Includes 5 hours of billable time

Review executive dashboards for usability, KPI relevance, visual clarity, and business value. Includes recommendations and minor refinements.

Includes up to 10 hours of billable time

A quarterly strategic review of your HR technology ecosystem, including a 90-minute meeting, system recommendations, and a prioritized action plan.

Includes up to 10 hours of billable time.

Refresh datasets, validate imported data, identify inconsistencies, and verify reporting accuracy following data updates or system changes.

Includes up to 2 hours of billable time.

Add or modify dashboard visuals, KPIs, filters, calculations, or formatting to support evolving business needs. Includes one revision.

Fractional HR Systems Advisor

A strategic partnership for organizations that need ongoing HR systems leadership without hiring a full-time expert.

Includes

• Up to 20 consulting hours monthly

• HR technology strategy

• Vendor evaluations

• Executive reporting

• System optimization

• Analytics development

• Project leadership

• Stakeholder meetings

• Monthly executive summary

• Priority response (next business day)

Best for

Organizations with 200–2,000 employees or multiple active HR technology initiatives.

CONTINUOUS IMPROVEMENT

Ongoing optimization for organizations that regularly evolve their HR systems.

Includes

• Up to 10 hours of consulting each month

• Dashboard enhancements

• Process improvements

• New reports and metrics

• Workflow refinements

• Monthly strategy meeting

• Priority email support

• Quarterly roadmap updates

• Knowledge transfer

Best for

Growing organizations that continuously improve their HR technology.

POST-IMPLEMENTATION SUPPORT

Ideal for organizations that need occasional support after a project is complete.

Includes

• Up to 5 hours of consulting each month

• Up to 2 support requests per month

• Email support

• Minor dashboard updates

• Report modifications

• Formula and calculation adjustments

• Troubleshooting existing automations

• Quarterly system health check

• 48-hour response time

Best for

Organizations with stable environments that want peace of mind.

Estimated Duration

2–3 weeks

Client Time Commitment

4–6 hours

Includes

• Data quality assessment

• Duplicate analysis

• Standardization recommendations

• Data dictionary

• Cleanup strategy

• Governance recommendations

Client Responsibilities

• Export HR data

• Provide field definitions

• Answer business rule questions

Assumptions

• One HRIS

• Up to 5,000 employee records

• Up to 75 fields reviewed

• Cleanup strategy included; bulk data corrections quoted separately

What's Not Included

• Additional revision rounds

• New project scope after kickoff

• HRIS implementation or configuration (unless specified)

• Data entry or manual record cleanup beyond agreed scope

• Change management or end-user training beyond the included session

• Ongoing support after project completion

Estimated Duration

2 weeks

Client Time Commitment

5–8 hours

Includes

• Discovery workshop

• Current-state process mapping

• Future-state recommendations

• Automation opportunities

• SOP templates

• Executive presentation

Client Responsibilities

• Participate in discovery

• Introduce key stakeholders

• Review draft workflows

Assumptions

• Up to 5 workflows

• Up to 5 stakeholder interviews

• One revision round included

What's Not Included

• Additional revision rounds

• New project scope after kickoff

• HRIS implementation or configuration (unless specified)

• Data entry or manual record cleanup beyond agreed scope

• Change management or end-user training beyond the included session

• Ongoing support after project completion

Estimated Duration

3–4 weeks

Client Time Commitment

6–10 hours

Includes

• KPI workshop

• Dashboard design

• Dashboard development

• Executive scorecards

• User guide

• Training session

• One revision cycle

Client Responsibilities

• Attend kickoff meeting

• Provide data access

• Validate KPIs

• Review dashboard mockups

Assumptions

• One dashboard

• Up to three data sources

• Up to 12 KPIs

• One executive dashboard page plus supporting detail pages

• One revision round included

What's Not Included

• Additional revision rounds

• New project scope after kickoff

• HRIS implementation or configuration (unless specified)

• Data entry or manual record cleanup beyond agreed scope

• Change management or end-user training beyond the included session

• Ongoing support after project completion

Estimated Duration

5–7 business days

Client Time Commitment

Approximately 3–5 hours

Includes

• 2-hour discovery session

• Documentation review

• System and workflow assessment

• Data quality review

• Executive report

• 60-minute findings presentation

Client Responsibilities

• Attend discovery meeting

• Provide requested documentation and system screenshots

• Respond to questions within 2 business days

Assumptions

• Up to 3 systems

• Up to 5 business processes reviewed

• No system configuration or implementation included

What's Not Included

• Additional revision rounds

• New project scope after kickoff

• HRIS implementation or configuration (unless specified)

• Data entry or manual record cleanup beyond agreed scope

• Change management or end-user training beyond the included session

• Ongoing support after project completion