Cedarline Operations Analyst
Explore job profitability, overdue invoices, and missing financial data for a fictional HVAC business. Interactive dashboard available now; live AI questions are awaiting model configuration.
Try Cedarline demoData, analytics & AI consulting
Trusted data. Clear decisions. Practical AI.
I help small and midsize businesses connect operational and financial data, define reliable metrics, and build reporting and AI workflows around the decisions that matter.
- 10+years in analytics
- End-to-enddata to decision
- Flexiblefractional support
See your business in a clearer way.50-second demo · tailored to your data
ReportingLess manual work
VisibilityOne source of truth
DecisionsClear, timely insights
No full-time analytics hire required.
AI-Ready Data & Analytics
Useful AI starts with
data you can trust.
Your operational and financial data may be spread across systems that do not speak the same language. I connect the pieces, establish trusted metrics, and build the business context that makes reporting, automation, and AI useful.
Start with the systems you already use.
AccountingCRMSpreadsheetsSchedulingIndustry applications
One shared foundation for your team, your reports, and your AI workflows.
- 01+
Business systems
Bring scattered sources together.
What I deliverConnect accounting, CRM, spreadsheets, scheduling, and industry applications around one business question. - 02+
Clean data
Build a foundation you can trust.
What I deliverResolve duplicates, inconsistent formats, missing fields, and unreliable refreshes. Validate the data before it drives decisions. - 03+
Trusted KPIs
Agree on what the numbers mean.
What I deliverDefine and validate revenue, margin, conversion, capacity, and other measures with your team. - 04+
Business context
Give the data shared meaning.
What I deliverBuild a semantic layer: shared definitions, relationships, and business rules that reporting tools and AI can use consistently. - 05+
Dashboards & reporting
Make the answers easy to use.
What I deliverDeliver focused dashboards and recurring reports that help leaders spot changes and investigate the details. - 06+
AI agents & automation
Put trusted data to work.
What I deliverScope and implement assistants, summaries, and workflows using approved data, controlled access, and checks against known answers.
Explore each stage to see the work behind it. Your engagement starts where you need help.
Business context, made concrete
The same question should use the same definition.
If a dashboard and an AI assistant interpret “revenue” differently, the answers will disagree. Shared definitions keep both grounded in your business rules.
Example definition
Recognized revenue = posted invoice amounts, less credits; excludes sales tax and unaccepted estimates.
Reporting + AI
“What changed in revenue this month?” uses that same definition, reporting period, and approved data in both places.
See the work · 50-second analytics demo
See connected data
turn into useful answers.
See a fictional owner explore performance, read a daily brief, and ask about the numbers. Then imagine the same experience with your own data and the questions that matter to you.
Fictional data and illustrative AI interactions · Original music; on-screen text tells the story · Client metrics, sources, and AI access are tailored during setup.
Your data. Your questions. Your priorities.
From job margins to clinic capacity, product sales, or professional-service pipelines, I build the analytics around your business. The industry demos below are examples of what is possible. Book a free strategy call to talk through your data.
Read the video overview
A fictional owner opens a mobile Performance Hub, reviews revenue, gross margin, completed work, and capacity, then filters by location. A daily brief highlights a margin gap. Illustrative AI questions explore the highest-margin service and available capacity. The same product can be tailored to service businesses, clinics, retail, professional services, or other businesses with useful data. A 14-day free trial begins with one question and a focused set of measures.
Practical analytics for real businesses
You do not need more data. You need a clearer way to use it.
Many businesses already have valuable information in Excel, accounting systems, scheduling tools, CRMs, and operational platforms. The challenge is bringing it together and turning it into something leaders can trust.
Consulting in practice
Connected Data & Practical Analytics
For any company with data and decisions to make: connected data, consistent metrics, and reporting built around your needs. See what changed, explore the details, and ask clearer questions.
From scattered data to a decision
One place to see, ask, and act.
Every engagement starts with an agreed business question and trusted measures. Your dashboard and brief help you spot the signal; an AI Assistant can help explore the available data when the privacy and data setup support it.
- 01Connect
Bring together the reports and sources already running your business.
- 02See
Track a focused set of validated KPIs in reporting tailored to your team.
- 03Ask
Use plain-English questions to investigate what the available numbers show.
- 04Act
Get a clear brief and decide what to investigate or improve next.
