Step 1: Foundational Check

Do you currently have reliable, consolidated visibility across your Income Statement (P&L), Balance Sheet, and Cash Flow Forecasting?

— Select an answer — No, we struggle to get clear, automated reporting. Yes, our foundational reporting is solid. Next Step

Step 2: Organizational Appetite

What is the current appetite for data-driven change among the wider leadership team?

— Select an answer — Low – High resistance or lack of engagement. High – They want insights to drive action. Next Step

Step 3: Performance Symptoms

Based on your current reporting, rate the severity of the following issues in your organization (1 = Not an issue, 5 = Severe issue):

Is your Gearing increasing faster than your cash generation? 1 – Not an issue2345 – Severe issue Are margins under pressure despite revenue growth? 1 – Not an issue2345 – Severe issue Is Working Capital consuming too much Cash? 1 – Not an issue2345 – Severe issue Are Labour costs growing faster than productivity? 1 – Not an issue2345 – Severe issue Generate Strategy

Your Strategic Roadmap

Based on your financial symptoms and organizational appetite, here is your recommended data strategy intervention:

Timeline: 8-12 weeks for analysis, 6-12 months for initial end-to-end delivery.

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