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Engagement Walkthrough
From Spreadsheet Fog to a Shared Source of Truth
Illustrative scenario: a multi-location retail operation
What a data & reporting engagement looks like when every meeting starts with an argument about whose numbers are right.
Honesty note: this is an illustrative walkthrough of how this type of engagement works — not a real client story. We never invent clients, testimonials, or results. As real engagements complete and clients give permission, we'll publish the genuine versions here.
The Situation
Where it starts
- Weekly leadership meetings begin with 20 minutes of reconciling conflicting spreadsheets.
- A key analyst spends most of each week manually assembling reports that are stale on arrival.
- Store managers can't see their own performance without asking head office.
- Decisions are delayed — or made on gut feel — because trusted numbers arrive too late.
Our Approach
How we work it
- Identify the 10-12 numbers leadership actually uses to run the business.
- Trace each number to its source system and fix the definitions everyone disagrees on.
- Design automated dashboards that refresh themselves — sized to the tools already owned.
- Roll out by audience: leadership first, then store managers, with training for each.
The Outcome
What success looks like
- One shared dashboard everyone trusts — meetings start with decisions, not reconciliation.
- The analyst's week redirected from assembling reports to analyzing them.
- Store managers self-serve their own performance daily.
- Faster, evidence-based decisions across every location.
The Service Behind It
Explore the Service Data & Reporting / Business Intelligence
Turn business data into better decisions.
Your Turn
Facing something similar?
Schedule a Technology Health Assessment and let's map out what this kind of outcome would look like for your business.