Helping mission-driven organizations turn complexity into clarity.

What We Do

Caffrey Analytics and Advisory provides financial analysis, document review, and discovery support for legal and regulatory teams. Our litigation services include eDiscovery project coordination, privilege review, and forensic accounting—built on discretion, rigor, and compliance. We integrate seamlessly with legal workflows to deliver timely, reliable results.

  • Data Analytics & Business Intelligence

    Data Analytics & Business Intelligence

    Turning raw data into meaningful action.

    Caffrey Analytics and Advisory delivers tailored solutions that empower clients to make informed, data-driven decisions. From advanced dashboards and data models in Power BI to performance forecasting and ad hoc reporting, we streamline complex information into accessible, strategic insights—ideal for agencies seeking transparency, accountability, and results.

  • Litigation Support & Forensic Accounting

    Litigation Support & Forensic Accounting

    Trusted, clear insight when it matters most.

    Caffrey Analytics and Advisory provides meticulous financial analysis, document review, and discovery support for legal and regulatory teams. Our litigation support includes eDiscovery project coordination, privilege review, and forensic accounting—all built on discretion, rigor, and compliance. We ensure seamless integration with legal workflows to deliver timely, reliable results.

  • Program & Project Management

    Program & Project Management

    Delivering structure in fast-moving environments.

    Caffrey Analytics and Advisory brings calm, control, and clear communication to fast-moving, complex projects—supporting everything from transformation initiatives to new capability launches. We oversee full lifecycle project management, PMO support, cross-functional coordination, and risk mitigation, with a focus on civil government and regulated environments.

  • Knowledge Management & Training

    Knowledge Management & Training

    Capture what matters. Empower who counts.

    Caffrey Analytics and Advisory helps organizations build institutional memory, reduce rework, and strengthen staff capabilities through customized knowledge management (KM) solutions and training. From SOP development to interactive workshops, we equip your teams with the tools, templates, and expertise to sustain high performance well beyond the engagement’s end.

How We Do It

Caffrey Analytics and Advisory brings structure, clarity, and follow-through to complex work—without the jargon. We combine analytical depth with practical execution, aligning projects with real-world priorities, regulatory requirements, and team workflows. Every engagement is shaped by communication, adaptability, and solutions that last.

Execution-Focused Leadership

Mark Caffrey brings 20+ years of experience leading data-driven initiatives across legal, compliance, and government domains. A certified PMP, ScrumMaster, and Power BI analyst, he has led over 40 federal projects—supporting efforts from eDiscovery and forensic accounting to performance analytics and process redesign.

Known for his pragmatic, execution-first approach, Mark bridges technical and non-technical teams, keeps projects aligned with business and regulatory goals, and delivers solutions that last.

Where We Add Value

We bring more than technical skill. We connect data, processes, and people in ways that help teams perform better and scale smarter. Here’s how we deliver across every engagement:

  • Build clear dashboards using Power BI, SQL, and Excel

  • Identify trends, gaps, and risks in large data sets

  • Produce decision-ready reports tailored for legal, compliance, and executive teams

  • Automate recurring tasks to free up analyst time

Data & Reporting

  • Fix bottlenecks in daily workflows

  • Simplify steps that cause delays, errors, or confusion—especially in compliance-heavy environments

  • Use practical, proven tools to help teams work more efficiently

  • Focus on changes that teams can actually maintain without extra overhead

Process Improvement

  • Manage full project lifecycle using Agile, Waterfall, or hybrid methods

  • Keep scope, priorities, and risks under control

  • Scale support to fit the mission, from short-term sprints to long-term initiatives

  • Deliver reliably in high-pressure, high-scrutiny environments

Project Execution

  • Translate complex issues into clear narratives and visuals

  • Help frame problems, define goals, and align cross-functional teams

  • Keep stakeholders informed, engaged, and focused on outcomes

  • Deliver polished SOPs, briefs, and updates that drive decisions

Strategic Communication & Coordination

  • Create training, job aids, and playbooks for lasting change

  • Capture institutional knowledge to support continuity

  • Lead workshops and coaching for adoption of new tools and processes

  • Ensure your team can sustain improvements after the engagement ends

Knowledge Transfer

  • Align solutions with legal and federal standards

  • Document defensible methods for audits, reviews, and litigation

  • Navigate complex public-sector regulations with confidence

  • Support accountability, transparency, and oversight

Compliance Support

Want a detailed summary? Download our full capabilities overview.

To learn more about Caffrey Analytics and Advisory, please submit your inquiry below.