Data Organisation & Review

What it covers: Assessing how your information is currently stored and identifying scattered data.

Starting point: Multiple spreadsheets and disconnected systems.

Check: Data accuracy and duplication.

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Business Intelligence Planning

What it covers: Outlining what metrics matter and designing dashboard structures.

Starting point: Lack of clear operational visibility.

Check: Relevance of KPIs to actual decisions.

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Reporting Structure

What it covers: Creating consistent routines for recurring reports.

Starting point: Manual, time-consuming weekly reporting.

Check: Data source reliability.

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Workflow & Automation Planning

What it covers: Mapping operational processes to identify manual bottlenecks.

Starting point: Repetitive data entry tasks.

Check: Necessity of human review steps.

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AI Readiness

What it covers: Preparing organisational data and processes before deploying AI tools.

Starting point: Interest in AI without a defined use case.

Check: Data privacy and security foundations.

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Data Governance Foundations

What it covers: Establishing rules for data ownership and definitions.

Starting point: Teams disagreeing on what numbers mean.

Check: Existing documentation.

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