Orion Data Services
For Existing Clients Ongoing, monthly engagement

Already worked with Orion? We can stay on.

This page is for clients continuing after a completed Data & Reporting Audit, Executive Dashboard Sprint, or Automation Sprint. Once that project is in place, your data still needs attention as the business changes — Orion offers a few ways to keep it supported, without hiring a full-time specialist.

New to Orion? Start with the Data & Reporting Audit instead.

Who This Is For

For clients who've already worked with Orion, and want it to continue.

These engagements follow a completed Audit, Dashboard, or Automation project. They exist because a data environment keeps needing attention as the business grows — not because a monthly payment needs a reason to exist.

Ongoing Support Options

Choose the level of support you need.

Analytics & Reporting Support

Continued help maintaining and improving your data, reporting, and analytics environment — for clients who want ongoing access to analytics support without hiring a full-time specialist.

Dashboard maintenance and minor enhancements

KPI and report updates

Data-quality checks

Ad-hoc analysis and reporting troubleshooting

Monthly performance analysis

A monthly insights and review session

Minor changes to existing reporting processes

Best fit: clients who have already completed an Orion dashboard, audit, reporting, or automation project and want continued access to analytics support.

Ongoing Dashboard Support

A recurring engagement that keeps your Executive Analytics Dashboard accurate, current, and useful as the business changes — so it doesn't quietly go stale a few months after handover.

Monitor dashboard and data refreshes

Troubleshoot reporting issues

Maintain KPI definitions

Add or modify filters

Small dashboard enhancements

Data-quality checks

Best fit: clients with an Orion dashboard who don't have an internal BI or analytics resource responsible for maintaining it.

Monthly Data & Business Insights

A recurring analytical review where Orion looks at your data each month and surfaces the trends, changes, and anomalies that deserve management attention — turning your dashboard from a source of numbers into a source of answers.

Review relevant business data each month

Identify significant movements and trends

Investigate unusual changes

Identify potential business implications

A concise management insights report

A monthly review session

Best fit: businesses with sufficient data but no dedicated analytical capacity to consistently turn that data into management insights.

Ongoing Automation Support

A monthly support engagement for the automated workflows delivered through the Automation Sprint, for clients who want someone responsible for keeping them reliable and up to date.

Pipeline monitoring

Failed-job troubleshooting

Data-quality checks

Minor transformation changes

Schedule adjustments

Output and report maintenance

Best fit: clients with recurring automated workflows who want someone responsible for keeping those workflows reliable and up to date.

Orion Data Partner

Your data team, without the full-time hire.

A broader ongoing engagement for businesses that need continued data and analytics capability, but don't need or want to hire a full-time specialist. Scope is shaped around what the business actually needs, and can include:

Dashboard maintenance and reporting

Data analysis and KPI management

Data-quality monitoring and minor automation

Ad-hoc analysis and reporting improvements

Monthly management insights

Analytics advisory and data-related troubleshooting

Best fit: businesses with growing data needs that rely heavily on spreadsheets or manual reporting, have dashboards but limited internal analytics capacity, and want an external partner who understands their data environment.

Good To Know

Here's what's included each month, and what counts as a new project.

Included in your monthly support

Keeping your dashboard or automation running smoothly, catching and fixing issues, reviewing what the data shows, and making small adjustments as things change.

Scoped as a separate project

Building something new, such as a new dashboard, a new automated workflow, connecting an additional system, or a major overhaul of what's already there.

In short: major new work is always scoped and priced separately, and we'll always tell you upfront if something falls outside your monthly support.

Not sure where something falls?

Reach Out For Clarification