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Frequently Asked Questions

Everything you need to know about analytics and AI consulting. Can't find what you're looking for? .

General Consulting

How does a consulting engagement work?

We start with a discovery call to understand your needs, challenges, and goals. From there, we develop a proposal outlining scope, timeline, and pricing. Most engagements follow a phased approach: assessment, design, implementation, and handoff. Throughout, we work collaboratively with your team to ensure knowledge transfer and sustainable solutions.

What's the typical engagement length?

Engagement length varies based on scope. Quick assessments or strategy work may take 2-4 weeks. Dashboard or analytics implementations typically run 2-3 months. AI solutions range from 1-3 months depending on complexity. We can also provide ongoing support on a retainer basis after initial implementation.

Do you work with remote teams?

Yes, all our work is remote-first. We use video calls, shared documents, and collaboration tools to work effectively with distributed teams. We're experienced in async communication and can adapt to different time zones.

What industries do you work with?

We work across industries including SaaS, e-commerce, professional services, healthcare, education, and non-profits. While industry context matters, most analytics and AI challenges are universal: improving decision-making, automating manual processes, and measuring what matters.

How do you charge for your services?

We typically work on fixed-price projects for defined scopes or monthly retainers for ongoing support. Hourly rates are available for advisory work. All pricing is transparent and agreed upon before work begins. We focus on delivering clear ROI that justifies the investment.

Do you sign NDAs and work with sensitive data?

Yes, we routinely sign NDAs and handle sensitive business data. We follow data security best practices including encrypted communications, secure file sharing, and limited data access. We can also work with anonymized or sample data for initial phases.

Can you help if we already have an analytics or data team?

Absolutely. We often work alongside existing teams to provide specialized expertise, handle overflow work, or mentor team members. We can also help establish processes, select tools, or tackle specific technical challenges your team hasn't encountered before.

What happens after the engagement ends?

We provide comprehensive documentation, training, and knowledge transfer so your team can maintain and extend what we build. Many clients opt for ongoing support retainers for questions, updates, or new features. We're available for follow-up consultations even after formal engagements conclude.

How quickly can you start?

For new projects, we typically can start within 1-2 weeks depending on current commitments. Discovery calls can often be scheduled within a few days. If you have an urgent need, let us know and we'll do our best to accommodate.

What if the project scope changes mid-engagement?

Scope changes happen. We handle them through formal change requests that outline the impact on timeline and budget. For retainer arrangements, we prioritize work with you each month. Our goal is flexibility while maintaining clear expectations on both sides.

Analytics Consulting

What analytics tools do you work with?

We're tool-agnostic and select based on your needs. Common tools include Looker Studio, Tableau, Power BI, Metabase for visualization; BigQuery, Snowflake, PostgreSQL for data warehousing; dbt for transformation; and Fivetran, Airbyte for data integration. We can also work with your existing stack.

Do we need to buy expensive enterprise tools?

Not necessarily. Many excellent analytics solutions are affordable or even free (like Looker Studio). We help you choose tools that fit your budget and needs. For most SMBs, mid-tier tools ($500-2,000/month total) are sufficient. We focus on ROI, not selling expensive software.

How do you handle data from multiple systems?

We build data pipelines that extract data from your various systems (CRM, accounting, marketing tools, etc.), load it into a central data warehouse, and transform it into useful models. This creates a 'single source of truth' where all your data lives together and can be analyzed holistically.

Can you help us clean up messy data?

Yes. Data quality is often the biggest challenge. We assess your data issues, implement validation rules, build cleaning pipelines, and establish data governance processes. While we can't fix bad data at the source, we can make sure you have clean, reliable data for decision-making going forward.

What if we don't have much historical data?

That's okay. We work with what you have and help you start collecting the right data going forward. Even a few months of data can provide valuable insights. We also help you implement tracking and measurement so you build a solid data foundation for the future.

How do you ensure our team will actually use the dashboards?

Adoption is critical. We involve end users throughout the design process, focus on answering real business questions, keep dashboards simple and actionable, provide training, and embed dashboards into existing workflows (meetings, email reports, etc.). We measure success by usage, not just delivery.

Can you integrate with our existing BI tool?

In most cases, yes. We can work with your current tools if they meet your needs. If they don't, we'll recommend alternatives and help with migration. We'd rather extend what you have than start from scratch unless there's a compelling reason to switch.

Do you provide training for our team?

Yes. Knowledge transfer is built into every engagement. We provide documentation, live training sessions, recorded walkthroughs, and office hours. Our goal is to make your team self-sufficient, not dependent on us for every change or question.

What's the difference between analytics and data science?

Analytics focuses on understanding what happened and why, using historical data to drive business decisions. Data science includes predictive modeling, machine learning, and forecasting future outcomes. Most businesses need strong analytics before investing in data science. We help you determine which is right for your stage.

How do we get executive buy-in for analytics investments?

