Data Systems Built for Sovereignty

Transform chaos into clarity. I build financial intelligence systems, custom applications, and analytics platforms that give organizations control over their data and their future.

Services

Specialized in financial intelligence, custom development, and advanced analytics

Financial Intelligence Systems

Power BI dashboards, automated reporting, and financial analytics for multi-entity organizations.

  • Executive dashboards
  • Budget automation
  • Predictive analytics
  • Multi-source integration

Custom Application Development

Full-stack applications built with Python, React, and modern data infrastructure.

  • Streamlit apps
  • Database design
  • API integrations
  • Real-time analytics

AI Systems Consulting

Leverage AI and automation to build intelligent systems that scale your operations.

  • AI integration strategy
  • Workflow automation
  • Custom AI solutions
  • Process optimization

Data Strategy Consulting

Transform spreadsheet chaos into scalable, automated intelligence systems.

  • Process automation
  • System architecture
  • KPI frameworks
  • Governance design

Case Studies

Real projects, real results - from financial reporting to product development

Summit Education Group

Financial Reporting Modernization

Challenge

Multi-acquisition organization with manual spreadsheet consolidation across QuickBooks, Salesforce, Recurly, and Teachable.

Solution

Built unified Power BI model with dimensional architecture, 100+ DAX measures, and predictive business health monitoring.

Results

  • 40+ hours/month saved in manual consolidation
  • Real-time executive dashboards replacing weekly reports
  • Predictive health scoring with leading indicators
  • Scalable architecture ready for future acquisitions

Technologies

Power BIDAXDimensional ModelingQuickBooksSalesforceRecurly
The Sovereignty Tracker

Habit Tracking & Lifestyle System

Challenge

Build comprehensive system helping people reclaim control over health, finances, and future through daily sovereignty practices.

Solution

Complete philosophy-driven application with 6 specialized paths, dynamic scoring engine, meal planning, financial modeling, and Bitcoin integration.

Results

  • Full-stack application with Python/DuckDB backend
  • Expert-backed guidance (Huberman, Cavaliere, Pollan, Hyman)
  • Real-time Bitcoin tracking and portfolio analytics
  • Complete user journey from philosophy to daily practice

Technologies

PythonDuckDBStreamlitBitcoin APIsFinancial Modeling

Calculate Your ROI

See how much time and money automation could save your organization. Adjust the inputs to match your situation and get instant results.

ROI Calculator

See how automation impacts your bottom line

Your Current Situation

Include consolidation, reporting, and analysis time

Salary + benefits / 2080 hours (typically $40-$75/hr for finance roles)

People who touch the manual process

Typical range: 1-5% for manual processes

Typical range: $7,500 - $25,000 for most finance automation projects

Your Potential Savings

Current Annual Cost
$0
$0 labor + $0 error cost
Monthly Savings (85% automation)
$0
$0/year
Payback Period
0.0
months
3-Year ROI
0%
return
3-Year Net Savings
-$15,000
Total savings over 3 years minus project cost
Calculation Assumptions
  • • Automation eliminates 85% of manual work
  • • Errors cost 5x more to fix than prevent
  • • Savings begin immediately after implementation
  • • Does not include opportunity cost or strategic value
What's Not Included
  • • Faster decision-making with real-time data
  • • Better analysis (team has time for strategy)
  • • Reduced turnover (less tedious work)
  • • Scalability (same system works at 10x revenue)
Typical Projects
  • • Power BI Dashboard: $7,500 - $15,000
  • • Custom App: $15,000 - $30,000
  • • Hybrid Solution: $20,000 - $40,000
  • • Timeline: 4-12 weeks
Real Results
  • • Summit Education: 40+ hrs/month saved
  • • 2-month payback period (typical)
  • • 85-95% reduction in manual work
  • • 0% ongoing licensing fees

Free Resources for Finance Leaders

Download our practical guides on finance automation and AI implementation

About

I build systems that give people and organizations sovereignty over their data, decisions, and future. Whether it's replacing manual financial consolidation with automated intelligence, building habit tracking systems that measure freedom not just metrics, or detecting market inefficiencies through advanced analytics - the philosophy is the same: complexity is the enemy, clarity is the goal.

My background spans financial systems (Power BI, NetSuite, QuickBooks), full-stack development (Python, React, databases), and advanced analytics (statistical modeling, predictive systems). But what sets my work apart isn't just technical capability - it's the ability to translate business chaos into systematic sovereignty.

“Sovereignty is measured not by what you own, but by how long you can say no.”

This principle drives every system I build - creating optionality through automation, clarity through design, and freedom through data.

