Decision Intelligence
See performance, exceptions, and the next decision in one place.
Decision intelligence is not a slogan. It is the work of bringing information together so management can understand how the business is performing, notice what is off, and decide while there is still time.
The problem
Leadership should not have to assemble the week by hand.
Midsize organizations already pay for ERP, accounting, CRM, and operational software. The gap is a layer that connects those sources, uses the language the business already uses, and makes the next conversation obvious.
The numbers exist. The week still starts with assembly.
Accounting, operations, sales, and the field each have a true picture of their part of the work. Leadership still waits for someone to combine them.
Averages hide the decision.
Company-wide margin can look acceptable while one job, customer, or location is carrying the damage. The useful view is the exception, not the average.
Forecasts go stale between packets.
If the outlook is rebuilt from last month’s export, it cannot tell you that this week’s labor, backlog, or collections already moved the plan.
Illustrative example
Bookings can be fine while the week is not.
The view below is a sample Coastal Group week — not the Location 4 example used on the homepage. Bookings are on plan. Labor on the Harbor job, a delayed pour, and three invoices past 45 days are not. Sample data only.
BlackPeak · Coastal Group week
IllustrativeExecutive view
Week of April 13 · Coastal Group
Bookings
$4.1M
+1.8% vs plan
Gross margin
24.6%
−1.1% vs last week
On-time jobs
88%
−3 pts Harbor job
AR over 45 days
$286k
+$41k three accounts
Forecast
$19.8M
On plan FY
Backlog
11.2 wks
+0.4 sold work
Labor vs bid
107%
+4 pts Harbor
Repeat customers
71%
stable trailing 12
Location performance vs operating target
- Coastal North96
- Harbor yard69
- Inland plant91
- Metro shop88
- South yard94
Forecast vs actual
Management question
Why is this week off-plan if bookings are fine?
AI-assisted analysis
Bookings are on plan. The slip is labor and schedule on the Harbor job: four extra days of overtime and a delayed pour that pushed two follow-on jobs. Three accounts also moved past 45 days. Revenue is not the issue. Harbor labor and those three collections items are.
Information used
- Job cost
- Scheduling
- Accounting
- AR aging
What a decision-intelligence briefing looks like
Coastal Group · week of April 13
01What changed
The Harbor job added four overtime days after a delayed pour. Two follow-on jobs slipped. Bookings for the week stayed on plan.
02Where to look first
Harbor labor versus bid, the pour schedule, and three customer invoices that crossed 45 days.
03What can wait
Coastal North, Inland, and South are on pattern. A company-wide pricing change would hide a job-level problem.
Management question
Which customers are stretching collections?
AI-assisted analysis
Three accounts moved past 45 days this week and now make up most of the $41k increase. Two of them are still active on current jobs. The third has no open work. Collections should start there before the Harbor overtime conversation, not after another monthly pack.
Information used
- AR aging
- Job records
- Customer history
What BlackPeak does
Connect the sources. Agree on the measures. Show what changed.
We start with the questions COOs, CFOs, and operations leaders already ask about financial performance, margins, customers, locations, projects, and forecasts. Then we connect the systems those answers require and design a view people will actually open. Information does not have to be perfect first. We note where definitions, gaps, or quality issues would affect a management view — and still start with the sources the business already runs.
Sources
BLACKPEAK
INTELLIGENCE LAYER
Leadership questions
Systems and information
The layer sits on what you already run.
- ERP and accounting
- CRM and sales history
- Job / project cost
- Operations and production
- Fleet and dispatch
- Location reports
- Forecasts and backlog
- Spreadsheets that still hold working numbers
What you receive
A working management view, not a slide.
- A unified management view across financial, operational, customer, location, and project information
- A KPI framework leadership agrees to use, with shared definitions
- Exception reporting so the first look is what changed, not every row
- Trend and forecast context next to the current numbers
- AI-assisted analysis grounded in those same sources, when it helps
The business outcome is earlier visibility and less time reconciling. Leadership spends the meeting on Harbor, collections, or the forecast — not on whose export is current.
Start with the decisions you need to make.
An executive consultation looks at the systems you already have, the questions that take too long, and whether a connected management view would change the week.