03 · Data, Analytics & Automation
Dashboards and reports you can act on.
We design KPI frameworks, model and check your data, and build Power BI and Zoho Analytics dashboards, so decision-makers see the numbers that matter without waiting on month-end spreadsheets.
Reporting migrated from Zoho Analytics to Power BI, with about 70% of dashboards replicated within a month (NDIS provider, Australia).
What’s included
The measures that matter to your business defined, with clear owners, definitions and targets.
Data from your systems structured into a model that is fast, consistent and easy to extend.
Checks that catch missing, duplicated or inconsistent data before it reaches a report.
Clear dashboards in Power BI or Zoho Analytics, designed around the decisions people make.
Monthly and board reporting structured so it is consistent every period, and scheduled where possible.
Existing spreadsheet or legacy reports rebuilt and validated on a modern platform.
Who it’s for
Suitable for businesses in many sectors. See how we work in specific industries.
What to expect
One named lead owns your engagement end to end — you always know who is responsible and what happens next.
We review your processes, systems and priorities, then agree scope, deliverables and fees in writing.
Access, data and handover are completed against a checklist, with documented procedures.
We deliver the agreed work on a fixed schedule and respond to requests through one channel.
Regular reviews cover results, open items and improvements for the next period.
Our work
Frequently asked questions
We confirm the connection approach for your systems during discovery, including sources such as Odoo, NetSuite, MYOB, Xero and Excel.
Yes. We can build on your existing Power BI or Zoho Analytics workspace, or migrate reports from one to the other.
We work with named accounts and only the access needed, inside your own tenant or workspace, and document who has access to which reports.
Yes. We document the data models and train nominated staff as part of handover.
You can maintain the dashboards yourselves, or keep us on a monthly retainer for changes, new reports and the scheduled management pack.
A dashboard build is usually a fixed-scope project; ongoing reporting is usually a monthly retainer. Fees are agreed in writing first.
A short, free discovery call to understand what you need and recommend the right starting point.
