Leadership
Leadership scorecard
Strategic KPIs on a single page with drill-through to drivers. Board packs generated in one click instead of one afternoon.
Power BI reports people actually use.
Your numbers, up to date every day, in one place. No exports, no copy-paste from Excel. One solid data model, clear KPIs and reports that refresh themselves. Training and a rollout your team truly picks up are part of it.
What a reporting project leaves behind, once the dashboards are live.
One number, one meaning
Every KPI has a single definition in a single model. The figure in the board pack is the figure in the ERP, so meetings stop opening with an argument about whose export is right.
A shorter month-end
Manual consolidation and reconciliation drop out of the close. Most finance teams get days back per month, not hours.
Reports that refresh themselves
The schedule runs whether anyone remembers it or not, so nobody starts Monday by rebuilding last week's export.
People who can build the next one
Training, documentation and clear ground rules on who owns which dataset. The second report does not have to come from us.
Where Power BI usually pays back first.
A handful of reports covers most of the reporting burden in a mid-sized company. These are the ones teams reach for.
Finance
Numbers the CFO can sign
P&L and balance trends, cash forecasting, month-end automation. The numbers the CFO sees are the numbers in the ERP.
Sales
Deals worth chasing
Pipeline health, win-loss, pricing and margin analytics by segment. Pick the deals worth chasing on Monday morning.
Purchasing & Inventory
Stock that matches demand
Supplier performance, stock turns, slow-moving items, demand forecasting. Fewer stockouts, less dead stock.
Operations
Trouble spotted early
Throughput, SLA monitoring, exception alerts. The floor manager gets pinged before the customer does.
HR & People
Where the people risk sits
Headcount, absence, turnover, skills coverage. A calm monthly view of the workforce trends that hiring and engagement actually hinge on.
What you get, besides the reports.
Every engagement covers the build, the rollout and the knowledge transfer. Nothing stays dependent on us after handover.
i.
Reports & dashboards
Executive, finance, sales, purchasing, operations, HR. KPI frameworks, mobile-ready role-based views, and consistent visual language.
ii.
Data models & refresh
A clean data model, one source of truth and reports that refresh themselves. We use Microsoft Fabric and dataflows where they actually add value.
iii.
Rollout & ground rules
Getting the right people involved early, champions inside each team, clear access rights and trusted datasets. Training that leaves your team independent.
How we run a reporting project.
Each step is short. Each step has someone accountable on your side. Nothing gets built without you knowing about it.
i.
Discover
Map goals, users, and decisions. Identify the data we have and the gaps we don't yet.
ii.
Prototype
Ship a clickable draft in Power BI within days. Validate KPIs and logic with real users before we build the model.
iii.
Build
Engineer a clean data model, the visuals, and the refresh. Document every design decision.
iv.
Rollout
Train, communicate, prepare support. Measure adoption from day one.
v.
Upskill
Enable self-service for everyday questions. Keep the core datasets governed so answers stay consistent.
vi.
Evolve
Review usage and impact. Iterate on what the business needs next, not what we guessed up front.
Why clients choose us.
Power BI is the engine. The value lives in a sharp question, clean data and a routine people keep.
- We align the people before we build a single visual. A KPI that finance and operations define differently produces two reports and no decisions, so we settle that first.
- Rollout is part of the project. Champions in each team, training while it goes live rather than after, and support once it is running. We track what gets opened and fix what does not.
- We write in business language. No acronyms on the page, defaults that cut clicks, and layouts that make the next step obvious to someone who opens it twice a month.
- Built for mid-sized companies. Family-owned businesses and mid-sized teams that need the impact without the complexity, and without a permanent BI department.
We build with you, or we train your team.
Both tracks include help with the change, documentation and knowledge transfer. Pick the one that fits this quarter.
Track 01
Build with us
We do the heavy lifting. You get production-ready dashboards, a well-run data model, and a rollout plan your team can handle.
Talk to usTrack 02
Train your team
Two-day hands-on workshop plus a follow-up session. Practical exercises and simple playbooks, so your people build the next report themselves.
Visit the AcademyFrequently asked, straight answers.
If your question isn't here, ask it on a discovery call. We'd rather say "it depends, here's how" than give you a brochure answer.
How long does a typical project take?
It depends on the scope. A single department is a matter of weeks; a rollout across several departments runs to a few months. We prototype early, so you see something real long before the whole thing is finished.
Do we need Microsoft Fabric?
Not always. We use Fabric when it lowers your cost or your complexity, not because it is the newest thing on the price list.
Can you work with our IT team?
Yes, and we prefer to. We align on security, gateways and data sources from day one, so nothing we build turns into a surprise for the people who have to run it.
What about data quality?
We build a pragmatic model and document the rules behind it. Quality issues get surfaced rather than papered over, so they can be fixed at the source instead of patched in every report.
Which data sources can you connect?
SAP, Microsoft Dynamics 365 and Business Central, SQL Server, Excel, CSV, SharePoint and the common cloud apps. If a connector exists we can almost certainly work with it. We have yet to meet a system we could not reach.
What licences do we need for Power BI?
Usually Power BI Pro for the people who build and the people who read. For wide sharing or large datasets, Premium or PPU can work out cheaper. We run the numbers with you before you commit.
Where does our data live?
In your own Microsoft 365 tenant. On-premise data stays on-premise through a secure gateway. We work within GDPR and within your own security policies.
How do you measure success?
By whether people open it, and whether it changes a decision. We track usage and refresh reliability, ask how the reports are actually being used, and review both with you.
Can you embed reports in Teams or SharePoint?
Yes. Key dashboards land where your teams already spend their day, which is usually the difference between a report being read and a report being bookmarked.
Can you train non-technical users?
Yes. Role-based sessions for leadership, analysts and frontline teams, built around your own data and your own reports rather than a demo dataset.
Can we start even if our data is messy?
Yes, and most companies do. We deliver something useful early while surfacing the data problems underneath, then fix them at the source together with you.
Do you sign NDAs and handle confidentiality?
Yes. We work under NDA on request and follow your own information-handling rules.
Ready for reports people actually use?
Thirty minutes, free. We'll tell you what's realistic in the next quarter, or point you to someone else if we're not the right match.
Book a discovery call