COMMON QUESTIONS
Before we
build it.
Scope, software, data, access, and what happens after launch.
01What is a custom business dashboard?
A custom business dashboard brings the information you need from agreed sources into one view. It can show sales, inventory, advertising, or other operating measures across tools and locations. I agree the definitions with you, check the numbers against their sources, and make the view fit the decisions you need to make.
02How is an internal tool different from a dashboard?
A dashboard helps you see what is happening. An internal tool lets people do work, such as updating a request, scheduling restocking, or managing a task. A portal can give vendors or partners access to their own information. A project can combine reporting and actions when that is what the work needs.
03Do I need a $999 Business Systems Audit first?
No. If you have a clear question to answer or a task the tool needs to handle, we can start with a free 20-minute conversation and scope the project directly. If the problem crosses several processes or you are unsure what to fix first, I may recommend the separate $999 Business Systems Audit. We agree that before booking it. Your $999 audit fee goes toward your first build if you move forward with me. It comes off the quoted build price. The roadmap is yours either way.
04How much does a custom dashboard or internal tool cost?
I quote the project after checking what it needs to do and how we can get the data. A reporting view with a few sources is a different job from a portal with several user roles and actions. You get the build price, timing, and ongoing software, hosting, and maintenance arrangements before agreeing to the work.
05Can you work with the software we already use?
I start by checking your existing software and the access it provides. My operating work includes connections to Square, Shopify, Meta, and Klaviyo. For your project, I check whether each source provides an API, an export, or another reliable way to share the data before agreeing the build. Access, plan limits, and data quality can affect what is possible.
06How do you check the numbers and control access?
We agree what each measure means, check it against the source reports, and make the refresh timing clear. We also agree who can view or change each part of the tool and test those permissions before launch. The vendor portal has workspaces scoped to each vendor's data; your project gets access rules that fit the people using it.
07Who owns the tool, and what happens after launch?
You keep ownership of your business accounts and the custom system I build for you. I document the setup and walk your team through it. Third-party software still has its own licensing and fees. We agree maintenance, issue reporting, and responsibility for future changes in the proposal. Ongoing support can be a separate engagement if you need it.
08Should I use existing software or build a custom tool?
Start by checking whether your current software can do the job. A custom tool makes sense when you keep assembling the same information by hand, need one view across several accounts, or have a task that falls between the tools you use. If an existing feature or product is a better fit, I will recommend that before a custom build.
09Do you only build for Kansas City businesses?
Kansas City is my home base. I also work remotely with small businesses elsewhere in the United States when we can review the process, data, and work through calls and shared tools.