The SUNBREAK™ Lifecycle: eight stages from “which number is right?” to one trusted view.
Good reporting starts below the surface. A better dashboard built on the same broken data just fails more elegantly. We work from the decisions your leadership team actually needs to make, back down through the metrics, the data, and the processes that need to change to support them.
When the fog over your numbers lifts
A sunbreak is the moment the sun breaks through cloud. Every engagement we run follows the same eight stages, so the haze over your reporting lifts and leadership sees the business clearly: one trusted view of performance.
From “which number is right?” to one trusted view, and keeping it that way.
- Survey — how leadership sees the business today: the meetings, the reports, and which numbers people trust.
- Understand — why the numbers don't agree: the growth, acquisitions, and quick fixes behind today's reporting.
- Navigate — agree on the decisions that matter most and chart where improvement should begin, based on where your organization actually stands.
- Bridge — design how leadership's key decisions connect to the numbers, data, and processes behind them: what belongs in leadership's view, and what no longer does.
- Remodel — rework the definitions, data, reporting, and processes you already have so that view becomes real.
- Entrust — hand the tools, knowledge, and ownership to the teams who will run it day to day.
- Anchor — make the new view the anchor of leadership's meetings and decisions, so it sticks without anyone having to ask.
- Keep Watch — review the Frame as the business changes. Your Executive Frame™ evolves as situations evolve, and when the business shifts, the next cycle begins.
What is the Executive Frame™?
Every organization already has an Executive Frame: the numbers, reports, and meetings leadership uses to see the business. In most growing companies it formed by accident, one report and one urgent question at a time. Every frame includes some things and leaves others out, so the real question is whether yours includes the right ones. We help you build it on purpose. The Executive Frame is what you get. The SUNBREAK™ Lifecycle is how we build it.
Each stage is proven in practice
SUNBREAK is new as a name, not as practice. Each stage reflects work Shami Kaur has already delivered.
| Stage | Where it’s been done |
|---|---|
| Survey · Understand | Redesigned proposal pricing around department-owned staffing estimates, compensation bands, and plant operating margin. |
| Navigate | Co-developed a risk-based method with Operations that narrowed $19M of capital proposals into an approved $2.7M program. |
| Bridge | Standardized plant identifiers and KPI logic before building one reporting app for 45 plants. |
| Remodel | Automated payroll cost reporting, cutting a biweekly task from 6–8 hours to about 30 minutes. |
| Entrust | Trained users through demos, written guides, and launch office hours, and developed an analyst to run recurring models independently. |
| Anchor | Built a valuation model that investors used for quarterly reporting and outside advisors adopted for refinancing analysis. |
| Keep Watch | Set up daily refresh and historical analysis so leadership reporting stayed current as the business changed. |
Examples reflect work Shami Kaur did in earlier finance and analytics leadership roles, before founding Boardview Analytics. They are not Boardview client results.
Scoped to the problem, not a standard package
Engagements range from a focused assessment to full implementation support to ongoing advisory work, depending on where your organization is starting from:
- Assessment & recommendations (Survey, Understand, Navigate). A focused review of current reporting, data, and process, with clear, practical recommendations leadership can act on.
- Implementation support (Bridge, Remodel, Entrust). Hands-on work to build the reporting, planning processes, or system connections identified in an assessment.
- Ongoing advisory (Anchor, Keep Watch). Continued support as reporting and planning processes mature, or as the organization takes on new systems, locations, or business units.
- Embedded, hands-on leadership support. For a specific transition or a critical initiative, experienced leadership and execution support — without adding permanent headcount.
We scope every engagement directly with your leadership team before any work begins. There are no standard packages or pricing tiers to fit yourself into.