Resources
Tools we use with clients, free to download
Short, practical documents for the conversations that happen before a project: are we ready, and what should we do first?
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Each one takes under an hour to use and gives you something concrete to act on.
Free checklistPower BI readiness checklist
Twenty questions to answer before a Power BI project starts, with a score that tells you where the first month of work should go.
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Free worksheetAutomation opportunity worksheet
A one-hour team exercise to find the tasks worth automating first with Power Automate or Power Apps, and put an hours-per-year number on each.
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Prefer to talk it through?
Thirty minutes with a consultant is usually faster than a worksheet. Both are free.