Which data work sounds like yours?
Data engineering
Reporting & dashboards
Advanced analytics
What do you report in today?
Excel or Google Sheets
Power BI
Tableau
Looker Studio
Something built in-house
Nothing formal yet
How many systems hold the data?
1–2
3–5
6 or more
Not sure
Who maintains reporting now?
One person, alongside their real job
A small analytics team
An outside firm
Nobody, really
Which systems would we need to pull from?
A few things about your team
How many people need training?
Under 10
10–25
26–50
More than 50
Preferred format
On-site
Remote
Either works
Which tools is your team using today?
A few things about the decision
What's prompting this?
Leadership is asking about it
Teams are already using tools ad hoc
A specific project or deadline
A client or regulatory requirement
Not sure yet
Who needs to be in the room?
Owner or founder
Leadership team
Department heads
Not decided
A few things about your systems
What kind of build?
An agent that handles a task
A knowledge base the team can ask
Both
Not sure yet
How many workflows are you thinking about?
1–3
4–8
9 or more
Not sure yet
Is the process documented today?
Yes, mostly written down
Partly
No — it lives in people's heads
Roughly how much material would need to go in?
A handful of documents
A shared drive or wiki's worth
Several systems worth
Not sure yet
Where does this material live today?
Which systems would this need to touch?
That's a fine place to start
Plenty of people can't tell whether their problem is the data or the AI. Working that out is the first call.
What would a good outcome look like six months from now?
Budget range
Under $10,000
$10,000–$50,000
$50,000–$100,000
Over $100,000
Not sure yet
How did you hear about us?
Word of mouth
Referral
Website
Existing client
Event or networking
Other
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