Plan Features

Detailed breakdown of features for customers, creators, and partners

Customer vs Creator vs Partner

Detailed feature comparison to help you choose the right engagement model.

Core Platform Features

Features available to everyone:

Report Market

✓ Browse blueprints and solutions
✓ View creator profiles
✓ Watch Report Show episodes
✓ Read documentation

Report Factory Standards

✓ Access to the five standards
✓ Understanding of the approach
✓ Documentation and guides
✓ Workshop information

Report Show

✓ Watch all episodes
✓ See real implementations
✓ Learn the format
✓ Get inspired

Customer Features

What customers get when they engage:

Basic Setup ($6,000)

What’s Included:

  • Conduit BI tech installation
  • Core data models for F&O
  • Report Factory standards applied
  • Documentation and handoff
  • Basic training

Best For:

  • Organizations needing a fresh start
  • Teams with internal expertise to customize
  • Budget-conscious implementations

Custom Work ($8,000+)

Everything in Basic, plus:

Custom Development:

  • Custom reports and dashboards
  • Data model extensions
  • Integration work
  • Advanced visualizations

Support:

  • Direct access to the team
  • Implementation guidance
  • Troubleshooting help

Best For:

  • Complex requirements
  • Multi-department rollouts
  • Specific industry needs

Everything in Custom, plus:

TV Exposure:

  • Featured on the Report Show
  • Problem showcased to creators
  • Hackathon competition for your solution
  • Big reveal segment

Benefits:

  • Multiple creators competing for your business
  • Proven solutions from competition
  • Visibility in the F&O community

Best For:

  • Organizations willing to be featured
  • Complex problems that benefit from competition
  • Those who want the best possible solution

Creator Features

What creators get when they join:

Free Tier

What’s Included:

  • Creator portal access
  • Hackathon participation
  • Solution listing on Report Market
  • Basic analytics

Revenue:

  • You set the price
  • We take 5-10% of sales
  • Monthly payouts

Support:

  • Community support
  • Documentation access
  • Creator forums

Everything in Free, plus:

TV Exposure:

  • Featured on Report Show episodes
  • Showcase segment for your solutions
  • Name and credentials on screen
  • Links to your other work

Benefits:

  • Visibility in the F&O market
  • Credibility as an expert
  • Content for your portfolio
  • Connections with customers and partners

How to Get Featured:

  • Win or place in hackathons
  • Build exceptional solutions
  • Engage with the community

Partner Features

What partners get when they subscribe:

Standard ($2,000/month)

Blueprint Access:

  • Access to all blueprints
  • Rights to deploy for customers
  • Download and customize
  • Use Report Factory standards

Support:

  • Community support
  • Documentation access
  • 48-hour email response

Best For:

  • Partners testing the model
  • Occasional reporting needs
  • Budget-conscious firms

Premium ($5,000/month)

Everything in Standard, plus:

Build Rights:

  • Create derivative solutions
  • List your own blueprints
  • Build on top of our platform
  • Creator license included

Episode Features:

  • Nominate customers for the show
  • Get featured alongside them
  • Partner branding in episodes

Revenue Sharing:

  • We resell your solutions
  • 5-10% to us, rest to you
  • Monthly payouts

Priority Support:

  • 24-hour email response
  • Direct line to the team
  • Implementation guidance

Best For:

  • Active Microsoft partners
  • Firms with multiple customers
  • Those building a reporting practice

Platform Roadmap

Coming soon:

Short Term (Next 3 months)

  • Microsoft Marketplace on-ramp
  • LEAPWORK unit testing integration
  • Enhanced creator analytics
  • More blueprint categories

Medium Term (3-6 months)

  • Mobile apps for creators
  • Advanced reporting dashboard
  • Team collaboration features
  • API access for partners

Long Term (6-12 months)

  • MCP server integrations
  • AI-assisted blueprint generation
  • International expansion
  • Additional ERP platforms

Partners and featured creators get early access to new features.

Frequently Asked Questions

Can I switch models?

Yes, anytime:

  • Customers can become creators
  • Creators can become partners
  • Partners can list as creators

Your engagement can evolve as your needs change.

What if my budget gets cut?

For customers: We’ll air what happened. When budget returns, we do a follow-up episode.

For partners: You can downgrade or pause. Your existing deployments continue working.

Do you offer discounts?

Yes! We offer:

  • Volume discounts for partners with many customers
  • Multi-year commitments for reduced rates
  • Non-profit pricing - contact us for details

Can I try before committing?

Customers: Watch the Report Show. Browse Report Market. See what we do before engaging.

Creators: Join for free. Enter a hackathon. See if it’s for you.

Partners: Start with Standard tier. Upgrade when you see the value.

What about data ownership?

Customers: You own your data. Blueprints include full source files.

Creators: You own your solutions. We just host and resell.

Partners: You own your deployments and derivative work.

Need Help Choosing?

Still not sure which model is right?

Choose Customer if you:

  • Have a reporting problem to solve
  • Want proven solutions
  • Need implementation help

Choose Creator if you:

  • Build reporting solutions
  • Want visibility and revenue
  • Like competition

Choose Partner if you:

  • Have customers who need solutions
  • Want access to all blueprints
  • Want to build a reporting practice

→ See all plans

Ready to Engage?

Pick your path and get started:

→ Getting Started

← Creator PortalChoosing Your Path →
Report Factory Certified