Who This Engagement Serves
CFO offices, VP Finance, and revenue operations leads at B2B SaaS companies with ₩5B+ ARR or equivalent recurring revenue.
What You Receive
- Discovery sessions with CFO, controller, and RevOps stakeholders
- Source-system audit across CRM, billing, and ERP exports
- Wireframes and iterative review cycles with finance reviewers
- Production dashboard build in your chosen BI environment
- Documentation pack and handover training for two team members
Outside Scope
- Ongoing data engineering retainer after handover
- Third-party BI tool licensing fees
- Historical data backfill beyond 24 months
How We Work
- Week 1–2: Stakeholder interviews and metric definition workshop
- Week 3–4: Data mapping, quality assessment, and prototype views
- Week 5–7: Build, internal QA, and finance team review sessions
- Week 8–10: Refinement, documentation, and live deployment support
Before We Begin
Provide read-only access to CRM exports, billing summaries, and your current board deck metrics list.
Engagements require a designated internal sponsor who can approve metric definitions within five business days.
Led by a senior analytics consultant with direct CFO reporting experience.