Question 1

How is your pricing structured?

Accepted Answer

Flat-fee monthly plans — Starter at $299/mo, Professional at $699/mo, and custom Enterprise pricing for larger engagements. Every scope, timeline, and price is documented and agreed before work begins — no time-and-materials surprises.

Question 2

Do you offer a free consultation?

Accepted Answer

Yes. Every prospective engagement starts with a free 30-minute discovery call to map your data landscape, current pain points, and quick wins.

Question 3

What's included in a fixed-fee scope?

Accepted Answer

A written statement of work covering deliverables, data sources, timeline, acceptance criteria, and support terms. If scope changes mid-project, we quote the change before proceeding — never after.

Question 4

How quickly can you start?

Accepted Answer

Most new engagements kick off within 5–10 business days of a signed statement of work.

Question 5

Do you sign NDAs?

Accepted Answer

Absolutely. We sign a mutual NDA before any discovery call that involves your data or systems. Named client references are available under NDA.

Question 6

How long does a dashboard project take?

Accepted Answer

A first working executive dashboard typically ships in 2–4 weeks. Full data warehouse builds run 8–16 weeks depending on source complexity.

Question 7

What does your engagement process look like?

Accepted Answer

Discovery, a data audit, architecture design, build, validation and training, then ongoing support — each phase has a defined duration and deliverable so you always know what's next.

Question 8

Can you modernize existing reports?

Accepted Answer

Yes — this is one of our most common engagements. We take legacy Access, Excel, or Crystal Reports and rebuild them as governed dashboards on Power BI, Tableau, or Fabric.

Question 9

Do you only work senior-to-senior, or do junior staff touch our project?

Accepted Answer

Every engagement is staffed by senior consultants with 8+ years of delivery experience. There's no junior bench doing the actual build.

Question 10

What happens if our data sources change mid-project?

Accepted Answer

We flag the impact on timeline and cost immediately and re-scope that piece rather than silently absorbing (or ignoring) the change.

Question 11

Do you build in Power BI or Tableau?

Accepted Answer

Both — plus Excel, Alteryx, Python, and custom dashboards. We recommend the platform that best fits your budget, stack, and team, not the one that pays us the most.

Question 12

Can you connect to our existing systems (Dentrix, Epic, Salesforce, QuickBooks, SQL Server, REST APIs)?

Accepted Answer

Yes to all. We regularly integrate practice-management systems (Dentrix, Open Dental, Eaglesoft), EHRs (Epic, Cerner), CRMs (Salesforce, HubSpot), accounting platforms (QuickBooks, NetSuite), plus SQL Server, Snowflake, Excel exports, and any REST or GraphQL API.

Question 13

Can you automate our Excel workflows?

Accepted Answer

Yes. Power Query, Office Scripts, Python, and Alteryx are all part of our toolkit for eliminating manual spreadsheet work.

Question 14

Do you support cloud platforms like Snowflake and Azure?

Accepted Answer

Yes — we're fluent in Azure, AWS, Snowflake, Microsoft Fabric, and Databricks, and help you choose the right one for your scale and budget.

Question 15

Are you tied to the Microsoft ecosystem?

Accepted Answer

We're deep in Microsoft (Power BI, Fabric, Azure, SQL Server) because that's where most of our clients already live, but we're vendor-neutral and build on Tableau, Snowflake, AWS, and Databricks just as often.

Question 16

How do you handle data security?

Accepted Answer

Least-privilege access, encryption in transit and at rest, signed DPAs, and full audit logging on every engagement.

Question 17

Where does our data live during the project?

Accepted Answer

Wherever you want it to — typically your own cloud tenant. We avoid copying production data into environments you don't control unless explicitly agreed and documented.

Question 18

Do you follow any compliance frameworks?

Accepted Answer

We follow SOC-conscious practices, least-privilege access design, and are experienced working under HIPAA and PCI-adjacent constraints for healthcare and financial clients.

Question 19

Who has access to our systems during the engagement?

Accepted Answer

Only the named consultants on your statement of work, using individually scoped credentials that are revoked at project close.

Question 20

Do you provide ongoing support?

Accepted Answer

Yes. Professional and Enterprise plans include SLA-backed support, proactive monitoring, and quarterly review sessions. Enterprise adds 24/7 on-call.

Question 21

Can you train our internal team?

Accepted Answer

Absolutely. Every engagement includes documentation, a recorded walkthrough, and optional hands-on training sessions for your analysts.

Question 22

What if something breaks after you leave?

Accepted Answer

Every deliverable ships with documentation and a handover session so your team can maintain it. Support plans exist for teams who'd rather we keep watching it.

Question 23

What's your SLA for support requests?

Accepted Answer

SLAs range from 1 business hour on Enterprise plans to 4 business hours on Professional plans and 2 business days on Starter, depending on plan and severity.

Everything you need to know

Engagement & pricing

Delivery & timelines

Tools & technology

Data security

Support

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