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The Steinert Analytics Process
Phase 0: Clarity Call
Duration: 30 minutes
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A focused conversation to determine if we're the right fit.
We'll discuss your current data challenges, growth goals, and whether our approach aligns with where you need to go.
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Next step: If there's mutual alignment, we schedule your Strategy Workshop within 7 days.
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Phase 1: Strategy Workshop
Duration: 1-2 hours
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We uncover where your data chaos is costing you money and build a concrete plan to fix it.
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What we cover:
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Identify your top 3 data bottlenecks bleeding revenue
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Map current state: data sources, tools, and workflows
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Define the 5 KPIs that actually drive your business outcomes
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Calculate ROI projections for your analytics investment
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Scope exact deliverables, timeline, and fixed-price proposal
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You'll walk away with:
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Prioritized Data & Analytics Roadmap
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Fixed-price implementation proposal
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Clear ROI projections and go/no-go decision point
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Phase 3: Implementation
Duration: 4-6 weeks (varies by scope)
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This is where we build your AI Foundation. We execute the roadmap from Phase 1, delivering in 2-week sprints with continuous feedback loops.
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Our approach:
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Start with quick wins to demonstrate value immediately
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Build incrementally with weekly check-ins
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Document everything so you're never dependent on tribal knowledge
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ROI Guarantee: If we can’t deliver the ROI promised in the workshop, we refund and work with you until it’s done.
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Standard deliverables:
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Data pipeline architecture and deployment
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Business intelligence dashboards and reports
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Documentation
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Team training and enablement
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You'll gain:
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Trustworthy data your executives can make decisions from
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Elimination of "which number is right?" debates in meetings
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Foundation for AI/ML capabilities
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Reduced dependency on technical staff for basic insights
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Engagement model:
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Fixed price
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Phase 2: Access & Alignment
Duration: 3-7 business days
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Once you've decided to move forward, we remove all friction before implementation begins. This phase ensures zero delays once we start building.
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We coordinate:
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System access and credentials for all data sources and platforms
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Stakeholder mapping and availability scheduling
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Existing technical documentation gathering (data dictionaries, ERDs, API docs)
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Communication channels setup (Slack, project management tools)
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Compliance requirements (BAAs, security assessments)
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You'll provide:
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Technical point of contact for access requests
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Stakeholder calendars and availability
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Existing documentation (even if outdated)
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Why this matters: Most analytics projects stall waiting on access and approvals. We eliminate 90% of these delays upfront so implementation starts on schedule.
Phase 4: Optimization & Iteration
Analytics evolves as your business grows. We provide continued partnership to refine, expand, and optimize your data capabilities over time.
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Available support:
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Continued data development & delivery
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Maintenance & Support of data platform
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Platform updates and enhancements
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New data source integrations as you grow
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Engagement model:
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Monthly retainer package
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Why consider this: The companies that get the most ROI from analytics treat it as a living system, not a one-time project. We're here when you're ready to level up.
