companies with real reporting chaos.

Typically 50–500 employees, operations-heavy, with real reporting pain and no mature analytics operating model.

COO
"I can't see what's happening across the business fast enough."
CFO
"Every department has a different number."
VP Operations
"We're running the business from spreadsheets and fire drills."
Head of Analytics
"We're drowning in requests and nobody agrees on definitions."
Revenue Operations
"Pipeline, forecast, and churn metrics don't line up."
Controller / VP Finance
"Why are these two reports showing different revenue?"
We are
A reporting modernization & data trust specialist
A governance and KPI strategy consultant
A senior practitioner — you get the expert, not a team
Platform-agnostic — whatever fits, not what earns a margin
We are not
A dashboard factory or generic BI contractor
A data engineering body shop
A tool reseller or platform partner
A vague AI consultant
15+
Years in analytics & BI leadership
4
Industries with deep domain expertise
SQL
Power BI · Tableau
Snowflake
5
Engagements — assessment to retainer
Client feedback

What stood out most was how practical the work was. We did not just receive charts — we received a clearer way to understand the business. The dashboard helped us identify trends, review performance, and make decisions with more confidence.

Business Owner

The biggest improvement was clarity. We finally had one view that showed our top-selling products, slower-moving inventory, and category trends. It made our buying and promotion decisions much easier — we were no longer relying only on gut feeling.

Owner, Retail

The biggest value was being able to see the full process from request to completion. The dashboard showed us where time was being lost and helped us focus on the changes that would make the biggest difference.

Operations Director, Field Services
Featured study

Analysis held to the same standard as our client work.

Rigorous, even-handed, clear about what the data can and can't say.

Field Study · Labor & the Economy

The Productivity–Pay Gap: where did the gains go?

Productivity rose ~90% since 1979. Typical worker pay rose ~33%. We dig past the slogan to show what actually drives the divergence — and what it doesn't mean.

Read the study →
All insights & field studies
Who's behind it

Fifteen years turning messy data into decisions people trust.

Jonathan Doreau has 15+ years in analytics and BI leadership across finance, healthcare, real estate, and nonprofit — building reporting systems from scratch and fixing environments where trust in data had broken down.

The common thread across all of it: taking fragmented, distrusted reporting environments and turning them into systems people rely on when they make real decisions.

SQLPower BITableauSnowflakeKPI DesignGovernanceReporting Modernization
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Find out where your reporting trust is breaking down.

A free 30-minute diagnostic call — no pitch, no slide deck. We identify the biggest reporting trust gaps in your organization and whether a Reporting Clarity Assessment would be useful. If it's not the right fit, we'll say so.

Book a Reporting Trust Diagnostic Take the Health Check →