From Action to Data
From Data to Decisions.

For leaders in the small and medium sized life science and healthcare fields, data builds the foundation for critical, high-stakes decisions. Actionable insights require more than just numbers.

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Building Operations Capabilities That Last

At Commercial Operations Partners, we have a simple philosophy: we walk with you on a direct path to insight while building the internal capability you need to lead with confidence.

Our services can be selected individually based on your immediate needs, or as part of a comprehensive phased approach to building a mature, self-sufficient analytics capability within your organization.

Team collaboration

What Sets Us Apart

Deep specialization in life sciences & healthcare
Decade of scaling small and midsized organizations
Partnership model with only 2-3 clients at a time
Focus on adoption and empowerment for independence
What we offer

Our Core Services

Choose one service or combine all three for a complete analytics transformation journey.

Audit and Discovery

We assess your current CRM and analytics systems through a coaching lens—evaluating how your team uses its tools, where time is lost, and how effectively data drives decisions. The result is a clear, actionable roadmap that strengthens performance and maximizes the value of the systems you already have.

DELIVERABLE

A detailed audit and action plan that reveals inefficiencies, uncovers opportunities, and outlines a clear path to optimize your existing CRM and analytics systems.

CRM Establishment

We help you establish a CRM that’s built to last—focused on fundamentals, not unnecessary complexity. Working collaboratively, we configure HubSpot or Salesforce to reflect how your business actually operates. The result is a clean, efficient system that drives adoption, streamlines processes, and creates clarity across your organization.

DELIVERABLE

Setting up your HubSpot or Salesforce CRM with an intense focus on simplicity, usability, and adoption—ensuring a clean foundation that supports growth and long-term success.

Custom Analytics Solution

CORE SERVICE
This is our core hands-on service where we build your analytics platform from the ground up. Leveraging Microsoft PowerBI and Azure, we design and deploy a custom, end-to-end solution that transforms your raw data from multiple systems into a single source of truth.

DELIVERABLE

A powerful, intuitive custom-built platform that automates reporting and helps you recognize which insights lead to impactful decisions.

Process Maturation

We help small and midsized companies mature their processes without sacrificing agility. Many teams rely on scrappy spreadsheets and manual workflows that eventually become cumbersome. We refine and connect what already works—building structure, efficiency, and scalability without adding complex enterprise systems that slow your organization down.

DELIVERABLE

A streamlined, scalable framework that transforms manual processes into efficient, connected workflows—preserving your agility while eliminating wasted time.

Project Handoff
and Adoption don't go together.

We don’t take on handoff projects—we build alongside you to ensure lasting success, clarity, and adoption.

HOW WE WORK

Our Consulting Process

A proven four-phase approach that takes you from data chaos to confident decision-making.

STEP 1

Discover & Define

We immerse ourselves in your world. We understand your unique context, stakeholders, and zoom in on your business's blind spots.  Our experience in life sciences and healthcare helps us connect more deeply with your challenges and goals.
  • Explore data analytics trends and pinpoint challenges
  • Find the source of successes and knowledge gaps
  • Understand current reporting needs and process complications
STEP 2

Build Your Data Foundation

We turn disconnected, inconsistent data into a single, reliable ecosystem your business can trust. That means cleaning up sources, tightening processes, and building a structure that scales—so you can make decisions with confidence instead of guesswork.

  • Data management and governance best practices
  • A streamlined data model that supports accurate, consistent reporting
  • Power BI automation and dashboards built on a reliable semantic layer
STEP 3

Develop Insights, Together

Our approach is true partnership. We work side-by-side with you and your team to translate raw data into strategic answers and business intelligence.
  • Build nuanced and accurate reports together
  • Hands-on PowerBI and Azure training, learning, and adoption
  • Real-time analytics and solution brainstorming
STEP 4

Empower & Transition

We ensure your team has the skills and confidence to own the solution. We provide the tailored training and documentation needed for long-term, independent success.
  • Focus on long-term data accessibility for well-rounded decision-making
  • Ad-hoc data analytics consultancy support as needed
TECHNOLOGY EXPERTISE

Business Operations and Analytics

With two decades in life sciences and medical practice, we understand what drives growth. We help small and midsized organizations build the systems and focus needed to scale successfully.

Analytical Specialization

We are specialists in the Microsoft data stack, focusing exclusively on PowerBI and Microsoft Azure.
Building solutions in HubSpot and Salesforce since 2015 — giving us a decade of deep, practical experience working with fast paced and nimble organizations.

CRM Specialization

By concentrating on the HubSpot and Salesforce, we provide a level of mastery that ensures a more powerful solution for you.
  • Faster integration and deployment
  • More cost-effective for your organization
  • Stronger Adoption, Faster Independence

What about Tableau/AWS or Other CRMs?

Simply, we don't work with other platforms. Our commitment is to provide an unparalleled level of service and expertise in Microsoft technologies, Salesforce and HubSpot, specifically as they apply to the business of life sciences and healthcare. If your needs are better suited for a different tech stack, we're happy to connect you with trusted partners in our network.
OUR COMMITMENT

Quality Over Quantity

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Limited Client Partnerships

Commercial Operations Partners was founded on the principle of quality over quantity. We maintain only two to three client partnerships at a time.

This allows us to focus entirely on your needs and serve as a true resource—not just another vendor juggling dozens of clients.

What This Means for You

  • Direct access to principal consultants at all times
  • Rapid response and flexibility when priorities shift
  • Deep understanding of your business context and goals
  • True partnership, not a transactional vendor relationship
COMMERCIAL OPERATIONS PARTNERS

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