01 · Process
How the report is produced
Manual steps, hand-offs, recurring preparation, dependencies and points where the process commonly breaks.
Data & reporting discovery
Before you rebuild it, understand why it hurts.
A Data Audit is a focused discovery engagement for reporting processes that have become difficult, fragile or opaque. We trace the process, sources, logic and risks first — then show what a cleaner target could look like.
Scope matched to complexityNo rebuild commitment requiredPractical outputs, not a slide deck
Process firstUnderstand how the reporting is produced and used before prescribing technology.
Source & logic mappingTrace where the data comes from and where business rules are being applied.
Target prototypeMake the future state tangible rather than leaving it as abstract architecture.
Scalable discoveryA single workbook and a multi-system process are scoped differently.
What we inspect
The audit follows the reporting process from input to decision.
The aim is to find the points where time, accuracy or maintainability are being lost — and identify which parts are worth changing.
02 · Data
Where the numbers originate
Source systems, extracts, databases, files and the practical constraints around accessing them.
03 · Logic
What transforms data into the answer
Formulas, business rules, exceptions, joins, mappings and knowledge that may currently live only in people or spreadsheets.
04 · Risk
What could fail or mislead
Fragile links, duplicated logic, opaque calculations, manual controls and dependencies that make the process hard to trust.
What you receive
Enough clarity to make the next decision properly.
- Current-state assessment: the reporting flow, dependencies and principal risks.
- Source and logic map: where data originates and where key business rules are applied.
- Power BI target prototype: a practical example of what the improved reporting experience could become.
- Implementation recommendation: a proposed technical approach, priorities and sensible delivery scope.
Turnaround
Focused audits can often move quickly.
A contained audit can typically be completed within five business days once the required files and access are available. Broader discovery involving multiple systems, teams or undocumented logic is scoped accordingly rather than forced into the same promise.
How it works
Discovery without dragging it into a consulting programme.
1
Initial conversation
Explain the process, what is painful and what you need to understand or improve.
2
Scope the audit
Agree which process, files, systems and stakeholders need to be included.
3
Trace & test
Inspect the current flow, data sources, logic, dependencies and technical options.
4
Recommend
Leave with a clear target, roadmap and next-step scope whether or not StrategiQ Analytics delivers the build.
Not sure whether you need an audit?
Start with the problem. We can decide whether discovery is actually useful.
Some projects are clear enough to scope directly. Others need paid discovery first. The initial conversation is about working out which situation you are in.