1. Discovery & data archaeology
We interview finance, revops, and operators to catalogue systems, definitions, and reporting pain. Technical sessions validate schemas, freshness, and access constraints so later charts do not surprise anyone at month-end.
2. Experience design & metric spec
Wireframes translate the metric spec into navigation, motion, and alert logic. You review interactive prototypes before engineering commits to layouts, ensuring the storytelling matches how your leadership actually reads numbers.
3. Build, harden, and reconcile
Engineering implements ingestion, transformations, and visual layers. We reconcile outputs against finance’s baseline reports, document assumptions, and bake in observability so breakages surface early.
4. Handoff & enablement
Training sessions, annotated metric dictionary, and admin playbooks make sure your team can extend the work. Ongoing support can be scoped separately depending on complexity.
Questions on timelines? Visit the FAQ or book a discovery call.
