Find profit insights in your data
by using advanced, open-source tools
Excel and static ERP reports can’t do the job
ERP is for recording data not for analyzing it. Excel™ is tempting but always frustrating because it’s hard to update and share as a team.
Unify all key data in a single source of truth
Profit data is scattered everywhere: web analytics, online ads, e-commerce, ERP, warehousing, logistics, project management, accounting software, etc.
We focus on small and mid-size companies or teams
Open source is a perfect technology fit for SMEs with zero license cost. We add business advice, training and support, as needed, to complete the package.
The problem with data
Data is scattered
everywhere
Your profit is driven by many activities: advertising, sales, product mix, materials, labor, machines, external services. Data about the cost, usage and performance of these resources often resides in different systems. You need all of it one place to make informed decisions about profit.
Spreadsheets
addiction
Excel™ always seems like an easy option. However, once you save the file, you soon forget where the data came from, the analysis is very difficult to update, the formulas are hard to read and understand by others. File versions multiply and it’s nearly impossible to collaborate in a team.
Cost and complexity of proprietary software
MRP, ERP, CRM, BI… When there is a budget, software will appear. And the next one will be bigger and more complex to justify the price. Analytical tools don’t need to be big because they use data that’s already generated by other software. They have to be flexible, lean and easy to use.
We can show you a better way
Open source
78% of companies run open source software. Traditionally on servers in the background but recently, it is also taking over user interfaces.
Decision-driven
Data is a spotlight – it works where you point it. Make sure you focus your analysis on useful business questions to avoid analysis paralysis.
Clear customer focus
We selected our tools and designed our services to make an impact for small and medium-sized companies who need a practical approach.
Four step approach
❶
Ask the right business questions
Start with thinking about what’s key for your business. What part of your business do you want to illuminate with data? Do you need to have a good daily overview? What other profit driver do you want to track? Here are some starting points.
❷
Find and unify the source data
Once you know what to ask, you need to locate the primary data. It can be messy and in strange formats. Best practice is to schedule regular abstracts to a new place where you can also enrich it with information from other sources. For example your Google Analytics data can be enhanced with precise invoicing and margin data from your ERP. We automate the regular execution of the entire process.
❸
Define and calculate your metrics
This might seem like an obvious step but every company has specifics about the metrics they like to use. For example, what should be included and excluded from profit, how inventories are calculated, etc. The benefit of having all the information in one place is that these calculations can be automated and changed easily, if requested.
❹
Analyze, discuss and then decide
Finally, the prepared information is ready to slice and dice or display on dashboards. We will teach you to use open source, collaborative tools that make it easy to work in a team, to structure your queries and to discuss the conclusions. All with fresh, structured data, pulled and updated from all your sources.
Customer story
A distributor of office supplies delivers to around 4000 business to business customers that are handled by 1 sales director and 18 account managers with responsibility for monitoring and growing the business.
What is your industry?
These are some ideas to get you started, depending on your industry.
Services / Projects
Look for profit in:
- Lead conversion costs
- Resource utilization
- Project earned value analysis
- Business travel costs
- Per-project contribution margin vs. overhead trends
Typical data sources:
- Google Analytics / Ads
- CRM
- Project management system
- Accounting system
Distribution / E-commerce
Look for profit in:
- Per-customer sales trends: recency, frequency, value; start, stop, up, down
- Gross profit by product, by customer, by account manager tracking
- Gross profit drivers: sales volume, margin, product mix
- Adherence to discount policy
- Inventory turns, stock-outs
Typical data sources:
- Google Analytics / Ads
- E-commerce store or B2B ordering portal
- CRM
- ERP / warehousing system
- Accounting system
Manufacturing
Look for profit in:
- Distribution channel sales analysis
- Geographical sales analysis
- Input costs trends
- Product costing and per-SKU analysis
- Quality analysis, returns, after-sales costs
- Working capital
- Team, floor line productivity
Typical data sources:
- MRP/ERP system
- CRM
- E-commerce / order taking system
- Accounting system
About us
Raison d’être
Small and medium size businesses are becoming more digital. Intentionally or not, they are creating lots of data that could be useful for making better business decisions. For many reasons, this potential remains largely unrealized. Crunchtoinfo aims to bridge this gap.
The team
We are open source data technologists and management practitioners with a solid understanding of business fundamentals gained by years of advising companies in various industries. Thanks to the wonders of technology, we work with clients from any part of the world.
Why focus on profit?
A business provides value for society far beyond its profit. Some of it can be measured, some not. One thing is for sure, financially successful, resilient businesses (a fairly challenging task which is best measured by profit) stand to make an impact. Others don’t.
Our tools
Metabase
Analysis
Superset
Analysis
Airbyte
Moving data
Postgresql
The database
Python
Programming glue
Docker
Infrastructure
Data Build Tool
Data manipulation
Prefect
Data orchestration
Take action now
Learn how we could help your business
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