BI practice

Every engagement starts at the metric layer. Even the ones that do not want to.

Three practices, seventeen service lines. We scope the work, quote against a written deliverable, hand over, and leave you able to maintain it without us.

01

Metric foundation

One definition per number, written down, owned by a named person, and enforced in a semantic layer instead of a spreadsheet.

Metric audit

The problem: Three reports, three revenue figures, and a meeting where nobody can say which one is right.

A definition sheet your finance team signs off, one row per metric:

  • Metric name, plain-language definition and formula
  • Named business owner and the decision it drives
  • Source of record and the systems that feed it
  • Reconciliation test against the finance system, with the variance written down
Engagement
Fixed-scope diagnostic
Duration
5 working days
Delivered by
Finance specialist + analytics lead

What we commit to: You get a reconciled number and a written gap list. If the audit finds nothing, we tell you that in writing and you keep the sheet.

Semantic layer build

The problem: Every new question means a new SQL query, and every analyst writes the margin calculation slightly differently.

A governed metric layer that reporting and AI both read from:

  • Dimensional model with documented grain and relationships
  • Metric definitions as version-controlled code, not dashboard formulas
  • Row-level security mapped to your actual org structure
  • Test suite: uniqueness, referential integrity, and metric reconciliation
Engagement
Fixed-price project in milestones
Duration
3 to 6 weeks
Delivered by
Analytics and BI lead

What we commit to: Week-two demo on real data. If the layer cannot reproduce last year-end’s finance numbers, the build does not leave discovery.

Metric ownership & governance

The problem: Nobody knows who is allowed to change a definition, so definitions drift quietly until a board meeting exposes it.

The operating rules that keep the layer honest after we leave:

  • Metric council charter, cadence and decision rights
  • Change process with versioning and a published changelog
  • Definition review checklist tied to your closing cycle
  • Handover pack with recorded walkthroughs
Engagement
Fixed-scope workshop series
Duration
2 to 3 weeks
Delivered by
Engagement lead + analytics lead

What we commit to: You leave able to run this without us, which is the point.

02

Data platform

Pipelines that fail loudly instead of silently, a warehouse that answers a query before the meeting ends, and lineage you can hand to an auditor.

Warehouse & modelling

The problem: Your data lives in an ERP, a CRM, four spreadsheets and someone’s mailbox, and no two extracts agree.

A cloud warehouse built to be maintained by someone who is not us:

  • Ingestion and modelling layers with documented contracts
  • Incremental loads, partitioning and cost guardrails
  • dbt (or equivalent) project with tests and CI
  • Environment separation: dev, staging, production
Engagement
Fixed-price project in milestones
Duration
4 to 8 weeks
Delivered by
Data platform engineer

What we commit to: Query cost and runtime baselines documented before handover, so your finance team can see the bill coming.

Integration & pipelines

The problem: Reports break every time someone edits the export format, and nobody notices for three weeks.

Pipelines with alerting and a runbook:

  • Connector setup for ERP, CRM, payroll, marketing and POS
  • Freshness and volume checks with alert routing
  • Failure runbook with owner, escalation and recovery steps
  • Backfill procedure you can run yourself
Engagement
Fixed-price or time and materials
Duration
3 to 8 weeks
Delivered by
Data platform engineer

What we commit to: A silent failure is a defect. Every pipeline ships with a test that fails loudly when the source changes shape.

Data contracts & quality

The problem: An upstream team changes a column, and every downstream number is wrong before anyone notices.

Contracts between the teams that produce data and the teams that depend on it:

  • Schema and semantic contracts, versioned in the repository
  • Quality monitors on the metrics that drive decisions
  • Lineage from source column to published metric
  • Quarterly review pack with breach history
Engagement
Retainer or fixed-scope project
Duration
3 to 5 weeks
Delivered by
Data platform engineer + analytics lead

What we commit to: You find out about a broken source from a monitor, not from a customer.

03

Reporting & enablement

Fewer reports, read more often. Reporting that survives the person who built it leaving.

Executive & operational dashboards

The problem: You have dashboards. The Monday meeting still starts with someone updating a spreadsheet.

Reporting designed around decisions, one page per decision owner:

  • Decision-first page design with a written brief per page
  • Thresholds, alerting and narrative commentary instead of raw tables
  • Performance budget: page interactive in under two seconds on the standard laptop
  • Adoption baseline and a 30-day usage review
Engagement
Fixed-price project
Duration
3 to 5 weeks
Delivered by
Analytics and BI lead

What we commit to: If a report is not opened in 30 days, we delete it. Fewer pages, used more often.

Planning & decision support

The problem: Forecasts are rebuilt by hand every month from whatever the last spreadsheet said.

A repeatable planning cycle with a driver-based model:

  • Driver tree linking operational inputs to financial outcomes
  • Scenario switching for volume, price and cost assumptions
  • Variance-to-plan reporting with attribution
  • Monthly cycle runbook mapped to your closing calendar
Engagement
Fixed-price project
Duration
4 to 6 weeks
Delivered by
Finance specialist

What we commit to: Plan versus actual tells you which driver moved, not just that it did.

Team enablement

The problem: The tool is licensed, the training was a webinar, and everyone still asks the analyst.

Enablement measured by tickets deflected, not by attendance:

  • Role-based training on the premises people actually use
  • Documented definition wiki with search that works
  • Champions programme with a named owner per team
  • Ticket-volume baseline and a 60-day re-measure
Engagement
Fixed-scope programme
Duration
2 to 4 weeks
Delivered by
Analytics lead + engagement lead

What we commit to: We measure inbound requests before and after. If the curve does not bend, we do not bill the last phase.

Engagement models

Three ways to buy, and what each one is for

Which model fits is part of the scoping conversation. The fixed quote follows the written scope, usually within two working days.

ModelHow it is pricedUse it when
Fixed-scope projectQuoted against a written scope, fixed before we startMost work. One deliverable, one date, one number. Change the scope and we re-quote in writing first.
Readiness sprintFixed quote after a short scoping stepA week to a fortnight, ending in a decision rather than a commitment. Cheapest way to find out whether the rest is worth buying.
Managed metrics retainerMonthly, days per month agreed in advanceTwo days a month of senior time: definition changes, new pages, pipeline upkeep, and an owner for the model.

Prices exclude VAT and travel. Larger builds are split into milestones so you are never funding more than one gate ahead of delivery.

Not sure which of these you need?

That is what the first call is for. We will tell you which service fits, which one is premature, and whether a cheaper fix gets you most of the way. One new engagement starts at a time, so we are seldom motivated to invent work.