Turn Reporting Chaos intoTrusted Decisions

Diagnose - Transform - Strengthen

Stratum helps leadership teams turn unclear, fragmented reporting into trusted decision systems. We diagnose where visibility breaks down, redesign the metrics and dashboards executives actually need, and strengthen the data foundation so teams can act with confidence.

Start with a Diagnostic
Executive Overview
YTD
$24.8M
18% vs plan
Revenue by Segment
Product
Services
Other
Top Customers
Customer A$2.8M
Customer B$2.3M
Customer C$1.8M
Monthly Revenue Trend
01

A Structured Path to Better Reporting

Most businesses do not start with a dashboard problem. They start with a visibility problem. Stratum's programs move you from uncertainty to clarity one step at a time.

01
Diagnose

Understand why reporting is inefficient, inconsistent, or difficult to trust.

02
Transform

Redesign reporting around the decisions leadership needs to make.

03
Strengthen

Address the data and workflow issues that keep reporting from staying reliable.

01
Diagnose
Entry Program

Executive Reporting Diagnostic Program

Identify why reporting is slow, manual, or untrusted, then define the clearest path to reliable executive reporting.

Starting at
$2,500
View details
01 / Diagnose

Executive Reporting Diagnostic Program

For businesses that know reporting is not working but need clarity before investing in the wrong solution.

Starting at $2,500
Typical timeline: 1-2 weeks

Who it is for

  • Rely on manual report preparation or fragmented reporting files
  • Spend too much time assembling weekly or monthly reports
  • Have conflicting numbers across teams or systems
  • Lack confidence in the reports leadership is using
  • Know reporting needs to improve, but are not clear on the root causes

What this program solves

Slow reporting, inconsistent numbers, unclear ownership, manual workarounds, and dashboard frustration often come from a combination of process, KPI, and data flow issues. This program uncovers the real causes before implementation begins.

What is included

  • Review of the current reporting process and workflow
  • Review of existing reports, dashboards, manual files, and reporting steps
  • Identification of bottlenecks, inefficiencies, and reporting risks
  • KPI and metric alignment review
  • Review of source systems and reporting dependencies
  • Gap analysis of current reporting versus leadership needs
  • Prioritized findings and recommended next steps
  • Phased roadmap toward clearer executive reporting

Deliverables

  • Current-state reporting assessment
  • Reporting pain point summary
  • KPI alignment observations
  • Executive reporting gap analysis
  • Recommended future-state direction
  • Prioritized implementation roadmap

Typical outcomes

  • Clear understanding of why reporting is breaking down
  • Better visibility into inefficiencies and trust gaps
  • Alignment around what leadership actually needs to see
  • A practical roadmap instead of guesswork
  • Reduced risk of investing in the wrong dashboard or data solution

What is not included

  • Dashboard or BI development
  • Data cleanup or remediation
  • Pipeline implementation
  • Source system redesign
  • Ongoing advisory support
  • Unlimited stakeholder workshops or revisions
02
Transform
Core Program

Executive Dashboard Transformation Program

Transform unclear executive reporting into a decision-ready dashboard system that gives leaders a shared view of performance, priorities, and risk.

Starting at
$7,500
View details
02 / Transform

Executive Dashboard Transformation Program

When leadership reporting creates more questions than confidence, teams lose time debating numbers instead of acting on them. This program rebuilds the reporting experience around the decisions executives need to make.

Starting at $7,500
Typical timeline: 3-6 weeks

Who it is for

  • Leadership teams that lack a clear, trusted view of business performance
  • Companies where executive reporting creates uncertainty or follow-up questions
  • Teams with metrics, dashboards, or definitions that do not align across functions
  • Organizations preparing for board reporting, growth planning, or operational reviews
  • Executives who need reporting to drive decisions, not just summarize activity

What this program solves

Many dashboards fail because they are built on unclear metrics, weak reporting logic, or processes that were never designed properly. This program builds a trusted dashboard system that reflects aligned KPIs, reduces manual effort, and supports clearer decisions.

