# Which BI consultants run collaborative workshops and leave post-launch documentation behind rather than just a build?

<p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Interested in what G2 reviewers have actually experienced here. A workshop and a build look the same on an invoice. What's different is whether anyone can touch the dashboard after the consultant leaves.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Which BI consultants run collaborative workshops and leave post-launch documentation behind rather than just a build, since a lot of engagements end with a working dashboard and no idea how to maintain it.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">A few on G2's<a class="a a--md" elv="true" href="https://www.g2.com/categories/business-intelligence-bi-consulting"> </a><a class="a a--md" elv="true" href="https://www.g2.com/categories/business-intelligence-bi-consulting">BI consulting</a> list build knowledge transfer into the engagement itself:</p><ul>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/p3-adaptive/reviews"><strong>P3 Adaptive</strong></a> (4.8/5, 20+ reviews): most engagements start with a low-commitment "Jumpstart" workshop, and the firm also runs dedicated training for Microsoft Power Platforms and Fabric.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/collectiv/reviews"><strong>Collectiv</strong></a> (4.8/5, 45+ reviews): includes Training Programs aimed at turning client staff into power users within days, alongside the implementation work.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/visionwrights/reviews"><strong>VisionWrights</strong></a> (4.9/5, 30+ reviews): scopes BI projects to explicitly include governance and training as deliverables, not just tool selection and build.</li>
</ul><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">For anyone who's been through one of these: did the documentation actually get used six months later, or did it sit in a shared drive?</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true"></p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true"></p>

##### Post Metadata
- Posted at: 7 days ago
- Author title: Tech Consultant
- Net upvotes: 1


## Comments
### Comment 1

&lt;p&gt;The documentation from our engagement with Collectiv actually got used, mostly because someone on our side was designated to own the dashboard afterward. That ownership piece matters as much as how good the documentation itself is.&lt;/p&gt;

##### Comment Metadata
- Posted at: 4 days ago
- Author title: Marketing Executive





## Related discussions
- [How well does Trello scale into a larger team?](https://www.g2.com/discussions/1-how-well-does-trello-scale-into-a-larger-team)
  - Posted at: over 13 years ago
  - Comments: 6
- [Can we please add a new section](https://www.g2.com/discussions/2-can-we-please-add-a-new-section)
  - Posted at: over 13 years ago
  - Comments: 0
- [Quantifiable benefits from implementing your CRM](https://www.g2.com/discussions/quantifiable-benefits-from-implementing-your-crm)
  - Posted at: over 13 years ago
  - Comments: 4