Data Insite

29/09/2026

**Financial planning is future-focused work. Your systems should be too.**

Great financial planning advice follows a process. Your workflows also rely on following every step, in the right order, every time.

That’s where **Data-Insite** comes in.

We build the workflow and automation behind your advice process, helping financial planning practices reduce admin, stay in control and deliver a better client experience.

**What we can automate:**

• Stage-gated workflows from fact find → advice → SOA → implementation
• Annual reviews, fee consents and renewals that schedule, chase and escalate automatically
• One clean CRM view of every client, household and entity
• Integrations with **monday.com, HubSpot, Pipedrive** and major accounting systems
• Evidence and information captured as the work happens
• Built within your own systems and accounts — so **you own the system**

The goal is simple:

**Less Admin. Better Service. More Profit.**

If your team is spending too much time chasing tasks, updating systems or checking where things are up to, it may be time to look at the workflow behind the advice process.

Find out more about how Data-Insite can help:

https://data-insite-fp-capability.pages.dev

02/09/2026

What is your data telling you

09/07/2026

Today I had the privilege of presenting at my BNI Peak Performance chapter in Abbotsford and sharing the story of Data-Insite.

It was a great opportunity to help members understand what we do and how Data-Insite helps businesses streamline processes, improve visibility, and make better decisions through data, automation, and CRM solutions.

A special thank you to Nick Heng from Heng Design and Keenan Archer from Minute Man Press Abbotsford for creating my new pull-up banner. I absolutely love how it turned out, and it looked fantastic during today's presentation.

It's always rewarding to connect with fellow business owners and explore ways we can help businesses work smarter, not harder.

14/05/2026

24/03/2026

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20/03/2026

Introducing Insite Services by Data-Insite

After 25+ years helping businesses untangle their operations, I kept seeing the same problem: critical data scattered across spreadsheets, decisions made on gut feel, and teams spending hours compiling reports instead of acting on them.

So we built something about it.

Insite Services delivers automated business intelligence reports, straight to your inbox, every week or on demand:

* Logistics Insite — Container tracking, freight cost analysis, delivery performance KPIs
* Quote Insite — Win rate tracking, proposal analytics, stale quote alerts
* Sales Insite — Revenue dashboards, rep performance, pipeline forecasting

Powered by www.data-insite.com.au we connect to your existing tools and turn raw data into clear, actionable reports. No new software to learn. No dashboards to build. Just the numbers you need, when you need them.

Starting from $87.25/week.

If your team is still pulling numbers together manually, let's have a chat.

data-insite.com.au/contact

01/03/2026

Our First Quarterly B2B Presentation: SOLD OUT!

We're thrilled to announce the success of our first quarterly B2B presentation series last Friday at Club Ringwood, focusing on AI and its impact on small business.

A massive thank you to Ryan Bessemer for an absolutely incredible session. Ryan delivered real insights that resonated with every business owner in the room.

The energy was amazing and we completely sold out the venue! 🙌

Interested in learning how AI can transform your business operations?

💬 DM me or book a free 30-minute consultation: https://data-insite.com.au/contact/

16/02/2026

Data: The Difference Between Winning and Losing

Watching the Bathurst 12 Hour this weekend, I was reminded just how critical data is to performance.

Elite motorsport teams don't just rely on talent and instinct. Behind every lap, every pit stop, every strategic decision is a sophisticated system monitoring thousands of variables in real-time: tyre temperatures, brake wear, fuel consumption, engine performance, weather conditions, competitor positions, and so much more.

The difference between a podium finish and a DNF often comes down to milliseconds of insight, captured through relentless measurement and analysis.

This isn't just motorsport. This is modern business.

Every organisation today generates vast amounts of data. The question is: are you using it?

At Data Insite, we help businesses do exactly what elite racing teams do:
Monitor what matters
Measure performance indicators
Make decisions based on evidence, not guesswork

Whether you're managing fleet operations, tracking project costs, or optimising customer journeys, the principle is the same: you can't improve what you don't measure.

The teams that win, in racing and in business, are the ones that turn data into action.

What data are you tracking in your business? And more importantly, what are you doing with it?

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08/02/2026

Just received this

Hi Mark – Good Morning 😊

Further to this email, just wanted to say a “Thank you” for your help with the login issue that I had last week. It’s finally working now. I am IN.