Start with a clear roadmap.
Understand where your numbers live, what is unreliable and what to fix first.
01
Focused
One reporting problem or one department.
The scope
Systems inventory, KPI workshop and a prioritized roadmap.
02
Full
Reporting across the whole business.
The scope
Every system reviewed, data quality checked and a company-wide roadmap.
03
Multi-Entity
Several locations, entities or business units.
The scope
Everything in Full, plus a plan for consistent metrics and consolidated reporting.
We'll scope it with you.
No need to choose a package before we talk. Tell us what you want to fix.
Full scope and feature comparison
Focused
What's included
- Systems and data source inventory
- KPI definition workshop
- Prioritized roadmap with effort estimates
- Session recordings and notes
Full
What's included
- Systems and data source inventory
- Live walkthrough of your systems
- Data quality and consistency audit
- KPI definition workshop
- Company-wide reporting roadmap
- Async support during the review
- Session recordings and notes
- Recommended tooling and architecture
Multi-Entity
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
| What's included | Focused | Full | Multi-Entity |
|---|---|---|---|
|
Systems reviewed
|
One area |
Every system |
All entities |
|
Data quality audit
|
Spot check
|
Full audit
|
Cross-entity
dive
|
|
Written roadmap
|
Prioritized roadmap |
Company-wide roadmap |
Company-wide roadmap |
|
Async support
|
- |
During the review |
Priority |
|
On Demand Access
|
- | - | - |
|
Revenue Planning
|
- | - | - |
|
Quarterly Reviews
|
- | - | - |
|
Founder Access
|
Scheduled
|
Scheduled
|
Direct
|
Fixed fee, scoped to your systems. You keep the roadmap. The assessment fee is credited if you proceed to a BI Build. Third-party tool costs are separate from our fees.