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Service 03

Data and Analytics

Dashboards, reporting, and data clean-up that turn information a business already has into answers it can use. Clear findings, plain language, and a fixed-fee first step.

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Data Readiness Assessment

A one-time review of where business data lives, how far it can be trusted, and which questions it can answer today. The result is a clear plan for reporting that holds up.

What Gets Reviewed

  • Where data lives, including ERP, spreadsheets, databases, and Microsoft 365
  • Completeness and accuracy of each source
  • Duplicate, test, and legacy data mixed with live data
  • Who owns each source and who maintains it
  • Reports currently built by hand and the time they take
  • The decisions leadership cannot answer today
  • Who has access to what, and how access is controlled

What You Receive

  • Inventory of data sources with a trust rating for each
  • Plain-language summary of data quality risks
  • Recommended data owners for each source
  • Prioritized list of reports and dashboards, quick wins first
  • One working sample dashboard built on a trusted source
  • Estimate for building the full reporting set
  • 30-minute debrief call to walk through findings

Dashboard and Reporting Build

  • Power BI dashboards designed around real business questions
  • Data models built for the target state, not just the current spreadsheet
  • Automatic refresh with no manual updates
  • Access controlled through security groups, never shared links
  • Spreadsheet-to-database migration where a spreadsheet has outgrown its job
  • Automation of recurring manual reports
  • Documentation of structure and decisions

Ongoing Reporting Support

  • Monthly maintenance of dashboards and refresh schedules
  • New views and changes as the business evolves
  • Data quality checks on a regular schedule
  • Answers to ad hoc questions from the data
  • License and access review for report viewers

How It Works

  • Sign a simple service agreement
  • Complete a short data questionnaire
  • Provide read-only access or exports for each data source
  • Receive the written findings report and sample dashboard
  • Meet for a 30-minute debrief and Q&A
  • Decide whether to move forward with a build

How We Build

  • Model the end state, then map the current data into it
  • Refresh automatically, never by hand
  • Share through security groups, never open links
  • Keep company data out of third-party tools without approval
  • Hold back connections to sources that cannot yet be trusted
  • Document every decision so the work can be handed off

Recent Work

  • Multi-entity IT cost dashboard with spend allocated by user share and a flag separating controlled spend from outside spend
  • Work volume reporting built from sprint data, covering support load, backlog size, and effect of interruptions
  • Tracking system with effort scoring across eleven sprints
  • ERP data connection held until data ownership and completeness could be verified

Good Fit For

  • Businesses running on spreadsheets that no one fully trusts
  • Leadership teams asking for reports that take days to assemble
  • Companies with an ERP and no clear view of what it holds
  • Organizations with several entities or locations to compare
  • Teams that want dashboards without a full-time analyst

Ready to see what the data can answer?

Flat-rate assessment. No ongoing commitment required. Build work is scoped and quoted after the findings are delivered. Reporting support is month-to-month, with hours beyond the monthly amount billed at $175 per hour.

Assessment, 1 to 3 data sources$1,500
Assessment, 4 to 8 data sources$3,000
Dashboard buildQuoted
Reporting support$750/moup to 4 hrs/month
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