4D Flow Methodology

Discover

Strategic Alignment

Engage leadership and teams to define goals, KPIs, and success metrics. Surface key systems and ancillary spreadsheets early while considering AI-powered analytics to enhance insights.

Design

Solution Planning & Prototyping

Map existing tools and spreadsheet logic, design scalable data models, and validate dashboards with users to support business intelligence initiatives.

Deliver

Implementation

Build and launch full analytics solutions — pipelines, dashboards, automations — integrating business logic from both systems and spreadsheets, ensuring they leverage effective data modeling techniques.

Drive

Enablement & Optimization

Train users, drive adoption, and ensure long-term success through support, documentation, and iterative improvements.