The report
What gets copied, reconciled, or corrected by hand? How often, by whom, and how long does it take?
Your first conversation
Bring one reporting question.
You can start with a short description of the report. The first inquiry should contain basic business context only.
Prepare
What to think through.
Describe your specialty, locations, the report owner, and the decision the team needs to make.
The sources
Which spreadsheets, supported exports, or existing connectors feed the report? Who has the authority to approve access?
The decision
Which definitions disagree today? Who needs the answer, on what schedule, and what would count as a useful result?
Discovery outcome
Decide on a feasible scope.
Olio and the client agree the source inventory, definitions, estimates, and acceptance plan before implementation.
Bring sample schemas or synthetic examples only after the permitted transfer process is agreed. Discovery can end in a build proposal, a narrower question, or a decision to stop.