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New here? Start with the Sprint Want steady improvements? Care Plan

Project Expansion — Add sources, pages, and scale

Fixed-scope builds with clear milestones, UAT, and 10-day stabilization.

Small $7–12k Standard $15–25k Large $28–45k Complex $50k+
Discuss your Expansion What we build

See how Expansion fits your next move

A guided view from “is it a fit?” → “what you get” → real examples → budget bands.

When to use it

  • You've finished the 14-Day Sprint and want to build on the foundation Ironhide created.
  • Add new sources or new reporting areas your team needs next.
  • Enable role-based access (RLS) so people only see what’s relevant.
  • Bring in forecasting/trending/scenarios on trusted KPIs.
  • Turn on scheduled refresh + alerts + logs so it runs without babysitting.
  • Prefer fixed scope, fixed price, fixed timeline with milestones & acceptance.
More detail

Expansions are fixed-scope builds following your Sprint foundation — each tier reflects complexity, not company size.

What you get

  • Written SOW with scope, deliverables, success criteria, milestones.
  • 2–4 professionally designed dashboard pages — live, interactive reports (Power BI / Looker / Tableau).
  • Each page is an intentional report for a business area (sales, service, margin health).
  • New/updated data models — clean joins, accurate measures, governed metrics.
  • Role-based access so teams see the right data instantly.
  • Basic automations & alerts to flag issues and confirm refresh success.
  • UAT pack + admin checklist, then a 10-day stabilization window after launch.

Real-world examples

Revenue & Pipeline

Add HubSpot; stage health and RevOps KPIs.

Finance

Bring in Stripe/QuickBooks; margin, cash flow, and close timelines.

Field Operations

Technician scorecards with RLS; first-pass fix; labor efficiency.

E-commerce

GA4 + store DB; variant margins, repeat customers, and alerting.

Operations

Vendor scorecards; OTIF; supply-chain visibility and compliance metrics.

Fit check

Great fit

  • Accepted Sprint baseline in place.
  • Named stakeholders for sign-off.
  • Clear data owners / access granted.

Not a fit (yet)

  • No Sprint baseline → start with the 14-Day Sprint.
  • Big re-platform / multi-quarter roadmap → propose a phased plan.

Budget bands (fixed-scope)

Small$7–12k

1 source • 1–2 dashboards

Standard$15–25k

1–2 sources • 2–3 dashboards • light RLS/alerts

Large$28–45k

2+ sources • multi-page rollout • governance

Complex$50k+

multi-team rollout • forecasting • advanced modeling

Pricing reflects complexity — not company size. We’ll validate scope and send a fixed quote before kickoff.

Common building blocks

We mix the right pieces into a fixed-scope SOW. Here are the usual suspects.

New source + 1–2 dashboards

  • Connect ERP/CRM/e-comm and map key fields
  • Build exec-ready pages for the new area
  • Turn on scheduled refresh + basic alerts
Small / Standard

RLS & rollout

  • Set roles and access by team or region
  • Workspace governance + subscriptions
  • Admin checklist and test steps
Standard

Forecasting starter

  • Driver-based projections on trusted KPIs
  • Scenario inputs + assumptions ledger
  • Validate against historicals
Standard / Large

Model refactor

  • Faster queries, cleaner joins, better measures
  • Remove duplication and stale fields
  • Prep the model for new sources
Standard / Large

Alerts & automations

  • KPI threshold alerts and anomaly pings
  • Light exports or syncs with activity logs
  • Runbooks + rollback plan
Small / Standard

Executive pack

  • Board-ready pages with monthly narrative
  • Export templates for slides or PDFs
  • Notes on interpretation and caveats
Standard / Large

Rough budget hint

Pick what you’re considering; we’ll suggest a band. We’ll validate scope and send a fixed quote before kickoff.

1 page
Suggested band: Small $7–12k
1 source, 1 page, light model.
We’ll confirm scope and send a fixed quote before kickoff.

Sprint vs. Project Expansion

Center pills are comparison dimensions. Sequencer lines connect each pill to the Sprint and Expansion details.

