Step 1
Discover
Review pain points, reporting deadlines, source systems, and the reports that matter most.
Start here
Find out where reporting is breaking.
The Reporting Reality Check is a fixed-scope audit for teams stuck with manual reports, unclear KPIs, disconnected data sources, and dashboards leadership does not fully trust.
A practical audit before a bigger build.
Before rebuilding dashboards or automating workflows, it helps to know exactly where the reporting process is failing. This engagement maps the current state, identifies risk, and gives you a prioritized plan.
What’s included
- Stakeholder discoveryShort interviews to understand who uses the reports, what decisions they support, and where trust breaks down.
- Report and dashboard reviewA focused review of key dashboards, spreadsheets, recurring reports, and metric logic.
- Data source inventoryA plain-English map of source systems, exports, manual steps, and refresh points.
- KPI and definition gapsA list of places where metric definitions are unclear, duplicated, or inconsistent.
- 30/60/90-day roadmapA prioritized action plan you can implement internally or with Borrowed BI support.
Good fit if...
This service is designed for teams that need practical BI help without turning the work into a never-ending consulting project.
Your team spends too much time preparing monthly, board, grant, or leadership reports.
Different reports show different numbers for the same metric.
Dashboards exist, but people still export to Excel to verify or rework the numbers.
You need a clear first step before committing to a larger BI project.
How the engagement works.
Every project starts with a bounded scope, clear deliverables, and plain-English communication.
Step 2
Assess
Identify manual steps, quality risks, inconsistent definitions, and quick-win fixes.
Step 3
Roadmap
Deliver a clear, prioritized plan for what to fix, automate, or rebuild first.
Want to talk through whether this fits?
Send a quick note with what reporting problem you are trying to solve, and Borrowed BI can recommend the right first step.