Know what to fix before you buy another dashboard, automation tool, or AI platform.
A fixed-fee review that tells you what to fix before you buy another dashboard, automation tool, or AI product.
Who this is for
Owners and operators who run the business from exports, spreadsheets, and reports that live in people’s heads — field service, logistics, manufacturing, and multi-location teams in Greater West Houston and beyond.
Problems it finds
- Software that does not share the same numbers
- Reports that take hours every week to rebuild
- Dashboards built on old or unverified figures
- Automation ideas blocked by messy spreadsheets
- AI pilots that cannot explain their answers
- Nobody clearly owns each important report
What is included
A structured look at your software, reports, and what to fix first.
Discovery
Conversations and walkthroughs with your operations and finance team.
Analysis
Maps of where information lives, how reports are built, and where numbers conflict.
Priorities
Ranked fixes and automation ideas, plus a practical 30/60/90-day plan.
Readout
A written summary leadership can use to align and decide next steps.
What you receive
- List of your software and tools
- Map of how reports are built
- Where information is copied by hand
- Spreadsheet dependence review
- Dashboard gap notes
- Automation opportunity list
- Readiness score for dashboards and AI
- 30/60/90-day plan
Pricing and timing
A written assessment with clear findings and a plan your team can act on — whether you implement internally, with us, or with another partner.
Starting at $3,500
Usually completed in 1–2 weeks after kickoff
View sample report (PDF) — fictional field service example.
Common questions
- What does starting at $3,500 include?
- A list of your software, maps of how reports are built, a review of spreadsheet dependence, gaps in your dashboards, automation ideas, a readiness score, and a 30/60/90-day plan.
- How long does a Data Readiness Review take?
- Usually 1–2 weeks after kickoff, depending on how many systems you use and how available your team is for interviews.
- Do you implement fixes after the review?
- Yes, when it makes sense. Many teams use the roadmap to scope an Operational Data Foundation project with us.
Next step
Book a Data Readiness Review
A fixed-fee look at your software, spreadsheets, and reports — so you know what to fix before you spend on dashboards, automation, or AI.