Sumwell Analytics

Work

Built, shipped, and in production.

Every engagement below is real and running. Clients are de-identified by design: if we’ll show you someone else’s name, we’ll show them yours.

Staffing & workforce
5 → 1
brands to P&Ls, refreshed daily

Five brands, four systems, one number

The situation. An acquisitive, PE-backed workforce platform ran five operating brands on four different source systems across three SQL dialects. Consolidating monthly revenue was a manual, multi-day spreadsheet exercise, and every brand computed its metrics its own way.

The work. Unified ingestion from every source into a single lakehouse, a conformed dimensional warehouse with one definition of provider, client, job, placement, and revenue, and orchestrated daily loads with logging and health monitoring.

The outcome. One revenue and gross-profit number across all five brands, refreshed every morning. Consolidation effort went from days per month to zero.

Data quality
+68% / −91%
silent errors caught before the board saw them

The numbers nobody believed

The situation. Dashboards existed; leadership ignored them. Executives kept their own spreadsheets because the two sets of numbers never agreed, and nobody could say which was right.

The work. A KPI definition audit to find where metrics diverged, then a validation harness reconciling every warehouse metric to the leadership‑trusted report, line by line, re-run automatically on every load.

The outcome. The dashboards and the trusted report now agree, provably, every day. Months later, the harness caught a silent upstream extract change that had swung two brands by +68% and −91%, before either number reached a leadership report.

Revenue recovery
$559K
untracked revenue surfaced

The revenue nobody was counting

The situation. Permanent-placement fees lived entirely outside the reporting path: booked and banked, but invisible in every board metric and every growth conversation.

The work. Modeled the placement fee stream as a first-class fact in the warehouse and wired it into executive reporting, a byproduct of building one governed definition of revenue rather than a separate project.

The outcome. $559K of previously untracked revenue surfaced in a single line of business, now visible in every board pack.

Behavioral health

A monthly operating packet leadership actually reads

For a behavioral-health provider group: a standing operating packet covering the metrics that run the business (census, utilization, and revenue), produced on a schedule, from governed data, without a spreadsheet assembly line.

Sponsor reporting

Portfolio reporting for a PE sponsor

Standardized reporting across portfolio companies for a private-equity sponsor: the same metrics, computed the same way, at every company the firm owns, so the operating team compares performance instead of reconciling definitions.

Your mess won’t scare us.

Five systems, three SQL dialects, spreadsheets held together by one person’s memory. We’ve seen it, and it’s fixable.

Request a call →

Kaleb Lewis · Principal. The person who answers is the person who does the work.