Analytics Offer Scoping (Onboarding)

Analytics Offer Scoping (Onboarding)

1. 01

   Define the reporting workflow before selecting a platform

   Map which data sources feed the dashboard, who queries it, and how often decisions are made. A platform like ClicData connects to 500+ sources, but the value comes from the workflow, not the connector count.

2. 02

   Assess white-label and embedding needs against client requirements

   If the client expects their brand on the dashboard, confirm the platform supports full white-labeling. Yellowfin and Sigma Computing both offer white-label options, but verify the level of customization matches the client's brand guidelines.

3. 03

   Estimate delivery cost using a defined dataset

   Run a pilot with a sample of the client's data to measure setup time, query performance, and any per-seat or usage fees. This grounds your margin expectations in real numbers rather than vendor marketing.

4. 04

   Clarify data modeling responsibilities

   Determine whether the agency or the client owns the data model. Platforms like Knowi reduce ETL overhead by querying sources directly, but someone must still define metrics and dimensions for consistent reporting.

5. 05

   Set a decision cadence with the client

   Agree on how often the client will review the dashboard and act on insights. A weekly review with a defined agenda prevents the dashboard from becoming a passive artifact.

6. 06

   Document source reliability and refresh schedules

   For each data source, note the update frequency and any known latency. This prevents surprises when a client expects real-time numbers but the source only refreshes nightly.

7. 07

   Price the offer with a margin buffer for analyst review

   Include time for a human analyst to validate data quality and interpret anomalies before the client sees the dashboard. This is the difference between a reporting tool and a managed analytics service.