How It Works

No new infrastructure.
No on-site IT visits.
Precision cloud workflow.

From Discovery to Daily Intelligence: The Complete CDV Workflow

We build institutional-grade business intelligence remotely, collaboratively, with minimal disruption to your operations.

Implementation: 6-8 weeks | Your time: 7-9 hours for leadership, 4-8 hours for IT

DISCOVERY (Week 1)

→ In-person session under NDA with your senior team
→ Map decision workflows, KPIs, data systems, strategic objectives
→ Identify who needs access to what intelligence
→ Document your competitive intelligence requirements

Your commitment: 2-3 hours leadership

CONNECTION (Weeks 1-2)

→ Your IT sets up automated exports from systems to SharePoint
→ QuickBooks, ERP, CRM—whatever drives your business
→ We verify data quality and establish refresh schedules
→ SharePoint becomes your secure data staging area

Your commitment: 2-4 hours IT configuration

BUILD (Weeks 2-6)

→ We build Power BI dashboards remotely, connecting to your SharePoint
→ Weekly 30-60 minute reviews—you see dashboards as we build
→ You give feedback, we refine layouts and metrics
→ Morning AI Advisory system configured for 6 AM daily delivery
→ Private AI Assistant trained on your business data

Your commitment: 30-60 minutes weekly, 3-4 hours total leadership

SECURITY (Week 5-6)

→ Role-based permissions configured
→ You decide who accesses executive dashboards vs. team views
→ Margin data, forecasts, competitive intelligence—access controlled by role
→ Your data security remains in your control

Your commitment: 1 hour leadership review/approval

TRAINING & GO-LIVE (Week 7)

→ Your team trained on dashboards, AI tools, daily workflows
→ System activated—morning advisories begin
→ Power BI refreshes on schedule (hourly, nightly, per your needs)
→ AI Assistant ready for conversational queries

Your commitment: 1-2 hours team training

ONGOING PARTNERSHIP (Month 2+)

→ Continuous system enhancement and optimization
→ New capabilities added as your business evolves
→ Monthly partnership investment: $500-2,500 based on complexity
→ We grow with you—this isn't software you maintain yourself

Your commitment: Monthly partnership investment

THE DAILY REALITY AFTER GO-LIVE:

5:00 AM → AI Advisory arrives in your inbox (5-minute read)
All day → Ask your AI Assistant questions in plain English
Any time → Drill into Power BI dashboards for deeper analysis
Zero manual work → Data flows automatically, intelligence delivered continuously

What You DON'T Deal With:

- Servers to install
- VPN configuration
- On-site consultants
- Software maintenance

Separately: If needed, you purchase Power BI and Microsoft 365 licenses directly from Microsoft ($150-500/month depending on users and existing setup). If you already have these Microsoft licenses, then there will be no license costs.

ARE WE A FIT?

Good Fit: You require earliest visibility, you make frequent decisions, you value clarity