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What We Do

We help companies build reliable data systems, create reports their teams actually use, and answer the hard questions that drive strategy. Most of our clients are in pharma or financial services, but the approach works anywhere data matters and decisions have real stakes.

How do we approach Advanced Analytics?

Advanced analytics doesn’t start with machine learning. It starts with getting the foundations right. Our framework is built on three layers, each one supporting the next. You can engage us at any level, but the real power comes when all three work together.

Data InfrastructureReporting EcosystemAdvancedAnalytics

The Foundation

Data Infrastructure

The part nobody sees and everything depends on.

Think of this as the supply chain for your data. Raw information comes in from dozens of sources: patient-level data, CRM records, retail feeds, targeting files. We organize it, apply your business rules, and store it so it’s clean, governed, and ready to use.

What this looks like in practice

  • Compliant integrations to send and receive data across systems
  • Unified entity and transaction data (patients, HCPs, claims, prescriptions)
  • Core business logic built upstream: eligibility rules, goal structures, segmentation flags
  • Version control, audit readiness, and security baked in from day one
SOURCECRMSOURCEClaimsSOURCERetailSOURCEEHR / OtherData WarehouseCleanGovernedVersion-controlledSecureUnified DataBusiness logic · Eligibility rules · Segmentation flagsDashboardsPower BI · ExcelRole-specific accessField + leadership viewsAnalysisPath-to-prescriptionForecasting & cohortsPatient segmentationReportsExecutive summariesSales pulse reportsCase coordination
Analytics DashboardTerritory PerformanceMarket Trend87%Report Adoption▲ 12% vs last qtr2.4kDaily Users▲ 8% vs last qtr12Live Dashboards↑ 4 this quarter4Report TypesSales · Exec · Field · OpsSales Performance by RegionNortheastMidwestWest CoastSoutheastSouth Central25%50%75%100%

Day-to-Day Operations

Reporting Ecosystem

Turning data into decisions.

Once the data foundation is solid, we build the reports your teams rely on every morning. Dashboards for leadership, performance trackers for the field, compensation monitors for ops. Each one is purpose-built for a specific audience and use case, not a generic template we slap a logo on.

What this looks like in practice

  • Power BI dashboards (territory performance, executive summaries, market access monitoring)
  • Excel tools and workbooks (sales pulse reports, case coordination trackers)
  • Role-specific access: field reps see what they need, leadership sees the big picture
  • Ongoing refinement based on how your team actually uses the reports

Strategic Insight

Advanced Analytics Projects

The questions your standing reports can’t answer.

These are the questions that don’t have a standing report. Which patients are dropping off treatment and why? What does the path to prescription actually look like? How should we forecast volume for the next two quarters? We design, build, and deliver analysis projects that directly inform decisions at the executive level.

What this looks like in practice

  • Path-to-prescription analysis (stitching together all touchpoints)
  • Forecasting models (regressions, refill curves, scenario planning)
  • Patient segmentation and cohort analysis
  • Market research: primary (surveys, interviews) and secondary (claims data, competitive monitoring)

Evaluation Framework

Every project starts with four questions to ensure we deliver real value, not just analysis for the sake of it:

  • Business Decision

    What business decision will this analysis support?

  • Data & Methods

    What data and analytical methods do we need?

  • Audience & Format

    Who’s the audience and what format do they want?

  • Scope & Timeline

    How complex is it and how long will it take?

Go-to-Market & Commercial Services

Beyond the dashboard

The analysis we build doesn’t stop at reports. It informs how our clients go to market, structure their sales teams, and make commercial decisions. Analytics are incorporated across all of these services, or engaged as a standalone.

Not sure where to start? That's normal.

Most of our clients come to us knowing they have a data problem but not exactly what to do about it. That's fine. We'll figure it out together, starting with a conversation about where you are and where you want to be.