Confirm the fit
Discuss one recurring report, its sources, and the decision it supports. Agree the scope before an initial invoice.
How the assessment works
Start with one report you need to trust.
ORGA traces the numbers in one important report, reconciles an agreed reporting period, and gives you a practical plan for what to fix next.
One report · up to three source exports · up to three key measures
A clear sequence, from scope to next steps.
The first conversation confirms that your report fits the assessment. Work begins only after the scope, inputs, and handling arrangements are agreed.
Prepare the inputs
Confirm the period, export format and volume, access permissions, and handling arrangements. No production connection is required.
Trace and reconcile
Map the sources, clarify up to three measures, and check the agreed reporting period. Record any unresolved differences.
Review the next steps
Walk through the source map, definitions, reconciliation, and recommended changes. Any implementation is separately scoped.
The scope and terms are clear before payment.
Fixed fee · $1,500
$750 after scope agreement. $750 at delivery.
Delivery timing
Five business days after scope agreement, initial payment, and receipt of the agreed inputs with their format and volume confirmed.
What you provide
The existing report, agreed exports for one reporting period, and a person who can explain the measures and review the findings.
Four deliverables you can use.
A map of your report
See which sources feed each number, how records connect, and who can clarify them.
Agreed measure definitions
Define up to three measures, including dates, filters, and calculation rules.
A reconciliation summary
Check one reporting period and distinguish explained differences from questions still open.
A prioritized improvement plan
Review the findings together and leave with specific next actions and responsibilities.
A useful result, with a bounded commitment.
Production integrations, a new application, ongoing monitoring, and correcting every discrepancy are outside the assessment scope.
If the inputs reveal a larger problem or an unavailable source, the findings will identify the limit and what is needed next. Any extra analysis, automation, or application build requires a separate scope and fee.
Reporting Clarity Assessment
Start with one report worth getting right.
$1,500 fixed fee. One report · up to three source exports · up to three key measures. Agree the fit and scope before payment.