Consulting

Your management reports take two days. They should take two seconds.

If you are making business decisions based on data assembled manually from disconnected systems, you are flying blind. We build the data infrastructure that gives you real-time visibility into what is actually happening in your business.

Who this is for
01
Your monthly management report takes 2+ days to assemble manually
02
You cannot accurately assess company profitability in real time
03
Decisions are made on gut feel because the data arrives too late to act on
04
You have data in multiple systems but no single view of the business
What's Included

What you gain from the workshop.

01

Data Audit and Gap Analysis

We map every data source in your business, identify what is missing, and quantify the cost of current data blindness to your decision-making.

Full data map
02

KPI Framework

We define the metrics that actually matter for your business and build the logic for how they should be calculated, sourced, and presented.

Metrics that matter
03

Real-Time Dashboard Plan

A technical specification for the dashboards and reporting system you need — what it should show, where the data comes from, and what it replaces.

Live before engagement ends
0.5 FTE
minimum savings gate per initiative
The gatekeeper rule

If an initiative cannot justify at least half a full-time employee in savings, it does not proceed. No vanity projects. No budget wasted on features that don't move the P&L.

Illustration — connected systems
Fragmented Unified
Stage 1 Output

What the diagnostic actually looks like.

Every engagement starts with a cross-departmental diagnostic. You receive a table showing each department, the key problem, and the estimated ROI of fixing it. With numbers, not opinions.

*Illustrative example based on actual client data. Your numbers will differ.

Department
Key problem identified
Estimated ROI
Sales
Non-phone tasks eating 60% of rep time. Forecasting done manually in Excel.
$450K/yr savings
Operations
Every workflow requires a human connector between systems. Process not documented.
$720K/yr identified
Marketing
No closed-loop reporting. Campaigns run on gut feel, not data.
Full funnel visibility
Finance
Recurring billing tracked in spreadsheets. 3 days per month manual reconciliation.
$420K/yr savings
*Illustrative example based on real client engagement. Your diagnostic will reflect your actual operations.
What You Get

What changes in how decisions get made.

When everyone can see the right numbers at the right time, performance improves without adding headcount.

2 days
→ real time

Management reports that currently take two days to assemble manually become live dashboards you check in 30 seconds.

Zero
Gut-feel decisions

You know the state of the business right now — not last month. You act on facts, not approximations assembled from spreadsheets.

Live
Dashboards during engagement

The highest-impact dashboards are built during the engagement. You leave with real-time visibility on your most critical metrics.

How it works

From data chaos
to real-time visibility.

01

Know what you have

Data audit

We identify every system that holds business data — CRM, ERP, spreadsheets, accounting tools, custom databases. We map what data exists, where it lives, and who uses it.

02

Measure what matters

KPI definition

We work with your leadership to define the 10–15 metrics that truly drive the business. We challenge what is currently measured — most companies measure what is easy, not what matters.

03

No vendor lock-in

Architecture design

We design the data infrastructure — how systems connect, how data flows, and how it transforms into the metrics you need. Tools and integrations specified with zero lock-in agenda.

04

Live before engagement ends

Quick wins delivered

The highest-impact dashboards are built during the engagement. You leave with real-time visibility on your most critical metrics — not a promise for a future project.

Illustration — engagement timeline

Wk 1–2 Wk 2–3 Wk 3–4
Diagnostic
Assessment
Roadmap
Quick wins
ROI visible — week 1 before the roadmap is even complete

"We don't put anything on the roadmap we can't defend to your CFO. Every initiative must justify at least 0.5 FTE in savings. If it can't — it doesn't proceed."

Cezary Bielecki

Cezary Bielecki

CEO & Co-Founder, Digital Forms

Healthcare — Case Study

From operational crisis to 305% throughput increase.

A regulatory change flooded their pipeline overnight. 27 screens per case. No space to hire more. We replaced the entire process with a single unified platform.

Read the full case study
305%
Throughput Increase
$30M
Profit Growth Year 1
60%
Manual Work Robotized
27→1
Screens Per Case
Client Reviews

What our clients say

The team at Digital Forms is everything I hoped for in a partner, and more. Incredibly professional, skilled, reliable, communicative — really top notch service throughout our project.
Ruben Schreurs
Ruben Schreurs
Chief Strategy Officer, Ebiquity PLC
I ask myself if I should say that Digital Forms are great people or great professionals. Both are true. In my opinion — greatest developers. You can feel that they love their job.
Przemysław Jończyk
Przemysław Jończyk
CEO, Jaaqob Holding
Digital Forms created BeforeYouGo for me. They have made a brilliant, well-designed, and unique app. Today I see how useful our product is in the insurance market.
Krzysztof Michałek
Krzysztof Michałek
CEO, BeforeYouGo
FAQ

Common questions

Yes. Most companies have Power BI, Tableau, or similar tools that are underused or showing the wrong metrics. We audit what you have, fix what is broken, and build what is missing.
That is the most common situation we work with. Messy data is the starting point, not a blocker. The audit phase is specifically designed to understand what exists and where the gaps are.
No. We build with standard tools and train your existing team to maintain the dashboards. You own everything. There is no dependency on us to keep the lights on.
Get started

Let's talk about
your business.

30 minutes. No slides. Just an honest conversation about what's holding your operation back — and what a realistic fix looks like.

Free diagnostic. You keep the findings regardless of what you decide next.
No obligation. No sales deck. No pressure to sign anything.
Direct access. You speak to a founder, not an account manager.
+48 509 103 244

30 minutes · No obligation · No sales deck · You keep the diagnostic