01
Discovery & Requirements
Workshops to define the questions the dashboard must answer and the decisions it must support.
02
Data Source Integration
Connect ERPs, CRMs, databases, and SaaS tools, and model the data into a dashboard-ready layer.
03
Wireframing & UX
Layout, hierarchy, colour, and interaction design, usability-tested before a single number is plotted.
04
Development & Testing
Build in your chosen BI tool with version control, peer review, and UAT against real questions.
05
Training & Rollout
User training, runbooks, and a handover that ensures the dashboard gets used, not just delivered.