As a data consulting firm helping clients solve their data challenges, Maverick Data faced its own operational inefficiencies with fragmented systems for time tracking, client management, project staffing, and financial reporting. Instead of continuing to juggle multiple disconnected applications, they decided to practice what they preach and build a unified solution.

In this session, Spencer Baucke (Co-founder) will demonstrate how Maverick Data built a comprehensive business operations app in Sigma to:

Centralize employee, client, and project management with appropriate role-based security controls Streamline time entry and automated invoice generation to eliminate manual processes Integrate financial data to create real-time projections and business insights Automate reporting with scheduled emails to ensure timely updates for team members By consolidating operations into a single data app, Maverick Data reduced software spend, gained unprecedented visibility into their business performance, and dramatically improved decision-making processes between leadership. The solution has inspired new client solutions based on their internal success.

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