Small and mid-sized businesses do not have a Chief Data Officer. They have an IT manager who is also the sysadmin, and a finance lead who has been burned by Excel-VLOOKUP hell. This playbook is for them.

Week 1 - install + inventory

The Use Queries page is what end users see after rollout - a searchable list of pre-built queries.
The Use Queries page is what end users see after rollout - a searchable list of pre-built queries.

Stand up EQQ on the server that already hosts your internal apps. Inventory the top five recurring data questions finance, ops, and sales ask IT every month.

Week 2 - build five queries

For each question, build a View + Query + Role. Do not aim for elegance; aim for a green ‘Active’ flag.

Week 3 - pilot with three users

Pick one finance, one ops, one sales user. Give them a 30-minute walkthrough. Watch where they click, where they get stuck, what they export.

Week 4 - iterate

Fix the three biggest friction points. Add parameter defaults. Rename columns to the words the pilot users used.

Week 5 - open the doors

Roll EQQ out to the rest of finance, ops, and sales. Measure the IT ticket volume for “can you pull…” requests for the following month.

What to expect

  • Month 1 ticket volume drops 30-50%.
  • Finance closes the month 2-3 days faster.
  • Sales stops sending IT the same pivot request every Friday.
  • IT gets real weekends back.

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