Know where your business stands.

The agreed scope can include connecting and cleaning data, reconciling records, defining business metrics, and building reports, dashboards or source-linked answers. We agree which decisions the work should support, who will use it and how the result will be checked before building.

We review your CRM, ERP, accounting tools, databases and spreadsheets to identify practical connections. Access depends on the available APIs, exports, permissions and data quality. We confirm those requirements before committing to an integration.

We make the gaps visible, agree definitions with your team and check how records match across sources. Missing, duplicated or conflicting records need a defined treatment. A dashboard should show its limitations and freshness; it should not make uncertain data look settled.

Where useful, we can build a plain-language question interface over approved data. The scope defines which questions it can handle, the sources it can access and where a person must review the answer. Source references help your team check the result; they do not guarantee a correct interpretation.

Access roles, hosting, deliverables and ownership are agreed in the scope. The handover covers the agreed connections, metric definitions, reports and operating instructions. Third-party software, licenses and ongoing support are identified separately, so your team knows what it can manage and what still depends on a provider.