Path 1: Data Assessment

Find out what your data is costing you

A scoped review of where your numbers live, what your current reporting costs in staff time, and what to fix first. You keep the roadmap whether or not you build with us.

2 to 3 weeks Written roadmap Fee credited to a Build

Data Assessment

Focused

One reporting problem or one department, reviewed end to end. The fastest way to find out why a specific number is never right.

Talk to sales

Contact us for a custom quote

Get Started

What's included

Systems and data source inventory
KPI definition workshop
Prioritized roadmap with effort estimates
Session recordings and notes
Live walkthrough of your systems
Async support during the review
Data quality scoring
Multi-entity consolidation plan

Data Assessment

Multi-Entity

Assessment across multiple locations, entities, or business units, including how to consolidate them into one comparable view.

Talk to sales

Contact us for a custom quote

Get Started

Everything in Full, plus

Time-cost analysis of current reporting
Company-wide reporting roadmap
Cross-entity metric standardization
Consolidation and rollup design
Per-entity findings breakdown
Stakeholder readout per business unit

Feature Comparison

Compare all features

What's included Focused Full Multi-Entity
Systems reviewed
One area
One area
All entities month
Data quality audit
Spot check
Full audit
Cross-entity dive
Written roadmap
Async support
Priority
On Demand Access
Revenue Planning
Quarterly Reviews
Founder Access
Scheduled
Scheduled
Direct

You keep the roadmap

The roadmap is yours regardless of what you do next. Hand it to your own team, take it to another firm, or bring us back for the build. If you do proceed to a BI Build with us, the assessment fee is credited against it.

Not sure which tier is right for you?

Book a quick call and we'll help you figure out which tier matches your growth stage and goals.

Book a Free Consultation
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