The old workshop model is clunky
Consultants spend a lot of time in discovery sessions where everybody talks about what the dashboard should do, nobody agrees on the details, and the real meaning of the brief only shows up later.
That is not a great use of anybody's time.
Live prototyping changes the room
When you can shape the dashboard in front of the client, the session becomes much more useful. The client can see tradeoffs immediately. You can test priorities in real time. The conversation gets less theoretical.
And honestly, it feels more like a service people are happy to pay for.
Why this works commercially
There is a subscription-shaped offer hiding in this workflow.
Instead of selling a one-off discovery workshop, a consultant can offer:
- recurring dashboard strategy sessions
- iterative prototype refinement
- a bridge into PBIT or PBIX delivery later
That gives the client an ongoing decision-support service, not just a presentation.
What to watch out for
Do not turn the live session into endless tinkering. The point is to tighten the direction, not to perform dashboard theatre for an hour.
You still need a point of view. The tool helps, but the consultant has to lead.
Why I like this use case
It takes something that is normally vague and makes it tangible right in front of the buyer. That is valuable in itself, and it also gives consultants a more defensible monthly service to sell.