Data: Analytics & Intelligence
Business Intelligence & Reporting
Reporting that arrives on time, reconciles with finance and frees your team from manual compilation.
The problem
Signs you need this
- 01
Month-end reporting takes too long and relies on one person
- 02
Board packs are assembled manually from many sources
- 03
Regulatory or donor reporting is stressful and error-prone
- 04
Managers lack timely operational figures
Deliverables
What is included
Scope is confirmed during discovery. A typical engagement includes:
- Reporting inventory and rationalisation plan
- Automated report packs and distribution
- KPI framework with owners and targets
- Reconciliation and audit trail
- Self-service reporting for managers
How we deliver
A clear path from first conversation to results
- 01
Assess
Map data sources, owners and quality, and agree the questions the business needs answered.
- 02
Model
Define metrics, a clean data model and the logic behind every number.
- 03
Build
Pipelines, warehouse tables and reports built iteratively with your analysts.
- 04
Validate
Reconcile figures against source systems and sign off definitions with stakeholders.
- 05
Adopt
Training, documentation and a support rhythm so the work is used, not shelved.
Typical technologies
- Power BI
- SQL Server Reporting Services
- Excel
- Tableau
- Python
- Paginated reports
We choose tools to fit your team, licences and constraints, not the other way round.
Questions
Frequently asked questions
Can you automate our board pack?
Usually most of it. We automate the data and charts and leave room for written commentary.
How is this different from dashboards?
Dashboards support daily exploration. Reporting delivers fixed, reconciled figures on a schedule for governance and compliance.
More in Data: Analytics & Intelligence
Data Analysis
Focused analysis that answers specific business questions with clear findings and recommendations.
Data Visualization & BI Dashboards
Dashboards in Power BI, Tableau, Looker or custom web apps that people check daily and trust.
Data Engineering & Pipelines
ETL and ELT pipelines and cloud data warehouses that bring scattered data into one reliable place.
Ready to talk about Business Intelligence & Reporting?
Tell us what you are trying to achieve. We will reply within one business day with questions, a suggested next step and an honest view of whether we are the right fit.