Process
How the work moves
A practitioner-led path from first call to a result your team owns—no shelfware, no guesswork about what happens next.
- 01
Diagnostic intake
Apply for a strategy session—we review your data sources, SQL/Fabric/Power BI stack, AI use cases, stakeholders, and decision calendar.
- 02
Current-state mapping
Document how datasets, CRM objects, and dashboards behave in production today—including manual exports and validation gaps.
- 03
Prioritized roadmap
Rank pipeline fixes, metric definitions, and Salesforce changes with effort bands and named owners.
- 04
Delivery & hypercare
Execute the scoped sprint with UAT, analyst playbooks, and a short hypercare window after dashboards or pipelines go live.
What happens after you apply
We respond within two business days and schedule your diagnostic within ten business days when the stack list is complete.
30-minute diagnostic call to confirm scope and stakeholders.
Written recap with recommended tier (Audit, Implementation, Enterprise, or Retainer).
Optional deep-dive workshops booked only after tier alignment.
Come prepared with
A little prep makes the diagnostic call sharper. Bring what you have—we'll work with it.
- Readout of current Power BI, Fabric, SQL, Salesforce, or AI tooling in scope (no passwords in email—use secure share links).
- Sample export or row counts for your largest recurring dataset.
- One dashboard leadership trusts today—and one they do not.
- Decision calendar: board meeting, budget lock, or model refresh driving urgency.