Solutions · Data and reporting
Reporting you can trust within weeks, from a model that already works
A proven data model and set of definitions for the reporting most organisations need, covering customers, orders, revenue and operations. We adapt it to your data sources and your terms, so discussions about definitions start from a sensible draft rather than a blank page.
Use cases
Is this you?
Most organisations need broadly the same core reporting. What differs is their data and their definitions, and that is where the time should be spent.
Reports put together by hand
Each month someone pulls the figures together manually, and the board pack takes days.
No agreed definitions
Revenue, an active customer and margin each mean something slightly different, depending on who you ask.
A new platform with nothing on it
The data platform is in place, but the business is still waiting for its first useful report.
Dashboards nobody relies on
There are plenty of dashboards, but few are opened, and none are used when a real decision is made.
What it delivers
Close to right for most organisations, and right for you once tailored
A starting model covering the areas that nearly every organisation reports on.
- Data models for customers, orders, products and revenue
- Operational measures for workload and service levels
- Draft definitions for the core figures, with the usual exceptions already decided
- Handling of history, so past figures do not change without explanation
- Tests that check totals add up and relationships hold
- An initial set of reports built on the model
Starter model
Customers
One record per customer, with history kept
Orders
Order lines, status and fulfilment
Revenue
Recognised, invoiced and collected
Operations
Workload, backlog and service levels
Metrics
Definitions with owners and exceptions
Reports
Board pack, trading view and service view
What we do around it
Agreed with your people and fitted to your data
The model gives you a head start. The engagement is about agreeing it with your people and fitting it to your data.
- Mapping
- We map your data sources onto the model, and deal openly with any gaps or oddities in your data.
- Definitions
- We hold sessions with finance, sales and operations to agree each figure, starting from the draft.
- Build
- We build the model and the first reports on your platform, and test them against figures you already trust.
- Retiring old reports
- We identify old reports that duplicate or contradict the new ones, and switch them off.
- Extension
- We add new areas as the business starts asking new questions.
Pricing and demonstrations
Tell us what your board pack should show
We will show you those figures built on the starter model, and where the definitions would need your decision.
Priced according to your size, number of users and the support you need. There are no tiers.