CoDashEnterprise partnership
Your team leads.
We move the work forward together.
Connect business priorities to reviewed BI work, with clear responsibilities from the first assessment to ongoing improvement.
- Your teamPriorities, context and decisions
- Together with CoDashAssess, build and validate
- Your next stepAccept, operate and improve
How we work together
A shared journey. A clear next step.
Enter where your team needs help. Delivery services, support and commitments are scoped in your proposal.
Start with the decision you need to make.
Define business priorities, platform context, boundaries, and how success will be measured.
- You bringYour goals and reporting owners
- We work togetherReview priorities and capability fit
- You take forwardAn agreed problem and next step
| Who | Responsibility |
|---|---|
| Your team | A sponsor, the business goals, and the reporting owners. |
| CoDash | Discovery facilitation and an honest capability-fit discussion. |
Build a shared picture of the work.
Inspect representative assets, dependencies, complexity, and the gaps in what can be seen.
- You bringApproved access and representative assets
- We work togetherInspect assets, dependencies and complexity
- You take forwardAn assessment with known coverage gaps
| Who | Responsibility |
|---|---|
| Your team | Access approvals, source assets, and domain explanations. |
| CoDash | Platform-assisted analysis, and interpretation of what it means. |
Put business value behind the backlog.
Decide retain, consolidate, retire, rebuild, or migrate. Sequence the work into waves.
- You bringYour business priorities and critical reports
- We work togetherCompare options and review overlap
- You take forwardAn owner-reviewed portfolio plan
| Who | Responsibility |
|---|---|
| Your team | Business value, criticality, and the retirement decisions themselves. |
| CoDash | Rationalization evidence, technical options, and delivery planning. |
Prove the result with representative work.
Run representative work, repair exceptions, validate, and release in agreed waves.
- You bringYour requirements and acceptance examples
- We work togetherBuild or convert, repair and validate
- You take forwardReviewed deliverables and a handoff record
| Who | Responsibility |
|---|---|
| Your team | The target environment, acceptance examples, and release authority. |
| CoDash | Scoped workspace and conversion work, with evidence and exception handling. |
Make the handover useful to your team.
Establish team workflows and hand over operational responsibility.
- You bringNamed operators and support owners
- We work togetherAgree training, handover and support scope
- You take forwardAn operating guide and responsibilities
| Who | Responsibility |
|---|---|
| Your team | Named operators and ownership of ongoing support. |
| CoDash | Agreed training, runbooks, handover, and scoped support. |
Keep the priorities moving with the business.
Revisit priorities, quality, recurring work, and adoption.
- You bringBusiness feedback and new requirements
- We work togetherReview progress and refine the backlog
- You take forwardAn updated improvement plan
| Who | Responsibility |
|---|---|
| Your team | Business feedback and approval of any new scope. |
| CoDash | An agreed review cadence, backlog refinement, and demonstrated automation opportunities. |
After the first delivery
Keep building on what you have.
Product workflows support the next change. Enablement and recurring reviews are agreed as part of the engagement.
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| Your next need | Platform support | Your team's decision |
|---|---|---|
| Improve a report or model | Reporting Studio | Requirements and acceptance |
| Review and release a change | Manage: versions, connections and handoff | Validation and release authority |
| Reuse recurring work | Automate: workflow design preview | Which tasks to reuse; execution scope is confirmed per workflow |
| Enable operators and revisit priorities | Service-led support, scoped in your proposal | Named owners and an agreed review cadence |
Working agreement
Make the responsibilities clear.
Do we need to start at the first stage?
No. Start with assessment, delivery or ongoing improvement to match your priorities. The stages guide the work; they are not mandatory packages.
Who accepts and releases the work?
Your team owns business decisions, acceptance and release authority. CoDash contributes the scoped analysis, development and validation work.
How are ongoing services agreed?
Training, support responsibilities, review cadence and any service commitments are specified in your enterprise agreement.
Your next step
Plan your first step together.
Bring your priorities and the people who own the reporting. We will help define the scope.