What happens in the 60 minutes
Nine phases adapt in real time to your vertical and stage. You answer; LumaIntake listens, structures, and converts.
Context & goals
Where the business is, where leadership wants it to go, and the gap between.
Operating cadence
How decisions get made today, what reporting exists, who watches what.
KPIs that matter
The metrics leadership actually steers by — not vanity dashboards.
Data sources
Where the numbers come from, who owns them, where trust breaks down.
Capability gaps
Forecasting, scenario, accountability — what’s missing today.
Tier alignment
Which platform layer fits: Sentials, Sights, or Sphere.
Implementation shape
Sequencing, ownership, integration points, change-management posture.
Risk & constraints
Compliance, vendor lock-in, internal politics, capacity to absorb change.
Output review
Walk-through of the artifacts and confirmation of next-step ownership.
What you take away
A dashboard-build-ready package, generated in real time from the conversation. No follow-up consultant calls required.
KPI Catalog (.xlsx)
Every metric leadership tracks, with definitions, sources, and ownership.
Implementation BRD (.docx)
Business requirements document scoped to the recommended tier.
Tier Recommendation
Specific Sentials / Sights / Sphere fit with rationale and trade-offs.
Capability Gap Map
Where the organization is strong, where it leaks, where to invest first.
Implementation Sequence
Phase-by-phase build order tuned to your operating cadence.
Risk Register
Compliance, lock-in, and change-absorption risks, ranked.
The three intelligence tiers
LumaIntake recommends the right starting point. You can always step up later.
Data foundation. Clean, trusted, governed source-of-truth on Microsoft Fabric. The layer everything else builds on.
Analytics + dashboards. Executive scorecards and semantic models that drive weekly operating decisions.
AI-forward executive intelligence. Forecasts, scenarios, and AI-assisted decision loops for the next 12–24 months.
Ready to start?
Block 60 minutes. Have your senior operators reachable. We’ll do the rest.
Launch LumaIntake