Your team pulls the information.
Use connected reports and custom dashboards for the measures that matter to the business.
Enterprise-level business intelligence for your small business, with people to build the foundation and help you use it.
One of the tools a Partnership can build: a morning view of quotes, freight requests, invoices and the calendar. See the example
First, we connect the relevant data and systems and address the operational gaps around them. Then we develop reporting your team can use, backed by our experience in operations, technology and analytics.
That can mean a custom dashboard, a closer look at advertising spend or an assessment before a major commitment.
How the Method worksAs the foundation settles, we work toward a maintenance level focused on analytics. The reporting stays in use, and we stay involved.
Use connected reports and custom dashboards for the measures that matter to the business.
Investigate a trend, compare possible investments or develop a better way to examine performance.
Choose an action, review what happens and adapt the reporting as priorities change.
The pace depends on the work. We agree the review rhythm, support and fee in your proposal.
The goal is enterprise-level intelligence for your business. The Quick Win is a simple way to start the work together, before taking on a monthly commitment.
We agree on one focused piece of work and deliver it. It might be a report, a systems assessment or a practical fix.
The fee is set in a written proposal after the call. No monthly commitment.
Talk about a first stepContinue from the foundation we’ve started, with half of the Quick Win fee credited toward your first monthly payment if the Partnership starts within 60 days of the Quick Win.
A monthly fee, set in your written proposal. Scope and capacity are agreed there too. You can also start monthly from the outset.
See how monthly support worksThe Quick Win is the first step into the same Partnership. Moving to monthly support is a decision we make together.
The scope sets the fee, and the fee is set in a written proposal after the call. We agree priorities, capacity and responsibilities before work begins.
Some businesses need more setup at first. As the work settles, we review the level of support together.
Larger projects and specialist work need an agreed scope.
It is a first step into the same work: one focused engagement, without a monthly commitment. The fee is set in a written proposal after the call. If you start monthly support within 60 days of the Quick Win, half of the Quick Win fee is credited toward your first payment. You can also start monthly from the outset.
The deliverable is agreed before we begin. It could be a report, a systems assessment or a practical configuration. The Quick Win is invoiced on delivery, with payment due in 30 days.
Yes, within the agreed scope. We configure, check and document the work we take on. Larger or specialist changes may involve your team or another provider, with responsibilities agreed in advance.
Tell us what’s on your plate. We’ll find a useful place to start.
Free. No preparation or commitment needed.