Managed Advisory Retainer
Keep one version of the report current
After go-live the report goes stale, or it splits into copies. We keep one version current, without a large team on staff to watch it.
The project ends, and the report keeps changing
Someone changes a definition. Who can see which rows still matches last year. The refresh finishes when it finishes, and the meeting has already started.
Then two people answer the same question from two copies. Steady attention on one version stops that. You can keep the report honest without hiring a bench of specialists.
The same report, month after month
Copies sit off to the side. The report people still open is the one on the line.
What the retainer watches
The definitions
It watches the numbers the reports use, and how the tables connect.
Who may change a number
It also watches how that change is reviewed before the meeting.
Who can see which rows
This is updated when people change roles.
Refresh
It is timed to the close and the operating meeting.
The list of reports
It tracks which one is next, which one should be retired, and whether people still open what you paid for.
Who it is for
It is for a mid-sized company that already has Power BI and wants the reports kept current after the project team leaves. You still need someone inside the company who can approve a definition. The retainer keeps that definition from quietly changing once the build is over.
Next step
See whether steady care fits
Book a Session. We will look at the report you have now and say whether it needs care or a new build.