Discovery Call
Clarify business goals, stakeholders, data sources, systems, constraints, timelines, and the decisions the work needs to support.
Proposal
Define scope, deliverables, timeline, assumptions, review steps, communication cadence, and pricing before work begins.
Data Assessment
Review source data, definitions, quality issues, migration risk, reporting gaps, and workflow dependencies.
Implementation
Build the analytics model, migration workflow, dashboard, reporting automation, reconciliation process, or decision-support deliverable.
Validation
Validate outputs against source data, business rules, assumptions, stakeholder expectations, and known exceptions.
Delivery
Provide deliverables, documentation, recommendations, review notes, and practical handoff guidance.
Ongoing Support
Support refinements, post-launch validation, recurring reporting improvements, and future analytics priorities when needed.