SME Special: Why You Need Two Week Discovery Engagement?
If you are struggling with manual work / slow systems leading to delays and ambiguity in reporting, our Two Week Engagement is a good starting point to transform your internal and compliance reporting.
It starts with a 45-minute free, no-commitment diagnostic call where we will understand your challenge and show you what we are capable of. To get started, fill the form and we will take it from there!
Why now?
Keeping up with AI and new evolving technology is not a choice anymore, its a necessity. Staying ahead of manual processes is not just about efficiency, it is about staying competitive with use of your data to its fullest potential. More details of milestones and journey is provided further below.
By submitting this form, you agree to the Privacy Policy and consent to being contacted.
Cut Reporting Time by 50% - Two Week Discovery Engagement
After free consultation - If we both feel there is a good fit, leveraging our 17+ years of experience, we will create a tailored engagement plan that delivers quick wins based on your specific circumstances. As an example, a Two Week Discovery Engagement, might look like this:
✅One automated Microsoft POWER BI report
✅Complete reporting process assessment
✅Transformation roadmap to 50% faster reporting
It will be a low risk, high impact engagement designed to accelerate your transformation journey
Milestones We Achieve Together
Each milestone is designed to deliver immediate value while building confidence in your long‑term transformation
📊 One Automated Report
Deliverable: A fully automated Power BI report tailored to your current data.
Benefit: Tangible proof that automation works for your specific needs.
Detail: Includes KPI dashboard, filters, and publish options used frequently.
🗂️ Complete Process Assessment
Deliverable: A structured review of your reporting workflow.
Benefit: Identifies bottlenecks and duplication.
Detail: Benchmark against modern best practices; clear documentation of findings.
🎯 Transformation Roadmap
Deliverable: Prioritized automation plan with 50% time saving target.
Benefit: Gives you confidence in next steps before committing to a full overhaul.
Detail: Timeline, milestones, and cost‑benefit outline for decision makers.
Your Two Week Journey
Week 1: Build & Deliver
📞 Introduction calls
Kick‑off with your team to align on goals and expectations.
🔍 Analyse data sources for the chosen report
Review existing reporting inputs and select the most impactful dataset.
🧹 Clean data ingestion into the report
Ensure data is structured, reliable, and ready for automation.
📊 Create a Power BI dashboard
Deliver a working dashboard tailored to your reporting needs.
Week 2: Assess & Roadmap
🗂️ Assessment of other processes
Identify inefficiencies and opportunities beyond the initial report.
📑 Documentation
Provide clear notes on workflow, data handling, and dashboard usage.
🎯 Transformation roadmap
Present a step by step plan for scaling automation and analytics across the business.
Why SMEs Choose This Engagement
⏱ Streamline reporting — one automated report and accelerated insights. Built on Microsoft Power BI, trusted by SMEs worldwide
🛡️ Low‑risk engagement — fixed scope, clear deliverables, no long‑term commitment required
📊 Credibility — significant technical and commercial experience of over 17 years. See about us.
🤝 Confidence to scale — roadmap provides clarity for future automation and analytics