07 · Crew member
Raya
Connects Leadership • Project Management • Finance
Your Executive Reporting Assistant
Raya turns a pile of Excel tabs and ERP exports into the one-page summary that should hit the CFO's desk every Monday. Budget variance, percent complete, risk exposure, cost drivers — calculated, written, and delivered without anyone manually building a deck.
Fully customizable to your workflow — this is one common starting configuration, not a strict playbook.
Weekly portfolio summary · Wk 12
from Raya · to CFO, Controller · 7:02 am
Active jobs
14
At-risk
3
Blended margin
8.4%
−1.6Margin drivers vs. target
- -4.2 pt
Oak St Phase 2
labor burn · 03-300
- -2.8 pt
Harbor Logistics
material overrun
- +1.1 pt
Elm Ave Mixed-Use
scope CO recaptured
2 jobs trending below 6% margin · Kyle escalated last week. Drill-down attached.
Step by step, with a human checkpoint at every decision.
- 01
Data aggregated from ERP and Excel
Raya pulls financial and operational data across all active projects, consolidating it into a single, accurate source of truth.
- 02
KPIs summarized automatically
She calculates key metrics such as budget variance, percent complete, risk exposure, and cost drivers, highlighting what matters most.
- 03
Actionable reports generated
Structured, concise reports are created without manual effort, turning raw data into insights ready for decision-making.
- 04
Delivered directly to leadership
Reports are sent via email or dashboard, filtered by project, PM, or cost category for quick review.
- 05
Risks and variances highlighted
Raya flags projects at risk, material overruns, and budget pressures, giving leaders visibility before issues escalate.
What shows up on the bottom line.
Decision-ready insights
Leadership can act immediately on the most important risks and opportunities.
Saves hours of manual reporting
Automates report preparation while ensuring consistency and accuracy across all projects.
Proactive risk management
Surfaces the biggest variances and drivers, enabling strategic interventions before they affect project outcomes.
Not limited to these — if it's in your stack, we connect to it.
What teams ask before deploying Raya.
- 01
Can I get reports tailored to what I want to see, delivered when and how I need them?
Yes. Raya adapts to your priorities, filtering reports by project, PM, cost category, or any metric you care about. You choose the frequency, format, and delivery method such as email, dashboard, or messaging app so insights arrive exactly when and how you need them.
- 02
How can I act quickly on issues before they impact project outcomes?
Raya highlights the projects, risks, or cost variances that matter most and shows the root causes behind each issue. You can drill into the affected projects, assign follow-up tasks, adjust budgets, or reallocate resources directly based on her insights. Alerts can be sent via SMS, WhatsApp, or your preferred messaging app so action happens immediately rather than waiting for the next report.
- 03
Can Raya proactively alert me to critical issues before they escalate, even outside my normal reporting schedule?
Yes. Raya continuously monitors all projects and KPIs in real time. When she detects a critical risk, material overrun, or budget pressure, she can send instant notifications via messaging apps or email, keeping you informed and enabling intervention even between scheduled reports.
- 04
Can Raya roll up data across portfolios, divisions, or subsidiaries?
Yes. Raya can aggregate across any scope you define — per PM, per division, per region — and deliver the same summary at every level of the org. Leadership gets portfolio-level insight, PMs get their slice, and both are reading off the same underlying numbers.
See Raya in action.
A live walkthrough of how Raya actually works — what gets picked up, the calls made along the way, and where it hands back to your team.