Data & BI Consulting

Data Audit & Assessment

Assessment of how data moves through your business today: the reports in use, the ones you can’t produce yet, and the systems, workarounds and manual effort behind them.

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What you walk away with

A written assessment

Where your reporting and data setup stands today, documented clearly enough to share with your board or your team.

A prioritised list

What's limiting you, ranked by what it costs you and what it would take to change.

A recommended roadmap

A sequence of steps, sized by effort and impact, so you know what to do first and what can wait.

Common starting points

The numbers don't reconcile

Two teams close the same period with different figures, and nobody can say which one is right.

You can't report on it at all

The business needs to understand something and the current setup simply won't produce it.

Reporting takes too long

It works, but it takes days, and it depends on one person being available.

Nothing carries forward

You can't compare periods, track what changed, or learn much from what already happened.

A change is coming

A new system, market or entity is about to change the picture, and you need a baseline first.

You inherited the setup

You need to know what you actually have before deciding what to change.

What we examine

What we document

  • The reports and dashboards the business uses today
  • The data needs the current setup isn't meeting
  • Whether KPIs are clearly defined, consistently measured and accessible
  • How reports are produced today: manual effort or automated pipelines
  • How long it takes to deliver a report, a dashboard or an answer
  • The systems and tools in place, and how they connect
  • Whether the current setup is future proof

What we measure

  • Feasibility: whether the data you're asking for can be produced at all
  • Latency: delays caused by heavy loads or manual steps
  • Accuracy: whether the numbers can be trusted
  • Governance: how access is controlled and secured
  • Cost: what the current setup costs to run, end to end

How it runs

01

Kickoff

We agree the scope, the systems in play, and who we need to speak to.

02

Interviews

Conversations with stakeholders across the business.

03

System review

We look at the systems directly: how data enters, where it moves, and what happens to it on the way to a report.

04

Assessment and readout

You get the written assessment and roadmap, and we walk through it together.

Scoped in hours and agreed before we start. Most assessments run two to three weeks end to end.

Not sure whether you need a build at all?

That's the question this answers.

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