Validate the data story and ship a usable, trusted baseline quickly.
Objective
Scale the baseline into durable operations: broader scope, automation, governance, and performance.
1–2 business questions; one dashboard area; scoped fixes.
Scope breadth
Multi-area module or cross-team rollout; deeper refactors; formal change control.
Existing sources only; minimal shaping; manual export OK if reliable.
Data sources
New sources (CRM/GA4/Stripe), modeled joins, scheduled refresh, and error handling.
Normalized KPIs, tidy measures, agreed definitions for the pilot area.
Modeling & definitions
Central semantic layer, conformed dimensions, testable KPI definitions across pages/teams.
Roles drafted; manual reviews; basic access patterns noted.
Governance & security
Role-based access (RLS/row filters), audit trails, approvals for metric changes.
Refresh checks; lightweight manual runbooks & owner notes.
Automation & ops
Pipelines or scheduled jobs, alerting & logs, rollback plans, and on-call paths for failures.
Spot checks; sign-off by core stakeholder; defect-only stabilization.
Testing & UAT
Formal UAT scripts, sample data packs, documented acceptance, and defect burn-down.
14 days; 2–3 checkpoints; 1 handoff.
Timeline & cadence
3–8 weeks; weekly demos; milestone gates; stabilization window after go-live.
Low/medium; changes accepted if time allows; defer large items.
Risk & change control
Tracked change log, versioned model, approvals for breaking changes, backout plan.
Core sponsor + 1 SME; async Looms; a few working sessions.
Team touchpoints
Cross-functional SMEs (Ops/RevOps/Finance/IT); formal reviews; enablement workshops.
One dashboard area, accepted KPIs, quick runbook, short Loom library.
Deliverables
Multi-page module, semantic layer updates, pipelines/alerts, UAT pack, admin guide, and rollback.
$3.5k–$7.5k (fixed, 14 days).
Typical investment
Expansion bands: S ($8–12k), M ($15–25k), L ($30–60k), C ($60k+)

Milestones, billing & assumptions

A guided roadmap from scope to handoff — with billing clarity and shared expectations.

  1. M1 — Scope lock (Week 0–1)

    Define goals, success criteria, and key data access. Lock in scope, risks, and change control.

  2. M2 — Model & sources (Week 1–2)

    Connect systems, validate joins, and confirm baseline tests. Establish data map and lineage.

  3. M3 — First demo (Week 2–3)

    Deliver a working page end-to-end (data → model → visuals) for early feedback and iteration.

  4. M4 — Governance & security (Week 3–4)

    Add RLS/role access, audit measures, and approvals. Finalize governance and rollback paths.

  5. M5 — Performance & polish (Week 4–5)

    Refactor hotspots, finalize alerts/monitors, and complete runbooks for smooth operations.

  6. M6 — UAT & handoff (Week 5–6+)

    Stakeholder UAT with acceptance checklist, go-live prep, and a 10-day stabilization window.

40% deposit 40% at UAT 20% at acceptance

Assumptions & dependencies

  • Sprint baseline is accepted and available (workspace/repo/definitions).
  • Named stakeholders for sign-offs (business owner, data owner, IT/security).
  • Access to required systems (read) + admin where security is in scope.
  • Non-functional constraints agreed (refresh SLAs, retention, PII handling).
  • Scope changes tracked via change log; may shift quote/timeline.
  • Branding assets provided for visual fit on executive outputs.

Let’s scope your Expansion

Book a 30-min consult Prefer steady improvements? Care Plan
New here? Start with the Sprint Want steady improvements? Care Plan

Project Expansion — Add sources, pages, and scale

Fixed-scope builds with clear milestones, UAT, and 10-day stabilization.

Small $7–12k Standard $15–25k Large $28–45k Complex $50k+
Discuss your Expansion What we build

See how Expansion fits your next move

A guided view from “is it a fit?” → “what you get” → real examples → budget bands.

When to use it

  • You've finished the 14-Day Sprint and want to build on the foundation Ironhide created.
  • Add new sources or new reporting areas your team needs next.
  • Enable role-based access (RLS) so people only see what’s relevant.
  • Bring in forecasting/trending/scenarios on trusted KPIs.
  • Turn on scheduled refresh + alerts + logs so it runs without babysitting.
  • Prefer fixed scope, fixed price, fixed timeline with milestones & acceptance.
More detail

Expansions are fixed-scope builds following your Sprint foundation — each tier reflects complexity, not company size.

