What happens in a private walkthrough?
You bring one real executive dashboard or chart from a board deck. In roughly 20 minutes, Stephen uses the 77 Rules system and his decades of expertise to review it for visible integrity risks, explain 2 to 3 findings if they exist, and recommend the appropriate paid next step only when the risk is material.
Do you store dashboards?
Dashboard review runs are stored in your account so you can review prior results until you delete them. Deleted runs are removed from active app storage; encrypted backups age out through normal rotation.
Booking details are collected through Calendly for scheduling and follow-up. Do not upload dashboards through this website; bring the dashboard to the walkthrough or use the app review flow when appropriate.
What if no material risk is found?
If the chart is sound, the recommendation is simple: no broader engagement.
What is the difference between Audit and Sprint?
The Board Deck Integrity Audit is a focused $4,950 diagnostic for CFO, FP&A, or board-facing risk. The Dashboard Integrity Sprint is the $18K to $24K BI leader path when risk appears across multiple dashboards and the team needs a review standard, findings report, and leadership readout.
Who should request this?
- VP Analytics, BI CoE, or Head of Data with executive dashboard risk.
- CFO, FP&A, or board-reporting owner with an upcoming board deck.
- BI CoE leader who needs a repeatable dashboard integrity review standard.
How many checks does 77 Rules use?
Publicly, 77 Rules uses 77 rules plus 15 bonus integrity checks, with expert review by Stephen McDaniel for risks automation can miss. The audit separates visual clarity issues from decision-risk issues so the finding is not just whether a chart looks bad, but whether it could affect an executive decision.
What is an executive-risk finding?
It is a finding that connects a visible chart issue to a plausible business consequence. Example: a selected time window could overstate growth because it excludes a contraction period. That is different from saying a chart has weak labels.
How are potential concerns handled?
Findings that require inference are labeled cautiously. The correct language is: “Potential concern: verify with your data team.” We do not present inferred risks as confirmed facts.
What should we bring?
Bring one dashboard, board-deck chart, or executive reporting page that could influence a CFO, board, operating, capital allocation, revenue, or headcount decision. Screenshare is usually enough for the walkthrough.
What happens after the walkthrough?
There are three clean outcomes: no material risk, a Board Deck Integrity Audit for isolated board-facing risk, or a Dashboard Integrity Sprint when repeated dashboard risk or team review gaps appear. Larger portfolio review patterns route to Team Dashboard Tune-Up or BI CoE / Enterprise Integrity Engagement.
What is the 14-day credit?
100% of the Board Deck Integrity Audit fee is credited toward any Dashboard Integrity Sprint, Team Dashboard Tune-Up, or BI CoE / Enterprise Integrity Engagement closed within 14 days of the findings readout. Maximum credit: $5,000.
Is there app access?
Account access can exist after an engagement. Executive teams start with a real dashboard, a private walkthrough, and a paid diagnostic or Sprint if the risk warrants it.
How is technical processing handled?
Private walkthroughs use third-party AI processing to review dashboard images. Provider and backup details are covered in the Terms for teams that need security review.
Should we upload sensitive data?
No. Use redacted dashboards whenever possible. Do not share content that your organization prohibits from third-party AI processing, and do not share regulated or restricted data unless your internal policies permit that workflow.