I'm Eric — founder of root.co. Eight years inside enterprise workforce planning taught me one thing: most reporting goes unread. I build the kind operators open every morning — KPI systems, forecasting models, and reporting automation that replace the spreadsheet ritual.
The morning view your operators actually open. One screen, the metrics that move the business, signal over noise.
Headcount, capacity, shrinkage, attrition. Models that hold up to a real planning conversation.
Kill the Monday-morning copy-paste. Replace recurring decks with pipes that publish themselves.
End-to-end BI — sources, modeling, semantic layer, surfaces. Built so the second hire can keep it running.
Charts that respect the reader. Boardroom-ready views that tell the truth, not just the story.
Ops, finance, HR, customer — connected. So nobody is left arguing about whose number is right.
Achieve Capital Partners ran their portfolio out of weekly spreadsheets pulled by hand from Mortgage Automator. I built a purpose-built KPI dashboard that pulls live, gives partners one operating picture, and replaces the Friday reporting ritual.
Built so the team uses it on day one, not on the kickoff call you have six weeks from now.
Adoption is the metric. A dashboard that isn't opened daily isn't a dashboard. It's a deliverable.
Find the root. Most KPI requests are symptoms. The job starts by asking what decision the number is for.
Ship in weeks. The first version goes live in week three. Truth holds up faster than perfection.
One operator, one screen. If it doesn't fit on the morning view, it goes in the drilldown — not the headline.
I work like someone who spends weekends underwater, on a saddle, or three days off-grid in a tent. The clarity comes from elsewhere — long rides, longer dives, the same Coldplay record on the climb home.
I think culture exploration belongs in the same category as good analytics: both reward people who actually pay attention.
I take on a small number of engagements at a time. Tell me what's broken about Monday morning — I'll respond inside two business days, usually one.