What you get

  • Written SOW with scope, deliverables, success criteria, milestones.
  • 2–4 professionally designed dashboard pages — live, interactive reports (Power BI / Looker / Tableau).
  • Each page is an intentional report for a business area (sales, service, margin health).
  • New/updated data models — clean joins, accurate measures, governed metrics.
  • Role-based access so teams see the right data instantly.
  • Basic automations & alerts to flag issues and confirm refresh success.
  • UAT pack + admin checklist, then a 10-day stabilization window after launch.

Real-world examples

Revenue & Pipeline

Add HubSpot; stage health and RevOps KPIs.

Finance

Bring in Stripe/QuickBooks; margin, cash flow, and close timelines.

Field Operations

Technician scorecards with RLS; first-pass fix; labor efficiency.

E-commerce

GA4 + store DB; variant margins, repeat customers, and alerting.

Operations

Vendor scorecards; OTIF; supply-chain visibility and compliance metrics.

Fit check

Great fit

  • Accepted Sprint baseline in place.
  • Named stakeholders for sign-off.
  • Clear data owners / access granted.

Not a fit (yet)

  • No Sprint baseline → start with the 14-Day Sprint.
  • Big re-platform / multi-quarter roadmap → propose a phased plan.

Budget bands (fixed-scope)

Small$7–12k

1 source • 1–2 dashboards

Standard$15–25k

1–2 sources • 2–3 dashboards • light RLS/alerts

Large$28–45k

2+ sources • multi-page rollout • governance

Complex$50k+

multi-team rollout • forecasting • advanced modeling

Pricing reflects complexity — not company size. We’ll validate scope and send a fixed quote before kickoff.

Common building blocks

We mix the right pieces into a fixed-scope SOW. Here are the usual suspects.

New source + 1–2 dashboards

  • Connect ERP/CRM/e-comm and map key fields
  • Build exec-ready pages for the new area
  • Turn on scheduled refresh + basic alerts
Small / Standard

RLS & rollout

  • Set roles and access by team or region
  • Workspace governance + subscriptions
  • Admin checklist and test steps
Standard

Forecasting starter

  • Driver-based projections on trusted KPIs
  • Scenario inputs + assumptions ledger
  • Validate against historicals
Standard / Large

Model refactor

  • Faster queries, cleaner joins, better measures
  • Remove duplication and stale fields
  • Prep the model for new sources
Standard / Large

Alerts & automations

  • KPI threshold alerts and anomaly pings
  • Light exports or syncs with activity logs
  • Runbooks + rollback plan
Small / Standard

Executive pack

  • Board-ready pages with monthly narrative
  • Export templates for slides or PDFs
  • Notes on interpretation and caveats
Standard / Large

Rough budget hint

Pick what you’re considering; we’ll suggest a band. We’ll validate scope and send a fixed quote before kickoff.

1 page
Suggested band: Small $7–12k
1 source, 1 page, light model.
We’ll confirm scope and send a fixed quote before kickoff.

Sprint vs. Project Expansion

Center pills are comparison dimensions. Sequencer lines connect each pill to the Sprint and Expansion details.

Validate the data story and ship a usable, trusted baseline quickly.
Objective
Scale the baseline into durable operations: broader scope, automation, governance, and performance.
1–2 business questions; one dashboard area; scoped fixes.
Scope breadth
Multi-area module or cross-team rollout; deeper refactors; formal change control.
Existing sources only; minimal shaping; manual export OK if reliable.
Data sources
New sources (CRM/GA4/Stripe), modeled joins, scheduled refresh, and error handling.
Normalized KPIs, tidy measures, agreed definitions for the pilot area.
Modeling & definitions
Central semantic layer, conformed dimensions, testable KPI definitions across pages/teams.
Roles drafted; manual reviews; basic access patterns noted.
Governance & security
Role-based access (RLS/row filters), audit trails, approvals for metric changes.
Refresh checks; lightweight manual runbooks & owner notes.
Automation & ops
Pipelines or scheduled jobs, alerting & logs, rollback plans, and on-call paths for failures.
Spot checks; sign-off by core stakeholder; defect-only stabilization.
Testing & UAT
Formal UAT scripts, sample data packs, documented acceptance, and defect burn-down.
14 days; 2–3 checkpoints; 1 handoff.
Timeline & cadence
3–8 weeks; weekly demos; milestone gates; stabilization window after go-live.
Low/medium; changes accepted if time allows; defer large items.
Risk & change control
Tracked change log, versioned model, approvals for breaking changes, backout plan.
Core sponsor + 1 SME; async Looms; a few working sessions.
Team touchpoints
Cross-functional SMEs (Ops/RevOps/Finance/IT); formal reviews; enablement workshops.
One dashboard area, accepted KPIs, quick runbook, short Loom library.
Deliverables
Multi-page module, semantic layer updates, pipelines/alerts, UAT pack, admin guide, and rollback.
$3.5k–$7.5k (fixed, 14 days).
Typical investment
Expansion bands: S ($8–12k), M ($15–25k), L ($30–60k), C ($60k+)

