Power bi solutions

Looking for a Power BI Solution That Can Handle the Complexity Of Your Business?

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?

Use Cases For Finance

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.

Budget Variance Reporting

Deliver decentralised P&L reporting to profit centres to keep them accountable

Executive Dashboards

Give your execs on-demand, real-time reporting on the indicators that drive your success

KPI Reporting

Retain high goal engagement with self-refreshable KPI reporting tracked against targets

Payment Distributions

High detail and calculation that typically break Excel, like sales commissions and dividends can now be delivered without stress

Retention Analytics

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

When Should You Use A Power BI Solution?

power bi Is not for every use case, sometimes an excel model will do

Excel Is Better For

  • 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

Power BI Is Better For

  • 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

Not sure If your use case is right for Power BI?

Why not apply for a free 30-minute consultation to find out if it is?

Break down Data Silos Once And For All

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

our delivery approach

Report Design & Delivery

Collaborative Design Process

We engage with you to set expectations and ensure you stay in control

  1. Business Objectives Alignment

  • Understand your endgame objectives

  • Analyse current reporting gaps

  • Validate feasibility of reporting goals

  1. Align On Reporting Content

  • Inventorise reports for production

  • Define metrics, dimensions and sources

  • Align on known data issues

  1. Present Design Prototype

  • Preview the report design in advance

  • Receive user sign-off on delivery expectations

Reporting Delivery

With clear expectations set, we go away and deliver your reporting

  1. Data Connections

  • Create connections

  • Reconcile to source

  1. Cleansing Automations

  • Establish dimensions & metrics

  • Apply mappings

  • Set data cleaning automation

  1. Create Reports

  • Create reports to design

  • Apply interactive controls

UAT & Handover Support

We manage the alignment of our delivery to your expectations and adjust for any changes

  1. User Validation & Changes

  • Check off delivery against prototypes

  • Rectify any bugs

  • Ensure user sign-off

  1. Establish management Refresh

  • Schedule data-refresh

  • Handover ownership to your team

  • Establish periodic delivery SOPs

  1. Post Delivery Support

  • Support post-delivery changes

  • Rectify issues not identified during UAT

Discover How Power BI Could Elevate Your Team's Effectiveness

Tell us about your reporting challenges & objectives, we'll see if we can help over a 30-min call.

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