I’ve been there, I know how it feels. You want all your data in one place where you can simply drag and drop your way to the answers you need. You want working with reports to be less frustrating and more rewarding. You want a guide that will put you on the right path and support you when you need it. I’m that guide.
* make slow reports faster
* fix poor database performance
* resolve data validation issues BEFORE they become problems
* consolidate data from different apps / data sources
* create new reports and dashboards
* fix broken reports / dashboards
* train and mentor reporting teams
Microsoft SQL Server, SQL Server Integration Services, SQL Server Reporting Services, Tableau, Tableau Data Prep, PowerBI, Azure Data Factory, Azure Synapse Analytics (coming soon)
I usually start with a complimentary data audit. I like to start here because this gives me a feel for your data landscape and you get a comprehensive report of what your data is up to (the good AND the bad).
Next we schedule a call and I share my initial findings and we talk about what is working for you, what you’d like to change and your wish list for future reports and dashboards.
If we find we are a fit for each other and there are projects I can help you with we next create a prioritized plan and timeline and talk about how we want to accomplish our goals together.
Daily notes documented in the tool of your choice (I use Trello by default)
Weekly written status emails to leadership team
Weekly screen share(s) with your reporting team (if one exists) to share knowledge and involve them in day to day tasks. I want them to have an active role in every step along the way so they can continue without me after our work together ends.
Biweekly screen share / status call with the leadership and reporting teams
