Sumwell Analytics

About

Founder-led, by design.

The person who scopes the work is the person who builds it. No handoff to a delivery team, no first-year associates learning on your invoice.

Why this exists

Operators deserve numbers they can defend.

Healthcare services companies that grow by acquisition end up running on numbers nobody fully trusts. Not because anyone failed, but because every acquired entity brought its own systems and its own definitions, and nobody was ever given the time to make them agree.

We think that’s fixable, and that fixing it shouldn’t take a year, a committee, or a proprietary platform you can never leave. So this practice exists to do one thing well: build reporting infrastructure that leadership actually trusts, prove it reconciles, and hand over the keys.

Three beliefs run through every engagement. A number you can’t trace is a liability, not an asset. Speed is a feature of good scoping, not a shortcut. And the best outcome is the day you don’t need us: an internal team inheriting a working, documented system.

How we work

The operating principles.

Fixed fee, named deliverables

Every engagement is scoped in writing with deliverables and dates before it starts. No open-ended discovery, no hourly meter running.

Definitions agreed in writing

KPI definitions are documented and signed off before anything is built. Most reporting arguments are definition arguments; we have them once, up front, on paper.

Documentation as we go

Models, load procedures, and decisions written down while they happen, not reconstructed at handoff. If it isn’t documented, it isn’t done.

Your tenant, your repo

Everything is built inside your environment and stays there. Hiring an internal team onto a working, documented system is the intended ending.

We say no

If the problem isn’t one we can fix, or you’d be better served by a different kind of firm, you’ll hear it on the first call, with a pointer to somewhere better.

Specialists when needed

Engagements needing more hands bring in vetted specialists under our contract, so accountability stays in one place.

Worth 20 minutes?

You describe how reporting works today. If we can’t help, we’ll say so on the call.

Request a call →

Kaleb Lewis · Principal. The person who answers is the person who does the work.