A few people have asked what our free reporting health check actually involves, so here it is in full.
The 30 minutes
| Time | What we cover |
|---|---|
| 10 minutes | What you run: accounts, jobs, CRM, HR and anything else |
| 10 minutes | The questions that take too long to answer today, in your words |
| 5 minutes | Whether Vizora is a fit. If it isn't, we'll say so |
| 5 minutes | Your questions, and next steps if you want them |
What you run
We'll ask which systems hold your accounts, your jobs or projects, your customers and pipeline, and your people. Whether each one is on your own servers or in the cloud. And who builds the reports today, and how long the monthly pack takes.
The questions you can't answer quickly
This is the most useful part. We'll ask what you wish you could answer in a minute that currently takes a week. Common ones are job or contract margin, which customers are really worth keeping, unbilled work, and whether the pipeline matches the capacity to deliver it. We write down your exact words, because they go in the summary.
Whether it's a fit
Vizora isn't right for everyone. If you run a single system and its own reporting already answers your questions, we'll tell you that. If you run a system Data Forge doesn't connect to yet, we'll tell you that too.
What to bring
Nothing is essential, but it helps to have:
- A list of the systems you run
- Two or three questions that take too long to answer today
- Anyone else who builds or relies on the monthly pack
What you get afterwards
Within a day, you'll get a one-page written summary:
- The systems you run, and which of them Data Forge connects to today
- Your questions, in your own words
- What could be joined up to answer them
- The Vizora Portal tier we'd recommend, and what it would cost
- A suggested next step, usually a demonstration on sample data
There is no cost and no obligation.
What it costs if you go ahead
We publish our pricing. Vizora is priced per portal, never per person, from £950 a month (ex-VAT, 12-month term). Vizora Reports, the Vizora AI Assistant, Vizora AI Alerts, Vizora Forms and Vizora Mobile are included in every tier, so giving more people access never adds to the bill.
Book yours
If reporting across your systems takes longer than it should, 30 minutes is a small price for a clear answer. Book your free reporting health check.