Lumify Analytics
Client PortalRequest Diagnostic
Operational clarity for owner-led companies

Your business can’t run without you.
We build the structure that gives you your time back.

Most owners we meet are running on instinct, a report that lands three weeks late, and a spreadsheet somebody built in 2019. The problem is almost never effort. It is that nothing is instrumented.

Fixed priceTwo to four weeksNo hourly billingFindings yours to keep
Today
Ninety days in
Margin on delivered work
“Should be fine?”
31%
Days from delivered to paid
“Ask accounting”
6.2d
Which line loses money
“No idea”
Cell 2
48% efficiency · −6% margin
Who owns the number
“Me, apparently”
M. Cole

The left column is what the business knows today. The right column is what it knows with a working system in place.

01 / The pattern

It's the same three things in almost every business.

We have sat in enough of these rooms to stop being surprised. Whatever the industry, stuck looks remarkably alike.

01

You are the reporting system.

Nothing gets measured unless you personally chase it. So the business cannot grow past the number of things you can hold in your head at once, and every week off costs you visibility you never get back.

02

Everyone is accountable, so no one is.

Your people have no scoreboard. Nobody can tell you the one number they are responsible for this quarter, which means the honest answer to who owns it is always you.

03

You cannot tell profit from volume.

Revenue is up and it does not feel better. That is usually because some meaningful share of the work is being done at a loss, and without job-level or line-level margin nobody in the building knows which share.

Buying more software does not close this gap. Building a structure around the right numbers is what lets the business answer its own questions, and gives the owner their time back.

02 / What you get

The board that gets you out of the middle.

When your team can see where they stand without asking you, they stop asking. One screen, updated by them, owned by them, reviewed every Monday without you in the room.

Company scorecardWeek 14
Illustrative layout, not client data
Quote to won
38%
Target 35 · on track
Work in progress
$214k
Aged over 60d: 18%
Rework and write-offs
3.1%
Ceiling 2.5 · needs a plan
Capacity committed
82%
Next 6 weeks, all teams
Margin by customer
Trailing 12
Mid-tier accounts37%
Long-tail accounts29%
Second largest15%
Largest customer4%

The customer you would fight hardest to keep is often the one paying you least. A P&L will never show you this.

This week, owned by
Collections under 30 daysD. Reyes
Lead response under 4 hrsA. Whitfield
WIP aged over 60 daysJ. Okafor
Job margin floorOwner

One name per number. This column is the accountability system.

03 / How it runs

Diagnose first. Nobody builds anything before we both know what is broken.

STEP 012 to 4 weeks

Discovery Analysis

We go inside the operation: your data, your handoffs, your reporting, your meetings. Fixed price, agreed before we start. No hourly billing, ever.

STEP 02Yours to keep

The Findings Report

What is wrong, what it is costing you, and what to fix first. You keep it unconditionally. Hand it to your team, hand it to another firm, or put it in a drawer. Still yours.

STEP 03Optional

Implementation

If you want us to build the fixes, we build them: dashboards, scorecards, the weekly cadence, the ownership map. This is the structure that gets the owner out of the middle. Fixed prices, scoped from the findings.

The diagnostic is designed so you win even if you never hire us again. That is deliberate. It is also the fastest way for both of us to find out whether this is real.

Start here
04 / Your industry

The pattern is universal, but the numbers are specific to what you sell.

What we measure depends entirely on what you sell. Here is where we start, by industry.

If you are running the firm, you can already feel that busy and profitable are not the same thing. The harder problem is that the data to tell them apart has never been in one place.

Where this comes from

KPI scorecards and matter-level reporting built inside a growing legal services practice, with accountability moved off the owner and onto named leaders.

What we instrument
+Matter-level margin, so you stop selling the work that loses money
+Realization and collection rate weekly, not discovered at year end
+Intake source through to signed engagement, by source
+WIP and aged receivables, with one name against each

Not on this list? The method does not change. Tell us what you sell and we will tell you what we would measure.

05 / Fit

We do not take every engagement.

We turn work down, and it is better for everyone that you can tell in advance which column you are in.

This works when
+You are ready to make a change based on what the analysis finds.
+Revenue is real but the next step feels blocked rather than distant.
+You want to be told the truth about your operation, in writing.
+You and your team are willing to be honest about what is actually happening, including the parts that are uncomfortable to say out loud.
This does not work when
You want a dashboard, not a change in how the business is run.
The findings will be used to build a case against someone.
Nobody internally has time to own a single number.
You are looking for the cheapest hourly help you can find.
06 / Where this comes from
“After years leading operations in high-growth companies, we saw the same pattern repeat itself: teams drowning in data but lacking clarity.”
PHOTO
4:5
Robert Estrada
Founder, Lumify Analytics

Every dashboard felt like busywork, and accountability meetings were running on instinct instead of facts.

We built Lumify to fix that, to give operators the same systems that helped us scale: clear KPIs, usable dashboards, and rhythms that make accountability simple. Our goal is to make the work visible so every team can run faster and smarter.

Operations we have built inside
Legal services

KPI scorecards and matter-level reporting through a period of sustained growth, with accountability moved from the owner onto named leaders.

Manufacturing

Real-time production dashboards that replaced a slow, manual reporting cycle across the operation.

Financial services

Automated executive reporting and a weekly metrics review that gave leadership one version of the numbers.

Professional services

EOS-based scorecards and operating rhythms that aligned a leadership team and made follow-through visible.

These reflect Robert Estrada’s leadership and operational experience prior to founding Lumify Analytics.

07 / Start

Fifteen minutes. Two people deciding if this is real.

No pitch, no deck. You tell us what you cannot see; we tell you straight whether a diagnostic would find it.

01A real person reads your submission, usually the same day.
02You get a reply within one business day to pick a time.
03Questions in both directions. If it is not a fit, we say so.

Submitting books nothing yet. The next step is a short intro call where we both decide if this is a fit.

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