Milestones & billing

  1. M1 — Scope lock (Week 0–1) — objectives, success criteria, data access, risk & change control.
  2. M2 — Model & sources (Week 1–2) — connectivity, joins, baseline tests, definition map.
  3. M3 — First demo (Week 2–3) — one end-to-end slice (data → model → visuals) for feedback.
  4. M4 — Governance & security (Week 3–4) — RLS, metric approvals, audit & rollback.
  5. M5 — Performance & polish (Week 4–5) — refactor hotspots, alerts, finalize runbooks.
  6. M6 — UAT & handoff (Week 5–6+) — UAT scripts, defect burn-down, go-live checklist, 10-day stabilization.

Billing: 40% deposit → 40% at UAT → 20% at acceptance.

Assumptions & dependencies

  • Sprint baseline is accepted and available (workspace/repo/definitions).
  • Named stakeholders for sign-offs (business owner, data owner, IT/security).
  • Access to required systems (read + admin where security is in scope).
  • Non-functional constraints agreed (refresh SLAs, retention, PII handling).
  • Scope changes tracked via change log; may shift quote/timeline.
  • Branding assets provided for visual fit on executive outputs.

Let’s scope your Expansion

Book a 30-min consult Prefer steady improvements? Care Plan
New here? Start with the Sprint Want steady improvements? Care Plan

Project Expansion — Add sources, pages, and scale

Fixed-scope builds with clear milestones, UAT, and 10-day stabilization.

Small $7–12k Standard $15–25k Large $28–45k Complex $50k+
Discuss your Expansion What we build

See how Expansion fits your next move

A guided view from “is it a fit?” → “what you get” → real examples → budget bands.

When to use it

  • You've finished the 14-Day Sprint and want to build on the foundation Ironhide created.
  • Add new sources or new reporting areas your team needs next.
  • Enable role-based access (RLS) so people only see what’s relevant.
  • Bring in forecasting/trending/scenarios on trusted KPIs.
  • Turn on scheduled refresh + alerts + logs so it runs without babysitting.
  • Prefer fixed scope, fixed price, fixed timeline with milestones & acceptance.
More detail

Expansions are fixed-scope builds following your Sprint foundation — each tier reflects complexity, not company size.

What you get

  • Written SOW with scope, deliverables, success criteria, milestones.
  • 2–4 professionally designed dashboard pages — live, interactive reports (Power BI / Looker / Tableau).
  • Each page is an intentional report for a business area (sales, service, margin health).
  • New/updated data models — clean joins, accurate measures, governed metrics.
  • Role-based access so teams see the right data instantly.
  • Basic automations & alerts to flag issues and confirm refresh success.
  • UAT pack + admin checklist, then a 10-day stabilization window after launch.

Real-world examples

Revenue & Pipeline

Add HubSpot; stage health and RevOps KPIs.

Finance

Bring in Stripe/QuickBooks; margin, cash flow, and close timelines.

Field Operations

Technician scorecards with RLS; first-pass fix; labor efficiency.

E-commerce

GA4 + store DB; variant margins, repeat customers, and alerting.

Operations

Vendor scorecards; OTIF; supply-chain visibility and compliance metrics.

