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Text Content

Data Magic to Grow Your Small Business


TIMELY DECISION DATATM FROM YOUR EXISTING SOFTWARE SYSTEMS

Automate the capture, cleanup and delivery of
TIMELY DECISION DATATM from your company's existing software systems so you
can:1) Increase operating cash flow
2) Make better decisions to grow your business
3) Avoid a costly E.R.P. software implementation

 * Tell Me More About This Data Magic

SUCCEED WITH YOUR EXISTING SOFTWARE SYSTEMS


SMALL BUSINESS OWNERS AND THEIR LOVE/HATE RELATIONSHIP WITH SOFTWARE

Many small and medium size business (SMB) owners sacrifice convenience for low
cost. They live with separate accounting and industry-specific apps to run their
companies.A common tradeoff with these cost-effective (but disconnected) systems
is a lack of TIMELY DECISION DATATM they can use to streamline workflows and
make better decisions.If your problem is disconnected software systems and
operational inefficiencies stunting growth of your small business, then we can
help.Why?Jake is a fellow small business owner with similar disconnected systems
who figured out efficient, automated ways to extract, shape and report TIMELY
DECISION DATATM from those systems to drive better decisions for his company and
for clients. This saved time and money for his business and his clients.We can
do the same for you.

The Problem


STUCK WITH SOFTWARE SILOS

These disconnected systems do not integrate well. Billing doesn’t play nice with
the general ledger. Payroll doesn’t acknowledge fleet-tracking GPS logs.
Accounts Receivable and CRM are not even on speaking terms.The result? Many SMBs
use Excel or Google Sheets to combine data from these systems manually every
month.Are you frustrated that these software systems do not talk to each
other?Are you tired of their canned reports that are hard to analyze and do not
help you make better decisions?How much time does your company waste every month
with manual and duplicate data entry requiring one or more employees to get it
done?



THE SOLUTION


CUSTOM BUSINESS INTELLIGENCE (BI) TOOLS - STREAMLINED PROCESSES AND DATA WHEN
AND WHERE YOU NEED IT.

What are the gaps between your systems and the reports you wish they
provided?Tell us how you want to manage your company better and what data – or
streamlined workflows – you need in order to do that.We listen and help you sort
through the data trapped in your existing systems that need to be liberated and
cleaned up.Then Data Make You Smile customizes and automates the dashboards,
reports and streamlined processes that deliver the TIMELY DECISION DATATM you
need.



Just say "no" to the e.r.p. upgrade


BUSINESS INTELLIGENCE (BI) TOOLS GIVE YOU MORE CONTROL OF YOUR COMPANY AND ITS
CASH FLOW

Again, if your problem is disconnected software systems and operational
inefficiencies stunting growth of your small business, we can help.We eliminate
manual data entry and automate data capture from these disconnected software
systems so that you can make better decisions to grow your company.And we help
you delay (possibly eliminate) the costly ERP implementation project you’ve been
dreading.We are entrepreneurs, finance professionals and SMB owners ourselves,
so we share your frustration with disconnected software and reporting systems.
We have built dozens of custom BI solutions for our own SMBs and others, and we
couldn’t help but smile when we saw the results.In your favorite used car
salesman voice, say to yourself:“THAT’LL make you SMILE!”Go ahead. No one is
watching.It sounds like "Data Make You Smile" don’t you think?Is that silly? Yes
it is.Does it describe the transformation we deliver to you? Absolutely.We think
you will smile when Data Make You Smile transforms data from your company's
disconnected systems into custom business intelligence tools and TIMELY DECISION
DATATM you need to streamline your business and grow your cash flow.

 * Grin and Skip to "Onboarding Buy Now"



BUSINESS INTELLIGENCE FROM YOUR EXISTING SYSTEMS


DASHBOARDS THAT PUT YOU IN THE DRIVER SEAT. STREAMLINED PROCESSES THAT SAVE
VALUABLE TIME AND MONEY.

