Three ways we work
with organisations
Each engagement is designed to address a specific situation in an organisation's relationship with its data. The output is always written. The price is always fixed.
Back to HomeHow we approach each engagement
Each engagement begins with a scoping conversation in which we establish what the organisation is trying to understand and what material we will need to examine. We then proceed through review, analysis and writing to produce the agreed output.
We do not use frameworks borrowed from other domains and applied generically. The questions we ask and the structure of our analysis are shaped by what the organisation has actually brought us and what decisions rest on the outcome.
All work is conducted under confidentiality agreement. Client materials are not retained after the engagement concludes.
Reporting Catalogue Conversation
A short advisory engagement that examines the catalogue of reports an organisation has accumulated — sales dashboards, finance packs, operational scorecards, regulatory submissions, and the quiet half-abandoned reports that no one has the heart to retire.
We catalogue each report against its readers, the decisions it supports, and the cost of producing it. Output is a written catalogue with a quiet recommendation for retirement, renewal or rehoming. Suited for organisations whose reporting practice has accumulated over many years.
What this engagement covers
- Full catalogue of existing reports reviewed and documented
- Each report mapped to its readers and the decisions it supports
- Cost of production estimated for each report
- Written recommendations: retire, renew, or rehome
- Typically two to three weeks in duration
Process steps
- 01Initial scoping call; request for report inventory if one exists
- 02Review of report samples and production process documentation
- 03Structured interviews with report producers and key readers
- 04Draft catalogue shared for factual verification
- 05Final written catalogue with recommendations delivered
BI Platform Advisory
A longer engagement that examines the organisation's options around its business intelligence platform — whether to continue with what it has, consolidate onto one of the larger market platforms, or invest in a more bespoke composition.
We consider the existing skills of the team, the contracted commitments already in place, and the cost of change. The output is a written platform paper with three considered scenarios. Suited for finance and IT working together at a platform-renewal moment.
What this engagement covers
- Current platform landscape mapped and assessed
- Team skills and existing contracts reviewed
- Three platform scenarios written with cost and capability analysis
- Risks and change costs for each scenario assessed
- Typically four to six weeks in duration
Process steps
- 01Scoping call with finance and IT leads; request for platform inventory
- 02Review of platform contracts, licences and skills documentation
- 03Structured interviews across finance, IT and key operational users
- 04Platform option research against organisation's specific constraints
- 05Draft platform paper shared; final document incorporating feedback delivered
Dashboard Practice Workshop
A two-day workshop on the practice of writing a useful operational dashboard — choosing the right metrics, framing them honestly, designing the layout for the readers who will actually look at it, and writing the small commentary that turns a chart into a decision.
The workshop closes with each participant carrying a draft dashboard for one of their own teams, drawn with a quieter and clearer hand than before. Suited for analysts and the operational owners who commission their work.
What participants take away
- A framework for choosing and framing metrics honestly
- Layout principles for dashboards designed for real readers
- Practice in writing chart commentary that supports decisions
- A draft dashboard for one of their own teams
- Workshop reference material to apply after the session
Workshop structure (two days)
- Day 1Metric selection, reader analysis, framing principles; critique of existing dashboards brought by participants
- Day 2Layout design, commentary writing, individual dashboard drafting; peer review and facilitated refinement
Which engagement fits your situation
| Reporting Catalogue | BI Platform Advisory | Dashboard Workshop | |
|---|---|---|---|
| Price | RM 820 | RM 2,580 | RM 1,050 |
| Duration | 2–3 weeks | 4–6 weeks | 2 days |
| Primary question | Which of our reports are worth keeping? | Which BI platform should we use? | How do we design dashboards that get used? |
| Who attends | Finance or IT lead, report owners | Finance and IT leadership | Analysts and operational managers |
| Output | Written catalogue with recommendations | Written platform paper, 3 scenarios | Draft dashboards, reference materials |
| Delivery mode | Remote + on-site | Remote + on-site | In-person, KL |
Not sure which fits best? A short conversation usually clarifies it. Get in touch.
Standards that apply to every engagement
Confidentiality agreement
All engagements are covered by a signed confidentiality agreement. Client documents and data are not retained after the engagement concludes.
Fixed price, agreed in writing
Price and scope are confirmed in writing before work begins. There are no variable components or retrospective additions.
Vendor independence
No referral arrangements exist with any platform vendor or technology partner. Recommendations are formed independently.
Senior practitioner throughout
The consultant who scopes and prices the engagement is the one who conducts it and delivers the output. No delegation to junior staff.
Written, readable outputs
Documents are written to be read from beginning to end. Not presentation decks. Not one-page summaries with no reasoning visible.
Progress checkpoints
Clients receive brief updates at agreed points during the engagement. The direction of the output is never a surprise at delivery.
Fixed fees for each engagement
- Scoping conversation
- Full catalogue review
- Written output with recommendations
- Walkthrough session
- Platform landscape assessment
- Team and contract review
- Three written scenarios
- Cost and risk analysis per scenario
- Two-day in-person workshop
- Preparation material included
- Draft dashboard per participant
- Reference materials included
Not sure which engagement applies?
A short conversation with us usually clarifies which of the three engagements fits the situation — or whether the situation calls for something we do not currently offer (which we will say plainly).
Book a Conversation