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Automation,
Data
& Analytics
As A Service

From data chaos to reliable insights, automated processes and scalable operations

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What I do

My Services

Worflow Automation

I architect data-driven automations that optimize operational efficiency, reduce manual friction, and improve consistency across your business. From intake and scheduling to reporting and reconciliation, our workflows eliminate repetitive steps, standardize processes, and give your team more bandwidth to execute on high-impact priorities.

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Report & Dashboard Development

I can transform raw data into intuitive reports and dashboards. We can uncover powerful data insights and create visualizations that help identify trends. Improve decision-making, and effective tracking of business performance. 

Datawharehouse and Ingestion

Develop data warehouses and ingestion of various data sources to centralize and organize data. This approach provides a reliable foundation for comprehensive analytics, driving more informed decision-making. (for smaller orgs, please inquire)

Fractional Data Analyst

A fractional data analyst delivers expert insights without the cost of a full-time hire. They provide on-demand analytics for projects, reporting, or strategic decisions. Pay only for the support you need, when you need it.

Internal App Development

Upgrade from simple spreadsheets to a

fully functional system using Google App Sheet. Streamline your operations, automate workflows, and centralize your data—without heavy coding. Our solutions are secure, scalable, and tailored to how your team actually works.

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Are we a good fit?

Book a Free 30 minute Discovery Call

Helping You

Be Data Driven

I help health, wellness & fitness organizations gain a comprehensive understanding of their patient and client population, operations, marketing, and financial health. By automating processes, integrating data from multiple sources, and presenting them in interactive visualizations, we provide a clear, unified view of your business or practice.

 

This enables you to identify areas for improvement and implement data-driven processes that improve patient and client outcomes, enhance retention, boost revenue, and drive sustainable growth.

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Over 12 years experience

Over 12 years experience offering data and analytics solutions

Client Portal

Easily manage your data requests, proposals and invoices with a private Client Portal and Kanban board.

High Quality

I provide high quality work and develop scalable data solutions that help you streamline your operations.

My Typical Clients

Who are my typical clients

Startups

Supporting startups with data and analytics to accelerate growth, improve services, and scale effectively.

Coaches and Consultants

Providing customized data solutions for fractionals, coaches and consultants in the health, wellness & fitness space. Support strategic decision-making, program optimization, marketing efforts and business growth.

Clinics Across Specialties

Delivering tailored data analysis and BI services to clinics in various specialties from Orthopedics to Dermatology and more. Helping streamline operations and enhance patient care.

Rehabilitation Centers

Including Speech Therapy,  Behavioral Health, Mental Health, & Physical Therapy. Leverage data insights to optimize patient recovery outcomes and operational performance.

Alternative Medicine Clinics

Including Chiropractors, Naturopaths, Massage Therapy, & Holistic Medicine Practitioners. Improve treatment effectiveness, client / patient satisfaction, and operational processes.

Med Spas

Empowering medical spas with data-driven insights to optimize business performance, customer satisfaction, and service offerings.

Dentists & Orthodontists

Let us provide you with data-driven strategies to improve patient care, practice management, and financial performance.

Specialty Pharmacies

Equipping specialty pharmacies with actionable data insights to improve patient outcomes, inventory management, and regulatory compliance.

Gyms and Fitness Studios

Helping gyms, fitness studios, and wellbeing centers use data to boost membership growth, improve retention, and streamline daily operations for stronger business performance.

Ecommerce Health, Wellness and Fitness Brands

Supporting health, wellness and fitness ecommerce brands with data-driven insights to optimize sales performance, streamline marketing, and improve overall business operations.

and more!

Not in the health, wellness and fitness industry?

No problem! We do business health analytics too!

Please reach out.

Get Answers To

Your Burning Questions

How much are we growing?

Data analysis reveals your growth trends over time, identifying patterns and areas of improvement for sustained success.

What is our current active population?

Gain clarity on the size, demographics, and engagement levels of your active patient or client base.

Are plans being completed?

Track completion rates and pinpoint barriers to help improve patient or client  adherence and outcomes.

What products or services are most frequently used?

Uncover which products or services are most in demand to inform strategic decisions and maximize revenue potential.

How well is our staff doing?

Analyze staff performance metrics to identify strengths, areas for growth, and opportunities to enhance efficiency.

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Insights

Types of Analysis

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Treatment Outcome Analysis

Track and analyze patient or client outcomes to identify trends. Compare outcomes across different demographics, treatments, services, products and staff.

Operational Efficiency

Evaluate operational data to optimize resource allocation and reduce costs. Analyze patient or client flow, appointment scheduling, and staff utilization to enhance efficiency.

Financial Performance

Conduct financial analysis to monitor revenue streams, costs, and profitability. Analyze billing, insurance claims, and payment cycles to identify areas for financial improvement.

Marketing Analysis

Analyze engagement, campaign performance, and ROI on outreach efforts. Identify the most effective methods for patient acquisition and engagement across marketing channels.

Product Data and Analytics Strategy Audit

Evaluates how your product or application captures data, is structured and if it can answer core business questions through analytics efficiently. We review your data sources, tracking setup, reporting workflows, and key metrics captured by your product to uncover inefficiencies, gaps, and missed opportunities.

...and more

Need a 

Fractional Data Analyst

A fractional data analyst offers businesses flexible, cost-effective access to expert data insights without the need for a full-time hire. A fractional data analyst is Ideal for startups, small businesses, or teams with fluctuating workloads, they provide specialized skills on demand, helping organizations uncover opportunities and make data-driven decisions.

 

By focusing on specific projects or goals, fractional analysts deliver results quickly while freeing up internal resources. This approach reduces overhead costs, minimizes risk, and brings a fresh, external perspective to your data challenges. Whether you need advanced analytics or simple reporting, a fractional analyst ensures you only pay for what you need.

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Testimonials

What other are saying

First rate data expert

"She not only helped us organize, analyze, and visualize information with which we had long struggled but also advised us to adopt a more user-friendly, less expensive platform than we initially intended. Katherine is highly skilled, insightful, efficient, responsive, and patient - essential traits we needed to get this project done. She more than exceeded our expectations, and we will look forward to working with her on future projects!"
- John R.

I knew what we wanted but didn't know how to make it happen

"Thanks to the detailed support I have received, I am now able to use our data extremely effectively. I have an easy way of collecting data. It is automatically updating in real time, and I have beautiful branded dashboards that shows me exactly what I want to know!
- Jen B.

Highly recommended

She did a great job. Very attentive and easy to work with. She understood exactly what we were looking for and delivered it perfectly. We’re really happy with the result and would definitely work with her again
- Barry N.
Projects

My Work

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Datawharehouse and Ingestion

Develop data warehouses and ingestion of various data sources to centralize and organize data. This approach provides a reliable foundation for comprehensive analytics, driving more informed decision-making. (for smaller orgs, please inquire)

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Blogs

Get Informed

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