Overview: Services and Timeline

Step 1: Analytics Inventory & Readiness Assessment

The Essential First Step

Before diving into analysis, We need to understand what you're working with. This 1-2 week engagement maps your data landscape, evaluates data quality and accessibility, identifies infrastructure gaps, and assesses organizational readiness for analytics.

This is the starting point for both the Core Path (organizations ready to proceed) and Development Path (organizations needing infrastructure building).

What's Included

  • Audit of existing data sources (HR systems, surveys, operational data, etc.)
  • Subject-matter expert interviews to map data landscape
  • Data quality and accessibility evaluation
  • Organizational readiness assessment (leadership buy-in, resource availability, cultural factors)
  • Gap analysis identifying what's missing and obstacles to overcome
  • Recommendations for next steps (Core Path or Development Path)

Timeline

1 – 2 weeks

Deliverables

Data Inventory, Capacity Development Roadmap, Summary Report or Interactive Dashboard (client chooses format)

Typical Outcome

Clear visibility into your data assets and a roadmap showing which engagement path makes sense for your organization.

Step 2: Analytic Capacity Development

Building Infrastructure for Success

If your Inventory Assessment reveals significant data, infrastructure, or organizational obstacles, this service builds the systems and capability needed for successful analytics. Rather than pushing forward unprepared, We help you establish a solid foundation.

Whether it's HR technology, data governance, or internal analytics expertise, this service closes the gaps so you can successfully execute workforce analytics.

What's Included

  • Organizational review and current state assessment
  • Process review (workflows, data flows, decision-making processes)
  • Infrastructure development: data collection systems, data storage and integration, analytics platform setup
  • Data governance framework design
  • Internal team training and capability building
  • Change management support
  • Custom integration or data pipeline development (if needed)

Timeline

4 - 6 weeks

Deliverables

Updated Technical Infrastructure documentation, People-Data Management System setup, Data Governance Plan, Implementation roadmap

Typical Outcome

Your organization now has the infrastructure, processes, and internal capability to successfully execute the Workforce Diagnostics Assessment and sustain long-term analytics operations.

Step 3: Workforce Diagnostics Assessment

Establish Your Baseline & Build Your Analytics System

The core analytical engagement. We conduct a comprehensive assessment of your workforce across multiple dimensions: data governance, mission alignment, employee engagement, and workforce alignment. This produces your organizational baseline and informs your analytics strategy going forward.

This is where raw data becomes strategic intelligence.

What's Included

  • Data governance assessment
  • Mission alignment diagnostics
  • Employee engagement assessment
  • Workforce alignment assessment
  • Advanced statistical analysis and modeling
  • Executive-ready dashboards and visualizations
  • Strategic recommendations tied to business outcomes
  • KPI tracking infrastructure establishment

Timeline

4 - 8 weeks

Deliverables

Codebook (data dictionary), Data Report (comprehensive analysis), Key Findings (executive summary), Strategic Recommendations

Typical Outcome

A clear picture of your organization's workforce health across critical dimensions, a baseline for future tracking, and actionable recommendations for the next 12 months.

Step 4: Ongoing Workforce Optimization Partnership

Continuous Intelligence, Measurable Impact

An ongoing partnership keeps analytics-driven strategy at the forefront of your organization's decision-making process. You get continuous monitoring, KPI tracking, and adaptive system refinement without the overhead of a full-time hire.

Think of us as your analytics-focussed extended family, working continuously to evolve your capabilities and measure impact.

What's Included

  • Weekly, monthly, quarterly, and annual longitudinal analytic support
  • Continuous KPI monitoring and trend analysis
  • Impact tracking for organizational initiatives
  • Ongoing development and refinement of your analytics system
  • Ad-hoc analysis and deep dives into emerging workforce challenges
  • Dashboard maintenance and updates
  • Integration of new data sources as they become available
  • Special projects and strategic analysis

Timeline

Recurring

Deliverables

Process Refinement documentation, Metrics Development framework, Strategic Integration roadmap, Process Automation recommendations

Typical Outcome

Workforce analytics becomes a continuous strategic capability. You stay ahead of emerging workforce challenges and measure the impact of organizational initiatives.

Process Documentation, Standardization & Automation

Turn Institutional Knowledge Into Scalable Systems

Efficient organizations run on well-defined, consistently executed processes. We help you capture how work actually gets done, standardize it across teams, and identify opportunities to automate repetitive tasks so your people can focus on higher-value work.

Can be scoped as a standalone engagement or layered into an Ongoing Analytics Partnership.

What's Included

  • Process discovery and documentation (interviews, observation, workflow mapping)
  • Standard Operating Procedure (SOP) development and formatting
  • Cross-team consistency review and gap analysis
  • Identification of manual tasks suitable for automation
  • Automation design and implementation (workflow tools, scripts, integrations)
  • Testing, validation, and rollout support
  • Staff training and adoption guidance

Timeline

3 - 8 weeks

Deliverables

Process documentation library, SOP templates, Automation build(s), Implementation guide, Training materials

Typical Outcome

Critical processes are documented, repeatable, and no longer dependent on individual tribal knowledge. Automated workflows reduce manual burden and error rates, giving your team capacity to focus on strategic priorities.

Employee Surveys

Focused Feedback Collection

Surveys are often the richest source of insight into workforce experiences, challenges, and sentiment. we design, deploy, and analyze customized surveys that capture the specific dimensions most critical to your organization.

Can be deployed as a stand alone engagement, integrated into your Diagnostics Assessment, or launched as part of your Ongoing Partnership.

What's Included

  • Survey design and customization
  • Deployment infrastructure configuration
  • Respondent recruitment and management
  • Data collection and quality assurance
  • Analysis and reporting
  • Base setup includes: up to 25 questions and 1,000 respondents ($10K base)
  • Custom modules available at $300 per additional question

Timeline

3 - 6 months

Deliverables

Survey codebook, Data Report, Key Findings, Strategic Recommendations

Typical Outcome

Actionable insights into specific workforce dimensions—engagement, retention risk, culture, leadership effectiveness, department-level challenges, or beyond.

Workshops & Focus Groups

Deep-Dive Qualitative Exploration

Sometimes getting to the "why" behind workforce challenges requires a deeper people-centered approach. We facilitate workshops and focus groups to gather nuanced insights and explore unique organizational factors in detail.

Deploy as a stand alone engagement or integrate into your broader analytics strategy.

What's Included

  • Workshop or focus group design
  • Skilled facilitation
  • Participant recruitment
  • In-depth qualitative data collection
  • Analysis and synthesis of findings
  • Strategic recommendations based on insights

Timeline

Engagement: 2 days
Analysis: 2 - 4 weeks

Deliverables

Summary Report, Key Findings, Strategic Recommendations

Typical Outcome

Deep understanding of workforce experiences, challenges, and opportunities. Uncover the narratives and nuances that data alone cannot capture.

Why This Approach Works

Foundation First

You can't build analytics on unstable ground. We ensure your data sources, analytics, and KPIs are all built with stability in mind

Infrastructure Matters

The best analysis means nothing if you can't act on it. We build strategic guidance systems, not just reports. This ensures insights translate to impact.

Partnership, Not Transactions

The world is changing and your organization is evolving. We stay with you through the continuous cycle of implementation, scaling, and refinement.