Fit check

Great fit

  • Accepted Sprint baseline in place.
  • Named stakeholders for sign-off.
  • Clear data owners / access granted.

Not a fit (yet)

  • No Sprint baseline → start with the 14-Day Sprint.
  • Big re-platform / multi-quarter roadmap → propose a phased plan.

Budget bands (fixed-scope)

Small$7–12k

1 source • 1–2 dashboards

Standard$15–25k

1–2 sources • 2–3 dashboards • light RLS/alerts

Large$28–45k

2+ sources • multi-page rollout • governance

Complex$50k+

multi-team rollout • forecasting • advanced modeling

Pricing reflects complexity — not company size. We’ll validate scope and send a fixed quote before kickoff.

Common building blocks

We mix the right pieces into a fixed-scope SOW. Here are the usual suspects.

New source + 1–2 dashboards

  • Connect ERP/CRM/e-comm and map key fields
  • Build exec-ready pages for the new area
  • Turn on scheduled refresh + basic alerts
Small / Standard

RLS & rollout

  • Set roles and access by team or region
  • Workspace governance + subscriptions
  • Admin checklist and test steps
Standard

Forecasting starter

  • Driver-based projections on trusted KPIs
  • Scenario inputs + assumptions ledger
  • Validate against historicals
Standard / Large

Model refactor

  • Faster queries, cleaner joins, better measures
  • Remove duplication and stale fields
  • Prep the model for new sources
Standard / Large

Alerts & automations

  • KPI threshold alerts and anomaly pings
  • Light exports or syncs with activity logs
  • Runbooks + rollback plan
Small / Standard

Executive pack

  • Board-ready pages with monthly narrative
  • Export templates for slides or PDFs
  • Notes on interpretation and caveats
Standard / Large

Rough budget hint

Pick what you’re considering; we’ll suggest a band. We’ll validate scope and send a fixed quote before kickoff.

1 page
Suggested band: Small $7–12k
1 source, 1 page, light model.
We’ll confirm scope and send a fixed quote before kickoff.

Sprint vs. Project Expansion

Center pills are comparison dimensions. Sequencer lines connect each pill to the Sprint and Expansion details.

Validate the data story and ship a usable, trusted baseline quickly.
Objective
Scale the baseline into durable operations: broader scope, automation, governance, and performance.
1–2 business questions; one dashboard area; scoped fixes.
Scope breadth
Multi-area module or cross-team rollout; deeper refactors; formal change control.
Existing sources only; minimal shaping; manual export OK if reliable.
Data sources
New sources (CRM/GA4/Stripe), modeled joins, scheduled refresh, and error handling.
Normalized KPIs, tidy measures, agreed definitions for the pilot area.
Modeling & definitions
Central semantic layer, conformed dimensions, testable KPI definitions across pages/teams.
Roles drafted; manual reviews; basic access patterns noted.
Governance & security
Role-based access (RLS/row filters), audit trails, approvals for metric changes.
Refresh checks; lightweight manual runbooks & owner notes.
Automation & ops
Pipelines or scheduled jobs, alerting & logs, rollback plans, and on-call paths for failures.
Spot checks; sign-off by core stakeholder; defect-only stabilization.
Testing & UAT
Formal UAT scripts, sample data packs, documented acceptance, and defect burn-down.
14 days; 2–3 checkpoints; 1 handoff.
Timeline & cadence
3–8 weeks; weekly demos; milestone gates; stabilization window after go-live.
Low/medium; changes accepted if time allows; defer large items.
Risk & change control
Tracked change log, versioned model, approvals for breaking changes, backout plan.
Core sponsor + 1 SME; async Looms; a few working sessions.
Team touchpoints
Cross-functional SMEs (Ops/RevOps/Finance/IT); formal reviews; enablement workshops.
One dashboard area, accepted KPIs, quick runbook, short Loom library.
Deliverables
Multi-page module, semantic layer updates, pipelines/alerts, UAT pack, admin guide, and rollback.
$3.5k–$7.5k (fixed, 14 days).
Typical investment
Expansion bands: S ($8–12k), M ($15–25k), L ($30–60k), C ($60k+)

Milestones & billing

  1. M1 — Scope lock (Week 0–1) — objectives, success criteria, data access, risk & change control.
  2. M2 — Model & sources (Week 1–2) — connectivity, joins, baseline tests, definition map.
  3. M3 — First demo (Week 2–3) — one end-to-end slice (data → model → visuals) for feedback.
  4. M4 — Governance & security (Week 3–4) — RLS, metric approvals, audit & rollback.
  5. M5 — Performance & polish (Week 4–5) — refactor hotspots, alerts, finalize runbooks.
  6. M6 — UAT & handoff (Week 5–6+) — UAT scripts, defect burn-down, go-live checklist, 10-day stabilization.

