Maintain a recurring board-briefing data pack

Cole Business Office needs continuing help keeping board-briefing data accurate as client plans, forecasts and supporting notes change. The current pack is useful, but updates arrive in uneven formats and take too long to reconcile each month. The retainer covers a defined monthly migration routine, quality checks and a compact metrics summary for the advisory team. Payment follows the agreed cycle. The service should leave each briefing pack complete, traceable and ready for review on schedule.