You are a GO for launch.

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

SCHEDULE LAUNCH
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.