Want to get the most out of your data?
What is a Data Strategy Audit?
Our Data Strategy Audit is a hands-on, expert-led process designed to bridge the gap between where your business is now and the fully data-driven organization you want to become.
We take a deep dive into your current systems, tools, and processes—and then create a tailored roadmap showing you what’s possible, what’s needed, and how to get there.
Whether you're just starting out or looking to optimize what you already have, we’ll help you:
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Uncover opportunities hiding in your data
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Clarify which metrics matter most and how to track them
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Identify the systems, integrations, or dashboards needed to bring it all together
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Lay out a step-by-step, resource-conscious path to your ideal future state
It’s your personal guide to becoming truly data-driven—without the need for a full analytics department.
Why are Data Strategy Audits beneficial?
If your data feels scattered, confusing, or underused—you’re not alone. Most business owners know their data should be more helpful... they just aren’t sure how to get there.
That’s where the Data Strategy Audit comes in. It’s not about throwing more reports at you—it’s about helping you make sense of what you already have, identifying what’s missing, and mapping out how it can all work better together.
We help you go from data-frustrated to data-confident by showing you what’s working, what’s not, and what’s possible. You'll understand how to connect the dots between your tools, systems, and goals. We'll also tell you what steps will actually move the needle (and which ones can wait).
Instead of guessing or spinning your wheels, you’ll walk away with a clear plan—one that makes your data easier to access, easier to trust, and way more useful for making day-to-day decisions.
Because at the end of the day, your dashboard should feel like a quick gut check... not another job.
What Comes Next?
Still wondering what this all looks like in practice? Here's a glimpse of what the Data Strategy Audit sets you up for:
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Tool & Dashboard Recommendations: We’ll show you what tools make the most sense for your business and how to use them to actually see your data—clearly, consistently, and in real time.
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Smarter Data Management: No more drowning in raw exports. We assess how your data is currently being used (or not) and offer better ways to organize and access what matters most.
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Cost-Efficient Clarity: One engagement, one roadmap, endless clarity. Get answers to your biggest data questions without committing to a full build right away.
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Ongoing Support (If You Want It): Whether you’re ready to tackle the implementation on your own or want our team to handle it for you, we’re here to help—no pressure, just support.
What areas can a Data Strategy Audit help in?
The Data Strategy Audit can help almost any part of the business. We've even audited some HR and people data!
Some common goals are below, but the process is always the same - produce a roadmap for you so you know where you're going with your data and how to get there!
Financial Analysis
We'll look into QuickBooks (or other accounting software), evaluate how the data is flowing in and out of it, then design a way to consume it in the best way possible!
For some specifics, check out our Financial Dashboards.
Marketing Analysis
There's a whole lot of disparate data in Marketing, typically, let's figure out how we can get i all together in one spot!
More examples on our Marketing Dashboards page.
Operations Analysis
This covers "all other" data for the most part. Integrating it with the rest of the company and making sure everything flows properly between each system is crucial! We're here to help.
More details on our Operations Dashboards page.
Data Strategy Audit Plans
In all plans, we hand you a roadmap to your future data-driven company!
Want to talk to a Fractional Analyst about your business?
reach out to us and we'll get back to you asap!