Analytics Assessment & Build Plan
Know what to build first for better business decisions.
We start with a focussed, high value domain where better analysis could improve customer experience, make better use of resources, or guide investment. You receive a plan for the data, reporting, and AI analytics system needed to support the domain’s related questions and metrics, including where they depend on another team's data. You can implement the plan with your team or work with mine.
- Timing
- Agreed during scoping
- Fee
- Fixed fee, quoted after scoping
What you receive
We choose a focussed, high value domain and map the questions, metrics, and analyses your team needs within it. For ARR and revenue analytics, that could include ARR movements, retention, expansion, contraction, and churn. I assess the data, definitions, semantic layer, dashboards, and access needed to support that analysis. Your plan covers six parts.
- Domain brief
- The brief defines the domain, its business goals, and the related questions and metrics the build needs to support. It shows what to prioritize, what to defer, how to assess usefulness in the pilot, and what evidence would justify expanding.
- Readiness for each question
- For each priority question, you’ll see the decision it supports, who needs the answer, the approved definition and source, who can access it, and how to check the result. We separate what is ready from what still needs work.
- Map of your data assets
- We map the sources, models, dashboards, reports, and apps you already have, with their owners. For the chosen domain, we show which assets support each question, what can be reused, and where evidence from other functions is needed.
- Database architecture and semantic layer
- We trace a key metric through your warehouse and BI tool for the same period and population. We recommend which models to reuse or change and which definitions to keep, reconcile, or create, tying each recommendation to the decisions it supports. We show where each approved definition belongs, who owns it, and how to check that dashboards and agents use it consistently.
- Employee and agent workflow
- The design shows how people and agents explore the domain’s questions and metrics and use evidence to make business decisions. It specifies when to answer, ask for clarification, open a dashboard, or involve a domain expert. You’ll see what each role can access, what the employee does next, and who needs to coordinate across functions.
- Implementation plan and timeline
- Your team gets the build steps in order, with owners, dependencies, and acceptance checks. The timeline covers the data work, testing, pilot, and handoff. You also get a way to test a representative range of analyses and follow-up questions, and assess whether the domain analytics system helps the team make and act on business decisions.
Who takes part
We work with a sponsor who owns the outcome, a domain expert who checks definitions and answers, and a technical owner who helps trace sources. We agree who fills those roles during scoping. During scoping, we agree access to the relevant sources, models, dashboards and documentation with the people authorized to grant it.
We choose a focussed, high value domain in product, operations, finance, or customer success. The fictional ARR and revenue analytics example below shows the domain and the questions the assessment maps within it.
The domain this assessment covers
ARR and revenue analytics helps the team understand ARR performance, retention, and the drivers of revenue change. Annual recurring revenue (ARR) can rise even when several customers cut back or leave. The domain includes understanding movements over time, investigating account changes, and comparing patterns of expansion, contraction, and churn. That helps finance and account teams agree who should act and what evidence they need.
Questions across the domain
- How much ARR did we gain from new customers, returning customers, and expansion? How much did we lose to churn and contraction?
- Which accounts had the biggest increases or losses? What do their contracts or account notes tell us about why?
- Do the same reasons for expansion, contraction, or churn keep showing up across accounts or over several closes?
- How much of our starting customers’ ARR did we retain before and after expansion? How does that compare with recent months?
Start with a 30-minute conversation.
Tell me about the business domain your team needs to understand better and the questions it struggles to answer. We'll discuss whether an Analytics Assessment & Build Plan would help.
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