Data Strategy & Advisory
Know which report to fix first, and what to leave alone.
We sit with the people who live in the reports, name the decision that is stuck, and write down what to do first.
Part of Analytics & BI
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Data Strategy & Advisory
When every team has a different spreadsheet, we help you decide which number to fix first, and which project can wait.
Which report to trust firstWhat can waitWhether AI is ready for a real task
The problem, and how we fix it
Where it gets stuck
Everyone agrees the numbers are a mess. Nobody agrees what to fix first, so another spreadsheet survives another month.
How we fix it: We sit with the people who live in the reports, name the decision that is stuck, and write down what to do first. You leave knowing which dashboard to trust and which system can wait.
Who it's for
Owners and managers who know their reporting is not working but are not sure where to start, or who are weighing a platform decision and want a plan before they spend.
Typical starting points
- Which report to trust first
- What can wait
- Whether AI is ready for a real task
What's included
When every team has a different spreadsheet, we help you decide which number to fix first, and which project can wait.
What to do first
A short list of the reports and decisions worth fixing, in an order your team can actually follow.
How the numbers get there
A plain picture of the systems you have, and which tools fit: Power BI, Fabric, Databricks, Foundry, or a mix.
An honest look at today
Where the numbers come from, who believes them, and which decisions still happen in a spreadsheet.
The decisions that matter
Finance, sales, operations, and the other teams who use the numbers name the questions they actually need answered.
Who owns the number
Agree who is allowed to change what revenue, margin, or headcount means before more reports get built.
Is AI useful here yet?
A straight answer on whether a real task, such as search, a forecast, or a review queue, has the information and the oversight it needs.
What it is worth doing
The effort and the assumptions, written down. We do not invent a savings number.
See where the numbers disagree, and which report to trust.
We look at the systems and spreadsheets you already have, then show the one report leadership could open instead of reconciling by hand.
Illustrative example. A distributor has an ERP, a CRM, warehouse spreadsheets, and a finance workbook that never quite matches. Leadership wants one customer-profitability number before the monthly meeting.
Sample scenarioHartwell DistributionFictional distributor, not your company
One reporting workload moves in phases. Orders, warehouse receiving, and billing stay available on the current systems.
Where the numbers disagree
Same facts, more than one path
- ERP → Finance reportingManual reconciliation
- CRM → Finance reportingSecond copy
- Warehouse files → Finance reportingSecond copy
- CRM → Warehouse filesDuplicate customer records
- ERP → Warehouse filesManual reconciliation
One report you can defend, and a clear sense of what can wait.
Platforms and tools we work with
Microsoft Azure
Microsoft Fabric
Palantir Foundry
Databricks
Capabilities
- Reports that disagree
- One number to trust
- Who owns it
- What can wait
Selection depends on the client environment. Not every implementation uses every tool. Not a partnership or certification list.
Tell us about this workflow. We'll follow up within 2 business days.
Contact UsPlatforms we work with
We use these platforms when they fit your systems. Named so you know what we can support, not as certifications or partnerships.
Example use cases
Illustrative patterns, not customer claims.
Reports that finally agree
Pick the dashboard leadership will trust, the systems behind it, and the person who owns the definition.
A task where AI might help
See whether document search or a forecast is ready for the people who would use it.
Choosing a tool without a tour
Compare Power BI, Fabric, or another option against the systems you already run.
Deliverables and expectations
What you leave with
- Where the numbers live today
- What to fix first
- Which tools fit
- Who owns each important number
- The first report or decision worth doing
What this does not cover
- Governance planning covers data ownership, metrics, and access for your data solutions.
What you can count on
- Time with the people who use the reports
- A picture of where the numbers live today
- A short list of what to fix first
- Who owns each important definition
- A first report or decision worth doing next
What we ask from you
- The spreadsheets and systems people actually use
- Someone who can choose what matters
- An example of the report or decision that is stuck
How an engagement runs
Every engagement starts with a conversation, then a clear written scope.
Understand
We look at how the work happens today and agree on the one problem to solve first.
Agree the scope
You get a short written plan: what changes, what stays, and how we will check it worked.
Build and check
We build in small steps and review each one with the people who will use it.
Hand over
Your team gets plain notes and a walkthrough, so they can run it without us.
Tools we use
Named so you know what we can work with. These are tools, not the product, and not partnership badges.
- Power BI
- Microsoft Fabric
- Palantir Foundry
- SQL
- dbt
- Python
- Power Apps
- Power Automate
- Azure Data services
- Databricks
FAQs
Is this only a slide deck?
No. You should leave knowing what to fix first, what to leave alone, and which report or decision is worth doing next.
Do you push a single platform?
We recommend platforms that fit your systems and goals. Power BI, Microsoft Fabric, Databricks, Azure, Palantir Foundry, and Power Platform are options, not mandatory outcomes.
Tell us what you want your data to answer.
Contact us for a Free Assessment. We'll follow up within 2 business days.
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