Reporting Modernization · KPI Trust · Data Governance

Modern reporting for leaders who need numbers they can trust.

I help growing companies clean up dashboard sprawl, align KPI definitions, reduce manual reporting work, and build practical data governance — so decisions move faster and leadership can trust what they see.

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Jonathan Doreau · Nashville, TN · aesopanalytics.com

The real problem

The pain isn't bad dashboards. It's that no one trusts the numbers.

Most companies investing in BI tools still end up with the same problem: leadership is making decisions on data they don't fully believe. Different teams pull different numbers. KPIs have no agreed owner. Reporting is manually rebuilt every week. The dashboards exist — they're just not trusted.

That's not a visualization problem. That's an ownership, definition, process, and governance problem. And no new tool fixes it until those are addressed first.

"Most reporting problems are not visualization problems. They are ownership, definition, process, trust, and governance problems."

Does this sound familiar?

↯Leadership sees different numbers in different reports

↯Teams disagree on KPI definitions — Finance says one thing, Sales says another

↯Analysts spend hours reconciling spreadsheets instead of producing insight

↯Dashboards exist but aren't trusted — nobody uses them to make decisions

↯No one knows which report is "official" or whose number is right

↯Reporting requests pile up with no clear intake or prioritization process

↯AI initiatives are stalled because the underlying data can't be trusted

The TRUST Reporting Modernization Method.

Every engagement follows the same five-phase framework — a proven sequence for diagnosing, fixing, and governing reporting systems that have lost the trust of the people who use them.

Triage the reporting estate

Catalog every dashboard, spreadsheet, and recurring report. Map owners, users, trust levels, and decision purpose. Find out what's used, what's ignored, and what's duplicated.

Reconcile metric definitions

Identify conflicting KPIs. Document how metrics are currently calculated. Expose where Finance, Sales, and Ops are using different definitions for the same word — and why that breaks trust.

Unify ownership & source of truth

Assign business owners and technical owners to every metric. Designate the authoritative source system. Establish who approves definition changes and who gets notified.

Standardize reporting practices

Create naming conventions, request intake, dashboard certification rules, and report retirement processes. Make it clear which reports are official and how people request changes.

Transition to operating cadence

Embed the new process into the business. Establish governance meeting cadences, quality monitoring, and continuous improvement. The goal is a system that sustains itself.

The TRUST method is the backbone of every Reporting Clarity Assessment and Modernization Sprint.

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Ideal clients

Growing companies with real reporting chaos.

The best-fit clients are large enough to have real reporting pain but not so large that procurement and internal politics slow everything down. Typically 50–500 employees, operations-heavy, with no mature analytics operating model.

COO

"I can't see what's happening across the business fast enough."

CFO

"Every department has a different number."

VP Operations

"We're running the business from spreadsheets and fire drills."

Head of Analytics

"We're drowning in requests and nobody agrees on definitions."

Revenue Operations

"Pipeline, forecast, and churn metrics don't line up."

Controller / VP Finance

"Why are these two reports showing different revenue?"

We are

A reporting modernization & data trust specialist

A governance and KPI strategy consultant

A senior practitioner — you get the expert, not a team

Platform-agnostic — whatever fits, not what earns a margin

We are not

A dashboard factory or generic BI contractor

A data engineering body shop

A tool reseller or platform partner

A vague AI consultant

Featured study

Analysis held to the same standard as our client work.

Rigorous, even-handed, clear about what the data can and can't say.

Field Study · Labor & the Economy

The Productivity–Pay Gap: where did the gains go?

Productivity rose ~90% since 1979. Typical worker pay rose ~33%. We dig past the slogan to show what actually drives the divergence — and what it doesn't mean.

Read the study →

All insights & field studies

Who's behind it

Fifteen years turning messy data into decisions people trust.

Jonathan Doreau has spent 15+ years as an analytics and BI leader across finance, healthcare and research (including an NIH-funded program), real estate, and nonprofit — building reporting systems from scratch, fixing environments that had lost trust, and translating messy data into governance that organizations actually use.

The common thread across all of it: taking fragmented, distrusted reporting environments and turning them into systems people rely on when they make real decisions.

SQLPower BITableauSnowflakeKPI DesignGovernanceReporting Modernization

Full background

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Find out where your reporting trust is breaking down.

A free 30-minute diagnostic call — no pitch, no slide deck. We identify the biggest reporting trust gaps in your organization and whether a Reporting Clarity Assessment would be useful. If it's not the right fit, we'll say so.