Billing: 40% deposit → 40% at UAT → 20% at acceptance.

Assumptions & dependencies

  • Sprint baseline is accepted and available (workspace/repo/definitions).
  • Named stakeholders for sign-offs (business owner, data owner, IT/security).
  • Access to required systems (read + admin where security is in scope).
  • Non-functional constraints agreed (refresh SLAs, retention, PII handling).
  • Scope changes tracked via change log; may shift quote/timeline.
  • Branding assets provided for visual fit on executive outputs.

Let’s scope your Expansion

Book a 30-min consult Prefer steady improvements? Care Plan
New here? Start with the Sprint Want steady improvements? Care Plan

Project Expansion — Add sources, pages, and scale

Fixed-scope builds with clear milestones, UAT, and 10-day stabilization.

Small $6–9k Standard $10–16k Large $18–30k Complex $35–55k+
Discuss your Expansion What we build

Is an Expansion the right move?

Use this quick guide to see when an Expansion fits, what you’ll get, and how teams use it in practice.

1

When to use it

See indicators
  • You've finished the 14-Day Sprint and want to build on the foundation Ironhide created.
  • You’re ready to add new data sources or reporting areas your team needs next.
  • You want role-based access (RLS) so managers, sales teams, or regions only see what’s relevant.
  • You’re looking for forecasting, trending, or scenario planning on your existing KPIs.
  • You need scheduled refresh, alerts, and logs so reports keep running without babysitting.
  • You prefer a fixed scope, fixed price, fixed timeline — with clear milestones & acceptance.
2

What you get

See deliverables
  • A written Statement of Work defining scope, deliverables, success criteria, and milestones.
  • 2–4 professionally designed dashboard pages — live, interactive reports (not slides) in Power BI / Looker / Tableau.
  • Each page is an intentional report for a business area (e.g., sales performance, service quality, margin health).
  • New/updated data models to support those reports — clean joins, accurate measures, governed metrics.
  • Role-based access so teams see the right data instantly.
  • Basic automations & alerts to flag issues and confirm refresh success.
  • A UAT pack + admin checklist, followed by 10-day stabilization and support after launch.
3

Real-world examples

See examples
  • Revenue & Pipeline: Add HubSpot; stage health and RevOps KPIs.
  • Finance: Stripe/QuickBooks; margin, cash flow, close timelines.
  • Field Operations: Technician scorecards with RLS; first-pass fix; labor efficiency.
  • E-commerce: GA4 + store DB; variant margins, repeat customers; alerting.
  • Operations: Vendor scorecards; OTIF; supply chain visibility.
4

Fit check

Check alignment

Great fit

  • Accepted Sprint baseline in place.
  • Named stakeholders for sign-off.
  • Clear data owners / access granted.

Not a fit (yet)

  • No Sprint baseline → start with the 14-Day Sprint.
  • Massive re-platform or multi-quarter roadmap → propose a phased plan.
5

Budget bands (fixed-scope)

See bands
Small $7–12k

1 source • 1–2 dashboards

Standard $15–25k

1–2 sources • 2–3 dashboards • light RLS/alerts

Large $28–45k

2+ sources • multi-page rollout • governance

Complex $50k+

multi-team rollout • forecasting • advanced modeling

Pricing reflects complexity — not company size. We’ll validate scope and send a fixed quote before kickoff.

Typical modules

Pick one—or stack several into a single SOW.

New source + 1–2 pages

  • Connect ERP/CRM/e-comm; model joins & backfill strategy.
  • 1–2 stakeholder pages wired to conformed dimensions.
  • Scheduled refresh + basic failure alerts.