We help you build the business case by quantifying current pain points (hours spent on manual reporting, cost of bad decisions, missed opportunities) and projecting ROI from improved analytics. Most analytics investments pay for themselves within 6-18 months through time savings and better decision-making.

AI Consulting

Do we need a data science team to implement AI?

No. Modern AI solutions using APIs (like Claude, GPT-4, etc.) don't require ML expertise. We build AI applications using these tools, handle the technical implementation, and train your team to maintain them. You don't need to hire data scientists for most practical AI use cases.

How much does AI implementation cost?

Implementation projects typically range from $15,000-50,000 depending on complexity. Ongoing API costs are usually $200-2,000/month depending on usage volume. Most implementations pay for themselves within 6-12 months through time savings and efficiency gains. We help you calculate expected ROI before starting.

Is our data secure when using AI APIs?

Yes. Enterprise AI providers (Anthropic, OpenAI) have strong security practices and don't train on your data by default. We implement additional safeguards like data anonymization, access controls, and audit logs. For highly sensitive data, we can use on-premise models or Azure OpenAI which offers additional compliance guarantees.

Will AI replace our employees?

No. We focus on AI augmentation, not replacement. AI handles repetitive, time-consuming tasks so your team can focus on higher-value work requiring human judgment, creativity, and relationship skills. In practice, AI makes your team more productive and their work more interesting.

What's the difference between ChatGPT and a custom AI solution?

ChatGPT is a general-purpose tool. Custom AI solutions are built for your specific workflows, grounded in your data and documents, integrated with your systems, and designed for your team's needs. They're more accurate, more secure, and more useful for business operations than general chatbots.

How long does it take to see results from AI?

Initial pilots can show results in 4-8 weeks. Full implementations typically take 2-3 months. ROI often appears quickly—if AI saves 20 hours/month of manual work, that's immediate value. We structure engagements to deliver incremental value throughout, not just at the end.

What if the AI makes mistakes?

AI isn't perfect. We design systems with human-in-the-loop review for critical decisions, validation checks, and feedback mechanisms to improve over time. We're transparent about accuracy rates and help you determine where AI is appropriate versus where human review is required.

Can AI work with our existing software?

Usually yes. We integrate AI with common tools via APIs, webhooks, or automation platforms like Zapier. If your system has an API or can export data, we can likely connect AI to it. We assess technical feasibility during discovery before committing to implementation.

Do you build custom AI models or use existing ones?

We primarily use existing AI APIs (Claude, GPT-4, specialized APIs) which are powerful, reliable, and cost-effective. Custom models only make sense if you have unique data/requirements and high volume to justify the investment. For most SMBs, API-based solutions deliver better ROI.

What happens if AI API providers raise prices or shut down?

We build solutions that aren't locked into a single provider. Switching between AI providers (Claude, GPT-4, etc.) is typically straightforward since they use similar interfaces. We also help you estimate long-term costs and include fallback options in the architecture design.

Technical Implementation

What tech stack do you work with?

We work with modern web technologies (React, Next.js, Python, Node.js) and are comfortable in cloud environments (AWS, GCP, Azure). For analytics, we use SQL extensively and tools like dbt, Airflow, and various BI platforms. For AI, we work with major API providers and orchestration frameworks. We adapt to your existing stack when possible.

Do you write production-quality code?

Yes. All code follows best practices: version control (Git), testing, documentation, error handling, security reviews, and performance optimization. We deliver code that your team can maintain and extend, not prototypes that break in production.

Can you work with our internal development team?

Absolutely. We collaborate with your engineers through code reviews, pair programming, architecture discussions, and knowledge sharing. We can lead implementation or provide technical guidance to your team depending on your needs.

How do you handle ongoing maintenance?

We build maintainable solutions with documentation, monitoring, and alerts. Post-launch, you can handle maintenance in-house or engage us on a support retainer. We're available for bug fixes, updates, and enhancements as needed. We don't build black boxes—we transfer knowledge.

Do you provide documentation?

Yes. Every project includes comprehensive documentation: architecture diagrams, setup guides, API documentation, runbooks for common issues, and inline code comments. We also provide video walkthroughs for complex systems.

What about testing and quality assurance?

We write automated tests (unit, integration, end-to-end) for all custom code, perform manual QA before launch, and run parallel validation when replacing existing systems. We catch issues before they reach production and establish monitoring to catch any post-launch problems quickly.

Can you help with cloud infrastructure setup?

Yes. We design cloud architectures, set up environments (dev, staging, production), implement CI/CD pipelines, configure monitoring and alerts, and establish security best practices. We can work in your cloud account or help you get started if you don't have one yet.

How do you handle data privacy and compliance?

We follow security best practices including encryption at rest and in transit, principle of least privilege, audit logging, and secure credential management. We can work within GDPR, HIPAA, SOC2, and other compliance frameworks. We discuss security requirements during discovery and implement appropriate controls.

Still have questions?

Let's talk about your specific challenges and how we can help.