We work with your team to connect the data, agree on what the numbers mean, and check the results. You get a foundation you can use today and build on as the business changes.
Follow balance changes and review unexplained differences.
“How many people will we need next sales season, and when do they need to be ready?”
Seasonal staffing plan
Required coverage, hiring dates, and training time.
“Where are we losing customers, and what should we change?”
Retention patterns & priorities
See where customers leave and decide where to focus.
Ways to use it
Reporting & analytics
Existing tools
AI tools
Your data foundation
4
Checks & validation
Transactions checkedBalance differences reviewed
Historical workload checkedStaffing records checked
Customer history checkedComparison periods aligned
Review statusValidatedExplainedNeeds attention
23
Shared data modelsRecords · CalculationsPlanning assumptionsRecords · Calculations
Which transactions belong in the balance at this cutoff?DocumentedTested
How are payments, credits, and adjustments applied?DocumentedTested
How much work will arrive each week?DocumentedTested
When will additional staff be ready to handle it?DocumentedTested
When does a customer count as retained or lost?DocumentedTested
Are we comparing customers at the same stage?DocumentedTested
1Your warehouse
Matched by handStaffing plan built by handCustomer history pieced together
Service platform
Accounting
Sales plan
Service & call history
Staffing
Customer / CRM
Service history
Billing
Conversations
01 · Understand what you need to answer
Start with a question your team is already working on.
You might be reconciling AR, planning staffing for next sales season, or deciding where to focus your retention efforts. We look at how you answer that question today, which systems are involved, and where people have to fill in the gaps.
Together, we define a useful first phase: what it will cover and how we’ll know the results are right.
Follow an example
Worked example
“Why are we showing two different AR balances?”
AR reconciliation
Follow balance changes and review unexplained differences.
“How many people will we need next sales season, and when do they need to be ready?”
Seasonal staffing plan
Required coverage, hiring dates, and training time.
“Where are we losing customers, and what should we change?”
Retention patterns & priorities
See where customers leave and decide where to focus.
Ways to use it
Reporting & analytics
Existing tools
AI tools
Your data foundation
4
Checks & validation
Transactions checkedBalance differences reviewed
Historical workload checkedStaffing records checked
Customer history checkedComparison periods aligned
Review statusValidatedExplainedNeeds attention
23
Shared data modelsRecords · CalculationsPlanning assumptionsRecords · Calculations
Which transactions belong in the balance at this cutoff?DocumentedTested
How are payments, credits, and adjustments applied?DocumentedTested
How much work will arrive each week?DocumentedTested
When will additional staff be ready to handle it?DocumentedTested
When does a customer count as retained or lost?DocumentedTested
Are we comparing customers at the same stage?DocumentedTested
1Your warehouse
Matched by handStaffing plan built by handCustomer history pieced together
Service platform
Accounting
Sales plan
Service & call history
Staffing
Customer / CRM
Service history
Billing
Conversations
02 · Connect and model the data
Put the records and business rules together.
We build extraction from the relevant systems into your warehouse, then create shared data models that connect the records and define the calculations.
We work through how the records connect, which dates matter, and how exceptions are handled. Those decisions become documented rules that reports and other tools can use.
Follow an example
Worked example
“Why are we showing two different AR balances?”
AR reconciliation
Follow balance changes and review unexplained differences.
“How many people will we need next sales season, and when do they need to be ready?”
Seasonal staffing plan
Required coverage, hiring dates, and training time.
“Where are we losing customers, and what should we change?”
Retention patterns & priorities
See where customers leave and decide where to focus.
Ways to use it
Reporting & analytics
Existing tools
AI tools
Your data foundation
4
Checks & validation
Transactions checkedBalance differences reviewed
Historical workload checkedStaffing records checked
Customer history checkedComparison periods aligned
Review statusValidatedExplainedNeeds attention
23
Shared data modelsRecords · CalculationsPlanning assumptionsRecords · Calculations
Which transactions belong in the balance at this cutoff?DocumentedTested
How are payments, credits, and adjustments applied?DocumentedTested
How much work will arrive each week?DocumentedTested
When will additional staff be ready to handle it?DocumentedTested
When does a customer count as retained or lost?DocumentedTested
Are we comparing customers at the same stage?DocumentedTested
1Your warehouse
Matched by handStaffing plan built by handCustomer history pieced together
Service platform
Accounting
Sales plan
Service & call history
Staffing
Customer / CRM
Service history
Billing
Conversations
03 · Check the results
Work through the differences before relying on the numbers.
