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An Executive Management Dashboard for the Next Level


A $15M logistics company reached out to DataKey to, as the CEO described, “help take their company to the next level.”  They had a great company history, lots of potential for growth, and a terrific seasoned management team, but were not as profitable as they should have been, and did not seem able to create and stick to a strategic growth plan.


  • DataKey created an Executive Management Dashboard for the company incorporating financials for the business units and Key Performance Indicators such as Sales Activity, Cash Flow, Customer Satisfaction, and other operational metrics.
  • Built Business Goal Tables with detailed implementation plans and accountability metrics, along with progress review templates and meeting processes to ensure tasks are being accomplished.
  • Produced compelling marketing materials revamping company product positioning and significantly enhancing the company’s web image.
  • Facilitated multiple process improvements to address financial operational issues associated with account receivable and billing processes. Trained personnel on methods and tools and assisted with recruiting a new CFO.


  • Company revenues expected to jump 20% in one fiscal year; profits rose nearly threefold almost immediately.
  • Company is self-sufficient with new business improvement process templates and Business Management Dashboard, providing continued oversight for proactive management.
  • Executive Management team continues to meet regularly, focused on top strategic issues and driving business goals. Company is positioned for next growth level of $25M+.

“DataKey was asked to instill a greater level of professional management tools, build discipline in our strategic business process, and make key operational improvements.  They did all of that and more. We started at $15M and unclear profitability, we are now well on our way to an $18-$20M highly profitable business. They gave us the tools and templates to carry this forward on our own, which is unheard of from a management consulting firm. Excellent results and a pleasure to work with.”

- Chief Executive Officer



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