Great Reports Don't Start
With a Dashboard.
Ten steps, agreed up front. You always know what we're doing, why, and what comes next.
Our 10-step engagement process
- 01
Discovery Call
30 minutes. We listen. No pitch deck, no slides, just a straight conversation about what's hurting and what good looks like.
- 02
Scoping & Proposal
Clear scope, clear price, clear timeline. If we can't help you, we'll tell you and point you somewhere that can.
- 03
Data Audit
We get under the hood of your data. Sources, quality, gaps. Written up so you can see what we found.
- 04
Source & Model Design
The unglamorous bit that makes everything else possible. Done properly so reports load fast and numbers tie out.
- 05
Wireframes & Story
Before any visuals, we agree what each report needs to answer and who it's for. Saves rebuilds later.
- 06
Build
Power BI, Power Apps, Automate, Fabric: whatever fits the job. Built so a non-developer can keep it running.
- 07
Review & Refine
You use it. We adjust. As many rounds as we agreed up front. No surprise change requests.
- 08
UAT & Sign-off
We run real data through it together. You sign off when you're happy, not before.
- 09
Training & Handover
We hand over the keys properly. Documentation, recordings, walkthrough sessions for your team.
- 10
Support & Partnership
Optional ongoing retainer for advisory, builds and support. Same person, every time.
Our commitments to you
Great reports don't start with a dashboard.
They start with the right questions and the right data. We do the foundations first.
No surprises.
Fixed scope, fixed price, fixed timeline. Anything that changes gets discussed before it's built.
We don't leave you hanging.
Real support from the person who built your solution. In your corner for questions, changes, and what comes next.