Our Solutions
Three ways to get your performance reporting in order
Each engagement is scoped to fit where you are now. Choose the starting point that matches your situation.
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Our methodology, in brief
Every Vantik engagement follows the same underlying logic: understand what the business actually needs to know, identify the measures that honestly reflect that, define them with precision, and present them in a format the team can maintain. The scope and depth varies by engagement — the discipline does not.
Understand
We begin by listening — what the business does, how it is run, what the leadership team needs to know to do their jobs well.
Clarify
We identify the measures worth keeping, question the ones that add noise and recommend what is missing. This is the diagnostic stage.
Design
We structure the measures into a framework and, where applicable, a dashboard layout that is readable and easy to maintain.
Document
Everything is written up in plain language so the work remains useful long after the engagement ends.
Metrics Clarity Review
A focused engagement to help leaders identify the handful of measures that genuinely reflect how the business is doing. We review what is currently tracked, talk with the team and recommend a clear, honest set of indicators worth watching. You receive a concise written summary and a short measure list. Suited to firms managing too many numbers or working from almost none.
What is included
- Review of current reporting and measurement practices
- Structured conversations with key members of the team
- Written measures note with recommended indicator list
- One review session to walk through findings and answer questions
How it unfolds
Intake call — 30 minutes to understand the business context and what you are currently tracking.
Review — We examine your existing reports and data sources, then develop our initial observations.
Findings note — A short written document with our recommended measures and the reasoning behind each.
Review session — Walk through the document together, clarify any questions and confirm next steps.
Best suited for
Businesses that feel overwhelmed by the volume of data they track, or those that suspect their current reporting is not telling them what they need to know. Also a sensible first step before committing to a larger framework engagement.
Best suited for
Organisations that are growing, formalising their operations or preparing for a new reporting period and want to build their performance measurement on a sound foundation from the start.
KPI Framework & Dashboard Design
A structured engagement to design a sensible set of indicators and a clear, readable dashboard layout your team can maintain. We define each measure — what it is, how it is calculated and how it should be read — then shape a layout that supports good decisions. The focus is clarity over decoration. Suited to organisations formalising performance reporting.
What is included
- Full KPI framework with definitions, calculation notes and guidance
- Dashboard layout design structured for self-maintenance
- Team workshop to build shared understanding of the framework
- Working notes from all sessions provided in writing
How it unfolds
Discovery sessions — Two working sessions to understand the business, existing reporting and what leadership needs to know.
Draft framework — A proposed set of measures with full definitions, shared for review and feedback.
Dashboard design — A layout proposal designed for your team's working environment, shared for review.
Team workshop — A working session with the team who will maintain the dashboard, covering how to read and update it.
Final documentation — Complete written framework and dashboard guide delivered at close of engagement.
Performance Advisory Retainer
An ongoing advisory arrangement supporting leadership in reading and acting on performance information at a steady pace. We help review measures, keep the dashboard meaningful as the business changes and offer an outside perspective on what the numbers suggest. Decisions stay with your team. Suited to firms wanting continuity across several months.
What is included
- Scheduled monthly or bi-monthly review sessions
- Written working notes after each session
- Guidance and input available between sessions as needed
- Framework review and update when measures need adjusting
How it unfolds
Onboarding session — Understanding the current reporting state and agreeing the rhythm of the engagement.
Regular reviews — Scheduled working sessions to review the dashboard, discuss what the numbers suggest and note any issues.
Between sessions — Available for brief guidance when questions arise outside of scheduled sessions.
Framework maintenance — Periodic updates to the measure set as the business evolves.
Best suited for
Businesses that have a framework in place — either built with Vantik or developed internally — and want a consistent outside perspective as they read and act on performance data over time.
Decision Guide
Which solution fits your situation?
| Feature | Clarity Review RM 530 |
KPI Framework RM 2,900 |
Advisory Retainer RM 4,550 |
|---|---|---|---|
| Measure review & recommendations | |||
| Full KPI framework with definitions | — | ||
| Dashboard layout design | — | ||
| Team workshop | — | — | |
| Ongoing review sessions | — | — | |
| Between-session guidance | — | — | |
| Duration | 2 weeks | 4–6 weeks | 3–6 months |
Not sure where to start? The Clarity Review is designed as a low-commitment entry point that helps you decide whether a larger engagement makes sense.
Across All Solutions
Standards applied to every engagement
Confidentiality
Business information shared during the engagement is treated as confidential throughout and is not referenced in any other context without agreement.
Plain-language deliverables
All written outputs are produced in language your team can read and act on — not jargon intended to impress or to obscure simple ideas.
Written scope before work begins
Every engagement is defined in writing before it starts. No scope creep without discussion and agreement from both sides.
Tool agnosticism
Our frameworks are designed to work in whatever reporting environment your team uses. No requirement to purchase or migrate to new software.
Respect for team capacity
We plan involvement so your team knows in advance what is expected of them. Operational work is not disrupted by open-ended advisory demands.
Candid observations
We say what we see, including when the data suggests something uncomfortable. Advisory relationships that only confirm existing beliefs tend not to add much.
Pricing
Clear, published prices
No estimates. No variable-scope proposals. What you see is what the engagement costs.
Solution 01
Metrics Clarity Review
Two-week engagement
- Measures note
- Indicator recommendations
- One review session
Most comprehensive
KPI Framework & Dashboard
Four to six weeks
- Full KPI framework
- Dashboard design
- Team workshop
Solution 03
Advisory Retainer
Three to six months
- Scheduled reviews
- Working notes
- Between-session guidance
Next Step
Not sure which solution fits? Let's talk it through.
A short conversation is usually enough to identify the right starting point. No pressure to commit — just an honest exchange about where things stand.
Book a Call