Overview
Misaligned metrics undermine trust. We document the logic first, then build dashboards and schedules that withstand audit and executive review.
If upstream data or a warehouse is not ready, we state that explicitly and can scope the prerequisite work.
Core services
Components we combine and sequence based on your constraints and timeline.
Metrics layer
Definitions, dimensions, grain, and owners for each KPI.
Semantic model
Shared models or dbt-style transforms where appropriate.
Content build
Dashboards, curated reports, and export templates.
Adoption
Training, access patterns, and feedback loop for iterations.
Typical flow
A reference sequence; we adapt depth and gates to your organisation.
| # | Stage | What happens |
|---|---|---|
| 01 | Align Questions & decisions | What needs to be true for leadership to act each week or month. |
| 02 | Validate Data checks | Reconcile to systems of record; document known gaps. |
| 03 | Publish First release | Core dashboards with sign-off from metric owners. |
| 04 | Extend Self-serve guardrails | Certified datasets, templates, and backlog grooming. |
Who we work with
Finance, revops, operations, and executives in growth-stage and mature organisations.
Infrastructure
AWS, Microsoft Azure, Google Cloud, hybrid topologies, and mainstream SaaS - selected against your security, residency, latency, and cost constraints.
Deliverables
Concrete outputs, documented and handed over with the build.
- Metric dictionary and sign-off
- Report and dashboard build-out
- Scheduled refresh and basic alerts
- Training for self-serve within guardrails
Engagement model
Partnership patterns we document in the SOW or master agreement.
- -May require data cleanup or a warehouse first - we say so up front
- -Iterative expansion after first release
Commercial model
Metric count, semantic layer complexity, BI tooling, and reconciliation work drive effort. We quote after discovery.
We start with a focused discovery (paid or unpaid, depending on complexity). You receive a written scope or SOW: milestones, acceptance tests, and a defined change process. NDAs and your procurement steps are routine.
Fixed scope
Documented requirements, milestones, and acceptance criteria. Delivery targets an agreed release or go-live.
When it applies
Agreed metric dictionary, limited dashboards, trusted upstream data in place.
Phased programme
Successive increments with checkpoints, integrations, and change control as scope evolves.
When it applies
Broad self-serve needs, many reconciliations, or warehouse prerequisites.
Ongoing partnership
Retained monthly capacity for maintenance, incremental features, releases, and operational support.
When it applies
Ongoing content, new cuts, and training as the business changes.
Fees are quoted per engagement after discovery. Third-party cloud, licensing, and usage charges are usually billed to your accounts unless we agree otherwise.
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