OLIO INSIGHT PARTNERS LLC
Preparing for a reporting discovery conversation

Start at the contact form. Share basic business context only.

1. Describe one report, its audience, how often it is prepared, time spent, and the decision it should support.
2. Identify approved exports or supported connectors, source owners, available history, and known changes in definitions.
3. Name the budget owner, IT/security contact, and person who will approve the report.
4. Decide which reference totals, refresh window, and recovery checks would demonstrate success.
5. Discuss sample schemas and permitted transfer arrangements before sharing any files. Do not send confidential reports, credentials, or patient/staff personal information through the website.

Discovery can lead to a scoped proposal, a narrower use case, or a decision to stop. The proposed starter covers one organization and workspace, up to three named feeds, three datasets, and three single-page dashboards. Final scope depends on feasibility and approval.