Flagship offer · Fixed fee

Reporting Clarity Assessment

A structured 2–3 week review of your reporting estate. Know exactly where trust is breaking down — and what to fix first — before committing to a large transformation.

$2,500–$7,500 2–3 weeks · 10 deliverables · Fixed fee

Book a free diagnostic first → Download the Health Check

What you walk away with

✓A complete reporting inventory — every dashboard, spreadsheet, and recurring report, mapped and rated

✓Metric conflict list — exactly where KPI definitions diverge and who owns the dispute

✓Data source map — authoritative systems, known quality issues, and ownership gaps

✓Manual burden analysis — how many hours are being spent on spreadsheet reporting that could be eliminated

✓30/60/90-day roadmap — prioritized, with effort estimates and owners

✓Executive readout deck — board or leadership-ready summary of findings

Who this is for

Companies that know something is wrong but can't quite name it.

The Assessment is designed for organizations where reporting pain is real but the specific causes are unclear — where leadership debates the numbers but nobody knows which report to trust or why they conflict.

You don't need to have it figured out before starting. That's the point of the Assessment: to produce the clear picture that makes everything else possible.

Best fit: B2B companies, operations-heavy businesses, and nonprofits with 50–500 employees that have outgrown spreadsheets but haven't built a mature analytics operating model.

Symptoms that indicate a fit

Leadership meetings derail into debates about whose number is right

Finance and Operations use different definitions for the same KPI

Analysts spend most of their time on manual reporting, not analysis

Multiple dashboards exist for the same function — and no one knows which is current

The data team is buried in ad hoc requests with no intake process

AI initiatives are stalled because the underlying data can't be trusted

Nobody can answer: "Which report does leadership actually use?"

What's included

Ten deliverables. One coherent picture.

Every deliverable is designed to be actionable on its own — and to build toward the full roadmap. You can act on the quick wins immediately regardless of whether you move to a larger engagement.

Reporting Inventory

Every dashboard, spreadsheet, and recurring report: tool, owner, audience, purpose, usage level, trust level, manual effort, and retirement candidacy.

Stakeholder Pain Summary

Structured synthesis from interviews with key stakeholders — the reporting problems as the business actually experiences them, not as IT describes them.

Dashboard Usage Review

Which reports are actually used to make decisions. Which exist but are ignored. Where the gap is between what was built and what leadership actually reaches for.

Metric Conflict List

Every place where two teams are using different definitions for the same KPI — with the specific disagreement documented and the business impact quantified where possible.

KPI Definition Gaps

Metrics that exist in dashboards without an agreed owner, a documented formula, or an authoritative source system. The structural source of most "whose number is right" arguments.

Data Source Map

The authoritative source for each critical data domain — which system, who owns it, known quality issues, downstream reports affected, and access constraints.

Manual Reporting Burden Analysis

Time cost of spreadsheet-based reporting that could be automated or eliminated. Converts abstract "we do a lot of manual work" into a concrete hours-per-week number.

Quick-Win Recommendations

Changes that can be made in the next 30 days with minimal effort — immediate trust-builders that don't require a larger project to implement.

30/60/90-Day Modernization Roadmap

Prioritized recommendations with business impact, effort level, owner, dependencies, risk, and next step. Built to be handed to leadership and acted on immediately.

Executive Readout Deck

A board or leadership-ready summary of findings — structured to present the current state, key pain themes, and recommended priorities without requiring the audience to read the full report.

How it works

Four phases. 2–3 weeks.

The Assessment follows the first two phases of the TRUST Reporting Modernization Method — structured enough to produce reliable findings, fast enough to be actionable.

Kickoff & Access

Align on scope, stakeholders, and success criteria. Get access to reporting environments and schedule discovery interviews.

Scope confirmation
Stakeholder map
Access setup

Discovery Interviews

Structured conversations with 3–6 key stakeholders — leadership, analysts, department heads. What they use, what they don't trust, and what slows decisions down.

Pain themes
Report usage
KPI conflicts

Inventory & Analysis

Walk through the reporting environment systematically. Document every report, map sources, identify metric conflicts and ownership gaps.

Reporting inventory
Metric audit
Source map

Readout & Roadmap

Present findings and the prioritized 30/60/90-day roadmap. Executive deck included. Next steps defined — whether that's implementation work or acting on the quick wins independently.

Executive readout
Roadmap
Next steps

Is the Assessment right for you?

Good fit

You have real reporting pain but aren't sure exactly what's causing it

Leadership debates numbers but nobody knows which report to trust

You want a clear problem picture before committing to a large project

There's an executive sponsor who cares about fixing this

You can provide access to reports and 3–6 stakeholders for interviews

50–500 employees, operations-heavy, no mature analytics operating model

Less ideal — here's why

You've already done a thorough audit recently — consider starting with the Sprint instead

No executive sponsor — the findings won't go anywhere without a business owner behind them

You need dashboard development, not a diagnostic — start with Services

You're a startup with fewer than 10 employees and one or two reports — this is premature

Assessment FAQ

Do I have to do the Assessment before anything else?

No — but it's strongly recommended as the first paid engagement. If you already have a very clear picture of your reporting problems and just need implementation work, a Modernization Sprint or Governance Starter Kit may be the right starting point. The Diagnostic Call helps determine which path makes sense.

What does "fixed fee" mean in practice?

The price is agreed before work begins and doesn't change based on hours worked. The scope defines what's included. If the scope needs to expand, that's a conversation — but you won't receive an unexpected invoice at the end.

How much time does this require from our team?

Typically 3–6 hours total across the engagement — a kickoff call, 2–4 stakeholder interviews of 30–45 minutes each, access to reporting environments, and the final readout session. We do the heavy lifting; your team provides access and context.

What happens after the Assessment?

You receive the full deliverable package and the readout. The 30/60/90-day roadmap is actionable immediately — you can execute the quick wins yourself. If a larger engagement makes sense, we'll propose it. There's no pressure, and the Assessment stands alone as a complete deliverable regardless of what you do next.

What if the findings are better than we expected?

That's a good outcome. An honest assessment of a reporting environment in better shape than feared is still valuable — it confirms what's working, surfaces the smaller improvements worth making, and prevents you from spending money on a large project you don't actually need.