You want to start your data analytics journey but not sure where to start. We fix that.
The Data Foundation Audit is a 2-week, fixed-scope engagement that shows you exactly what's broken in your data infrastructure, what it's costing you, and a clear roadmap to fix it.
$4,500 fixed fee. No retainer required.
THE PROBLEM
Most BI problems aren't dashboard problems.
The dashboard is the last 20%. The 80% underneath your data model, your source connections, your semantic layer is where the real issues live.
We see the same pattern at every mid-market business that comes to us:
Finance is exporting to Excel because the numbers in the dashboard don't match
Sales and Ops are working off different versions of the same report
Someone built a dashboard 18 months ago and nobody fully trusts it anymore
A new ERP or CRM went in and now nothing connects properly
What The Audit Covers
Two weeks. A clear picture of your entire data infrastructure.
Data Sources & Integrations
What systems are feeding your reports — ERP, CRM, finance, ops — and where connections are breaking down.
Report & Dashboard Quality
Which dashboards are trusted, which are ignored, and where manual workarounds have taken over.
Data Model & Semantic Layer
How your data is structured underneath the dashboards — where most problems actually originate.
Data Governance & Ownership
Who owns what, where definitions conflict, and whether there's a single source of truth.
WHO IS THIS FOR
This audit is built for businesses at a specific moment.
The Data Foundation Audit works best when at least one of these is true:
You're between $15M–$250M revenue and the reporting infrastructure hasn't kept pace with the business
You've recently implemented a new ERP, CRM, or finance system and the data isn't flowing cleanly
Your team has lost trust in the dashboards and is defaulting back to spreadsheets
You're growing fast new locations, new acquisitions, new business units and the data model wasn't built for that complexity
A new CFO, COO, or GM has come in and is asking for reporting that the current setup can't deliver
FIXED FEE
$4,500 + GST
Week 1: Discovery & Assessment We run structured interviews with your technical lead, finance, and at least one operational stakeholder. We access your current BI environment (read-only). We map every data source, connection, and gap.
Week 2: Analysis & Deliverables We produce the Issues Register, Semantic Layer Assessment, and 90-Day Roadmap. We present findings in a 60-minute session with your team.