You may be asking yourself “Can Data Make You Smile really capture
difficult-to-get data from our clunky billing software and turn it into the
TIMELY DECISION DATATM that I need?” Yes we can.The business intelligence (BI)
solutions we deliver are custom-built for each client. Below are actual BI tools
that we built for small business owners like you.Subscriber dashboard
summarizing hundreds of thousands of data records in a dynamic report you can
filter on the fly (by date, time period, department, division, market, product
type) to see subscriber growth and rates of change. This dynamic, interactive
dashboard replaced a useless, 50-page, canned PDF report from the billing
system.Monthly revenue journal entry import to replace a three-days-per-month
manual journal entry process with a ten-minutes-per-month data import to post
monthly billing data to the general ledger, saving 14% of the accounting
manager’s time each month.Circuit utilization report transforming millions of
log entries into “danger zone” graphs to predict when communications circuits
would reach maximum capacity.Top ten report to filter and sort years of vendor
spend or customer revenue by top ten (volume, time period, sales rep, etc.)Work
comp audit support to clean, shape and combine messy payroll data - from two
different payroll service providers and for two partial periods - to provide
total earnings by employee and by work comp code to the client's insurance
carrier to minimize work comp premiums assessed by the carrier.Custom BI
solutions - Dozens more custom data models adapted from existing hard-to-use
data sources to meet specific client needs.Data Make You Smile's SMB ownership,
operations and financial reporting experience means we can quickly assess and
access data sources and shape their output for the TIMELY DECISION DATATM you
need as a small business owner.

 * Grin and Skip to "Onboarding Buy Now"

YOU ARE THE HERO YOUR COMPANY NEEDS


MAKE BETTER DECISIONS AND INCREASE THE VALUE OF YOUR BUSINESS

Your existing software systems already have more data than you realize.Working
with Data Make You Smile can postpone or eliminate that ERP upgrade and help you
take better control of marketing, sales, operations accounting, finance and
ultimately, cash flow in your business.Your confidence will soar when you have
the TIMELY DECISION DATATM you need to make better decisions as an owner and
grow your company’s cash flow.

 * Grin and Skip to "Onboarding Buy Now"



WANT PEACE OF MIND ABOUT YOUR COMPANY'S CASH?


FREE BONUS - THE DMYS CASH BOX

As part of the onboarding process, Data Make You Smile will build for you a data
tool that aggregates all your company’s historical and recent bank transactions
into a single file.The DMYS Cash Box allows you to sort, filter and search all
transactions that post to your bank account by date, amount, description, payee
- any data field provided by your bank.Spend five minutes with the DMYS Cash Box
and you will wonder why you never had this tool before. You won’t want to live
without it.That is why it is yours to keep - even if you choose not to subscribe
to Data Make You Smile’s business intelligence services to build more of these
useful TIMELY DECISION DATATM tools for your business.Cash Internal
ControlsOften we see in our client companies a lack of internal controls related
to cash. You may have employees you trust managing accounting and finance. But
you may regret not doing your own periodic check on the management of cash in
your company.You need a way to do a quick search for a particular cash
transaction (deposit, check, ACH disbursement or wire transfer). Or search for a
specific dollar amount. Or for all cash transactions posted between two dates.
This free tool allows you to do that.As you use the DMYS Cash Box, you will
notice patterns that help you better understand the cash cycle in your company
and possibly discover:* Out-of-the-ordinary transactions
* Recurring charges that should have been cancelled
* Unreconciled bank statements (NOTE: this is a big red flag indicating that
other processes or controls may be broken and require your intervention.)
* Fraud or embezzlement of cash from your business (worst case)Perpetual,
Reusable ToolTo build your custom DMYS Cash Box, we use sample data that you
download from your bank’s online portal. You never share your bank login
information with Data Make You Smile.The DMYS Cash Box resides on your own
computer or server and accesses your company’s transaction history, also stored
on your computer or server.We build the DMYS Cash Box so that it will continue
to capture future bank transactions that you download from your bank’s online
portal, even if you are no longer a client of Data Make You Smile.Peace of Mind
About CashAvoid the gut punch and sinking feeling from discovering theft in your
own business. Guard your cash and gain peace of mind knowing where it comes from
and where it goes.We believe this is so important for you as a business owner,
that it is yours to keep even if you don't subscribe to Data Make You Smile’s
services.We serve a limited number of clients, and when we are at capacity, you
may be placed on a waitlist. So click the "Onboarding Buy Now” button to get
your free DMYS Cash Box now.You will be glad you did.

