Wokly Consulting

We help B2B SaaS and professional services companies design spreadsheet-based analytics systems that prove value before committing to expensive platforms.[Our approach] Teams bring us in when they need better analytics but aren't sure whether to build, buy, or optimize what they have. We design systems that consolidate scattered data and deliver insights fast—either becoming your long-term solution (some clients use our systems for 4+ years) or building the business case for platform investment.[What we do]- Audit existing analytics systems to identify bottlenecks, errors, and scalability issues before they break - Build executive analytics POCs that justify platform investments (or prove you don't need one)- Consolidate data from CRM, finance, marketing, sales, and operational tools into unified reporting - Coach operations professionals to design and maintain scalable analytics systems [Who we work with]- Marketing/Revenue/Sales Operations leaders drowning in manual reporting - Companies evaluating BI platforms (Tableau, Smartsheet, Power BI) who want to de-risk the investment - Operations managers who want to level up their analytics capabilities [Our experience] We've worked with teams and professionals at companies like AWS, Cloudera, Databricks, Esri, Thomson Reuters, and 25+ other organizations—helping them eliminate 10-20 hours/week of manual reporting work and design systems that scale.