Operator-grade guides for teams without spare time

Each playbook breaks down a messy finance or data problem into practical moves. No filler, no tool pushes—just the context you need to act.

Built for small business operators, not career analysts

Whole problems,

not blog posts

Every playbook walks through the full problem: where things break, which fixes are realistic, and what it costs in time and budget.

Concrete examples

You’ll see real tradeoffs, sample timelines, and checkpoints. If a scenario is edge-case or risky, we say so.

Opinionated and honest

No buzzwords or vendor decks. We explain the “why” before the “how” so you can make better calls in less time.

Available Playbooks

Pick the problem you’re solving this quarter.

Data & Analytics for Small Businesses

Thinking time: ~30 minutes

Build a practical data foundation, define a 90-day roadmap, and understand the tradeoffs small teams actually face.

  • Executive summary + quick checklist
  • Audience cards and “quick take” callouts
  • Print-friendly 90-day roadmap
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Automating Reporting for SMEs

Thinking time: ~22 minutes

Move from copy-paste reporting to trusted weekly and monthly updates with lightweight automation.

  • Decision-first prioritization lens
  • Tooling guardrails and ownership runbooks
  • 60-day automation sprint plan
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Choosing BI Tools for Small Businesses

Thinking time: ~18 minutes

A practical comparison of the BI options that make sense under 200 employees—no vendor hype.

  • Executive rubric and quick checklist
  • Tradeoff table across BI paths
  • Rollout plan and prevention checklist
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Pricing, Margins & Revenue Quality

Thinking time: ~25 minutes

A founder-ready playbook for diagnosing pricing issues, protecting margins, and improving revenue quality.

  • Pricing decision framework
  • Margin diagnosis and levers table
  • 90-day pricing reset plan
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Drop-in reference for your next working session

  1. Scan the “who it’s for” section

    We spell out the team size, common roles, and warning signs so you know if the playbook applies.

  2. Assign sections to owners

    Each section stands alone. Share the relevant part with finance, ops, or RevOps leads without extra hand-holding.

  3. Use the roadmap or checklist

    Close your next working session with a documented 30–90 day plan. No slide decks required.

Data & Analytics for Small Businesses

Our flagship guide explains the entire data lifecycle for SMEs—strategy, architecture, costs, and a 90-day plan.

Read the flagship playbook

Need help adapting a playbook?

Send us the context. We’ll respond with a short POV, not a sales script.

Talk to Nexera