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In the meantime, use this page to prepare a more concrete conversation. A useful discovery call does not start with tools: it starts with the decisions you want to improve.

Mini audit

4 questions to clarify before the call

  1. Which decision should become faster or more reliable?
  2. Which data sources do you use today: ERP, CRM, Excel, e-commerce, operations?
  3. Which report requires the most manual work every month?
  4. Where does uncertainty appear most often: numbers, definitions, timing or ownership?
Useful material

What you can prepare

  • An example of a current report or dashboard.
  • A list of the main data sources.
  • The most urgent operational problem to solve in the next 90 days.
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