A consistent view of performance across your business, for finance, sales, operations and workforce teams.

Practice

Typical challenges

Sounds familiar?

  • Data sits in ERP, CRM and many Excel files

  • Every department calculates KPIs differently

  • Monthly reports take days of manual work

Hands on a laptop with AI and data analytics dashboards
Analyst with headphones reviewing data dashboards on a monitor
Delivery

What we deliver

  • Integrate data from business systems into a shared reporting foundation

  • Build scalable data platforms and reusable reporting models

  • Standardise KPIs, business rules and data quality controls

  • Automate data flows, report refreshes, exports and notifications across business systems

  • Deliver management dashboards and enable self-service analytics

  • Predictive analytics with statistical and machine-learning models to forecast trends and identify risks and opportunities

How it works

1. Source & KPI analysis

We map source systems and agree a KPI catalogue with clear definitions and owners.

2. Data integration

Data is extracted from ERP, CRM, files and external sources and harmonised in a central data warehouse on Azure or SQL Server.

3. Semantic model

A Power BI model with star schema, reusable DAX measures and row-level security per role, region or dealer.

4. Dashboards & self-service

Management dashboards for the key questions, plus certified datasets for self-service analysis.

5. Automation

Scheduled refreshes, report subscriptions, exports and threshold alerts replace manual report preparation.

6. Governance

A data catalogue with KPI definitions, harmonisation rules and data-quality checks keeps numbers consistent.

Tech

Technologies & business value

Technologies: Microsoft Azure, SQL Server, MySQL, Power BI, Databricks, Python

Business value: Less manual reporting and clearer visibility of business performance.

Related success stories:

Laptop showing an analytics dashboard with charts

Frequently asked questions

Do we need a data warehouse before we start?

No. We start with the reports that matter most and build the data foundation step by step.

Can you work with our existing Power BI reports?

Yes. We review existing reports and consolidate them into shared, documented data models.

Let us discuss how we can support your digital transformation.