Meet Dylan

Video introduction coming soon

30-second intro explaining who I help and how I work

Get to know the person behind the systems

Technical Expertise

Business Intelligence

  • • Power BI (DAX, dimensional modeling)
  • • Financial reporting automation
  • • Executive dashboard design
  • • Predictive analytics

AI-Accelerated Development

  • • Leverage AI to build faster and smarter
  • • Python, React, APIs (AI-assisted)
  • • Database design and architecture
  • • Weeks of work compressed into days

What Makes Me Different: AI as a Force Multiplier

I don't just know how to code - I know how to leverage AI to deliver enterprise-grade solutions at a fraction of traditional timelines and costs.

  • Speed: AI helps me build in days what traditionally takes weeks. The Sovereignty Tracker app? Built in days, not months.
  • Quality: AI handles boilerplate, I focus on architecture and business logic. You get better systems, faster.
  • Cost: Faster delivery = lower costs. You pay for 60 hours of work that would have taken 200 hours traditionally.
  • Innovation: I integrate AI into your solutions - not just building systems, but building intelligent systems.

How I Work

1

Week 1: Discovery

Data audit, requirements gathering, understand your challenge and current processes

2

Week 2: Design

Architecture planning, data model design, dashboard sketches, get your approval

3-5

Weeks 3-5: Build & Iterate

Core development with weekly check-ins, show progress, gather feedback, adjust based on real usage

6

Week 6: Handoff

Training, documentation, system ownership transfer to your team

Key Principles

  • Discovery First: I don't build what you think you need - I build what actually solves the problem
  • Iterative Development: Working systems fast, then iterate based on real usage
  • Documentation Matters: Systems are only sovereign if others can maintain them
  • Flexible Engagement: Project-based or ongoing consulting tailored to your needs

Transparent Pricing

No surprises, no hidden costs. Just honest, value-driven consulting.

Hourly Rate

$125-175/hour

Based on project complexity • Billed biweekly

  • Simple integrations: $125/hr
  • Complex systems: $150-175/hr
  • No long-term contracts
  • Transparent time tracking

Typical Projects

Basic Dashboard
$5,000-8,000

40-60 hours | 3-4 weeks

Advanced BI System
$8,000-15,000

60-120 hours | 4-6 weeks

Custom Application
$10,000-25,000

80-200 hours | 6-12 weeks

ROI Reality Check: Most clients save 20-50 hours/month in manual work.

At $40/hour fully-loaded cost, that's $800-2,000/month saved. A $10,000 investment pays for itself in 5-12 months, then saves you money forever.

Frequently Asked Questions

Common questions about working together

Do I need Power BI or custom development?

It depends on your current tech stack and goals. Choose Power BI if you're already in the Microsoft ecosystem, need enterprise security/governance, and want your finance team to maintain it. Choose custom development if you need full control over UX, are building consumer-facing products, or want to own 100% of the codebase.

I don't push one or the other - during our discovery call, I'll assess your situation and recommend the best approach for your specific needs.

How long does a typical project take?

Most projects follow a 6-week timeline:

  • • Week 1: Discovery and data audit
  • • Week 2: Architecture design and planning
  • • Weeks 3-5: Build and iterate with weekly check-ins
  • • Week 6: Training and handoff

Simpler projects can be done in 3-4 weeks, while more complex multi-source integrations might take 8-10 weeks.

What's the typical investment?

My hourly rate ranges from $125-175/hour depending on project complexity, billed biweekly. Typical project ranges:

  • Basic Dashboard: $5,000-8,000 (40-60 hours)
  • Advanced BI System: $8,000-15,000 (60-120 hours)
  • Custom Application: $10,000-25,000 (80-200 hours)

Thanks to AI-accelerated development, you often get solutions in half the time of traditional consulting - meaning better systems at lower total costs.

Can my team maintain the system after handoff?

Absolutely - that's a core principle of how I work. I don't believe in vendor lock-in. Every system I build includes complete documentation and training so your team can own and maintain it. For Power BI projects, your finance team will be able to refresh data, modify reports, and add new visuals. For custom applications, I provide full code documentation and can train your developers.

Optional ongoing support is available if you want it, but never required.

How do you handle data access and security?

Security is paramount. I typically work with read-only API access or service accounts - meaning I can only view data, never modify it. I sign NDAs before any data access, use encrypted connections only, and can work within your existing security policies. For highly sensitive data, I can work on-site at your office if needed.

During discovery, I only need to see data structure and sample records - not full production datasets. You maintain full control and can revoke access anytime.

What if I'm not sure what I need?

That's exactly why I start with a free 30-minute discovery call. I'll ask about your current challenges, data sources, and goals. Often, what you think you need isn't actually what will solve the problem. I'll give you my honest assessment of what approach makes sense, rough timeline, and estimated investment. No pressure, no sales pitch - just expert guidance to help you make the right decision.

Start a Project

Ready to transform your data chaos into systematic sovereignty? Let's talk.

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