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Manual exports, mixed formats, brittle stitching between systems.
Data readiness
Clean extract, validated joins, ready for refresh (for this task/page).
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Broken totals, stale visuals, abandoned dashboard pages.
Dashboard hygiene
Repaired KPIs, refreshed tiles, tuned visuals that people trust again.
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No automation or brittle macros; lots of copy-paste.
Automation
Simple auto-refresh or trigger-based sync for this flow.
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Everyone edits their own spreadsheet; no clear protections.
Governance & access
Scoped roles or protected workbook patterns to prevent drift.
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“Ask the analyst” delays; small issues linger for weeks.
Speed to insight
Bottleneck removed in 1–5 business days with clear acceptance.
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Tribal knowledge in chats; steps live in someone’s head.
Documentation
Tiny Loom walkthrough + short runbook for the exact change.
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“Hope it works”; inconsistent checks; surprises at month-end.
Testing & QA
Defined acceptance + defect-only stabilization (5 business days).
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Hidden labor costs: hours lost to rework and manual cleanup.
Cost
Predictable scope from $500–$2,200 per 1–5 day pack.