RLS + rollout

  • Define roles; implement row-level filters & secure sharing.
  • Workspace governance & subscriptions.
  • Admin checklist + “impersonate” test steps.

Forecasting

  • Driver-based projections & variance views.
  • Scenario inputs + assumptions ledger.
  • Validation against historicals.

Model refactor

  • Query tuning (SQL/Power Query) & aggregation strategy.
  • Semantic layer cleanup; reduce duplication.
  • Page load improvement targets.

Alerts & automations

  • Refresh monitors, KPI threshold alerts, anomaly pings.
  • Light pipelines (exports, syncs) with logs.
  • Runbooks + rollback plan.

Executive pack

  • Executive-ready pages with monthly narrative.
  • Board export templates.
  • Notes on interpretation & caveats.

Rough budget hint

Pick what you’re considering; we’ll suggest a band. We’ll validate and send a fixed quote before kickoff.

Suggested band: Small · Est. budget: $8–12k

Sprint vs. Project Expansion

Center pills are comparison dimensions. Sequencer lines connect each pill to the Sprint and Expansion details.

Validate the data story and ship a usable, trusted baseline quickly.
Objective
Scale the baseline into durable operations: broader scope, automation, governance, and performance.
1–2 business questions; one dashboard area; scoped fixes.
Scope breadth
Multi-area module or cross-team rollout; deeper refactors; formal change control.
Existing sources only; minimal shaping; manual export OK if reliable.
Data sources
New sources (CRM/GA4/Stripe), modeled joins, scheduled refresh, and error handling.
Normalized KPIs, tidy measures, agreed definitions for the pilot area.
Modeling & definitions
Central semantic layer, conformed dimensions, testable KPI definitions across pages/teams.
Roles drafted; manual reviews; basic access patterns noted.
Governance & security
Role-based access (RLS/row filters), audit trails, approvals for metric changes.
Refresh checks; lightweight manual runbooks & owner notes.
Automation & ops
Pipelines or scheduled jobs, alerting & logs, rollback plans, and on-call paths for failures.
Spot checks; sign-off by core stakeholder; defect-only stabilization.
Testing & UAT
Formal UAT scripts, sample data packs, documented acceptance, and defect burn-down.
14 days; 2–3 checkpoints; 1 handoff.
Timeline & cadence
3–8 weeks; weekly demos; milestone gates; stabilization window after go-live.
Low/medium; changes accepted if time allows; defer large items.
Risk & change control
Tracked change log, versioned model, approvals for breaking changes, backout plan.
Core sponsor + 1 SME; async Looms; a few working sessions.
Team touchpoints
Cross-functional SMEs (Ops/RevOps/Finance/IT); formal reviews; enablement workshops.
One dashboard area, accepted KPIs, quick runbook, short Loom library.
Deliverables
Multi-page module, semantic layer updates, pipelines/alerts, UAT pack, admin guide, and rollback.
$3.5k–$7.5k (fixed, 14 days).
Typical investment
Expansion bands: S ($8–12k), M ($15–25k), L ($30–60k), C ($60k+)

Milestones & billing

  1. M1 — Scope lock (Week 0–1) — objectives, success criteria, data access, risk & change control.
  2. M2 — Model & sources (Week 1–2) — connectivity, joins, baseline tests, definition map.
  3. M3 — First demo (Week 2–3) — one end-to-end slice (data → model → visuals) for feedback.
  4. M4 — Governance & security (Week 3–4) — RLS, metric approvals, audit & rollback.
  5. M5 — Performance & polish (Week 4–5) — refactor hotspots, alerts, finalize runbooks.
  6. M6 — UAT & handoff (Week 5–6+) — UAT scripts, defect burn-down, go-live checklist, 10-day stabilization.

Billing: 40% deposit → 40% at UAT → 20% at acceptance.

Assumptions & dependencies

  • Sprint baseline is accepted and available (workspace/repo/definitions).
  • Named stakeholders for sign-offs (business owner, data owner, IT/security).
  • Access to required systems (read + admin where security is in scope).
  • Non-functional constraints agreed (refresh SLAs, retention, PII handling).
  • Scope changes tracked via change log; may shift quote/timeline.
  • Branding assets provided for visual fit on executive outputs.

Let’s scope your Expansion

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