Where Data Becomes Insightful
Powered by AI, Automation, and Human Analytics
No matter the size of your company, your data should be:
Organized
Logical. Structured. Unified.
Your data is data is defined, connected, and working together - not scattered across systems or spreadsheets.
Streamlined
You don’t need 50 metrics - you need the right ones.
We highlight what matters, revel the story, and make the “why” impossible to miss.
Automated
AI assisted and updated without the manual grind.
Your data flows, refreshes, and delivers insights - automatically. No more report chasing.
Usable
If your not opening the report, what’s point?
We design analytics that are simple, high-impact, and actually used - everyday. No more dusty reports clogging up your inbox.
“But, I’m an SMB - I don’t have the time or resources for all of that.”
Exactly. That’s why Rubicon Insights exists.
You don’t need a full analytics team.
You need one experienced partner who can build it right, automate what matters, and deliver insights you can actually use.
We bring Fortune 500 level analytics to growing businesses just like yours.
Analytics build for Operators, Not Overhead.
Whether it’s financial or operational data, we can automate it, refine it, and turn it into clarity.
Are you ready to get clarity and insights from your data?
There are two main ways to work with us
Insights Build
Custom-built analytics systems that uplevel your entire data playbook.
Whether you're starting from scratch or upgrading messy legacy reports, we build exactly what your business needs - designed to drive clarity, focus, and action.
Scorecard Design
Custom KPI frameworks that drive alignment, competition, and accountability. We don’t just track metrics—we build scorecards that focus your team and help you win.
Modern Dashboards
Still stuck in Excel? Let’s change that.
We’ll build a clean, modern dashboard in the latest tools, custom-tailored to your operations. (And if you still need Excel Solutions, we can modernize them as well)
Your insights - organized and interactive - available in a few clicks.
Automation & Flow
Tired of copy-pasting data every morning? We’ll fix that.
We connect your data sources, automate your updates, and eliminate the reporting grind—so your team can spend time acting on insights, not formatting data.
Insights Partnership
Your analytics partner—on call, in sync, and always adding value.
For companies ready to move faster, make smarter decisions, and stay ahead - we create a custom monthly package that gives you enterprise-level clarity without building an in-house team.
Ongoing Reporting & Analysis
From daily automated dashboard to weekly performance scorecards to deep-dive executive decks, we deliver reporting that drives action—not confusion. You get clarity without lifting a finger.
Ad Hoc Insights & Deep Dives
Have a metric spike or campaign flop? We dig into the “why” and give you the insight behind the numbers - fast.
We’re your go-to partner for real-time questions and real-time answers.
Automation, Optimization & Evolution
Your analytics shouldn’t stand still - and neither do we.
We continuously refine, automate, and evolve your systems so your business can scale without the data chaos.
Why Rubicon
For over 15 years, I solved the problem most executives face - turning overwhelming data into clear, actionable insight.
Inside a Fortune 100 company, I built systems and delivered insights that helped leaders make confident, high-impact decisions.
With Rubicon Insights, I’m bringing that same level of clarity, polish, and strategic support to forward-thinking SMBs - without the complexity or cost of a full in-house team.Truth is, more dashboards aren’t the answer. Neither is an inbox full of Excel reports. Real leadership starts with clarity. If you’re done playing the data game - let’s talk.
— Rob Drlich, Founder
Still unsure how to proceed?
Maybe you’re not even sure what you need - just that what you have today isn’t working.
The reports don’t help. The dashboards are noisy. The metrics are a mess.
You’re not alone - and that’s exactly why we offer the Insights Sprint Review.
Insights Sprint Review
A fast, focused analytics diagnostic to show you where clarity, alignment, and automation are breaking down.
Perfect for SMB leaders who want to stop guessing and start seeing.
What’s Included:
60-minute Insight Call
A deep dive into your business, reporting processes, and operational pain points - so we understand your real-world challenges, not just your data.
Extensive Review of your Analytics Ecosystem
We analyze your data pipeline, KPI’s, scorecards, and reporting outputs. We will show you where things can be improved and modernized and the benefit it will have to your business.
Written Action Plan + Sample Solutions
You’ll receive a clear, actionable summary outlining:
What’s working
What needs improvement
How to modernize and future proof your analytics
Sample visualizations and prototypes to show you what’s possible.
60-minute Findings and Roadmap Call
We walk you through your results, highlight key takeaways, answer all of your questions and recommend tailored next steps to align your data with your business goals.
What You’ll Walk Away With:
Clarity on Where Your Data Is Helping — and Where It’s Hurting
You’ll finally see what’s truly driving performance, what’s holding you back, and where your metrics are disconnected from business outcomes.
A Sharper, More Strategic KPI Framework
You’ll gain a clear understanding of how your KPIs and reporting should be structured to align leadership, drive accountability, and support better decisions across your team.
Visual Examples to Help You See the Possibilities
Whether we work together long-term or not, you’ll walk away with specific, practical next steps to improve your analytics, scorecards, and reporting processes immediately.
Confidence in your Next Move
Whether it’s refining what you have, building something new, or moving towards automation, you’ll leave this process knowing exactly how to move forwards with confidence.
Ready to finally get clarity from your data.
The Insights Sprint Review is ONLY $1,500
and every dollar is credited toward any future build or partnership work if you move forward within 30 days.
You’ll walk away with:
A clear plan
Sample solutions
Actionable next steps
Confidence in what to do next
No guesswork. No wasted time.
If you’ve been stuck wondering where to start - this is it.
Book a Discovery call today and let’s get started.