What We Do
Structured engagements. Clear outcomes.
Every engagement is designed around what your reporting system actually needs. No unnecessary complexity. No open-ended retainers until the foundation is right.
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Discovery Call
30 minutes · No commitment
A conversation about where your reporting is breaking down. We listen, ask the right questions, and tell you honestly whether Novexa is the right fit. If it is, here is what comes next.
Step 1
Systems Diagnostic
$2,500
A structured assessment of your current reporting infrastructure. You'll leave with a clear picture of what's breaking, why it's breaking, and what a reliable system would look like.
What's included
- Review of your current reporting infrastructure and data sources
- Identification of structural breakdowns and manual dependencies
- Assessment of close process, reporting logic, and ERP integration
- Written diagnosis with prioritized recommendations
- 30-minute findings walkthrough with your Novexa architect
Who it's for: CFOs, Controllers, and finance leads who know something is broken but need a clear picture before investing in a fix.
Timeframe: 2–3 weeks
Step 2
Reporting System Build
Scoped per engagement
A full design and build of a Power BI reporting system inside your environment. Built to your data, your ERP, and your team's workflow. Documented so your team can maintain it independently.
What's included
- Data model design and star schema architecture
- Power Query transformations and ERP data connection
- DAX measures library built to your KPIs
- Role-specific dashboards for CFO, Controller, and operations
- Team training session on system maintenance
- Full SOP documentation package
Who it's for: Finance and operations teams ready to build something they'll actually own. You bring the knowledge of how your business works. Novexa brings the structure.
Timeframe: 6–12 weeks
Step 3
Fractional Finance Systems Partner
Retainer. Contact for pricing.
Ongoing systems expertise without a full-time hire. Your Novexa architect stays embedded as your reporting environment evolves.
What's included
- Monthly system review and optimization
- New reporting requests as the business evolves
- Team support and troubleshooting
- Quarterly architecture review
- Priority access to your Novexa architect
Who it's for: Growing companies where the finance and operations teams need ongoing systems expertise without adding headcount.
Timeframe: Ongoing monthly engagement
Not sure where to start?
Most clients begin with the Systems Diagnostic. It's a low-commitment way to get clarity on your current reporting infrastructure and a clear path forward.