Solution area
Power BI & Analytics
We turn information from different processes into clear reports and build the reporting environment that lets managers look at the same picture when they decide.
Starting point
Plenty of reports, no shared picture.
Most organisations do not lack reports; they have too many. The same question gets different answers from different files, and the first half of the meeting goes on deciding which number is right.
The cause is usually not the tool but the fact that it is unclear which decision the report was produced for. When it is not obvious which information comes from which process, the report does not inspire confidence.
So we start from the decisions rather than the report screen: who decides what, how often, and based on which information?
Common situations
- Monthly management reports assembled by hand
- Files that produce different numbers for the same measure
- Report preparation that depends on one person
- Late access to operational information
- Dashboards nobody uses and nobody maintains
What it looks like
A single management view.
The panel below is illustrative only: it contains no real customer data, performance measure or commitment.
Management view
Illustrative demo data- Orders
- 1,240
- Deliveries
- 982
- Open items
- 37
Monthly distribution (illustrative)
Trend line (illustrative)
Solution scope
Shared ground before reports.
Scope follows the organisation's decision needs; work usually starts with a limited set of measures and a single management dashboard.
Bringing information together
Information from different processes is brought together with shared definitions, so the same measure means the same thing in every report.
Report and dashboard design
The set of measures follows the decision points; reports are designed to be readable and repeatable.
Management visibility
Dashboards managers look at regularly are set up, with a clear source and update cadence.
Delivery approach
From the decision to the report.
Needs and decision points
We map which decision rests on which information; the list of measures comes from there.
Definitions and sources
The definition of each measure and the process it draws on are agreed together.
Design and publishing
Reports are designed, access and refresh arrangements are set up, and the result is tried with users.
Sustainability
Ownership and update responsibility are agreed; the set of measures is reviewed as needs change.
Let's work out which decision needs which report.
Let's review your current reports and decision points and define a simple, sustainable starting scope.