WillTech helps organizations centralize their data and use analytics and AI to grow
revenue, cut operational cost, and make better decisions. Built inside the tools you already own.
One trusted data foundation, built from the systems you already run.
Centralize
Operating systems, finance, service platforms, spreadsheets, third-party feeds: every source lands in one place you own and can see into. No rip-and-replace.
Harmonize
Clean, reconcile, and define every metric once. One source of truth for the numbers that matter, so when two reports disagree, that's a ticket, not a debate.
Govern
Access control decided on purpose at the data layer: who can see what, enforced once and inherited by every dashboard, report, and AI assistant downstream. Auditable from day one.
Document
Definitions written down: a plain-English data dictionary of every metric, where it comes from, and who owns it. The truth survives turnover instead of living in one analyst's head.
See it.DASHBOARDS & OPERATIONAL ANALYTICS
Dashboards your team actually opens every morning.
One trusted set of numbers, a different view for every altitude, built in the BI tools
you already license. In prior roles this work automated 95% of routine reporting and cut a three-week
reporting cycle to three days.
Executive Overview
This year ▾All business units ▾Illustrative
Revenue, TTM
$48.2M
▲ 6.4%
Gross margin
27.8%
▲ 1.2 pts
EBITDA
12.6%
▲ 0.9 pts
Cost as % of revenue
72.2%
▼ 1.2 pts
On-time delivery
96.8%
▲ 0.5 pts
Revenue vs plan
Monthly, $M
This month's highlights
Auto-generated from the numbers
Revenue ahead of plan 3 of the last 4 months, up 6.4% year over year.
Operating cost has grown slower than revenue for 6 straight months.
2 of 12 customers are unprofitable on a fully loaded basis. Repricing analysis attached.
Q4 volume forecast is a record. Capacity and temp staffing plan due by Sep 15.
Net margin by customer
TTM, % of customer revenue
What moved gross margin
Drivers vs last year, $K
Floor Operations
Last 13 weeks ▾All shifts ▾Site: Main DC ▾Illustrative
Units per labor hour
126
▲ 8%
Labor cost per order
$2.84
▼ 5%
Overtime share
6.2%
▼ 2.1 pts
Dock-to-stock
3.1 hrs
▼ 0.4 hrs
Order accuracy
99.2%
▲ 0.3 pts
Productivity by function
Units per labor hour vs target
Productivity by shift
Units per labor hour, 12-week trend
Throughput by day and hour
Where the volume actually lands
Revenue per square foot
By zone vs facility average
Financial Performance
Year to date ▾All departments ▾Illustrative
Operating spend, YTD
$27.1M
▼ 1.8%
Vs budget
Under
Cost per order
$6.42
▼ 4%
Year-end forecast
$47.9M
Budget vs actual by department
Year to date, $M
Monthly spend vs budget
$M
This week's signals
Surfaced automatically
Access-management backlog is compounding
At current intake and staffing, SLA breach is projected within 9 days.
Contractor spend pacing 12% over budget
Concentrated in two service lines, flagged 7 weeks before quarter close.
Monday 9 to 11am call volume has shifted
Current schedules miss the new peak by 3 agents.
The seasonal surge is coverable
Intake forecast up 17% at peak. Six temp shifts hold service levels through it.
Customer Profitability
Trailing 12 months ▾All customers ▾Illustrative
Active accounts
12
Top 3 share of profit
78%
Unprofitable accounts
2
Avg net margin
11.4%
▲ 0.8 pts
Net revenue retention
104%
▲ 2 pts
Net margin by customer
TTM, % of customer revenue
Profit concentration
How much depends on how few
Margin trend by customer tier
Monthly net margin. Small accounts are drifting down: the repricing conversation writes itself.
Illustrative data. Views adapt to your operation: per customer, per site, per line, per lane.
Predict it.FORECASTING & MACHINE LEARNING
Forecasts that look forward, not reports that look back.
Machine learning on your own history: demand, staffing, risk, and revenue signals,
with changes flagged before they become quarter-end surprises. In prior roles this work drove $25M
in supply chain savings and a 14% close-rate lift.
Forecast & Signals
Next 2 quarters ▾All service lines ▾All sites ▾Illustrative
Forecast accuracy
94%
▲ 3 pts
Projected peak
+17%
Margin at risk
$412K
Upside identified
$780K
Volume: actual and ML forecast
Monthly, thousands of orders, with 80% confidence range
What moved gross margin
Drivers vs last year, $K
This week's signals
Surfaced automatically, ranked by impact
Access-management backlog is compounding
At current intake and staffing, SLA breach is projected within 9 days.
Contractor spend pacing 12% over budget
Concentrated in two service lines, flagged 7 weeks before quarter close.
Monday 9 to 11am call volume has shifted
Current schedules miss the new peak by 3 agents.
The seasonal surge is coverable
Intake forecast up 17% at peak. Six temp shifts hold service levels through it.
Illustrative data.
Ask it.AI SELF-SERVICE ON YOUR DATA
Ask in plain English. Get answers from your own systems.
Rolling out AI tools is easy. Connecting them to your data so they give accurate answers
is the work almost nobody has done. WillTech connects the assistant you already license to your actual
systems, so people get answers, follow-ups, and next steps instead of filing requests and waiting.
