Your Trusted Advisor
Koan Analytics' Business and Management Consulting
- C-Suite Perspective. Joe Kayser, along with our seasoned advisor team, grew multiple Logistics firms to $500 M+, delivering >$200 M in enterprise value through M&A and organic expansion.
- Proven Automation ROI. Identified and executed $2 M+ in recurring savings by embedding modern data stacks and AI agents into daily workflows.
- Finance-First Approach. Every recommendation is grounded in cash-flow impact and KPI movement—no tech for tech’s sake.
Achieve Your Business Goals with Koan Analytics
AI-Enabled Process Design
Workflow mapping, agent selection, Azure or AWS deployment, change-management playbooks.
Transaction Advisory
Buy-side, Sell-side due-diligence, synergy modelling, post-merger integration roadmaps.
Data & Analytics Modernization
Data-warehouse architecture (Azure SQL, PostgreSQL), Power BI dashboards, self-service analytics training.
Strategic Finance
5-year integrated Business Plans with P&L / B-sheet / Cash-flow models, scenario planning, KPI dashboards.
Risk Assessment
Our comprehensive risk assessment services will help you identify potential risks and develop strategies to mitigate them, ensuring the long-term success of your business.
Customer Experience
We offer customized customer experience solutions to help you improve customer satisfaction, loyalty, and retention.
How We Engage
- Rapid Assessment (2 weeks). Quick-hit diagnostic; deliver opportunity map and prioritized roadmap.
- Build-Operate-Transfer (2–6 months). We design and pilot automations, then up-skill your team.
- Fractional CXO Retainer. Ongoing CFO/CIO/CSO guidance delivering the value you need at the time you need it.
Contact Us