// programs

Structured engagements for different starting points

Not every company needs the same depth of analysis. Some want a broad overview of their data landscape. Others want to focus on a specific business area where decisions feel uncertain. The programs below reflect those different needs.

Foundation

Data Collection Inventory

The starting point for companies that want to understand what they are actually collecting before doing anything else. We document every data source, every form field, every export, every spreadsheet column that your business currently maintains.

The output is a structured inventory showing what exists, where it lives, how frequently it is updated, and whether it connects to any recognizable decision-making process. Many companies find this document useful on its own as an internal reference.

Full inventory of active data sources
Field-by-field documentation of what is captured
Initial mapping of data to business functions
Written summary report
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Consultant reviewing a printed inventory document with color-coded data source categories spread across a desk
Whiteboard with decision flow diagrams and data connection points drawn in marker, consultant standing to the side reviewing the diagram
Core

Decision Quality Audit

This is the full engagement. It begins with the inventory process and then goes deeper, tracing how decisions are actually made across your business and identifying where data could have informed a better outcome but did not.

The audit covers sales, operations, customer management, and financial planning. For each decision type, we identify what data was available, what was consulted, and what the gap was. The final report includes a prioritized list of changes ranked by effort and potential value.

No new tools are recommended unless they address a specific gap that cannot be closed with existing infrastructure. Most recommendations involve changes to process or habit rather than technology.

Everything in the Foundation program
Decision-by-decision usage analysis
Gap identification across all business areas
Prioritized improvement recommendations
Redundancy and noise reduction suggestions
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Focused

Single-Area Review

Some companies already have a clear sense of where things feel uncertain. A sales team making forecasting decisions without reliable data. An operations team tracking effort but not using it for planning. A customer-facing team collecting feedback that never reaches anyone who can act on it.

The Single-Area Review concentrates the full audit methodology on one business function. The scope is narrower, the analysis is equally rigorous, and the output is a focused report covering that area only.

Scoped to one business function or team
Full inventory and usage analysis within scope
Practical recommendations for that area
Option to expand to full audit afterward
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Two consultants focused on a single laptop screen, pointing at specific data fields, close-up medium shot, concentrated expressions, modern office background slightly blurred

How programs are scoped

Program scope is determined after an initial conversation. The right starting point depends on how much internal documentation already exists, how many data sources are in use, and what specific decision areas feel most uncertain. We describe what each program involves before any engagement begins.

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Not sure which program fits?

A short conversation is usually enough to identify the right scope. We ask about your current data setup and what decisions feel most uncertain, then describe what each program would cover in your specific context.

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Initial conversations are free. No commitment is implied.