The problem
The numbers already exist. They sit in the finance system, in the warehouse and in a spreadsheet, but they are assembled by hand once a month by whoever has time. The result is a report that is finished too late to act on.
The alternative many smaller businesses are offered is a BI project with workshops and an estimate. That is too large a first step when all you want to know is whether margin fell last quarter.
The name
The service was called Klartal in the first drafts, from klare tal, clear figures. It is a good Danish name and a useless international one, and it did not sit in the family the rest of the house uses. It is now SES Insight, next to SES Quality, so it is visible what belongs together.
Approach
Three rungs instead of one large proposal. Each rung is a finished deliverable that stands on its own, and each can be bought without committing to the next.
What separates it from a cheap report is not the design but the reconciliation. A figure does not go on the dashboard until it matches the client's own system for the same period. If it cannot be reconciled it does not go on, and the client is told why.
What is built
A bilingual product site and a complete example dashboard for an invented Danish wholesaler, Nordhavn Engros A/S. The example is the artefact sent to a prospect: it can be clicked through straight away, instead of being described in a PDF.
The pages are produced by the same generator as this site, so they inherit the design system, the two languages and the same checks before publishing. The charts are hand drawn SVG with no library, and every figure in the example is computed from one dataset, so the numbers cannot come to contradict each other.
The typefaces sit on the site itself rather than at a font library. It is a small thing, but it would be odd to sell care with other people's data while passing every visitor's IP address on in order to draw a heading.
Where it stands
The site and the example are built and running at an internal address for review, with search engines kept out until it is signed off. The pricing model is settled. There are no SES Insight clients yet, so there are no results to show either: that comes when it comes.
What I learned
That a demo you can click moves a conversation further than a deck about method. And that the hard part of productised services is not building them, it is being willing to put the price on the front page.
One claim from the first draft came out along the way: that the client already pays for Power BI. That holds only on E5 and not on Business Standard, and a sales page that sells reconciled figures cannot itself open with a figure nobody checked.