Your team brings
A decision, source owners and an approver.
How we work
From reporting need to working reports.
We agree what to build, validate it with your team and prepare an owner to run it. The project plan records responsibilities, decisions and approval criteria.
DiscoveryScope, sources and measure definitions
Review sources, definitions, owners and acceptance criteria. Planning range is one to two weeks after approved access is available.
You receive
A source inventory, agreed measures, delivery scope and acceptance plan.
BuildChecked datasets and reviewed reports
Test one feed before expanding. A scoped build typically plans for three to six weeks after access, staffing and platform approval.
Work together
Review the reporting in two consolidated rounds.
Check the numbers
Reconcile records and totals, test access and record exceptions.
LaunchApproved reporting and owner training
Approve the measures and operating limits before launch.
Prove the update
Observe three scheduled refreshes and demonstrate recovery from a failed update.
Prepare your owner
Deliver definitions, mappings, operating instructions and training. Agree future support separately.
Working together
Clear roles throughout the engagement.
Olio coordinates discovery, measure definitions, client communication and delivery reviews. The project plan names the engagement contact and delivery responsibilities.
Technical responsibilities
Discovery identifies the engineering, platform and security expertise the scope requires. Delivery resources and responsibilities are confirmed before implementation.
Client responsibilities
Your team approves data access, definitions and reference totals. A named approver reviews the reporting, and a report owner participates in handover.
Prepare for a useful first conversation.
Start with the decision and available information. Agree access, security and transfer arrangements before sharing sensitive records.