Ask your dataIllustrative
Service desk lead
How has MTTR trended since we changed queue routing in March?
Down 22% since the change. Average resolution time fell from 9.1 hours in March to 7.1 in July, with the biggest gains in password and access tickets.
Grounded in: ITSM ticket history, Jan to Jul
Service desk lead
Which ticket types drove the improvement?
Password and access tickets: resolution fell from 11.2 to 6.9 hours once routing sent them to Tier 1 first. Hardware tickets barely moved, so that's where the next gain is.
Grounded in: ITSM ticket history, by category
Service desk lead
What would move hardware tickets?
Hardware tickets wait an average of 2.1 days on parts. A small on-site stock of the 12 most-replaced items would cut hardware MTTR an estimated 38%. I've drafted the parts list from 12 months of replacement history.
Grounded in: tickets, parts orders, vendor lead times
Desk supervisor
Why did first contact resolution dip last month?
FCR fell 3.8 points, almost entirely in access-management tickets following the MFA rollout. Agents escalated tickets the knowledge base didn't cover yet.
Grounded in: tickets, knowledge base, agent notes
Desk supervisor
Draft the fix.
Two KB articles cover 60% of the escalations: MFA re-enrollment and conditional access errors. Drafts are ready for your review, built from the 214 tickets agents already resolved. Publishing both and adding one checklist step to the agent script recovers an estimated 3 points of FCR within 30 days.
Grounded in: resolved tickets, current KB articles
Operations manager
What's cost per ticket running this quarter?
$14.20, up 6% quarter over quarter, driven by longer handle times on the two service lines added in May.
Grounded in: ITSM tickets, telecom platform, labor cost data
Operations manager
How does that split by channel?
Phone $19.80, email $12.40, chat $8.90, portal self-service $2.10. Shifting 15% of phone volume to chat and portal, which is in line with peer desks, would save roughly $86K a year.
Grounded in: tickets by channel, handle times, labor rates
Finance director
Why is contractor spend over budget this quarter?
Contractor spend is $312K against a $270K budget, 15.6% over. The variance is concentrated in the two service lines added in May. Regular staff overtime is actually down 4%, so this is scope growth, not slippage.
$1.31M against a $1.08M budget, about 21% over. Locking contractor rates now and converting one recurring role to staff in October brings the projection down to 7% over. Both options are costed side by side below.
Grounded in: actuals, volume forecast, current rate cards
Operations manager
Where is overtime concentrating?
Fridays, outbound, second shift: 61% of all overtime hours. Volume shifted toward end-of-week shipping after two customers changed their order schedules in June.
Grounded in: timekeeping, shift schedules, order history
Operations manager
Model a staggered Thursday start.
Moving four second-shift starts to Thursday absorbs an estimated 68% of Friday overtime, about $7.7K per month, with no projected impact on service levels. A draft schedule is ready for review.
Grounded in: timekeeping, volume by day, service-level history
Grounded in your systems
Every answer draws from your data and cites where it came from. When the data can't support an answer, the assistant says so. No confident guessing.
Accuracy is measured, not assumed
The system is tested against questions with known answers before anyone relies on it. Accuracy is tracked as a number, and rollout expands as it earns trust.
Permissions carry through
The AI inherits your existing access controls. People get answers only from data they're already cleared to see.
Built on the AI you already license
Copilot, Claude, ChatGPT: WillTech connects the assistant your organization already pays for. Don't have one yet? Standing one up, securely, is part of the build.
Your reporting team stays the source of truth
Every ad-hoc pull the AI handles is an hour your analysts spend on real analysis. Self-service doesn't replace them. It protects them.
Adoption is the metric
A connected assistant nobody uses is a failed rollout. Usage, accuracy, and time-to-answer get tracked from day one, and the rollout expands as trust does.
WHO WE WORK WITH
Organizations with real operations and reporting teams worth protecting.
CPG & consumerfood, beverage, beauty, supplements
Logistics & operations3PL, warehousing, distribution
Service management & ITSMservice desks, shared services, SMOs
Health & public sectoragencies and healthtech
Fractional Data & AI leadership
A senior data leader on your team for a fraction of the cost of the hire.
Strategy, roadmap, vendor accountability, and a straight answer on what's worth building.
Hands-on delivery
Not just advice. WillTech builds the data foundation, the dashboards, the models,
and the AI layer inside the tools you already own. Principal-led, staffed to the scope, and your
team keeps the capability.
ABOUT WILLTECH
Led by an operator, measured in outcomes.
WillTech is led by Micah Williams: 15+ years building data and AI capabilities inside
operating companies, including enterprise AI rollouts that went beyond out-of-the-box Copilot to real
self-service on real data.
$25M
Supply chain cost savings from machine learning demand forecasting
$200M to $1.5B
Company revenue growth supported by the data foundation behind it
$15M
Customer reactivation opportunities identified through analytics
3 weeks to 3 days
Commission reporting cycle, after reconciling the underlying data
95%
Of routine reporting automated, freeing the team for real analysis
MIT
Machine Learning certification, with a $10M P&L managed along the way