Service C
Ongoing Analytics Support
Continued support as your data and business needs evolve: new reports, refreshes and dashboard updates.
Sound familiar?
Does your reporting stall after launch?
What you get
Support that keeps pace with your business
An ongoing engagement shaped around what you need, from regular refreshes to new reports and automation.
Kickoff review
We review your current reports, data sources and priorities, and agree what ongoing support should cover.
Scheduled data refreshes
Your reports and dashboards are refreshed on a regular rhythm, such as monthly, so the numbers stay current.
Ad hoc requests
Have a new question or a one-off report? Send it over and we handle it, without starting a new project each time.
New reports and dashboard updates
New metrics, new views and changes as your business evolves, so your reporting grows with you.
Automated report summaries
AI-assisted summaries of what changed and why it matters, reviewed by us before they reach you.
Documentation kept current
Your SOP documentation is updated as things change, so your team always has an accurate guide.
Optional workflow automation
Take repetitive reporting and data tasks off your team’s plate with automated workflows.
Ask about automation →How it works
A steady rhythm, not a one-off
Scoped up front so you know what is covered.
Onboard
We review what you have today and agree on scope, priorities and rhythm.
Refresh
Your data and reports are updated on the schedule we set together.
Respond
New questions and requests are handled as they come up.
Improve
We add reports, summaries and automation as your needs grow.
See an example
Reporting that stays current
Explore our interactive sample on illustrative data to see the kind of view that ongoing refreshes keep up to date. Yours would use your own data and your own questions.
Common questions
Questions we hear often
How does an ongoing engagement work?
We agree on what is covered up front, such as refresh schedules, ad hoc requests and updates, and shape it around what your business needs. Book a free consult to talk through what would fit.
Do I need to have had a dashboard built by you?
No. We can support existing reports and dashboards, after a short review so we understand how they are built and where the data comes from.
What counts as an ad hoc request?
A new question, a one-off report or a change to an existing view. We’ll agree how requests are handled and prioritized when we set up the engagement.
Can you automate our reporting summaries?
Yes. We can use AI-assisted tools to draft summaries of what changed and why it matters, and we review them before they reach you.
Can you automate repetitive reporting tasks?
Yes. We can set up workflows that take repetitive data and reporting tasks off your team. Ask us about it during your consult.
How do you handle my data and my privacy?
We keep your raw files preserved and work from copies. We use business-tier AI workflows under commercial terms, not public consumer tools, and we only access the data your project needs. We’re glad to sign an NDA or include confidentiality terms in our agreement. We can also support secure email and communications and data encryption when your project calls for it. If you have specific requirements, such as restricted fields or approved tools, tell us at the start and we’ll work within them.
How does pricing work?
We scope each engagement up front so you know what is included before we start. Book a free consult and we’ll walk through options and a quote.