Find out where your data really stands.
A paid, founder-delivered diagnostic that tells you exactly what you can trust, what’s inconsistent, and what to fix first — before you invest in another tool, dashboard, or data initiative.
What this is (and isn’t).
The Data Readiness & KPI Audit 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.
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 exactly where the issues live.
Why start here.
Before you invest in another dashboard, tool, or data initiative, 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 & KPI Audit answers those questions.
What’s included.
Review of current reports, dashboards, processes, spreadsheets, and recurring metrics
Review of key data sources and systems
KPI definition assessment
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 walk away with.
Readiness findings summary: A clear, written view of where your data is solid and where it’s shaky.
Reporting and KPI gap summary: A plain-English breakdown of where definitions are inconsistent, where ownership is unclear, and where trust is breaking down.
Priority roadmap (30/60/90-day): A sequenced action plan that tells you what to fix first, second, and third — and why.
Executive recommendations: Specific, actionable guidance your leadership team can discuss and act on immediately.
Optional follow-up presentation: A live walkthrough of findings with your leadership team if needed.
Who it’s for.
Owners, presidents, COOs, CFOs, controllers, VPs of Operations, VPs of Finance, and general managers who feel reporting is messy, slow, or unreliable — and want clarity before committing to a larger engagement.
If your leadership team is spending more time debating the numbers than acting on them, this is the right starting point.
What happens after the audit.
The Data Readiness & KPI Audit is designed to be a standalone deliverable — but it frequently becomes the starting line for a larger engagement. Once you have the roadmap in hand, many clients move into one of these next steps:
Fractional Data Officer retainer: Own the data strategy and execute the roadmap with embedded leadership.
Dashboards & Workflow Design: Build the reporting and decision systems your roadmap identifies as priorities.
Data Cleanup & Refresh: Start cleaning up the foundation so reporting becomes trustworthy.
AI Readiness Roadmap: Dig deeper into AI use cases now that you know where your data actually stands.
See the findings. See the roadmap. Decide your next move.
No pressure to commit to anything beyond the audit itself. The findings stand on their own — and so does the decision about what to do next.