Projects

Fix one workflow that matters.

Projects are narrow by design. We focus on one dashboard, recurring report, forecast, business review, or Excel workflow tied to a real decision.

Paid on-ramp

Analysis Diagnostic

A one-week audit and fix plan for one dashboard, report, forecast, or Excel workflow.

$6,500 fixed fee

  • Business question review
  • Workflow and metric audit
  • Data/source inventory
  • Top defects and fix priority list
  • Recommended next step
Book Diagnostic fit call

Focused build

Decision-Grade Sprint

A three to four week project to fix one important analysis workflow with the team.

$25,000 fixed fee

  • Workflow redesign
  • Cleaner analysis structure
  • Improved charts or dashboard blueprint
  • Executive narrative
  • Decision packet and handoff guide
Ask about a Sprint

Which path fits?

Start with the problem shape.

SituationBest path
You know something is wrong but scope is unclearAnalysis Diagnostic
One recurring workflow is painful and importantDecision-Grade Sprint
Your analysts need better habits across many projectsTeam cohort
You are not ready to buyDashboard Debt Scorecard or Field Notes

Scope rule

One workflow, fixed scope.

Named workflow

One dashboard, report, forecast, business review, or Excel workflow.

Clear owner

A business owner and analyst owner must be identified.

Real decision

The work must support a decision, not just produce another report.

These projects apply the same method Stephen and Eileen built into The Accidental Analyst, a framework later reinforced on the Tableau keynote stage with Pat Hanrahan.

Case-note evidence

Most workflow problems have a recognizable shape.

Metric logic defect

The dashboard is not broken visually. The definitions, joins, filters, or assumptions are carrying the error.

Decision gap

The report is technically accurate but does not answer the question the manager actually needs to decide.

Ownership gap

The workflow runs every month, but no one clearly owns the assumptions, checks, or handoff.

See proof and case notes