A workbook, one sheet per dataset
The data as it comes out of your systems, unformatted. Structure matters more than tidiness.
Nothing original, but all of it is explicit. That is what allows an engagement of a few days to produce a usable result.
A four-part protocol. With these, we build; without them, the engagement is spent guessing.
The data as it comes out of your systems, unformatted. Structure matters more than tidiness.
A PowerPoint mock-up, a screenshot, or even a hand-drawn sketch. “Take a pen and paper. Draw.” It is faster than a framing meeting.
“I want this, I want that, with this, with that” — in your own words. No technical jargon: translating is our job.
What strikes you as well done elsewhere. One or two references are enough to set a visual direction.
The longest part of an engagement is not the build, it is the conversation before it: understanding what you need and what you actually want to see. The rest moves fast, because it draws on experience. That is also why we estimate in half-days, in session, and always state what the estimate covers.
Each phase ends in a decision point: continue, adjust the next phase’s content within the same budget, or stop. The stop scenario is written into the proposal, not discovered along the way. “You’re on a sailing boat facing the weather. Of course you’ll change course.”
The next phase starts as it was scoped.
The content of the next phase changes, the amount does not.
The scenario is written into the proposal from the outset.
A short list, held to, and justified every time. It is often what makes a proposal credible.