Part of Complete BI Implementation

Strategic Sanity Check

The first step of my 'Vision-to-Growth' Framework. I validate your internal research and define the 'True North' KPIs that provide strategic clarity.

Strategic Sanity Check is one component of complete A-to-Z BI implementation. I handle everything from BI strategy to fully automated KPI dashboards.

Learn about complete BI implementation →

When You Need Strategic Sanity Check

You don't know which KPIs matter for your business

Your dashboards don't connect to business goals

Different departments have conflicting views on key metrics

You're considering a new BI tool but unsure how it fits your goals

You need an external authority to validate your internal data research

How I Approach Strategic Sanity Check

Eliminating Strategic Uncertainty

The Strategic Sanity Check is the first step of my Vision-to-Growth Framework. It’s the crucial first step where we move from a general desire for “better data” to a precise blueprint for absolute operational control.

Why Most BI Projects Fail

Most Business Intelligence (BI) projects fail not because of technical incompetence, but because of a lack of strategic clarity. I don’t just ask “what data do you have?”; I provide an external validation of your internal assumptions. I ask the uncomfortable questions: “What decisions do you need to make, and what information would help you make them better?”

Strategic Alignment for Project-Driven Firms

As part of my A-to-Z transformation, this phase ensures that the entire technical foundation we build later is grounded in real business value. We identify industry-specific data patterns and define your True North KPIs—the five core metrics that actually move the needle for your project-driven firm.

Defining Your Roadmap to Control

The result of this milestone is a validated roadmap that eliminates the Implementation Disconnect (the gap between strategy and technical execution) before a single line of code is written. It provides the peace of mind that your data investment is targeting the right outcomes from day one.


Looking for Strategic Sparring?

Beyond technical validation, I offer a deeper level of engagement for leaders who want to bridge the gap between technical complexity and business value. Explore my Data Strategy Advisory for high-stakes decisions and strategic sparring.


Key Definitions in this Context

  • Single Source of Truth (SSOT): A centralized data architecture where everyone in the company refers to the same, validated version of a metric.
  • True North KPIs: The mission-essential metrics that provide a clear signal of business health, filtered from the noise of secondary data.
  • Strategic Sanity Check: An external validation process used to ensure that technical data initiatives are directly mapped to board-level objectives.

Closer Look: The Philosophy of Data

Want to learn more about the philosophical frameworks I use to ensure strategic clarity?

Download my short eBook “Philosophers in Data” below:

What's Included

Strategic Validation

External sanity check on your internal research and assumptions

KPI Definition Workshops

Identify metrics that drive decisions

Stakeholder Alignment

Bridging the gap between management vision and technical reality

Future State BI Roadmap

Clear blueprint for implementation

Example Outcomes

No clear KPIs Strategic Clarity

5 core 'True North' KPIs defined and aligned with goals

Conflicting reports Single source of truth

Everyone uses the same definitions

Unclear BI value Validated ROI framework

A clear business case for your data investment

Part of Complete BI Implementation

Strategic Sanity Check is one component of complete A-to-Z BI implementation. I handle everything from BI strategy to fully automated KPI dashboards.

Learn about complete BI implementation →

Ready to Get Started?

Let's discuss how Strategic Sanity Check fits into your complete BI implementation.