The Data Readiness Assessment is a paid, founder-delivered diagnostic engagement. It produces a readiness findings summary, a clear KPI and reporting gap summary, and a prioritized 30/60/90-day roadmap — so your leadership team has an objective view of where to invest first.
Find out where your data really stands.
What This Is (and Isn’t)
The Data Readiness Assessment is a hands-on diagnostic engagement led by the founder — not an interactive online quiz or self-serve scorecard. We review your real reports, real systems, and real KPI definitions with you, then deliver written findings and a roadmap your leadership team can act on.
Why Start Here
Most reporting and dashboard problems are not really technology problems. They are ownership, KPI, and process problems. Before you invest in another tool or rebuild a dashboard, it helps to know:
Which numbers can you actually trust today?
Which KPIs are inconsistently defined across departments?
Where is reporting effort being wasted on manual cleanup?
What is blocking you from being AI-ready?
What should you fix first — and in what order?
The Data Readiness Assessment answers those questions.
What’s Included
Review of current reports, dashboards, processes, spreadsheets, and recurring metrics
Review of key data sources and systems
Data quality and ownership review
Identification of manual reporting pain points
Assessment of AI readiness blockers
Prioritized quick wins
30, 60, and 90-day data roadmap
What you Get
Readiness findings summary
Reporting and KPI gap summary
Priority roadmap (30/60/90-day)
Executive recommendations
Optional follow-up presentation to your leadership team
Who It’s For
Owners, presidents, COOs, CFOs, CROs, CIOs, controllers, VPs of Operations, VPs of Finance, and general managers who feel reporting is messy, slow, or unreliable but want clarity before they commit to a larger engagement.
See the findings. See the roadmap. Decide your next move.
Contact us
Philly Data Guy is actively seeking local small businesses to join our beta test program — a collaborative opportunity to shape powerful, easy-to-use dashboards designed with your real-world needs in mind. If you're a business owner who values clarity, efficiency, and ethical impact, we’d love to hear from you.
By partnering with us, you’ll get:
Early access to custom analytics tools tailored to small business workflows
Direct input into features that matter most to you
A chance to co-create something meaningful for our local business community
Reach out below to start the conversation. We’re building something local, lasting, and data-driven — and it starts with you.