Data & Reporting
When finance, CRM and delivery systems tell different stories, every report starts with more checking. We connect the information, agree the definitions and build dependable reporting around the decisions your team needs to make.
Talk through your challengeA free 30-minute conversation with Liam
A bounded starting example
One possible scope to discuss, tailored to your systems and agreed in a proposal. This is an illustrative engagement, not a client case study.
One agreed reporting period, fee and time exports from up to two source systems, a client list and delivery-cost assumptions approved by your finance lead.
A reconciled client-level view of fees, recorded delivery cost and contribution, with unmatched records flagged. A manager can identify work to review, trace totals to the exports and follow documented refresh steps.
The proposal names the report, users, data checks and handover. Historical reconstruction, company-wide data clean-up, new live integrations and changes to client fees are separate decisions. Timing and fee depend on the agreed scope; this is not a promise of a shorter engagement.
Discuss this starting point ↗What this looks like
Bring the agreed finance, project and operational data into a repeatable reporting process. Give managers a clear view of revenue, margin and capacity, with less time spent assembling spreadsheets.
Explore management reportingMake it clear what each measure includes, where the data comes from and when it was refreshed. Reconcile key totals and flag exceptions so the team can explain the figures with confidence.
These are examples, not client case studies. Your proposal defines what we will deliver for your business.
See examples for law firm reporting and workflows and accountancy practice reporting and automation.
What is included
A defined set of business questions, reporting rules and calculations, agreed with the people who own the numbers.
The source connections and quality checks needed for your report, with assumptions and remaining limitations made visible.
Dashboards, management reports or forecasting views built around the agreed decisions, users and reporting rhythm.
A clear schedule for updating the information, with checks and a named owner for issues that need attention.
Reconciliation to source records, user testing and agreed acceptance checks before the report enters routine use.
Practical guidance for running the report, maintaining it and understanding its limits, with agreed operating responsibilities.
How the work happens
You know what is happening, who is responsible and what comes next.
Agree who needs the report, what it must answer and how success will be measured. Confirm the sources, scope and fixed fee.
Connect and check the data, resolve the definitions and develop the report in short cycles with your team.
Test the figures, train the users and hand over clear responsibilities for refreshes, exceptions and future changes.
A good fit
Before you commit
Practical questions
Yes. We assess the tools and data you already have, including Excel and Power BI where relevant. We recommend new software only when the agreed outcome needs it.
Data & Reporting gives you dependable information and a reporting process your team can run. Operational Analytics & Improvement investigates why performance is falling short and implements changes to the underlying workflow. We can help you choose the right starting point.
We start with a free 30-minute discovery conversation. Where useful, one free walkthrough of up to 45 minutes follows, led by your team. These establish fit and scope at a high level. Detailed analysis, process mapping, solution design, prioritisation, a business case or a written roadmap require an agreed paid scope.
Your team can run the reporting internally or choose ongoing support. The project includes a 30-day window for in-scope defects against the agreed acceptance criteria. New work is scoped separately.
Let’s talk it through
Tell Liam what needs to improve. The first conversation is free, lasts 30 minutes and needs no preparation.