How I work with you

I believe in working quickly and with minimal fuss, building close, trusting relationships with my clients. My approach is friendly and straightforward - I focus on delivering your project on time and within budget, so you can get back to what matters most in your day-to-day work.

Here's what you can expect when working with me:

Step 1: Getting in touch

• Feel free to contact me by email, phone, or through my website.
• I'll reply quickly to confirm I've received your message and arrange a convenient time to go over your dashboard requirements.

Step 2: Understanding your needs

• We'll have a discusion about your goals, what you need the dashboard to do and go over some examples of the data you hold to see what can be produced. Maybe you don't know where to begin so I could spend some time understanding your data and provide suggestions.
• If you prefer, feel free to give me an idea of what you want the dashboard to look like - you may already have something in Excel for example and you now want that completely automated and integrated into your new dashboard.

Step 4: Starting the project

• Once I connect to your data, I'll dedicated my time to your dashboard.
• When the project is underway I'll mantain contact with you to explain any issues that I may encouter with the data. However, I have vast experience in data cleansing and can advise accordingly. Each issue for me is also a challenge!

Step 5: Development and progress updates

• You'll get regular updates and the chance to see how the dashboard progresses, although you'll find that most of time I can produce a dashboard quite quickly so you won't have long to wait.

Step 6: Delivery and approval

• I'll walk you through the final result to make sure the dashboard works exactly as you need.
• Once you're happy, the project is complete and you can enjoy seeing the insights grow as you use the dashboard going forward!
• As part of the monthly subscription, enjoy access to your dashboard, data updates as soon as soon as you provide your data, admin support with the Metabase platform including user access questions regarding your data, support using the dashboards and minor changes.
• I'm always here for futher development, whether it's new data sources or new dashboards.