What is included

  • Final alignment on agreed executive KPIs and definitions
  • Dashboard structure and reporting logic design
  • Design and build of one executive BI dashboard or reporting suite
  • Integration of selected source systems required for the agreed use case
  • Data modeling needed to support dashboard functionality
  • Review and validation with stakeholders
  • Reporting workflow redesign where needed
  • Documentation, handoff, and transition support

Deliverables

  • Final KPI definition set for agreed metrics
  • Dashboard architecture and reporting design
  • Built executive BI dashboard or reporting suite
  • Supporting reporting logic and data model
  • Stakeholder review and validation process
  • Documentation and implementation handoff

Typical outcomes

  • Reduced reliance on manual reporting cycles
  • Faster access to decision-ready business visibility
  • More trust in leadership reporting
  • Better metric consistency across functions
  • A clearer and more sustainable reporting process
  • A dashboard system designed to support action

What is not included

  • Large-scale historical data cleanup
  • Full enterprise data warehouse build or rebuild
  • Broad source system redesign
  • Custom application development
  • Unlimited dashboard additions or revisions
  • Ongoing support unless separately scoped
03
Strengthen
Scoped Program

Reporting Foundation Reset Program

Fix the underlying data, workflow, and reporting structure issues that prevent dashboards from staying reliable over time.

Pricing
Contact Us
View details
03 / Strengthen

Reporting Foundation Reset Program

For businesses whose reporting goals are blocked by fragile data, messy workflows, or a foundation that cannot support repeatable BI.

Contact Us
Typical timeline: 2-6 weeks

Who it is for

  • Have reporting issues that cannot be solved by dashboard design alone
  • Struggle with inconsistent source data or manual workarounds
  • Need cleaner reporting workflows before BI can be trusted
  • Have fragile reporting processes that depend on one person or workaround
  • Need a stronger reporting foundation to support future dashboard use

What this program solves

Sometimes the problem is underneath the dashboard: inconsistent source data, weak data flow, manual dependencies, or processes that break whenever reporting needs change. This program addresses the blockers that make reporting unstable over time.

What is included

  • Review of reporting-related data dependencies and workflow issues
  • Identification of technical and process blockers
  • Targeted cleanup and remediation planning for agreed reporting use cases
  • Data model, warehouse, or reporting structure work required for trust
  • Reporting pipeline or refresh process improvements
  • Validation and reliability improvements
  • Documentation of the revised reporting foundation and workflow

Deliverables

  • Reporting foundation issue summary
  • Recommended reset plan for agreed reporting scope
  • Data structure or workflow remediation for reporting use case
  • Reporting reliability improvements
  • Documentation of updated reporting flow and dependencies

Typical outcomes

  • More reliable reporting inputs and refresh processes
  • Reduced manual workarounds behind dashboards
  • Stronger foundation for repeatable executive reporting
  • Less reporting fragility as the business grows
  • Better long-term support for BI and reporting scale

What is not included

  • Broad enterprise data platform redesign
  • Full outsourced data engineering support
  • Unrelated application integrations
  • Unlimited cleanup across all systems
  • Open-ended historical data restoration
  • Ongoing data operations support unless separately scoped

Built for Growing Businesses That Need Better Visibility

Stratum is built for businesses that have outgrown manual reporting but do not yet have a fully mature internal analytics or data function.

Executive reporting takes too long to prepare
Teams use different definitions for the same metrics
Manual reporting still drives critical business reviews
Leadership lacks confidence in the numbers
Dashboards exist, but are not trusted or not used
Manual work slows down reporting and decision-making

Simple Starting Points, Scoped for Real Business Needs

Every business has different reporting complexity, source systems, and internal constraints. Stratum uses structured programs with clear starting points so clients can understand the likely investment without being forced into one-size-fits-all pricing.

Diagnose

Executive Reporting Diagnostic Program

Starting at $2,500

Identify why reporting is slow, manual, or untrusted, then define the clearest path to reliable executive reporting.

Transform

Executive Dashboard Transformation Program

Starting at $7,500

Transform unclear executive reporting into a decision-ready dashboard system that gives leaders a shared view of performance, priorities, and risk.

Strengthen

Reporting Foundation Reset Program

Contact Us

Fix the underlying data, workflow, and reporting structure issues that prevent dashboards from staying reliable over time.

Final scope and pricing depend on reporting complexity, source system environment, KPI scope, and the level of remediation required.

Not Sure Where to Start? Start with Clarity.

Most businesses do not begin with a dashboard problem. They begin with a visibility problem. The Executive Reporting Diagnostic Program helps uncover what is actually breaking reporting so the next step is grounded, practical, and worth the investment.