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WHAT MAKES US DIFFERENT

We are not here to sell you AI magic

While everyone else is rushing to bolt AI onto your problems, we start where it actually matters: understanding your business.

TYPICAL AI CONSULTING

The Industry Right Now

→ Sell AI tools first, ask questions later
→ One-size-fits-all automation packages
→ Hand off a custom tool and disappear
→ Chase the latest tech trend
→ Measure success by features shipped
→ Leave you dependent on their support
OUR APPROACH

How We Actually Work

✓ Deep business analysis before any tool selection
✓ Custom systems built for your specific industry
✓ Partner with you through the entire process
✓ Lean principles: eliminate waste, maximize value
✓ Measure success by efficiency gains and ROI
✓ Build systems your team can own and evolve

ROOTED IN LEAN MANAGEMENT

Process improvement is not a buzzword to us – it is our foundation

We apply Lean Management and Continuous Improvement principles to truly evaluate your business processes. Before we write a single line of code or configure any dashboard, we map your workflows, identify inefficiencies, and find the waste that is costing you time and money.

The result? Solutions that solve real problems – not shiny tools looking for a purpose.
🔍 Identify Inefficiencies

We audit your current processes to find bottlenecks, redundancies, and manual work that should not exist.
✂️ Cut the Waste

Eliminate steps that do not add value. Streamline what remains. Only then do we introduce technology.
🔄 Build Reusable Systems

Create modular, documented systems your team can maintain, adapt, and scale without calling us back.

A TRUE PARTNERSHIP

We do not just hand off tools – we sit with you and build together

Every business is different. Your industry has unique challenges, your team has specific workflows, and your data tells a story only you understand. That is why we do not believe in cookie-cutter solutions.

We work alongside your team – learning your business, understanding your pain points, and co-creating systems that fit like they were built in-house. Because in a way, they are.

“You will never hear us say ‘here is your tool, good luck.’ We walk you through every decision, train your team, and make sure you are set up to evolve the system long after our engagement ends.”
01 Discovery and Process Mapping

We immerse ourselves in your operations. Shadowing workflows, interviewing stakeholders, and documenting how data actually flows.
02 Waste Identification and Opportunity Analysis

Using Lean principles, we identify what is adding value and what is not. You will see exactly where time and money are being lost.
03 Collaborative Solution Design

We design the solution together. Not in a black box, but in working sessions where you shape the system your team will use.
04 Build, Train and Transition

We build it, but more importantly – we teach it. Your team gains full ownership with documentation and training.

Stop fighting your spreadsheets

You have outgrown the Excel files and manual reports. Your team spends hours copying data, fixing formulas, and recreating the same charts every month. There is a better way.

✕ Manual data entry eating up analyst time
✕ Reports breaking when someone edits the wrong cell
✕ Executives asking “is this number right?”
✕ No single source of truth
What we build instead

✓ Automated pipelines that refresh daily
✓ Self-service dashboards for every stakeholder
✓ Board-ready reports generated in seconds
✓ A single source of truth everyone trusts

WHAT WE DELIVER

Our Services
📊

Executive Dashboards

Real-time visibility into KPIs that matter. Interactive dashboards your leadership team will actually use.

 📋

Board Reporting

Automated, polished reports that generate themselves. No more last-minute scrambles before board meetings.

 ⚡

Process Automation

Eliminate manual data work. We build workflows that move, transform, and validate data automatically.

 🔧

BI Implementation

Full-stack analytics infrastructure. From data warehouse design to self-service reporting layers.

OUR EXPERIENCE

Real Results at the Enterprise Level

Before launching Oneta, our team led data and analytics transformations at the enterprise level.
Below is a sampling of work delivered — showcasing the same methodology and approach we bring to every engagement.

FINANCIAL SERVICES

Enterprise Company

An enterprise company faced significant inefficiencies across their finance and accounting reporting, executive visibility, and budgeting processes. Data quality issues, manual workflows, and outdated systems created bottlenecks that consumed analyst time and introduced risk into client deliverables.

PROJECT 1

Finance and Accounting Automation
The Problem

• Monthly reporting required for a large volume of portfolios
• Manual data extraction, no quality checks, manual formatting
• Reporting prep took days per portfolio
• Analysts spent most time on manual prep instead of analysis
What We Built

• End-to-end finance and accounting system, now 75% automated
• Automated data extraction via API
• Built-in data quality checks and reconciliation
• Auto-formatting into client-ready output
The Result

✓ Monthly reporting reduced from days to ~1 day per portfolio
✓ Core output now generated in 5 minutes
✓ Analysts freed up for higher-value work
75%
Automated		 5 min
Core Output		 ~1 Day
Total Process

PROJECT 2

Executive Dashboards
The Problem

• No real-time visibility into operational or portfolio performance
• Existing reports were static with outdated, unclean data
• Executives could not toggle or drill into metrics as needed
What We Built

Internal Dashboards:

• Task tracking by department with risk flagging
• Client savings tracking
• Portfolio performance overview

External Dashboards:

• Portfolio value YTD
• Asset performance comparison
• Performance against industry and competitors
The Result

✓ Real-time insight into operations and portfolio performance
✓ Clean, validated data feeding all dashboards
✓ Flexible views executives can actually use
Real-Time
Data Refresh		 2 Types
Internal + External		 Clean Data
Validated Source

PROJECT 3

Budgeting and Forecasting
The Problem

• Budgets and forecasts needed for a large volume of portfolios
• No robust model — assumptions were flat and manual
• Base data had quality issues, leading to inaccurate forecasts
• Inaccurate forecasts caused investor reporting issues
What We Built

• Automated budgeting and forecasting system for mass portfolio preparation
• Predictive and prescriptive analytics using industry data
• Built-in data quality control and reconciliation
• Robust assumption modeling based on market trends
The Result

✓ Forecasts grounded in market data and predictive analytics
✓ Eliminated data quality risk in investor reporting
✓ Scalable system handles large volume without manual prep
Predictive
Analytics		 Scalable
Mass Prep		 Market Data
Driven

LATEST INSIGHTS

From the Blog

FEATURED

Before You Buy the AI Tool, Ask This One Question

Why the smartest companies are slowing down while everyone else rushes toward automation

January 2026   |   6 min read

Open LinkedIn on any given day and you will see it: another post about how AI will revolutionize your business. Another vendor promising their tool will “transform your operations.” But here is what nobody is talking about: most businesses are not ready for AI…

Read Full Article

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