BI training and documentation so your team owns its reporting
A dashboard nobody understands is a dashboard nobody uses. We train your people to read, filter, and update reports, and we write documentation that outlasts any one employee or consultant.
Signs your team needs training
Adoption is where most BI projects quietly fail. Training and documentation are how you protect the investment.
- Only one person knows how the reports work
- New managers don't use the dashboards
- Report logic lives in someone's head
- A previous consultant left without leaving documentation
What we provide
Built for the people who use the reports, not just the people who build them.
Role-based training
Separate sessions for owners, managers, and frontline users.
Builder training
For the people who will maintain and extend reports in-house.
Written SOPs
Step-by-step procedures for refreshes, fixes, and common changes.
Metric glossary
Plain-language definitions of every number on every dashboard.
Recorded walkthroughs
Short videos new hires can watch on their own time.
Onboarding guides
A starting point for anyone who joins the team after launch.
How it works
1
Identify roles
We list who uses which reports and what each person needs to do with them.
2
Train
Live sessions, remote by default, with time for real questions.
3
Document
Written guides and recordings built around your actual reports.
4
Follow up
A Q&A session after people have had time to use what they learned.
Common questions
Have a different question? Ask us directly.
Is training remote or on-site?
Remote by default. On-site sessions can be arranged.
Can you document reports you didn't build?
Yes. Documenting an existing setup is a common first project, especially after a staff change.
What format is the documentation in?
Shared documents, PDFs, and short screen recordings. Whatever your team will actually open.
Related services
Dashboards built around the decisions your team makes every week.
Ongoing support so reporting keeps running and growing.
Switch BI tools without losing accuracy or your team’s trust.
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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