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Letter from the founder
Data Zen is a personal project for me, because it was built to solve the problems that I faced myself. I believed that a service like this should exist, and when I couldn’t find one I started on the long journey to build it myself.
I’ve been using power bi and other business intelligence tools since it was first released in 2015. And when I worked at a large corporation we had a huge IT team to implement these systems to their fullest extent.
But when I was working as a CFO in digital marketing space I realized that all of my clients needed these systems, but they didn’t have the IT resources to implement them properly.
It’s my personal belief that business data should be accessible to all members of an organization. We’re on a mission to make that a reality.We hope you join us on the journey!
Andrew Warner, CPA
Our path to Data Zen
2016
Game Table Baron
Game Table Baron was the first company I launched. Through a combination of search engine optimization, paid advertising, and content marketing.
Complicated board game spending was been a growing niche in the economy and Game Table Baron specialized in selling nice dining tables which could be converted to poker/board game tables.Game Table Baron was sold in 2017 for a small exit.
The capital from this helped to fund the initial data integrations and models which became Data Zen. The digital marketing experience has also helped to see everything.
2017
Digital Marketing Consultant / Kickstarter
Once Game Table Baron was running on auto pilot, I started consulting with other e-commerce companies that needed help. There was a variety of experience such as launching Amazon FBA products, optimizing PPC campaigns and helping to launch a kickstarter campaign which raised over $9X,000.
My plan was to leave the finance world altogether. But all of my clients continued to have the same recurring problems:
-Setting targets that aligned between the marketing and finance goals
-Knowing if they were profitable
-Building a plan to reach profitability
-Maintaining proper inventory planning
-And optimizing for the sale of the business.
Because I was a CPA with finance background, my clients continued to involve me in these discussion. But because I was trying to leave the finance world behind, I resisted this pull. But by the end of 2017 it was clear that there was a strong need for this type of service. So I launched Marketing CFO.
2018-2023
Founded Marketing CFO
Marketing CFO was launched to give e-commerce and digital marketing companies a fractional CFO (Chief Financial Officer) to serve as a partner to the CEO.
Because we understood both the finance world and the unique challenges of the new digital marketing industry, we were able to provide unique value to our clients.
We also worked on over 57 acquisitions during this time as either from acquirer clients, acquiree clients, or as a due diligence consultant. This experience has been very helpful in Launching Data Zen as a side project:
In my corporate finance career I saw the power of business intelligence to be able to give decision makers.
2020
Data Zen Begins As A Side Project As Part of Marketing CFO
Serving as an effective CFO without good data was impossible. By necessity, we started helping our clients consolidate their data in order to advise on decisions.We had some success with this, but it started to take up too much time to effectively serve as CFO as well. We realized that it would take all time, effort, and resources available to actually solve this problem for our clients.
2022-2023
Data Zen Becomes Full Focus
While we were seeing success with Data Zen it was becoming clear we couldn’t continue to fulfill CFO responsibilities and provide the list of integrations we needed to.
We also needed substantial time and capital to make Data Zen a reality.
2024
Data Zen Launches Beta
Data Zen has not taken on any new clients in two years. 2024 is the first time that we are releasing to the public.Our current Beta focuses on serving the needs of brand managers, ppc analysts, financial analysts, and marketing analysts. We also help to serve the needs of executives and managers of each of these departments.If you’re interested in joining our beta immediately then click here.If you’d like to sign up for our newsletter to stay informed of news about our beta then click here.
The future
We’re on a mission to make business data accessible for everyone. We see lots of potential to expand in the business intelligence space and also to integrate our models with AI tools in the future.
We Offer A Valuable Data Assessment Process For Free
This includes 3 Free Calls with our CEO and data team
Digital marketers hope they can talk to an expert who understands how to implement a data system. We’re offering it to you for FREE!
CALL 1: GET-TO-KNOW-YOU
We’ll meet each other and gather the data we need to perform a data assessment of your unique situation
CALL 2: DATA ASSESSMENT DRAFT REVIEW
We’ll review our data assessment draft together and make refinements – we’ll also include a plan for you to move forward!
CALL 3: EXECUTION
We’ll determine if it’s best for you to implement the plan we built on your own, for us to implement on your behalf, or some combination of both.
Schedule Your Free Data Assessment
This free Data Assessment can be used for your team to implement internally or as a first step to our engagement. It's a great process to get a customized plan to implement business intelligence for your specific situation.
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