DATA STACK ASSESSMENT
Know exactly where you stand before you invest
A 3-4 week, fixed-fee assessment that maps your data landscape, defines your KPIs, and gives you an architecture blueprint you own - regardless of who builds it.
DELIVERABLES
What you get
Seven concrete deliverables. Not a slide deck - a working blueprint your team can act on immediately.
Stakeholder Interviews
Conversations across all business process areas to understand how data is used, where it breaks, and what's missing.
Data Source & API Audit
Complete inventory of every system, database, spreadsheet, and API - with connection status and data quality notes.
Bus Matrix & Data Models
Proposed dimensional models mapping your business processes to the metrics that matter.
KPI Definition Workbook
Every metric defined, confirmed with metric owners, and documented. No more arguing about how revenue is calculated.
BI Tool Evaluation
Honest recommendation on the right BI platform for your team - Omni, Metabase, Looker, or something else entirely.
Architecture Diagram & Cost Estimate
Full technical blueprint with stack cost projections so you know what you're signing up for.
Implementation Proposal
Fixed-fee proposal for Phase 1 + 2 build-out. No surprises, no hourly billing.
TIMELINE
3-4 weeks, start to finish
Discovery
- Stakeholder interviews across departments
- Data source inventory and access audit
- Current pain points and workflow mapping
Design
- Architecture design and tool evaluation
- KPI definitions confirmed with metric owners
- Bus matrix and proposed data models
Delivery
- Complete deliverable package handoff
- Architecture walkthrough with your team
- Fixed-fee implementation proposal
FIXED FEE
$7,500
One price. No hourly billing. No scope creep.
“The output is a document you own regardless of who builds it. If you choose another vendor for implementation, this assessment still pays for itself.”
IS THIS FOR YOU?
You need an assessment if you have...
Data scattered across multiple systems with no single source of truth
Manual reporting processes eating 10+ hours per week
Plans to scale but unsure where to invest first
Need a second opinion on your current stack from people who've built dozens
PE portfolio company standing up analytics post-acquisition
Outgrown spreadsheets but not ready to hire a full data team
Stop guessing. Start building.
In 3-4 weeks, you'll know exactly where your data stands and what it takes to fix it. $7,500. Fixed fee. Your document to keep.
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