Audit engagement

$2.5K

Diagnostic engagement

Two-week assessment of data quality, reporting trust gaps, and manual re-entry—prioritized fixes before capital spend on new tools.

SQL
Power BI
Microsoft Fabric

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Typical timeline: ~2 weeks

What's included

Current-state process maps with system-of-record labels
Data quality findings on large portfolio or ops datasets
Ranked remediation backlog with effort bands

A good fit if…

The numbers don't agree and you're not sure why
You want a ranked backlog before spending on tools
You need a second opinion before funding a build

Probably not this tier if…

Scope is already crystal clear — go to Implementation
You need hands-on help monthly — see Retainer

Example outcomes

Microsoft Fabric · SQL · Power BI

Portfolio exposure analytics at scale

Automated Fabric pipelines reduced manual processing; SQL validation routines stabilized 500K+ row datasets; Power BI dashboards with custom DAX gave leadership AAL, NCOR, and capital views they could act on.

Manual data prep materially reduced; executive metrics refreshed on a defined cadence.

Azure · SQL · Python

Business-critical systems reliability

Documented deployment and preventive maintenance protocols; maintained high uptime for business-critical systems and cut recurring support issues.

99% uptime target for critical systems; ~30% reduction in recurring issues.

All case studies →

Other engagement tiers

Enterprise

$15K+

Multi-workstream programs

See details →

Implementation

$7.5K

Scoped build or migration

See details →

Fractional BA Retainer

From $1,500/mo

Ongoing analytics & ops oversight

See details →

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