{ our process }

From every system to one governed truth. Then we help you use it.

We extract and load your data, build a single source of truth, govern it every day, and put it to work on the problems that move your business.

{ the four steps }

What we do, in order.

  1. 01

    Extract, transform, load

    Read-only connections to the systems you already run. No rip and replace, and no API required.

    ERP, accounting, payroll, CRM, POS, and membership systems flow into one governed Databricks lakehouse. Every load is checked and the numbers tie to your ledger.

    many systems → one governed source
  2. 02

    Build a single source of truth

    Your chart of accounts, entities, KPIs and hierarchies defined once in a governed Databricks lakehouse you own.

    Your industry math, encoded and documented once. Add an entity, redefine a metric, or close an acquisition, and every dashboard, report, and AI answer updates with it.

    chart of accounts → business logic
  3. 03

    Govern it, every day

    Every load validated and reconciled to the source. Feed health you can see. When a source changes, we fix the plumbing before anyone notices.

    Per-user authentication and row-level security, administered by us. New hires, role changes, and reorgs are handled for you, so each person's view always matches their role.

    one source → each person's view
  4. 04

    Solve problems

    A library of proven assets connects your data to the problem you're trying to solve.

    See the asset library ↓

{ solve problems }

A library of assets, pointed at your problem.

Reports & financials

Statements and board packages, built from the close.

Scorecards

Lead measures against goal, daily, weekly and monthly.

Dashboards

Every location and region, on the web or on mobile.

Alerts

Condition-based, the moment a number moves.

AI Agents

Answers on demand, within each user's permissions.

AI Workflows

Patterns found overnight, ready before anyone logs in.

Client operating overview: consolidated weekly sales, orders booked, open order backlog, A/R, a weekly review table, a trend chart, and an EBITDA vs budget bridge

A real client platform, built, governed and run by SolutionSet.

{ speed to value }

We work with speed and purpose. With minimal lift from your team.

  1. Day 0KickoffCredentials and a one-hour kickoff.
  2. Day 30Governed foundationCore systems landed and reconciled.
  3. Day 60In your people's handsDashboards and the first module live.
  4. Day 90Running the business on itAlerts, scorecards, and the board pack from the close.
all we need from you

A few inputs, then we run

  • Read-only access to your key systems
  • Your latest management or board presentation
  • The KPIs and reports you already run
  • One hour of your time
60 to 90 daysto a live, governed platform

This is not a long-lead software implementation that ties up your key people for a year. We work fast and independently. You react to what we build and iterate.

{ how to engage }

Start with governed data. Add what creates value.

option a

Governed data

We connect, govern and validate your systems and hand you a secure connection (including MCP for your own AI tools). Full validation and feed-health visibility. Build whatever you want on top.

Most customers
option b

Governed data + hosted performance apps

Everything in Governed data, plus dashboards, scorecards and alerts built to your needs, hosted by us with row-level security so the right people see only their data, without everyone needing their own AI license. Ongoing minor refinements ship in monthly sprints.

Then add only what you need

additional systems

Connect more sources

Add systems, datasets, and endpoints as you grow. Each is designed, connected, and governed as part of your platform.

modules

Add specialized analytics

Purpose-built tools that deliver measurable ROI.

Budgeting & ForecastingField PerformanceLabor Optimization
project work

Scope what's net-new

Net-new views, modules or analysis, scoped and approved before we start.

{ the stack }

Built on infrastructure you can trust. AI built in.

Microsoft Azure and Databricks for the governed foundation, and Claude working inside your coded applications and the semantic layer, so answers reflect how your company actually works. We assemble and operate all of it so you do not have to.

Microsoft Azure
enterprise cloud foundation
Databricks
governed lakehouse and modeling
Claude
embedded ai agents and workflows
CEO

Asks why margins compressed last month, and gets a narrative answer from actual data.

CFO

Interrogates variances and pressure-tests forecasts in plain language.

Operator

Gets condition-based alerts before issues become problems.

Sponsor

Pulls roll-ups and period-over-period views on demand.

See it on your own data.

We can show a near-production view early, built from your reports and read-only access.

Contact us