How will we approach this?
Step 1: We schedule a joint call to assess the current situation. What are your challenges? How are the dashboards currently set up? What are your wishes?
Step 2: Participants will receive some “homework” and food for thought. The “homework” will be submitted to the Consultant. The Consultant will prepare the dashboards for the second session. We will configure three different dashboards.
Step 3: In the second session, we will review the new dashboards together and finalize the details.
Step 4: Finally, the Consultant will document the session and send a summary and relevant documentation, so you can review it at any time.
Six weeks after optimizing the global filters and dashboard, there will be a follow-up meeting with the Consultant to discuss how the new setup is working for you.