Data audit and BI roadmap for trades and distribution
Before anyone builds a dashboard, find out what your data can actually support. We review your systems, data quality, and reporting, then hand you a prioritized plan you can act on with us or without us.
Signs it's time for an audit
Most companies don’t need more software. They need to know what the software they already pay for can tell them, and what’s getting in the way.
- Two reports show different numbers for the same thing, and nobody knows which is right
- You've bought software but still run the business from spreadsheets
- You know you need dashboards but not where to start
- A past BI project stalled, or the dashboards it produced go unused
What the audit includes
Every audit ends with written findings and a roadmap, delivered in a working session with your team.
Systems inventory
Every system that holds business data, how it's accessed, and how often it changes.
Data quality review
Duplicates, gaps, inconsistent codes, and anything that will break a report later.
Report and KPI inventory
What you report on today, who uses it, and which reports nobody opens.
Stakeholder interviews
Short conversations with owners, managers, and the people who build reports now.
Tool recommendation
Power BI, Tableau, Looker Studio, or something simpler, based on your stack.
Prioritized roadmap
Which dashboards to build first, the data work each needs, and what each phase includes.
How the audit runs
1
Kickoff and access
We agree on scope and get read-only access or sample exports from your systems.
2
Review and interviews
We dig into the data and talk with the people who rely on reports every week.
3
Findings session
We walk your team through what we found, including the uncomfortable parts.
4
Roadmap delivery
You get the written roadmap to act on with us, another provider, or your own team.
Common questions
Have a different question? Ask us directly.
Do we have to hire you for the build afterward?
No. The roadmap is yours. It’s written so another provider or an internal hire could follow it.
What access do you need?
Read-only access to your systems, or exports if access isn’t practical, plus a few short interviews. We never need write access for an audit.
How much of our team's time does it take?
A few hours spread across interviews and the findings session. We do the digging; your team answers questions.
Where the roadmap usually leads
Dashboards built around the decisions your team makes every week.
One definition for every metric, so reports finally agree.
Automated data movement into one central, historical warehouse.
Start with a data audit
We’ll review your systems and current reports. You’ll leave with a clear plan for what to build first, whether we build it or not.
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