Workshops

We'll build it with you.

The top of the learning path isn't a course. It's work we do alongside your team. Focused, scoped engagements that bring Novi modellers into your organisation, remote or on-site, to take you from where you are to a model you trust. Fixed scope, fixed price.

Four engagements

· How a workshop works

No day-rate meter. No black box.

A workshop is the opposite of an open-ended consulting retainer. It's scoped before it starts, run with your team in the room, and built so that what we leave behind is genuinely yours.

Scoped and fixed-price

Every engagement is scoped before it starts and quoted as a fixed price. No day-rate meter running, no scope creep dressed up as discovery.

Your team learns by doing

We work alongside the people who'll run the model, not in a back room. You keep the knowledge, not just the file.

You own the result

Built from the three blocks: readable, documented, not a black box only we understand. When we leave, the model is yours to extend.

01· Maturity Assessment
Where most engagements start

An honest read on where you stand.

Before anyone builds anything, we look at how your planning actually works today: the tools, the cadence, the hand-offs, the places numbers go to die. You leave with a clear picture, unflattering where it needs to be, and a ranked list of what to fix first.

What you leave with

  • A maturity scorecard across data, process, model and people.
  • The three constraints holding your cycle back, ranked by impact.
  • A one-page summary your CFO can act on without a translator.
  • A straight recommendation: where Novi helps, and where it doesn't.
FormatRemote · 1–2 weeks
Best forTeams unsure where to start
02· Model Evaluation
Bring the model you have

We open your model and tell you the truth.

We take your existing model, Excel or otherwise, and read it the way an auditor reads a ledger. What's structurally sound, what's quietly fragile, what would break under one more dimension. No rebuild yet; just a clear verdict and the reasoning behind it.

What you leave with

  • A structural review: dependencies, lineage and single points of failure.
  • The fragility map: what breaks when the business changes shape.
  • A keep / refactor / rebuild call, made section by section.
  • A migration sketch, if moving to Novi is the right move for you.
FormatRemote · 1–2 weeks
Best forTeams with a model they've outgrown
03· Model Build
The core engagement

We build it with you, not for you.

The model gets built with your team in the room, on your data and your drivers, so the people who'll run it understand every link by the time we leave. We bring the structure, often starting from a Commons blueprint; you bring the business. You end with a working model and the knowledge to extend it.

What you leave with

  • A working, integrated model running on your own data.
  • Built from the three blocks: readable, not a black box.
  • Your team trained on the model as it's built, not handed a manual.
  • Handover: documentation, lineage and a clear list of next steps.
FormatRemote or on-site · scoped per build
Best forTeams ready to commit to a real model

Model Build often starts from a finished blueprint in the Commons, then bends it to your business.
Browse the Commons blueprints →

04· FP&A Roadmap
The longer view

A sequenced path, not a big bang.

For teams that know the spreadsheet era is ending but can't stop the world to migrate. We lay out a realistic, staged route from where you are to an integrated model you maintain yourself, sequenced so each step earns its keep before the next begins.

What you leave with

  • A staged migration plan with milestones you can defend to the board.
  • What to move first, and what to leave alone for now.
  • The skills and roles your team needs at each stage.
  • A maintenance model so it stays yours over time, not ours.
FormatRemote · 2–4 weeks
Best forTeams planning a multi-quarter transition
· Pricing

Fixed scope. Fixed price.

Every workshop is scoped before it starts and quoted as a fixed price. You know the number before we begin. No day-rate meter, no scope creep. Tell us what you're trying to do and we'll scope it with you.

Tell us where your team is. We'll tell you the shortest path.

A short conversation is enough to point you at the right engagement, or to tell you, honestly, that you don't need one yet.