Strategic Agility
AgilityU provides insight-driven advisory and analytics services designed to help organizations make sense of complexity and move forward with confidence. As a Strategic Advisor in Insight & Analytics, I partner with teams to translate data into clarity—connecting information, context, and strategy to support better decisions.
Our work spans analytics, process automation, and business insight development, with an emphasis on building understanding, not dependency. Each engagement is tailored to the organization’s needs, combining practical solutions with clear documentation and knowledge transfer so teams are equipped to sustain progress long after delivery.
Decision Support Services
Business Insight & Analytics
Turning information into understanding—and understanding into action.
Business Insight & Analytics services help organizations move beyond reporting to clarity. The focus is on interpreting data in context, identifying patterns that matter, and translating insight into decisions leaders can act on with confidence. This work supports strategic planning, operational improvement, and performance visibility—without overwhelming teams with unnecessary complexity.
Rather than producing dashboards for dashboards’ sake, the emphasis is on relevance, coherence, and decision support.
Typical focus areas include:
Data interpretation and insight development
Executive and operational dashboards
Performance metrics and KPI frameworks
Root-cause and trend analysis
Data storytelling and decision support
Documentation and knowledge transfer
Small Business Development
Building clarity, structure, and capability for sustainable growth.
Small Business Development services are designed for organizations that need practical structure without corporate overhead. The work focuses on helping small businesses understand their data, clarify priorities, and establish systems that support growth, efficiency, and informed decision-making.
This includes aligning digital presence with business strategy—ensuring that websites function not just as marketing tools, but as clear, purposeful extensions of how the business operates, communicates, and grows.
The goal is not complexity—it’s stability, insight, and momentum.
Typical focus areas include:
Business performance tracking and reporting
Process clarity and workflow optimization
Basic analytics and automation setup
Decision-support tools for owners and leaders
Website development aligned to business goals and structure
Training and documentation tailored to small teams
Foundational insight development for scaling
Energy Efficiency Analytics
Bringing clarity and coherence to complex energy data.
Energy Efficiency Analytics services support organizations in understanding, integrating, and interpreting data across the full program lifecycle—from early engagement through opportunity development and measured outcomes. This work focuses on transforming fragmented data into a centralized, reliable foundation that enables accurate insight, planning, and reporting.
A core component of this service is evaluating data from multiple systems and sources, then designing practical strategies to align and consolidate that data into a cohesive structure. The result is improved visibility, stronger confidence in reporting, and a shared understanding of performance across stakeholders.
The goal is not simply to report on energy data, but to anticipate outcomes, identify gaps, and guide strategy through informed analysis.
Key Focus Areas
Lead-to-Opportunity Conversion Analytics
Analysis of how leads progress through program pipelines, identifying conversion patterns, drop-off points, and performance drivers. This supports improved program design, outreach effectiveness, and opportunity qualification—without relying on anecdotal assumptions.
Opportunity Demographics & Segmentation
Evaluation of opportunity data by customer, geography, program type, and other relevant attributes to understand who is being reached, where engagement is occurring, and how participation varies across populations. This insight supports equity considerations, targeting strategies, and program refinement.
Forecasting of Measures & KPIs
Development of forward-looking views of program performance, including forecasting of measures, savings, and key performance indicators. This enables proactive planning, scenario analysis, and early identification of risks or capacity constraints—supporting more informed operational and strategic decisions.
Typical Capabilities Include
Multi-source data review and evaluation
Data integration and centralization strategy
Lead and opportunity pipeline analysis
Demographic and geographic segmentation
KPI definition, tracking, and forecasting
Measure-level performance analysis
Reporting frameworks for planning, compliance, and leadership communication
