How it works
From scattered to sure, in six steps.
Here's exactly what happens from the first call to your first monthly review — who does what, how long it takes, and what you get at each step.
- 2–10 weeks
- to launch
- 3–40 hours
- of your team's time, depending on size
- You own your data
- at every step, and at the end
Step by step
What we do. What you do. What you get.
- 1
Collect
- We
- Find every source and connect it with read-only access.
- You
- List your tools and approve a read-only connection to each.
- You get
- All your data flowing into one place on a schedule.
- 2
Clean
- We
- Fix duplicates, errors, and mismatched names. Add checks on every update.
- You
- Answer a few questions about what your numbers mean.
- You get
- Numbers that agree, and written business definitions.
- 3
Secure
- We
- Build your private, encrypted database and set who sees what.
- You
- Tell us who should see what.
- You get
- One secure home for your data, with every login recorded.
- 4
See
- We
- Set up dashboards, input screens, Ask Your Data, and alerts from our building blocks.
- You
- Pick the spreadsheets to retire. Join a 30-minute training.
- You get
- An app your team signs into with the Microsoft or Google account they already use.
- 5
Act
- We
- Review your numbers and write action items with owners and due dates.
- You
- Show up and act on the list.
- You get
- A short to-do list every review, with follow-up on the last one.
- 6
Own
- We
- Keep everything documented and ready to hand over.
- You
- Nothing.
- You get
- Your data, cleaning rules, apps, and business definitions if you ever leave.
Timeline
From kickoff to launch.
Pick a size. Your part is marked with a person.
Operate plan setup from $15,000 · about 6 weeks · your time: 8–15 hours total
Kickoff + read-only access You: 1-hour kickoff
Connect your tools
Clean, match, and check You: Review meeting
Build your Workspace
Train + launch + first Insight Review You: 30-min training
50% of setup at signing50% at launch · monthly starts