Eight weeks. Four posts a week. Thirty-two pieces of content about business intelligence for SMEs. I want to be honest about what I learned — not about BI itself, but about how small and medium business owners actually think about data.
Because it wasn't what I expected. And I've spent 20 years in this field.
The Barrier Isn't What You Think
Going in, I assumed the main obstacles would be the usual suspects: tools are too complex, data quality is poor, there's no budget for proper analytics. Those things exist. But they weren't the primary issue I kept running into.
The real barrier is confidence. Business owners don't yet trust their own data enough to make decisions from it. Not because the data is wrong — often it's fine. But because they've never been shown how to read it, what to look for, or what to do when it tells them something they don't like.
So before any tool, before any framework, before any dashboard — the first job is to build that trust. Everything else follows from it.
What I Kept Hearing
The message that came back to me consistently — in DMs, in comments, in conversations at the end of talks — was some version of this:
"I know we have a data problem. I just don't know where to start."
Not "I don't think we have a BI problem." They knew. They could feel it — in the reactive monthly reviews, the gut-feel decisions they weren't confident in, the sense that the business was running them rather than the other way around. The problem was starting. Starting is hard when you don't know what good looks like.
That single insight shaped everything about how I've built The BI Playbook.
Why the Three-Step System Is Structured the Way It Is
The Score → Framework → App sequence isn't a marketing funnel. It's a genuine learning sequence, and the order matters.
You can't automate what you haven't understood. You can't understand what you haven't assessed. The BI Baseline Score gives you the honest assessment — 15 questions across five dimensions, and a clear picture of where you actually stand. BI Without the BS gives you the understanding — a framework and toolkit for building a functioning BI practice without needing a data team. BI Now! gives you the automation — a full analytics dashboard built from your own data in an afternoon.
Skip a step and you're either building on a foundation you don't understand, or automating something that was never properly designed in the first place. The sequence is deliberate.
What 8 Weeks Confirmed
Most SMEs are far closer to having a working BI function than they think. They have the data — it's sitting in their accounting software, their CRM, their project management tool. They have the intent — every business owner I've spoken to genuinely wants to make better decisions. What they're missing is a system.
A system is learnable. A system can be built in a weekend. The only thing stopping most business owners is deciding to start — and having something concrete to start with.
Thirty-two posts later, that's still the most important thing I can say. The gap between where most SMEs are and where they want to be is smaller than it looks. It's not a data problem. It's not a technology problem. It's a starting problem.
Thank You — and Where to Start
If you've been following along these past eight weeks, thank you. It's meant a lot. If this is your first time here, the best place to start is the free BI Baseline Score. 15 questions. 5 minutes. An honest picture of where your business stands across the five dimensions of BI readiness. No fluff, no sales pitch — just a clear starting point.
Because starting is the hardest part. And the score makes starting easy.
Three steps. Free to £549. Each one builds on the last.
The full system takes you from assessment to understanding to automation. Start for free — go as far as you need.
- Step 1 — BI Baseline Score Free · 15 questions · 5 dimensions · Honest picture of where you stand
- Step 2 — BI Without the BS £99 one-time · Framework + toolkit · KPI Starter Pack included (payhip.com/b/NRiQx)
- Step 3 — BI Now! £549 one-time · Upload your CSV · Full analytics dashboard built automatically (payhip.com/b/MDAK3)