Your data should help you
Analyze the
business,
not paralyze you.
Spend 30 minutes with Adam Oblath to work out what your reporting needs and which steps to take next:
Bridge to a data plan
Free 30-minute strategy call
Tell us a little about your setup. We’ll send available times.
Find a time
to talk with Adam.
Open the form in a new tab to request available times.
Open the call request formForm not appearing? Open the call request form.
No prep or access to your systems is needed. There’s no pitch deck, and we don’t sell or share your email address.
What we’ll cover
in 30 minutes.
Talk through the systems you use, the reports you need, and who maintains them. We’ll help you decide what to tackle first.
Trace the numbers
back to their source.
- Accounting
- Project management
- Payroll
- Spreadsheets
List the systems that hold your data and agree which source to use when the numbers differ.
Start with the reporting
you actually need.
- Data
- Jobs, entities, and years of history
- Refresh
- Month-end, weekly, or daily
- People
- Finance, operations, and project teams
Work out the volume, timing, and audience before choosing a platform.
Account for the work
behind the reports.
- Software & hosting
- Licenses and infrastructure
- Ongoing maintenance
- Refreshes, fixes, and reconciliation
- Ownership & handover
- Who keeps it working when people move on
Compare the cost of keeping each option correct every month, including the work your team takes on.
Decide who can see
each part of the business.
| Role | Job visibility |
|---|---|
| Project manager | Assigned jobs |
| Division lead | Own division |
| Finance | Authorized company view |
Discuss job and margin access in plain terms, then what it would take to enforce those boundaries.
Examples of what we’ll discuss. The call does not connect
your systems or change anyone’s access.
Leave with practical next steps. Understand what you can handle in-house and where you may need help, including options that don’t involve us.
Request a strategy call
Adam Oblath, CCIFP
Founder/CEO, BridgeLaunch
Former CCO, Anterra Technology
20+ years helping hundreds of construction companies with $129B+ in recognized revenue get to numbers they can run the business on.
CFMA Southeast Regional WIP panelist“The WIP Schedule: The Bridge Between Operations and Finance”
A few questions
about the call.
You don’t need to prepare a presentation or give us access to your systems.
Is this a sales call?
There’s no pitch deck or demo. We’ll discuss what we’d do, what it would take to keep running, and which parts you can handle in-house. You may decide you don’t need our help.
What do I need to prepare?
Nothing. Bring a rough idea of the systems you use. If you’re not sure, we can work through that together.
Do you need access to our systems?
No. We’ll discuss your setup without connecting to your systems or exporting any data.
Who should be on the call?
Whoever owns the numbers and whoever maintains the reports. That’s often the CFO or controller and someone from IT. You’re welcome to come alone.
We already have Power BI. Is this still useful?
Yes. We can look at how your reports stay correct, what they cost to maintain, and who takes over when the person who built them moves on.
Work out your next
reporting step with Adam.
Request a free 30-minute call. We’ll send available times.