Services
The data capability you need — without the full-time overhead.
Flexible support for growing companies that have useful data, capable people, and processes that have outgrown the way they were originally built.
Core services
Start with the business problem. Use the right tool from there.
Data process optimization
Map the current workflow, remove bottlenecks, reduce repeated manual work, and make the process easier to operate and maintain.
- Recurring reporting workflows
- Template standardization
- Automation opportunities
Reporting + dashboards
Build clear, durable reporting that connects the numbers to the decisions your team needs to make.
- Executive and operational reports
- Dashboards and KPI frameworks
- Presentation-ready analysis
Excel + workbook engineering
Stabilize complex workbooks, clean up formulas, improve performance, and build tools people trust.
- Formula and logic repair
- Model and template development
- Validation, controls, and QA
Data cleanup + integrity
Identify inconsistent definitions, broken links, duplication, missing controls, and other issues that quietly undermine trust in the data.
Data strategy + roadmaps
Define what matters, what should be fixed first, what can wait, and how the pieces should fit together as the company grows.
Fractional + advisory support
Get an experienced data partner for targeted projects, ongoing support, vendor decisions, or technical hiring and candidate evaluation.
Straightforward pricing
Know the model before the work starts.
These are starting structures, not a maze of packages. Every engagement begins with a clear scope, expected output, and approval before additional work.
Focused hourly support
Best for targeted fixes, troubleshooting, review, cleanup, or a defined list of improvements.
Fixed-scope projects
Best for a defined deliverable such as a workbook rebuild, reporting package, process redesign, or data roadmap.
Ongoing monthly support
A reserved block of senior-level support for teams that need consistent help but not a full-time role.
Pricing shown is the current public starting point and can be updated under Appearance → Primo Settings.
Not sure which service it is?
Describe the current pain point. I will help define the right first step.