We compare results with source records and examples your team has checked. When a result differs from what your team expects, we investigate why and document what we find.
Repeatable checks become tests. Your team can see what’s been validated, which differences are explained, and what still needs attention.
Follow an example
Worked example
“Why are we showing two different AR balances?”
AR reconciliation
Follow balance changes and review unexplained differences.
“How many people will we need next sales season, and when do they need to be ready?”
Seasonal staffing plan
Required coverage, hiring dates, and training time.
“Where are we losing customers, and what should we change?”
Retention patterns & priorities
See where customers leave and decide where to focus.
Ways to use it
Reporting & analytics
Existing tools
AI tools
Your data foundation
4
Checks & validation
Transactions checkedBalance differences reviewed
Historical workload checkedStaffing records checked
Customer history checkedComparison periods aligned
Review statusValidatedExplainedNeeds attention
23
Shared data modelsRecords · CalculationsPlanning assumptionsRecords · Calculations
Which transactions belong in the balance at this cutoff?DocumentedTested
How are payments, credits, and adjustments applied?DocumentedTested
How much work will arrive each week?DocumentedTested
When will additional staff be ready to handle it?DocumentedTested
When does a customer count as retained or lost?DocumentedTested
Are we comparing customers at the same stage?DocumentedTested
1Your warehouse
Matched by handStaffing plan built by handCustomer history pieced together
Service platform
Accounting
Sales plan
Service & call history
Staffing
Customer / CRM
Service history
Billing
Conversations
04 · Put it to use
Put the foundation to work and prepare your team to maintain it.
If reporting and analytics are part of the engagement, we can build that layer on the shared models. We can also connect your existing tools or help evaluate new ones, including AI, against the established definitions and results.
We walk your team through the work and agree on how it will be maintained, including any ongoing support from Octane.
Follow an example
Worked example
“Why are we showing two different AR balances?”
AR reconciliation
Follow balance changes and review unexplained differences.
“How many people will we need next sales season, and when do they need to be ready?”
Seasonal staffing plan
Required coverage, hiring dates, and training time.
“Where are we losing customers, and what should we change?”
Retention patterns & priorities
See where customers leave and decide where to focus.
Ways to use it
Reporting & analytics
Existing tools
AI tools
Your data foundation
4
Checks & validation
Transactions checkedBalance differences reviewed
Historical workload checkedStaffing records checked
Customer history checkedComparison periods aligned
Review statusValidatedExplainedNeeds attention
23
Shared data modelsRecords · CalculationsPlanning assumptionsRecords · Calculations
Which transactions belong in the balance at this cutoff?DocumentedTested
How are payments, credits, and adjustments applied?DocumentedTested
How much work will arrive each week?DocumentedTested
When will additional staff be ready to handle it?DocumentedTested
When does a customer count as retained or lost?DocumentedTested
Are we comparing customers at the same stage?DocumentedTested
1Your warehouse
Matched by handStaffing plan built by handCustomer history pieced together
Service platform
Accounting
Sales plan
Service & call history
Staffing
Customer / CRM
Service history
Billing
Conversations
The work stays in your hands.
We agree up front where the warehouse and code will live, who has access, and who will maintain them. The engagement includes:
1A warehouse under your control
2Access to the extraction and modeling code built for the engagement
3Documented definitions, calculations, and source relationships
4Tests, validation notes, and a clear handoff
When you want to add a source or try another tool, your team has the records and logic to build from. The knowledge captured along the way remains available.
“Why are we showing two different AR balances?”
“How many people will we need next sales season, and when do they need to be ready?”
“Where are we losing customers, and what should we change?”
“Which transactions belong in the balance at this cutoff?”
Start with your business
Tell us what you’re trying to figure out.
We’ll talk through how you’re answering it today, what a useful first phase could cover, and whether Octane is a good fit.
