Five clear steps, from messy reports to a fix that sticks.
We start with your reports, your data sources, and the manual steps in between. Then we agree on priorities, scope, and cost in writing. I build, test, and document the work so your team can actually use it.
No technical prep needed for the first call.
- Deliverable
- Repaired program dashboard, metric notes, refresh guide
- Price
- $5,000
- Included hours
- 28
- Your team provides
- Dashboard access, reporting rules, one reviewer
- Delivery
- Date agreed before work starts
- After handoff
- Walkthrough with your team
all in writing, up front
From reporting problem to practical fix
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01
A free intro call
30 minutes on your current setup, what you need to know, and where you’re stuck. No technical prep. You decide whether an audit, a defined project, or monthly support fits best.
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02
A written scope
Deliverables, price, included hours, what your team provides, delivery timing, review steps, and what support looks like after handoff. Nothing starts until you approve it.
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03
Access and preparation
You share the agreed reports, access to the data sources, your reporting rules, and one point of contact. We confirm everyone’s availability, and if access or feedback runs late, we adjust the schedule together.
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04
The work, reviewed with you
I map how your reporting flows, check definitions and calculations, and test results against your rules. For implementation projects, I make the agreed repairs or build. We review findings together along the way.
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05
Delivery and handoff
Finished, documented work your team fully understands.
AuditsWritten findings and an action plan.ProjectsThe finished dashboard or workflow, plus notes on metrics, sources, refreshes, checks, and who maintains it.WalkthroughsA session on using what you got, with format and timing set in the scope.After handoffSupport as written in your agreement. Ongoing upkeep is a separate monthly plan.
No surprises on cost
Everything in writing
Scope, price, and hours are agreed before any work begins.
Work pauses at the limit
If the included hours run out, I stop and we decide the next step together.
Nothing extra without your OK
Additional hours or scope only happen when you approve them first.
Things people ask first
Do we need to prepare anything for the first call?
No. Just come ready to talk about the reports that are causing trouble. No technical prep needed.
How long does a project take?
It depends on the work, access, and your team’s availability. The delivery date is set in the written scope before anything starts.
How much of our team’s time will this take?
One point of contact, access to the data, and time to review results. We agree on the details up front.
What if access or feedback is delayed?
It happens. We adjust the schedule together, so nobody is rushing a deadline that no longer works.
What if the work needs more hours than planned?
Work pauses at the limit, and we agree on a revised scope together: trim what’s left, or add hours you approve.
What happens after handoff?
Support after handoff is written into your agreement. If you want ongoing help, monthly support is set up separately.
Before work begins
What is agreed in writing?
Scope, start date, and pricing are confirmed before work begins. Separately scoped projects and extra hours are agreed before the work starts.
How does monthly billing work?
Payment terms are Net 15 or Net 30, set in the agreement. Approved extra hours are billed after the work is done. Software licenses are separate.
How is system access handled?
We agree on access before work starts. Where practical, the review begins with sample or de-identified data. Permissions go through your administrator.
Have vendor forms or specific confidentiality and data-handling requirements? Bring them to the first conversation so they can be reviewed before scope and terms are agreed.
Start small. Fix the right thing first.
Book a free 30-minute call, no prep needed. We’ll talk through your setup and figure out whether an audit, a project, or monthly support makes the most sense.
Free, 30 minutes. Or email hello@borrowedbi.com