How it works
A defined process, from first review to launch.
Standard delivery is approximately 10 business days after access, data quality, KPI definitions, licensing, and scope are validated.
- Step 1
Assess
Review the source systems, available tables, data quality, licensing, connectivity, and reporting objectives.
- Step 2
Map and validate
Define each KPI, reconcile key totals, document assumptions, and separate scheduled forecasts from completed or billable activity.
- Step 3
Configure
Map the approved source data into the reusable Soza ABA reporting model and configure the selected dashboard templates.
- Step 4
Launch
Validate the results with business owners, publish the approved report, train users, and document ongoing responsibilities.
Your team
What we need from you
Reporting is only as good as the definitions behind it, so business ownership matters as much as data access.
- Executive sponsor
- Business and clinical subject-matter experts
- Technical point of contact
- Read-only approved access
- Power BI licensing
- KPI-definition approval
- Reconciliation support
- Timely feedback
Engagement path
The customer journey
- 1Reporting Gap Review or Data Readiness Checklist
- 2Qualification form
- 3Discovery call
- 4$950 Data Readiness Assessment
- 5Post-payment onboarding form
- 6Data review
- 7Fixed-scope proposal
- 850% implementation deposit
- 9Technical access through a client-approved secure channel
- 10Dashboard delivery and final payment
- 11Dashboard Care subscription
Find the reporting gaps hiding in your ABA data.
Turn ABA data into decisions that protect revenue, improve utilization, and surface operational and compliance risk.