Manually prepared management reporting can drain your time and budget; and may not even bring about the accountability that management needs.
Why not equip your leaders with self-service reports that they crave, delivered in weeks, not months, via a multi-device-ready Power BI solution available to the team members that need it?
Whether it's a decentralised reporting model you want, or you need to crunch more data than Excel can handle, Power BI is for you.
Deliver decentralised P&L reporting to profit centres to keep them accountable
Give your execs on-demand, real-time reporting on the indicators that drive your success
Retain high goal engagement with self-refreshable KPI reporting tracked against targets
High detail and calculation that typically break Excel, like sales commissions and dividends can now be delivered without stress
SaaS, Insurance, and other subscriber-based membership service providers can benefit from cohort risk analysis generated by Power BI
Customer Profitability
Stitch together disparate sales, marketing, & order systems to uncover hidden customer profitability insights to maximise your marketing ROI
power bi Is not for every use case, sometimes an excel model will do
Manually refreshed reporting
Ad-hoc analysis / low recurrence
Business case modelling
Desktop only
Local or on-premise server sources
Regular updates not required
Data volume under 100,000 rows
Low calculation intensity
Self-service report delivery
Non-ad-hoc / high recurrence
Business plan tracking
Desktop & mobile friendly
Local & cloud connected data sources
Live data / regular updates needed
Data volume over 100,000 rows
High calculation intensity
Why not apply for a free 30-minute consultation to find out if it is?
Stop wasting precious resources on manual report preparation, data cleansing and accuracy review. Instead, standardise, consolidate and automate your reporting, no matter where you source your data.
Feed In Your Sales & customer Data
Point-Of-Sale Systems
Payment Processors
Subscription Data
Connect Your ERP & Planning Systems
ERP & General Ledger
Management Accounts
Planning & Forecasting Tools
consolidate Your Data Sources
Data Warehouses
Sales CRM
Excel, CSV
Marketing & Ads
+2000 Apps
We engage with you to set expectations and ensure you stay in control
Business Objectives Alignment
Understand your endgame objectives
Analyse current reporting gaps
Validate feasibility of reporting goals
Align On Reporting Content
Inventorise reports for production
Define metrics, dimensions and sources
Align on known data issues
Present Design Prototype
Preview the report design in advance
Receive user sign-off on delivery expectations
With clear expectations set, we go away and deliver your reporting
Data Connections
Create connections
Reconcile to source
Cleansing Automations
Establish dimensions & metrics
Apply mappings
Set data cleaning automation
Create Reports
Create reports to design
Apply interactive controls
We manage the alignment of our delivery to your expectations and adjust for any changes
User Validation & Changes
Check off delivery against prototypes
Rectify any bugs
Ensure user sign-off
Establish management Refresh
Schedule data-refresh
Handover ownership to your team
Establish periodic delivery SOPs
Post Delivery Support
Support post-delivery changes
Rectify issues not identified during UAT
Tell us about your reporting challenges & objectives, we'll see if we can help over a 30-min call.
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