Most analysts deliver outputs and leave. LUMINA tracks every stage, decision, note, and deliverable — then auto-generates a branded report your client keeps forever.
Not a generic project tool. Every feature maps directly to the real rhythm of a data consultancy engagement.
Systems inventory, data maturity baseline scored 1–25, scope boundary — all captured formally before work begins. No more verbal agreements.
Layer 01 · IntakeFrom Discovery to Engagement Close. Each stage holds notes, sub-stages, decisions, blockers, deliverables — all timestamped and structured.
Layer 02 · WorkspaceShare a live progress link. Clients see current stage, completion %, what's delivered, what's blocked — and can comment. They can't edit a thing.
Client PortalA 10-minute Friday ritual. Health status, blockers, delivery log, analyst note. Builds a timeline of engagement honesty automatically.
Layer 03 · PulseDocument the client's data landscape as you discover it. Systems, owners, upstream feeds, downstream outputs. The map nobody else builds.
Systems TabOne click. A fully branded, multi-section leave-behind built from everything captured throughout. Cover page, maturity delta, decisions log, recommendations.
Layer 04 · Leave-BehindScored across 5 dimensions at intake and close.
Live view of all 7 engagement stages.
Gap analysis completed. CRM qualification links mapped. Remediation approach agreed with stakeholder.
Gap analysis report · Data flow diagram
Solution design · Stakeholder walkthrough
Auto-assembled from all engagement data.
Every time a client needs structured evidence of what was found, decided, and delivered — LUMINA is the right tool.
Click through each screen — or open the live app to explore yourself.
Dashboard — your analyst home. All engagements, health signals, quick stats at a glance.
Stage Workspace — notes, decisions, deliverables, blockers. All per stage, all timestamped.
| System | Purpose | Owner | Quality |
|---|---|---|---|
| CRM | Registrant records | Registration | Orphaned links |
| Client Portal | Member Self-service | Digital / IT | CRM sync gaps |
| PostgreSQL | Analytics layer | Data team | Good |
| Power BI | Reporting | Data & Insights | Refresh issues |
Systems Intelligence Map — the data landscape, documented as you discover it. Clients never had this before.
Gap analysis completed. Remediation approach agreed with stakeholder.
CRM access delayed by IT. Gap analysis in progress but slower than planned.
Weekly Pulse — 10 minutes every Friday. Health history builds automatically over the engagement.
CRM remediation & data platform analysis engagement
Client View — shareable read-only link. Clients see progress and can comment. Cannot edit anything.
Everything you've captured throughout the engagement is assembled into a branded, structured PDF your client keeps forever.
PDF Report — assembled automatically from all your notes, decisions, and observations. The thing that makes you unforgettable.
Most analysts deliver and leave. With LUMINA, clients walk away with a permanent, structured record of their own systems, decisions, and data landscape — written by an expert who now understands it better than anyone.
Every engagement I run is backed by the LUMINA framework — structured, transparent, and documented. You walk away with a leave-behind your team can actually use.
Thank you for reaching out. Valentina will be in touch within 24 hours.
In the meantime, explore LUMINA live →