Shami Kaur created the Executive Frame™ from 25 years of getting finance, operations, and HR to agree on the numbers.
Finance builds its own reporting, operations builds its own, HR builds its own, and leadership spends the meeting reconciling three versions of the truth. She saw that pattern in role after role. Each time, she first observed, then proposed, then built one trusted view that leadership could rely on. Boardview exists to do that for growing organizations: directly, practically, and without the overhead of a large consulting firm.
We work with organizations that have outgrown informal reporting
We work with small and mid-sized organizations — typically 100 to 2,000 employees, often operating across multiple locations or business units — where growth has outpaced the reporting and planning processes supporting it. Usually a CFO, finance leader, or operations executive brings us in because they need a clearer, shared view of performance.
The experience behind the Executive Frame™
Her 25+ years span FP&A, business intelligence, compensation, HR technology, financial modeling, and enterprise systems, so she works across finance, operations, and technology rather than inside just one of them.
The common thread in the work below isn’t a particular tool. It’s understanding how the business operates, finding what needs to change, and building something people actually use.
Payroll reporting automation
Cut a biweekly payroll cost report for client billing from a full day of work to about half an hour.
Integrated leadership reporting
Built one reporting app combining financial, operational, HR, and contract data, with standard KPI definitions, role-based security, and daily refresh.
Faster proposal pricing
Built a position-based labor model covering compensation, benefits, staffing scenarios, and mobilization timing for large-plant proposals.
Capital prioritization
Co-developed a single-point-of-failure method with Operations that narrowed $19M of proposals into an approved, implemented $2.7M program.
Enterprise valuation
Architected a modular valuation model used for quarterly investor reporting and adopted by outside advisors for refinancing analysis.
Compensation audit time
Built an automated check of payroll rates against approved compensation.
These examples come from her finance and analytics leadership roles before Boardview. They are not Boardview client results.
Six principles behind every engagement
Clarity creates confidence.
Information should reduce uncertainty, not add to it.
See the whole picture.
Disconnected reports produce disconnected decisions.
Fix causes, not symptoms.
Sustainable reporting starts below the surface — in definitions, processes, and data structure.
Design for the decision-maker.
A report only creates value once its audience understands, trusts, and uses it.
Technology serves the business.
Power BI, Excel, NetSuite, Dayforce, and other tools matter only as they support better decisions.
Success is adoption.
A report succeeds when it becomes part of how the organization actually manages performance.
We judge every engagement by one standard: does your organization actually run on what we built? That’s why we build with the people who will use it, and choose the practical fix over the impressive-looking one.
See Our Approach →Talk to Boardview directly.
Every engagement starts with a direct conversation — no intake form, no sales team in between.