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pivotl mission image

Our Mission

At PIVOTL, we are on an all-out mission to bring the financial benefits and competitive advantage of enterprise-level business analytics to small and midsize organizations just like yours. From concept to creation, our small, elite team has the knowledge, experience, commitment, and character needed to guide your analytics project to completion. Together, with your leadership group, we will craft an effective business intelligence strategy and then bring that vision to life by rapidly implementing a cost-effective analytics solution that delivers the insight you need to make smart, data-driven decisions.

Our Leadership Team

Shaun Black

Founder & Chief Analyst

Shaun founded PIVOTL based on his unwavering belief in the transformative power of a well-designed analytics system, and its ability to help companies improve across all areas of operation. He experienced this first-hand working with hundreds of businesses over 17 years as an executive at a global manufacturing analytics software company. The in-house analytics he built to manage worldwide sales, marketing, and business development were the catalyst for what later became PIVOTL.

Shaun graduated Summa Cum Laude from Colorado State University with a Bachelor’s Degree in Marketing and a Specialization in Data Management and Analytics. He received the Chartered Financial Consultant (ChFC®) designation from The American College in Bryn Mawr, PA, and is an active member of the Board of Directors for Casa Teresa, a 43-year-old not-for-profit organization that has assisted over 6800 pregnant women in crisis in Orange County, CA.

Connect with Shaun on LinkedIn
Schedule an Online Meeting with Shaun

Pat Toole

Senior Vice President

With more than 20 years of experience leading onshore and offshore development teams, Pat is a seasoned technology executive and entrepreneur. A pioneer in the event ticketing space, Pat created one of the industry’s first point-of-sale systems and ticket marketplaces. After the acquisition of that business, Pat conceptualized and developed an industry-leading asset management system used by many Fortune 500 companies including Bank of America and Goldman Sachs.

These experiences led to a fascination with data science and the power that companies can derive by harvesting and capitalizing on the wealth of data within their organizations. Today, at PIVOTL, Pat is passionate about bringing analytics and data visualization to clients so that they can improve their process, eliminate pain points and expand their businesses.

Pat has a Bachelor’s Degree in Cognitive Science from the University of California at San Diego and holds a certificate in Artificial Intelligence—Implications for Business Strategy from Massachusetts Institute of Technology CSAIL.

Connect with Pat on LinkedIn
Schedule an Online Meeting with Pat

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What Drives Clients to Hire Us

No matter a company’s size or industry, the ultimate goal is always the same: GROWING PROFIT!

Profit allows us to hire new employees, invest in R&D, save for unexpected events, and pay it forward in our community. Profitability is critical to the sustainability of every enterprise, and when you strip away all the MBA business-babble, profit is ultimately achieved in four fundamental ways:

  1. increasing revenue,
  2. reducing expenses,
  3. minimizing risk, and
  4. saving time.

Experienced leaders recognize that in order to achieve these objectives they must effectively manage each and every functional area of their organization. Sales, marketing, finance, operations, production, customer service, HR, etc. all need to be highly productive and coordinated in order to maximize profitability.

PIVOTL clients know that they cannot manage what they cannot measure, and they embrace the need for an analytics solution that will increase their overall business intelligence.

Our Ideal Clients:

Realize that they already have much of the data they need in order to make smart decisions but don’t have a good way to collect, analyze and share it with key decision-makers.

Have a data-driven mentality and are prepared to implement the system-level changes and business process recommendations needed to fill in any data gaps discovered during the needs-analysis phase of our engagement.

Are large enough to invest in a robust analytics solution, but not so big that they’d be better served by a full-time, in-house team.

Ideal Client Illustration
Ideal Client Illustration

Our Ideal Clients:

Realize that they already have much of the data they need in order to make smart decisions but don’t have a good way to collect, analyze and share it with key decision-makers.

Have a data-driven mentality and are prepared to implement the system-level changes and business process recommendations needed to fill in any data gaps discovered during the needs-analysis phase of our engagement.

Are large enough to invest in a robust analytics solution, but not so big that they’d be better served by a full-time, in-house team.

Trusted by Businesses & Non-Profits 

PIVOTL built our company suite of subcontractor tools that evaluate and rank the performance of hundreds of service contractors across five divisions of our company. This allows our managers to quickly identify and reward top performers while conducting rapid root-cause analysis when problems arise. PIVOTL's analytics have enabled us to dramatically reduce customer turnover and increase our profit margin.

~ Mathew Budnick, Director of Operations

The real estate investment dashboard that PIVOTL created for Mobile Direct aggregates the performance of multiple, highly-sophisticated investment models—providing our team with detailed metrics about each asset and investor in our portfolio. Quarterly performance reports now take us minutes instead of days thanks to PIVOTL.

~ DJ Burke, President

PIVOTL’s Non-Profit Analytics have transformed the way we manage our fundraising activities at Casa Teresa. Shaun and his team designed 15 custom, interactive dashboards and reports that integrate with our existing Bloomerang Donor Management software—opening up a whole new level of visibility into our development data. Not only can we instantly track real-time progress toward our annual fundraising goals, but we can immediately identify which donors to engage with specific campaigns and appeals. I highly recommend PIVOTL to any non-profit looking to take their fundraising to a higher level.

~ Lisa Wood, CEO

The Principles That Guide Us

A Win-Win Mentality

All too often we’ve seen vendor-client relationships with huge potential fall apart because one side chose to leverage their advantage over the other. At PIVOTL we will only take on engagements that are mutually beneficial and perceived as a fair exchange of value for both parties.

Clarity of Purpose

Most conflicts arise due to a lack of communication. At PIVOTL we will work hard to fully understand your expectations early-on so that we can craft a statement of work and project plan that specifically addresses your unique requirements.

Accountability

A successful partnership demands that everyone hold themselves accountable for their part in the plan. At PIVOTL we take extreme ownership of our responsibilities and ask the same of our clients.

Built on the Industry’s Leading BI Platform

Your analytics are only as good as the business intelligence platform upon which they are built. Click the link below to learn about PIVOTL’s industry-leading solution, and discover the top nine reasons we feel it is the absolute best choice for our most demanding clients.

Start building your business
intelligence, today!

With the industry’s leading analytics platform and the PIVOTL development team behind you, building an interactive and easy-to-use business intelligence solution has never been faster or more cost-effective. What are we waiting for?