A data and reporting audit, then KPI dashboards, for mid-size Detroit organizations
Before building more dashboards, find out where every number comes from, who touches it, and where it breaks. Then agree the handful of KPIs that matter and build the dashboards on top of the fixes.
Based in metro Detroit, available to organizations across Michigan and remotely across the US. Fixed fee for each stage, quoted before work starts.
What the audit covers
A short, fixed-scope look at how reporting really works today, written up in plain language.
Where every number comes from
Each report and KPI traced back to its source systems and spreadsheets, with every manual step and hand-off named.
What breaks, and how often
Numbers that disagree between reports, steps that depend on one person, refreshes that fail, and definitions that have drifted.
Which KPIs matter
The few measures leadership actually decides on, each with one written definition and an owner, instead of dozens nobody reads.
A ranked fix list
What to fix first, what it would take, and what can wait, so the next spend goes where it changes a decision.
Then the set-up
If you want it, the second stage builds on the audit's findings.
KPI dashboards
One place for the agreed KPIs, built in your own Power BI or reporting tool, each number traceable to its source.
The fixes that matter most
The broken hand-offs and manual steps from the fix list automated or removed, starting with the ones that cause the most rework.
Checks and documentation
Tests that flag when a number stops matching its source, and a plain-language guide your team keeps current.
A named owner
Someone on your side who owns the dashboards after handover, trained to run them without us.
How it starts
Step 1
A 30-minute fit call
Which reports leadership relies on, where the pain is, and what decision is coming up that better numbers would help.
Step 2
The audit, fixed fee
Interviews with the people who build and use the reports, a read of the systems, and a written findings and fix list.
Step 3
The set-up, if you want it
KPI dashboards and the top fixes, scoped from the audit and quoted separately. You can stop after the audit.
Step 4
Handover
Documentation, checks, and a trained owner on your side.
What the fit call will ask
- Which reports does leadership rely on, and how are they built today?
- Where do the numbers disagree, or take too long to produce?
- Which systems hold the data: ERP, CRM, finance, program or audience databases, spreadsheets?
- Is there a deadline: a board cycle, a budget, a funder or a lender?
What Palavir does not do
System implementations or migrations, and audits in the accounting or compliance sense. This is an audit of how your reporting works, not of your financial statements.
Data audit questions
What leaders of mid-size organizations ask before commissioning a reporting audit.
Palavir, a metro Detroit analytics consultancy, runs a fixed-fee audit of how your reporting works (where each number comes from, what breaks, which KPIs matter) and then, if you want it, builds KPI dashboards and the most important fixes on top of the findings.
A structured review of how your organization produces its numbers: the source systems, spreadsheets and manual steps behind each report, where definitions disagree, and what depends on one person. It ends in a written, ranked list of fixes, not a sales pitch for software.
Yes. The audit is priced and delivered on its own. The findings are yours to act on with your own team or anyone else.
Each stage is a fixed fee, quoted after a 30-minute call, based on how many reports, systems and people are involved. No hourly billing.
Tell me which numbers you do not trust
Thirty minutes is enough to see where the reporting pain is and whether an audit would pay for itself.