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A short list is enough. Do not include passwords, account numbers, children's names, court documents, or other sensitive records.

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What happens after you write

A practical first reply.

The first step is a conversation about the current system and the decision you want to improve. If there is not a practical fit, DeLong Analytics will say so.

01

Context review

Your note is reviewed for the audience, current tools, information involved, and the main reporting or tracking problem.

02

Initial conversation

Discuss the current workflow, what needs to be visible, and whether a custom dashboard is the right next step.

03

Clear next move

If the project fits, the next review and scope are defined. If it does not, there is no pressure to force it into a larger engagement.