H. HICKS ANALYTICSFICTIONAL SAMPLE
EXAMPLE BUSINESS · AUGUST 2026
Performance at a glance
Completed work1,260
Gross margin46%
YOU ASK
Which service has the highest margin?
AI ASSISTANT
Specialty leads at 57% gross margin. Compare its volume and capacity before expanding it.
HubBriefAsk AI
Tailored to different businesses
See it in action across industries.
The analytics video shows the shared experience. These fictional industry demos show how the measures and questions can change with your business. Your industry can be different, too.
Company Knowledge Assistant
See how internal policies can become searchable, citation-grounded answers with local AI, relevance checks, deterministic business rules, and clear human-review controls.
View the knowledge assistant projectLandscaping
Which jobs and crews protect margin? Explore job profitability, labor variance, estimates, and service areas.
Explore landscaping demoHVAC
Where are callbacks and margin pressure showing up? Compare technician quality, job costs, sales, and agreements.
Explore HVAC demoLegal
Where does intake lose momentum? Review response time, signed-case conversion, sources, and the matter pipeline.
Explore legal demoProperty management
Which properties need attention first? Bring occupancy, collections, maintenance, and NOI into one portfolio view.
Explore property demoDental
Where can the practice use capacity better? Compare appointments, open chair time, treatment acceptance, and revenue.
Explore dental demoRestaurants & food service
What is selling, and what is profitable? Compare sales, food costs, labor, menu contribution, and location performance.
Explore restaurant demoDon't see your industry? The work is scoped around the data and decisions in your business. Tell me what you want to answer in a free trial. The landscaping example includes a fictional-data AI experience; the other links show interactive dashboards. Client AI is scoped after the data and privacy setup are agreed.
AI Readiness Assessment
Know what to fix.
Know what to build next.
Get a clear picture of your business data and a practical plan for analytics, AI agents, and automation. I review your systems, metrics, data quality, and access needs, then identify the work that will make the biggest difference.
Start the Free AssessmentDiscuss a Full AssessmentFocused assessment included in the 14-day free trial
What you take away
- 01A map of your systems & data
Where information lives, how systems connect, and where fragmented or manual reporting creates gaps.
- 02Trusted metric definitions
The business rules behind the KPIs you need, with data-quality and access issues that could affect reporting or AI answers.
- 03A prioritized action roadmap
What to address first, which analytics and AI use cases are feasible, and the next steps, dependencies, and estimated effort.
14-day free trial
Focused AI Readiness Assessment
Start with one business question and a manageable set of data.
- One use case and up to two available data sources
- Definitions for 3–5 priority KPIs
- Sample-data quality and access review
- Readiness summary and prioritized next steps
- Findings walkthrough at the end of the trial
A focused dashboard can be the trial deliverable instead. We agree on the scope before starting.
Broader consulting engagement
Full AI Readiness Assessment
Build a roadmap across your operational and financial systems.
- System inventory and data-flow mapping
- Definitions for 10–20 important business metrics
- Data-quality, permissions, and business-context review
- Prioritized analytics, agent, and automation opportunities
- Implementation roadmap with dependencies and effort estimates
Quoted after a scoping call. Implementation and ongoing support are agreed separately.
Free trials are approved individually after a short conversation and begin once scope and sample data are agreed. No credit card and no automatic paid plan. The assessment is a readiness review; integrations, extensive cleanup, production agents, and security certification are outside the free scope.
A roadmap you can act on.
Use the findings to guide your own team, or work with Hicks Analytics on data engineering, reporting, agent implementation, automation, and recurring analytics support.
How I help
Three clear paths to better decisions
Start with the outcome you need. The technology, tools, and scope follow from there.
Data & Reporting Foundations
Bring scattered business data together and turn it into reporting your team can trust.
- Data cleanup, connections, and repeatable refreshes
- Shared KPI definitions and business rules
- Dashboards, financial reporting, and workflow automation
AI Readiness & Workflow Intelligence
Prepare your data, documents, and business context for useful AI—then build focused workflows with controls and human review.
- AI Readiness Assessment and implementation roadmap
- Document, invoice, and company-knowledge workflows
- Grounded assistants, citations, permissions, and evaluation
Fractional Analytics Partnership
Get experienced analytics guidance and hands-on support without adding a full-time analytics hire.
