Insightee

Typical Situations

Companies often do not need “more data” as the first step. They need to understand why data, BI, reporting or analytics are not yet creating the confidence, clarity or business results they expected.

These are typical situations where Insightee can help clarify what is happening, what matters most and what should happen next.

1. Key numbers are used, but not understood in the same way

Revenue, EBITDA, gross margin, cost, customer numbers or pipeline may look simple in a report. In practice, their meaning can differ between systems, teams, entities, countries or reporting layers.

Typical signs:

  • people use the same metric name but mean different things,

  • management discussions return to definitions instead of decisions,

  • group-level comparisons are difficult or questionable.

Relevant service: Executive Data Insight →

2. Reporting exists, but trust is limited

The company has dashboards, reports and BI tools, but users still export data to spreadsheets, compare numbers manually or argue about which version is correct.

Typical signs:

  • reports exist but are not used consistently,

  • numbers differ between reports or teams,

  • users do not know whether the issue is data, definition or interpretation.

Relevant services:

Data & BI Advisory →
BI & Data Assurance →

3. A BI or data project is moving, but direction needs protection

A project may have budget, a supplier, tools and a plan. Yet it may still be unclear whether the delivered outcome will truly support business decisions.

Typical signs:

  • progress is measured mainly by delivery status,

  • supplier demos look good, but the data foundation is unclear,

  • the data model is becoming too ad hoc.

Relevant service: BI & Data Assurance →

4. A data or BI decision is being considered — or its implications are not yet clear

A company may be about to commit to a BI or data direction, or a direction may already be announced. The issue is that its data, reporting, architectural or organisational implications are not yet clear enough.

Typical signs:

  • leadership wants better numbers, but the real issue is unclear,

  • a supplier or internal team proposes a direction and an independent view is needed,

  • execution is starting before the rationale, risks or implications are clear.

Relevant service:

Data & BI Advisory →

5. Data foundations do not support reporting, analytics or AI ambitions

Advanced analytics, prediction or AI only create value when the underlying data, definitions, processes and decision context are strong enough.

Typical signs:

  • analytics or AI initiatives are discussed before data readiness is clear,

  • source systems are connected directly to reports without a clear analytical layer,

  • history, dimensions or master data are difficult to use consistently.

Relevant service:

Data Architecture & Solution Design →

6. Growth through acquisitions, multiple companies or system changes makes numbers harder to trust

Growing groups often become data-heavy before they become data-consistent. Each acquired company may bring its own systems, definitions, chart of accounts, product structures, reporting habits and local workarounds.

Typical signs:

  • the same KPI is calculated differently across entities,

  • group reporting needs more comparability than local data can easily provide,

  • teams disagree what should be preserved, transformed, aligned or accepted as different.

Relevant services:

Executive Data Insight →
Data Architecture & Solution Design →

7. History, dimensions and master data break continuity of meaning

Reporting often depends on structures that change over time: cost centres, product groups, customer segments, companies, accounts, contracts, systems or master data.

Typical signs:

  • historical trends change after restructurings or restatements,

  • dimensions are reorganised without a clear continuity logic,

  • reporting can technically show history, but users are not sure how to interpret it.

Relevant services:

Executive Data Insight →
Data Architecture & Solution Design →
BI & Data Assurance →

8. A data platform exists, but the analytical layer is missing

Some companies invest in a data hub, lakehouse or modern data stack. Source systems are connected and pipelines are created, but raw or lightly transformed data does not automatically become useful analytical data.

Typical signs:

  • pipelines exist, but analytical models are not clearly designed,

  • Power BI or another BI layer sits on top of poorly prepared data,

  • vendors focus on platform adoption before analytical usefulness is proven.

Relevant services:

Data Architecture & Solution Design →
BI & Data Assurance →
Data & BI Advisory →

9. Data activity is visible, but decisions are not getting smarter

Some companies have many visible data activities: dashboards, reports, initiatives, meetings, requests, suppliers and roadmaps. Yet these activities do not always lead to better decisions, clearer priorities or measurable business impact.

Typical signs:

  • many dashboards exist, but key questions remain open,

  • BI teams are busy, but leadership confidence does not grow,

  • analytics remains descriptive where prediction, recommendation or action support would create more value.

Relevant services:

Data & BI Advisory →
Executive Data Insight →
Data Architecture & Solution Design →

You can start small

Recognising a situation does not mean starting with a large retainer or a full project.

In many cases, the first useful step is smaller: a short initial discussion, a focused consultation, a structured advisory package or a workshop for the team.

Starting pointBest forFee
Initial discussionorientation and fitfree
Expert consultationsenior outside view on one concrete questionCZK 7,000 / hour
Advisory / Assurance / Insight starter packagestructured work on one selected issueCZK 70,000 / 12 hours / 3 sessions
BI workshop or team sessionbuilding shared understanding in the teamfrom CZK 56,000 / day

If the topic proves important enough, cooperation can later grow into a regular advisory retainer, BI & Data Assurance, Executive Data Insight or architecture / solution design engagement.

The first step should make the situation clearer, not force the company into a large commitment.

Do you recognise a similar situation in your company?

Send a short description of what your company is dealing with. We will discuss whether the right next step is a consultation, advisory package, architecture review, BI & Data Assurance, Executive Data Insight or another form of cooperation.