The Phoenix Firm services

Services that connect insight to action.

Choose a focused starting point or bring us a challenge that crosses teams. We scope the work around the decision or process you need to improve.

Discuss your needs

01 / See the business

Data and insight

When information sits in different systems or reports disagree, we start with the decisions, measures and data owners. We assess available sources and quality, build a focused view with users, validate definitions and provide guidance for keeping the reporting useful.

Power BI and data analytics

Replace fragmented reporting with shared measures and dashboards built around decisions.

We define business questions and KPIs, map sources and data ownership, assess reporting quality, then design Power BI reports where they fit. A typical scope can produce documented metric definitions, source mapping, a decision-focused dashboard and handover guidance for a repeatable review process.

MIV — Make Insight Visible

Connect business data and establish a trusted view of performance.

MIV agrees on measures and owners, reviews available systems and access, and builds core reporting that users can validate. It can help teams examine sales by product or channel, inventory and replenishment exceptions, finance measures, and supply chain service or lead-time issues. These are illustrative applications, not client results.

Existing systems do not necessarily need replacing. We confirm connection options and security in discovery; AI-assisted analysis or automation is considered only when the data foundation, need and controls support it.

02 / Improve execution

Operations and commerce

An inventory, service or marketplace issue rarely lives in one report. We connect performance information to the workflows, handoffs and owners behind the result, then prioritize changes that fit the current people and systems.

Supply chain and operations

Make planning, inventory, purchasing and service decisions easier to manage.

We map critical workflows and handoffs, review inventory and service measures, identify exceptions and clarify who acts on them. Work can produce a current-state issue map, a prioritized improvement backlog with owners, an operating review cadence and a defined next-phase scope. Changes are checked with the people doing the work.

Digital commerce

Use clearer product and performance information to guide marketplace execution.

We support Amazon Marketplace and e-commerce operations with a business-led review of the available product, sales and operating information. The specific work is scoped to the marketplace, systems and decisions involved.

03 / Make improvement stick

Processes and technology

We begin with the current task, handoffs, data and ownership. After identifying recurring friction, we prioritize a focused change, test it with users and plan for adoption. Any system integration is scoped after checking access and permissions.

Business process management

Reduce ambiguity in critical workflows and create clearer ownership.

We map how work moves today, identify bottlenecks and unclear handoffs, and document a prioritized set of improvements. A process map and ownership-based backlog give teams a practical starting point for standardization and ongoing review.

AI and process improvement

Find focused opportunities to remove friction, with human review and clear purpose.

We assess candidate workflows, data quality, access and controls before recommending automation or AI-assisted analysis. Where appropriate, we define a bounded pilot with success criteria, human oversight, an adoption plan and handover guidance. AI is not assumed to be the right answer for every process.

Power Platform and business apps

Make recurring work easier to coordinate in applications that fit existing processes.

We scope workflows and business applications around the work people actually do. The systems, permissions and controls are reviewed before choosing an implementation approach.

A practical next step

Tell us what needs to work better.

We will discuss the outcome, the systems and people involved, and a manageable first scope.

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