Fix messy reporting before it costs you time, trust, or decisions.
Fractional BI and reporting cleanup for consultants, small firms, and mission-driven organizations. Spreadsheets and exports become clean dashboards, metric definitions, and leadership-ready summaries.
It's rarely the data. It's the workflow that produces it.
Reporting tends to fall apart in predictable ways. If any of these sound familiar, the issue probably isn't your data. It's the small daily compromises that accumulate around the data until leadership stops trusting the numbers.
Two dashboards show different numbers for the same metric, and nobody can tell you which one is right.
Your team rebuilds the same monthly board packet by hand every cycle, copying figures between tabs.
The person who built the spreadsheet left, and now nobody can update it without breaking something downstream.
You're paying for a BI tool nobody trusts enough to actually use in a decision.
Funder or board reports take weeks because the data is split across email threads, exports, and three different spreadsheets.
A practical ladder, from one-off audit to ongoing operations.
Most engagements start with the audit. It's the cheapest, fastest way to find out whether what we'd build together is worth the investment, for both of us.
Reporting Cleanup Audit
A low-risk first step. I review one report, workbook, dashboard, or process, then deliver a written cleanup plan, metric definitions, and a mockup of what cleaner reporting could look like.
Dashboard and Reporting System Build
Build or rebuild the reporting process so the team has cleaner dashboards, defined metrics, working templates, and documentation that survives staff turnover.
Monthly Reporting Operations
Recurring support so the team stops scrambling each cycle. Monthly dashboard refresh, QA, leadership summary, and documentation kept current, delivered on a written schedule.
Two weeks. Three checkpoints. One concrete plan.
The audit is designed to be the lowest-risk way to find out whether a cleanup engagement is worth the investment. Most of the work happens asynchronously. There are exactly two scheduled calls, and both are short.
Intake
You send the report, workbook, or process you want reviewed. We have a 30 to 45 minute kickoff call to clarify what success looks like, what's been tried, and what's off-limits.
Diagnosis
I work asynchronously. No status meetings. You receive a written progress note halfway through with any clarifying questions, so the final delivery doesn't surprise anyone.
Delivery
You receive the audit document, metric definitions, and a mockup dashboard or report. We have a 30-minute review call to walk through findings and decide on next steps.
The outcome is a clear, written plan you can either implement yourself, hand to your team, or hire me to build. About a third of audits don't lead to a build, and that's fine. The audit stands on its own.
Sensitive data stays on hardware I control.
Reporting work touches material that shouldn't be casually pasted into consumer AI tools. The default workflow is local-first: client data is processed on dedicated hardware, kept in separated project folders, and retained or deleted under written rules.
Cloud AI services are used only with your written approval, and only for content you've cleared for that use. No client data is uploaded to public AI tools by default. Standard NDAs are reviewed and signed before any data is shared.
A practitioner, not a platform.
Scott Campbell leads Campbell Reporting Practice. Background spans information systems management with a Business Intelligence focus, social-service administration, nonprofit management, and AI-assisted reporting workflows built and operated in a high-accountability environment.
The practice is deliberately small. One person doing the work means tight scopes, written deliverables, and no account-management overhead. Engagements are async-first and scheduled-call only, designed for clients whose teams already have too many meetings, not too few.
Questions that come up before the first call.
That's the work. Cleanup is the engagement, not a prerequisite for it. If the report is held together by manual copy-paste and three people's memory, you're in the right place.
Power BI is primary, with Excel and Power Query for upstream cleanup. Comfortable reading Tableau and Looker output, but production builds happen in Power BI by default. If you have a strong reason to be on a different stack, that's a conversation worth having before signing.
Yes. Standard NDAs are reviewed and signed before any client data is shared. Mutual NDAs available on request.
Three options: implement the plan yourself, hire me to build it, or decide it's not the right time. There's no obligation to continue, and the audit document is yours to keep either way.
Yes. White-label and subcontract engagements are common. I can sign work-for-hire agreements, bill through your firm, and avoid any direct client contact if that's how you prefer to run it.
Audits typically begin within one week of agreement signing. Builds and monthly engagements are scheduled based on current load. You'll get an honest answer about timing on the first call, not a placeholder.
Yes, by appointment. Scheduled calls only, no on-call or live-queue availability. Most communication happens in writing, which is faster and easier to refer back to.
Start with one report. See what cleanup looks like.
Request a Reporting Cleanup AuditAsynchronous engagement. Scheduled calls only. Reply within one business day.
Not sure if it's a fit? Send a question instead.