Data Management Advisory Calls: Scheduled consultations with experts to address data management challenges, such as data cleansing, organization, and storage optimization.
Excel Expertise Sessions: One-on-one remote support for complex Excel tasks, including data modeling, automation with macros, and advanced formulae.
Analytics Platform Advisory: Remote guidance on setting up and optimizing tools like Power BI, Tableau, or other analytics platforms for effective reporting and data visualisation.
SFDC (Salesforce) Reports & Dashboards Best Practices: Remote advisory calls to optimise Salesforce data usage, design efficient reports, and create actionable dashboards.
Monthly Data Health Reviews: Subscription-based access to routine data reviews to ensure data quality, completeness, and accuracy across systems.
Automated Report Delivery: Design and automation of routine reports using tools like Excel, Power BI, and Salesforce to ensure real-time insights.
KPI Dashboards Design: Custom design and setup of executive-level KPI dashboards on platforms like Power BI or Salesforce.
On-Demand Analytics Report Creation: Ad-hoc report creation service for specific business needs or campaigns, ensuring quick turnaround for urgent data insights.
Data Visualization Optimization: Subscription to improve data visualizations for reports and dashboards, making insights more accessible and actionable.
Power BI Setup & Customization: Assistance in setting up Power BI, tailoring it to your organization's unique data and reporting needs.
Ongoing Power BI Support: Continuous subscription support for Power BI users, offering assistance with report design, data integration, and performance optimization.
Advanced Analytics & Forecasting: Leveraging Power BI and other analytics platforms to create predictive models, trend analysis, and actionable insights from historical data.
SFDC Reports & Dashboards Setup: Custom configuration and development of reports and dashboards within Salesforce, tailored to key metrics and business requirements.
SFDC Data Optimization: Ongoing services to ensure that Salesforce data is clean, consistent, and structured for optimal reporting.
SFDC User Training for Reporting: Subscripti
SFDC Reports & Dashboards Setup: Custom configuration and development of reports and dashboards within Salesforce, tailored to key metrics and business requirements.
SFDC Data Optimization: Ongoing services to ensure that Salesforce data is clean, consistent, and structured for optimal reporting.
SFDC User Training for Reporting: Subscription-based training programs designed to empower internal teams to create, modify, and optimize their own reports and dashboards within Salesforce.
Full Data Management Audits: On-site assessments of data management practices, identifying gaps and opportunities for improved efficiency and accuracy.
On-Site Analytics Implementation: Consulting engagements for hands-on setup and implementation of analytics tools like Power BI and Salesforce.
Custom Data & Reporting Solutions: Bespoke on-
Full Data Management Audits: On-site assessments of data management practices, identifying gaps and opportunities for improved efficiency and accuracy.
On-Site Analytics Implementation: Consulting engagements for hands-on setup and implementation of analytics tools like Power BI and Salesforce.
Custom Data & Reporting Solutions: Bespoke on-site consulting to develop and implement tailored data management, reporting, and analytics solutions for specific business needs.
Data Governance & Compliance Workshops: On-site training and workshops focused on best practices in data governance, ensuring compliance with industry standards and regulations.
Excel Mastery Workshops: On-site or remote workshops covering advanced Excel techniques, including pivot tables, complex formulae, and data analysis.
Power BI for Business: Training on how to leverage Power BI for interactive reporting, including data connectivity, report creation, and dashboard sharing.
Salesforce Reporting Bootcamp: Inten
Excel Mastery Workshops: On-site or remote workshops covering advanced Excel techniques, including pivot tables, complex formulae, and data analysis.
Power BI for Business: Training on how to leverage Power BI for interactive reporting, including data connectivity, report creation, and dashboard sharing.
Salesforce Reporting Bootcamp: Intensive training on how to maximize Salesforce’s reporting capabilities, with hands-on sessions on building, customizing, and optimizing reports and dashboards.
Data Literacy Programs: Helping businesses foster a data-driven culture by offering training on understanding and interpreting data insights across different platforms.
Data Governance Policy Development: Advisory services to help businesses develop robust data governance policies that align with best practices and industry standards.
Ongoing Data Quality Monitoring: Continuous monitoring and reporting on data quality across platforms, ensuring that data remains accurate, reliable, and compliant.
Quarterly
Data Governance Policy Development: Advisory services to help businesses develop robust data governance policies that align with best practices and industry standards.
Ongoing Data Quality Monitoring: Continuous monitoring and reporting on data quality across platforms, ensuring that data remains accurate, reliable, and compliant.
Quarterly Data Strategy Sessions: Strategic planning sessions to help businesses align their data management and analytics initiatives with their overall business objectives.
Basic Plan: Access to remote advisory sessions, on-demand report creation, and basic analytics setup.
Professional Plan: Includes the Basic Plan plus managed reporting services, monthly data reviews, and on-site consulting engagements.
Enterprise Plan: Full-service package with advanced analytics, predictive modeling, customized dashboards
Basic Plan: Access to remote advisory sessions, on-demand report creation, and basic analytics setup.
Professional Plan: Includes the Basic Plan plus managed reporting services, monthly data reviews, and on-site consulting engagements.
Enterprise Plan: Full-service package with advanced analytics, predictive modeling, customized dashboards, comprehensive data governance, and ongoing on-site support.
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