A process built to hand off clean.
Four phases, clear engagement models, and no disappearing for three weeks to reappear with a draft. Here’s exactly what working with us looks like.
Four phases to results
Discovery
We map your data sources, reporting pain, and decision cycles. You get an honest read on scope before anything is signed.
Solution design
Architecture, data model, and dashboard design — reviewed with you before build starts. No surprises at delivery.
Implementation
AI-accelerated build cycles ship working dashboards in days, not weeks — every artifact tested against your source data.
Optimization & handoff
Documentation, training, and governance so your team owns the system. We measure success by your self-sufficiency.
Three ways to engage
Fixed project
Defined scope, fixed price, clear deliverables and dates. Best for dashboard builds, migrations, and reporting systems with a known finish line.
Ongoing consulting
A monthly engagement for organizations that need continuous analytics delivery — new reports, pipeline upkeep, and a senior consultant on call.
Advisory support
Architecture reviews, tool selection, and governance guidance for teams doing the build themselves but wanting senior eyes on the plan.
Our working commitments
Responses within one business day
Every inquiry, every project question. You will never chase us for a status update.
Senior people do the work
The consultants in your kickoff meeting are the ones writing the DAX and SQL. No hand-offs to a junior bench.
Your data stays in your environment
We work inside your Microsoft 365 and data infrastructure. No client data leaves your security boundary — including for AI-assisted work.
Everything documented
Semantic models, pipelines, and workflows are documented and trained on — the system survives staff turnover, including ours.
Let’s talk about your project.
Fifteen minutes, no pressure. We’ll outline what we’d improve and how — and tell you honestly if we’re not the right fit.