1. Free Consultation
Discuss your operations, Excel workbooks, current reports, and business questions. We assess whether deeper analysis could be useful. The free consultation does not include implementation or guarantee savings.
2. Feasibility & Scope
We assess data quality, compatibility, and available access. Excel, CSV exports, and existing reports may be enough; supported APIs are considered when useful. A limited sample is requested only when appropriate and agreed.
3. Clear Proposal
Paid work is scoped after the consultation. Your proposal defines deliverables, required access, timeline, price, and how success will be measured. We proceed with the agreed scope only after your approval.
4. Build & Review
We develop the agreed reporting solution, validate calculations, and review the findings with you. Delivery includes practical guidance for interpreting and refreshing your reports.