
Pricing
Fixed price. Fixed timeline. No hourly billing.
You should know what this costs before you get on a call with anyone. Here are the three stages, what each one includes, and what each one costs.
Most BI consultants quote you an hourly rate and an estimate, then send a change order when the data turns out to be messier than the estimate assumed. It always is. We price the other way around: measure the data first, then commit to a number and a date. The measuring is a real deliverable you pay for, and it comes off the build if you go ahead.
The Engagement Ladder
Three stages. Each one earns the next.
You are never committing to the whole thing at once. Each stage is priced on its own and produces something you keep, whether or not you continue.
Stage 1
The Assessment
$5,000
fixed · 2 weeks
Two weeks to the thing you are missing: one number both departments sign, or a count that matches the system, or an honest answer on whether your data can carry an AI. Three doors below, same price, same two weeks.
- One reconciled number (or one readiness score) that Finance and Operations both sign
- Every source traced, field by field, so the number holds up in the room
- The two or three process changes that would move it, with a named owner on each
- A written report you keep, and a fixed price for the build if one is warranted
Credited in full against a Foundation Build signed within 90 days. If the findings do not support a build, we say so and you keep the report.
Stage 2
Foundation Build
$35,000 - $55,000
fixed · 30 to 45 days
The governed data layer and the standard dashboard set, built on the definitions your departments agreed to in the assessment. A fixed menu, not a blank canvas.
- A governed Power BI data layer with one source of truth per metric
- The standard dashboard set: financial, operations, and labor
- Every field described in plain English, so your people and your AI assistants read the same definition
- The process fixes the assessment pointed at, designed with their owners: reason codes, cycle counting, purchasing discipline, ERP use
- Data classification, workspace structure, and security groups
- Named owners and a review cadence for every metric
- A documentation and handoff packet your IT team keeps and maintains
Priced from your assessment findings, not from a guess. That is why the assessment comes first, and why we keep the right to reprice or decline a build when the assessment turns up a swamp.
Stage 3
Managed Intelligence
$3,500
per month · ongoing
Somebody has to own the numbers after launch. This is the part most BI projects skip, and it is why most BI projects quietly stop being used in year two.
- Data quality monitoring with alerts before leadership sees a bad number
- Model, report, and refresh maintenance
- A monthly Plan-Do-Check-Act review with your metric owners: what moved, why, and what changes next month
- A defined change envelope, written down, so nobody argues about scope
$42,000 a year, all in. No recruiting, no benefits, no payroll taxes, and no six-month ramp while a new hire learns your ERP.

Why The Assessment Comes First
We measure the data, then commit to a number.
Anyone can quote a build before looking at your data. The quote is a guess, and the change order arrives later. Two weeks of interviews and source tracing is what lets us put a fixed number and a fixed date in writing, and it is why we keep the right to tell you not to build at all.
Three Ways In
Same assessment. Pick the number you argue about most.
These are three of the numbers manufacturers argue about most. If yours is a different one, the assessment works the same way: two weeks, $5,000, credited in full against a build, and one number both departments sign at the end. What changes between doors is what we score hardest and what the fix list leads with.
Every month the numbers start an argument
Loss & Waste Analysis
Finance books shrink as a P&L variance. Operations counts waste in units. The board pack is late because the two have to be argued into one, and nobody owns the fix.
- One loss-and-waste number Finance and Operations both sign
- Broken out by cause, controllable separated from non-controllable
- A named owner on every line
- The process changes that would move it (reason codes, cycle counts, purchasing), scoped for the build
The count never matches the system
Inventory Accuracy Assessment
Shrink shows up at year-end and nobody saw it coming. Adjustments go in as free-text notes. The freezer holds product the system says is not there.
- Adjustment-code audit, with the standardized reason-code set you should be using
- Count variance by cause and by location
- An A/B/C/D cycle-count plan sized to your SKUs
- What your ERP is already configured to do that nobody uses
The board asked about AI
AI Readiness Assessment
Someone wants to connect Copilot or an AI assistant to your data, and you need to know if the data can carry it.
- Readiness scored on the four things an AI depends on: agreed definitions, one source per metric, documented fields, governed access
- Share of your model that is actually documented, field by field
- The metrics an assistant would get wrong today, and why
- What to fix first, before any AI project is funded
Findings report and prioritized fix list delivered in 10 business days from the day we have access, whichever door you come through.
How We Price
The rules we hold ourselves to
Three rules that show up in writing in every proposal we send.
No hourly rate. Anywhere.
You are not buying time, you are buying an outcome. An hourly rate rewards us for being slow and punishes you for asking questions. No proposal we send has an hourly rate on it.
Payment rides on delivery.
40% on signature, 40% when you sign off on the design, 20% when the numbers reconcile. That last 20% is the point. It makes the reconciliation promise collateral instead of a claim.
You get an answer to "what if you disappear."
Every proposal states the documentation standard, the handoff packet, and who maintains the system without us. In writing, before you sign, not after you ask.
Payment
You hold 20% until the numbers reconcile
40%
On signature
Work starts. Access requests go to your IT team the same week.
40%
At design sign-off
You have seen and approved the metric definitions, the data model, and the dashboard specs before anything gets built on top of them.
20%
At reconciled delivery
Finance and Operations pull the same report and get the same number. Until that happens, we have not been paid in full.
Pricing FAQ
The questions we get before the number lands
Why does the assessment cost money? Everyone else scopes for free.
Why is the Foundation Build a range instead of one number?
Can we skip the assessment and go straight to the build?
What if we just want the monthly retainer?
Who actually does the work?

You talk to Mitch.
Start with the assessment
Two weeks, $5,000, and a written diagnostic of where your numbers actually come from. Credited against the build if you go ahead. The discovery call is 30 minutes and costs nothing.
Want to see a finished engagement first? Read the case study