01
Data maturity assessment
A structured session across four pillars — data, technology, people, process — scored in bands. You leave with a position on a 1-to-5 scale, a one-page heatmap, and a trajectory with two engagement options.
45 to 60 minutes · deliverable within 48 hours02
Reporting Quick Win
A real report, deliberately partial in coverage, delivered in weeks against the friction you have quantified yourself. Not a demonstration: usable from day one.
A few weeks · bounded scope03
Steering foundation and data governance
The setup that lasts: your data linked together, automatic refresh, a history you can compare against, a built-in quality check, and access managed function by function.
Scoped in days04
Programme framing
A structured diagnostic, calibrated on orders of magnitude observed in the field, producing a trajectory and a phased contract with a decision point at each stage. Often: protecting you from committing too early.
Phases with a decision point05
Power BI support and training
For teams that would rather build it themselves: raising the level on Power BI, reviewing existing models, design and governance rules. We work alongside your analysts rather than in their place. It is the arrangement chosen by the financial institutions and pension funds we support.
By the half-day · in session