 * Click the "Onboarding Buy Now" Button to Get Started

Smile or you don't pay


AS MANY BI PROJECT REQUESTS AS YOU WANT
FOR A FLAT MONTHLY FEE (DELIVERED ONE AT A TIME)

--------------------------------------------------------------------------------


ONBOARDING - ONE TIME FEE


$2,997 (ONE TIME)

This one-time fee covers work with you and your team to assess your existing
data systems to deliver TIMELY DECISION DATATM that you need to grow your
business.If Data Make You Smile cannot deliver your desired outcomes, then we
will happily refund your onboarding fee.Smile or you don’t pay. That is the Data
Make You Smile money-back promise.We serve a limited number of clients, and when
we are at capacity, you may be placed on a waitlist. So click the "Onboarding
Buy Now” button. You will be glad you did.

 * Onboarding Buy Now (via Stripe)

--------------------------------------------------------------------------------


MONTHLY SUBSCRIPTION - PAUSE ANYTIME


$4,997 (MONTHLY)

We tackle one project at a time and deliver the active project for your approval
and immediate use, typically within five business days. If necessary, we also
provide written and/or video instructions for your team so they can use the new
tool.You approve the deliverable for that active project, then move another
project from the “Queued” section to the “Active” section in Trello. We confirm
the scope and desired outcome with you and begin work on that next active
request.In addition to custom-built data models and reports, you get 25+ years
of CFO and SMB owner experience baked into our services. We provide feedback for
improving and streamlining internal processes to save you even more time and
money.We serve a limited number of clients, and when we are at capacity, you may
be placed on a waitlist. So click the "Onboarding Buy Now” button. You will be
glad you did.We are confident that TIMELY DECISION DATATM and streamlined
operations will make you SMILE. If not, we will gladly refund your latest
monthly subscription fee.Smile or you don’t pay. That is the Data Make You Smile
money-back promise.

 * Monthly Subscription Buy Now (via Stripe)



HOW THE SUBSCRIPTION WORKS


ONE WORKSPACE TO TRACK ALL YOUR BI PROJECTS

After onboarding, Data Make You Smile provides a dedicated project management
dashboard that contains all communications about your BI tool requests.Manage BI
tool requests in Trello
Manage BI tool requests using Trello with an at-a-glance view of queued, active
and completed projects. Trello contains all files and communications for your BI
tools to eliminate emails and text messages and preserve the scope and history
of each project.BI tool pipeline always open in Trello
Except during the onboarding process, you won’t have to meet with us. Use Trello
24/7 to stack new BI tool requests in the queue.Unlimited team members in Trello
You can invite as many team members as you like to submit requests and track
their progress in Trello.



Approve it and own it
We custom build each BI tool for your company. If you or your team approved the
deliverable, you own it.Data models, dashboards and reports you control
Whether it is a parameter-driven data model in an Excel file on your company's
server, a dynamic, real-time dashboard hosted on the web, or a BI tool on some
other platform, you have the peace of mind that the data model is yours.Up to 5
team members can access hosted dashboards and reports
You can invite up to five (5) team members (for example: owner, finance,
marketing, operations, admin) to access custom reports hosted on the web (for
example, at PowerBI.com)*.Flexible with no long-term contract
Pause or cancel your subscription anytime.* Hosting fees for any web-based
dashboards and reports are covered in your monthly Data Make You Smile
subscription. If you pause or cancel your subscription, you will pay hosting
fees directly to the host (for example, here is pricing for Power BI), to
maintain access to your dashboards and reports.

WANT TO SEE MORE BEFORE SIGNING UP?


TRELLO WORKSPACE DEEPER DIVE

Below are screen shots from Data Make You Smile's workspace in Trello with
instructions and descriptions to help you get a head start on the onboarding
process.




 * Click the "Onboarding Buy Now" Button Above to Get Started

STILL INTERESTED BUT WANT MORE INFORMATION?


NO PROBLEM. LET'S CONNECT.

Please share your contact information below. Don't worry - we will keep it under
lock and key.Please include in the "Message" field a description of your "wish
list" for process improvements and TIMELY DECISION DATATM you want for your
business.We will call and email you ASAP to answer any questions you have and
make you SMILE very soon.Thank you for reaching out.Sincerely,
Jake Gray

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