Engagement Models
Project-Based Work
For teams with a clear initiative already in motion. We scope it, build it, and deliver a working solution your team can use immediately.
Best for
Teams with in-house data support functions that can maintain the solution.
Typical timeline
Usually 4–16 weeks, depending on complexity.
Engagement model
Fixed-fee or milestone-based.
What you receive
A complete working solution, documentation, knowledge transfer, and optional ongoing support.
Ongoing Support
For teams that need analytics expertise as an ongoing operational resource. Embedded support that evolves alongside the business.
Best for
Teams without dedicated BI resources or organizations that need continuous reporting and analytics support.
Typical timeline
Ongoing, with quarterly planning and review cycles.
Engagement model
Monthly retainer based on scope and involvement.
What you receive
Managed BI support, reporting evolution, fractional analytics expertise, and on-call data support.
Our Process
A structured path from disconnected data to usable visibility.
01
Discovery
We work with finance, operations, and leadership teams to understand how reporting works today, where visibility breaks down, and what better reporting should support.
Typical timing: Week 1
02
Scope & Design
We define the systems, reporting layers, dashboards, and workflows required to support the outcome. Your team sees the structure before anything is built.
Typical timing: Week 2
03
Build
Data pipelines, warehouse layers, models, and reporting are built in stages. Progress is shared continuously so teams can review and adapt in real time.
Typical timing: Weeks 3–10
04
Refine
Reporting is validated against real operational and financial workflows. We refine calculations, visibility, and usability until the numbers hold up across the business.
Typical timing: Week 11
05
Launch
Dashboards, automation, documentation, and training are delivered to your team. Ongoing support can remain in place if needed.
Typical timing: Week 12
Common Questions
The things teams usually want to know first.
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No. We regularly connect QuickBooks, NetSuite, Xero, CRMs, POS systems, operational software, and custom platforms. The reporting layer is Microsoft-based, but your source systems do not need to be.
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Most teams see their first working reporting layer or dashboard within the first few weeks. Full implementations typically take longer depending on systems, complexity, and scope.
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Project work is usually fixed-fee after discovery and scoping. Ongoing support is structured as a monthly retainer based on involvement and reporting needs.
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Yes. We can lead projects, collaborate with internal teams, or provide specialized support where additional capacity is needed.
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Your team owns everything we build. Documentation, reporting logic, and training are included so the system remains usable long after implementation.