Audit and Roadmap

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🔎 Does this sound familiar?

• You have dashboards, apps, or automations, but no one uses them, or you don't know if they work well.
• Your company has invested in BI or low-code, but there is no clear product roadmap.
• You are developing internal solutions, but without prioritization or defined success criteria.
• The technical team is developing, but the business doesn't see tangible results.
• There are proposals, ideas, tools... but there's a lack of focus, order, and strategic decisions.

🧭 Context

Many companies have invested in tools like Power BI, Power Apps, or low-code platforms, but they are unclear about:

• which internal products they should build,
• which ones to prioritize,
• how to organize them,
• or how to measure their impact.

Without a clear vision, money is wasted, teams are overloaded, and products are not used.

This service solves that before continuing to invest blindly.

🎯 What your company achieves with this audit

• A clear snapshot of the current state of your data and digitalization initiatives.
• Identification of bottlenecks, duplications, or solutions that do not add value.
• A short- and medium-term strategic roadmap: what to prioritize, how, with what criteria, and with what resources.
• A professional and actionable deliverable that serves as a compass for future decisions.

🔍 What the service includes

  1. Kick-off session with key stakeholders

• Understanding the business, context, and expectations
• Mapping of related actors and processes

  2. Functional and technical audit (according to access level)

• Inventory of existing products (dashboards, apps, automations)
• Evaluation of usage level, business alignment, maintainability
• Identification of ongoing initiatives and their real status

  3. Maturity and opportunity analysis

• Degree of alignment between tools and strategy
• Current risks and postponed decisions
• Opportunities for quick wins and structural improvements

  4. Structured action roadmap

• Clear prioritized recommendations
• Phases, responsible parties, suggested deliverables
• Success metrics for each stage

  5. Delivery and closing session

• Presentation of the report and resolution of doubts
• Discussion of possible next steps

📦 Deliverables

• Executive diagnostic report
• Prioritized roadmap (phases, responsible parties, quick wins)
• Final presentation session with strategic discussion

🏭 Where I generate the most impact

Internal products I usually audit or activate:

• Business dashboards (BI)
• Internal applications with Power Apps
• Automations with Power Automate
• Web tools (WebApp)

Sectors where I have the most experience:

• Food industry, agroindustry, energy, and wineries

Technologies I work with:

• Power BI, Power Platform, Microsoft 365, Fabric, AI
• Process automation and data management