Facts before assumptions
Separate what is verified, estimated, assumed or still unknown.
The firm does not start with software. It starts with the decision, the information needed and the people who will use the result.
Separate what is verified, estimated, assumed or still unknown.
Choose the simplest solution that can produce the required outcome and be maintained.
Document sources, definitions, treatments, limitations and update responsibilities.
Do not leave the client dependent on the consultant for every update.
Each phase answers one simple question: what are we trying to decide, measure, understand or transfer?
Clarify the problem, expected outcome, users, geography, sources, timing, constraints and responsibilities.
Identify documents, databases, registers, interviews or field sources; verify definitions, consistency, frequency, missing values and limitations.
When data is missing, design the questionnaire, interview guide or collection protocol; organize controls and prepare a usable dataset.
Analyse trends, variances, costs, margins, performance, behaviours or statistical results. Test sensitive assumptions where useful.
Produce the report, dashboard, forecast model, procedure, roadmap or training material matched to real use.
Present results, explain limitations, answer questions and train the people who will maintain or use the tool.

A sophisticated dashboard built on inconsistent definitions remains a poor tool. That is why the firm may begin by cleaning, coding, documenting and securing the update process before producing final analysis.
Speak to a consultant↗This assistant provides general guidance and does not replace personalized legal, tax or financial advice.