You are a GO for launch.

Modern analytics aren’t supposed to
be this fast, this affordable,
or this dialed in.

45 days out

Launch Checklist

Paperwork is signed.
This is real.
Paperwork is signed.
  • Signed (MSA) master service agreement.
  • Signed (SOW) statement of work.
  • Other.
Deposit is paid.
Green means go.
Deposit is paid.
  • 20% due up front. Non-refundable.
  • We’re dedicating our team’s schedule to your business for this next sprint. We need your commitment you’re really in.
Workshop booked.
Mark your calendar.
Workshop booked.
  • Four cohorts per year: Feb 1, May 1, Aug 1, Nov 1
  • Our goal: leverage your team’s deep knowledge of your business to establish the governing rules for your analytics ecosystem.
Credentials issued.
Logins are sorted.
Credentials issued.
  • We gotta hit the ground running to hit our timeline commitments to you.
  • So before we even start, we require a touchpoint with your IT folks to make sure we have access to key systems.
  • Why? You will inevitably need automated data syncs set up per your data strategy.
Bi ‘ol green light.
Final checks.
Bi ‘ol green light.
  • Assigned project manager gives everyone a green light.
  • Houston, we’re a GO for launch.
Weeks 1-3

Explore & Strategize

IT brainstorm sesh.
Get IT’s thumbs up.
IT brainstorm sesh.
  • Data security: here are the lines; color within them.
  • Data retention: here’s how long we’ll keep data around before deleting it.
  • Data permissions: here’s how to manage who has access to what data stuff.
  • There’s more but you get the idea…
Executive workshops.
Some secret sauce.
Executive workshops.
  • Select top 10 KPIs.
  • Set targets for each selection.
  • Write user stories for target deviation scenarios.
  • Review TCO budget & analytics ROI benchmarks: make tech selections.
  • Roadmap data strategy: from Bi to Ai.
  • Outline change management rollout plan.
Dept deep dive.
Under the hood.
Dept deep dive.
  • Identify 1-3 north start metrics.
  • Write user stories, lock targets, etc.
  • Capture data input stories.
  • Establish data contracts.
Weeks 4-6

Architect & Design

Data architecture.
Draw it (no crayons).
Data architecture.
  • Curate data flow diagrams for data architecture.
  • Document translated business rules as data governance rules.
Entity diagramming.
Map everything.
Entity diagramming.
  • Map out fields, dependencies, relationships, etc.
  • Create a live entity relationship diagram.
Wire-framing galore.
Validate then build.
Wire-framing galore.
  • Low fidelity dashboards, scorecards, data marts need to be validated first.
  • Iterate through feedback until we’ve obtained final approval from end users.
Weeks 7-9

Build & Test

Create data lakehouse.
Database configured.
Create data lakehouse.
  • We create your own data warehouse and data lake combo in the cloud.
  • This is a centralized location to store data, run transformation scripts, and load it to where it’s needed.
Automate data extracts.
Data pipelines setup.
Automate data extracts.
  • Daily, hourly, live data extracts from major systems of record.
  • Data is synced across select systems.
Transform data
via code/scripts.
Transform data.
  • Raw data needs to be cleaned, pulled together, and modeled to be useable.
  • No magic. Just the most readable code you’ve never seen.
Automate key data
quality checkpoints.
Automate key data.
  • Freshly extracted data is often hot garbage. That is, until business rules meet data governance.
  • Flag and systematically deal with exceptions.
Build Bi dashboards
and scorecards.
Build Bi dashboards
  • Turn those wireframes into live executive scorecards, dashboards, and reports.
  • Iterate till users are starry-eyed.
Configure self-service
reporting access points.
Configure self-service
  • Spreadsheets aren’t “dead” and they’ll never be.
  • Your “Export” button isn’t going anywhere.
  • We’ll setup access to curated datasets for ad-hoc analysis.
Weeks 10-12

Document & Train

Consolidate workload
planning materials.
Consolidate docs for
  • Pull together tech & docs for preventative maintenance calendar.
  • Schedule recommended next items on the strategic roadmap.
  • Turn on your data ticketing system & provide triage docs.
Create tailored user
& steward training.
Create tailored user
  • No generic stuff. The training content is created for YOUR company.
  • Video & written training content is created for current headcount & future hires.
Deliver live trainings.
Onboard users.
Deliver live trainings.
  • Host a handful of live sessions to train all users and stewards.
  • Onboard all user groups & setup systems to manage future onboarding/offboarding.
Provide analytics ROI
assessment reports.
Provide analytics ROI
  • Validate the value of your analytics ecosystem using a variety of metrics including user feedback, views, downloads, etc.
We’re fired (up).
Prep for replacement.
We’re fired (up).
  • Although we do offer retainer based services to select clients, we pride ourselves in future proofing our work product beyond the life of our contract.
  • All training and documentation your next inhouse data hire (our replacement) will need will be prepped so they can hit the ground running.
  • Next stop: the moon.