- Monthly reporting and dashboard support
- Ad-hoc analysis and process improvement
- KPI governance, leadership support, and continuous improvement
AI Document & Invoice Intelligence
From incoming invoices to review-ready data.
When invoice details live in PDFs, email attachments, and spreadsheets, your team spends time entering data and checking it by hand. Hicks Analytics helps you build a repeatable workflow for extraction, validation, and review.
- Capture vendor, invoice number, dates, amounts, and line items.
- Flag missing information, inconsistent totals, potential duplicates, and amounts that need review.
- Give reviewers a clear exception queue, approval controls, and an audit history.
- Connect approved records to reporting and downstream workflows as part of a scoped implementation.
The engagement starts with your documents, your business rules, and your approval process. Together, we define the checks, access needs, and integrations before implementation.
Human approval stays part of the workflow. Extraction results need validation before they are used for financial decisions.
See the project behind the approach.
The AI Invoice Intelligence portfolio project demonstrates local AI extraction, rule-based checks, human approval, audit history, and exports using fictional invoices.
View the invoice intelligence project on GitHub ↗
The AI Invoice Intelligence portfolio project demonstrates local AI extraction, rule-based checks, human approval, audit history, and exports using fictional invoices.
View the invoice intelligence project on GitHub ↗
Illustrative workflow · fictional sample
Maple Creek MaintenanceStructured invoice preview
Sample invoice- Invoice number
- MC-2088
- Invoice total
- USD 250.70
- Subtotal
- USD 230.00
- Tax
- USD 20.70
✓ Required fields present✓ Totals reconcile
Validation supports review. A person approves the record.
- Extract the details
Convert supported invoice documents into structured fields.
- Apply business checks
Check totals, required fields, duplicates, and review thresholds.
- Review and approve
Route exceptions to a person and record review decisions.
- Put approved data to work
Export approved records for reporting; scope system connections around your needs.
Start with a focused review during the 14-day free assessment.Bring one invoice workflow and an agreed set of sample documents. We can review the data quality, validation rules, access needs, and automation opportunities, then outline the next steps. Production implementation, integrations, and ongoing support are scoped separately.
See what the free assessment includes →
See what the free assessment includes →
Ways to work together
Start with a result. Build from there.
Choose a focused data review, an analytics and AI readiness project, or ongoing support. Each engagement is scoped around your systems, priorities, and budget.
01
Best place to start
AI Readiness Assessment
A practical review of your systems, data quality, KPI definitions, and readiness for analytics, AI agents, and automation.
- System and data inventory
- Metric definitions and data-quality review
- Access needs and AI opportunities
- Prioritized implementation roadmap
02
Project consulting
Data & AI Readiness Consulting
Connect your systems, establish trusted business metrics, and create a foundation for dashboards, AI assistants, and automated analysis.
- Data connections tailored to your systems
- Data preparation and modeling
- Shared KPI definitions and business context
- Reporting, AI access, and automation scoped to your needs
03
Ongoing partnership
Monthly Analytics Support
Ongoing support to keep your dashboards reliable, current, and improving as your needs change.
- Dashboard maintenance and data reloads
- Dashboard enhancements
- Regular check-ins
- Ad-hoc analysis and priority response
How it works
A simple, practical approach
- 01
Understand the problem
We discuss your current reports, pain points, systems, and the decisions you need to make.
- 02
Build the right solution
I create a focused plan that improves visibility without adding unnecessary complexity.
- 03
Deliver and support
You receive a usable solution, documentation, and ongoing support when needed.
Founder · Analytics Engineer
About Hicks Analytics
Experienced analytics help, without the big-firm overhead.
Hicks Analytics was founded to help businesses get more value from their data through clear reporting, thoughtful analysis, and practical automation.
With more than a decade of experience in data analytics and analytics engineering, including deep experience in healthcare, I understand both the technical work behind the numbers and the business conversations that make analytics useful.
My approach is straightforward: listen carefully, solve the right problem, communicate clearly, and build something your team can actually use.
Start a conversation
Let’s talk about what is slowing your team down.
A short conversation is often enough to identify where better reporting, automation, or analytics support could make the biggest difference.
- [email protected]
- Service area
- Middle Tennessee and remote clients nationwide
- Engagements
- Project-based, monthly retainer, or fractional support