Discover our process we use when working

with our clients

From auditing your current infrastructure to delivering customized, actionable reports, we ensure a seamless integration and continuous improvement process tailored to your unique needs.

Data & systems audit

The first thing we do is look at your current systems and data architecture. We’ll build a map showing you how your systems connect and what data is available. Once we’ve got your current systems mapped, we’ll also help give guidance on any systems we would recommend you switch to.

Attach connections

and pull data

Once we’ve mapped out your data, we’ll map out which systems we already have connections to and get these connected as quickly as possible. Next we’ll build any connections we don’t have and start getting all your data loaded (including historical). Don’t worry about where to put the data, we’ll set all this up

Persona’s and

build reports

Now that we’ve got live data coming in to you, we start to get to know your team and the way they work. We don’t create reports just for the sake of it. We’ll build out new reports based on what you want to see but in a way that’s it’s easily digestible. Only have 10mins to glance at a report, we’ll harmonise and bring you just a succinct flash each day that will make the most of the 10mins

Review, refresh &

data

We’ll follow you on the journey and every quarter look at what reports are working for you, which ones need tweaking or which need redesigning. It’s all part of our service with unlimited reports created for your company

Schedule Meeting

Let’s talk

Got any questions? Book an appointment with us today using our easy online scheduling form!

But if you are not ready to meet just email us