From reporting requirements to working reports
You know what the business needs to understand. We work out how to deliver it, using what is already in place and building what is missing.
The work can span assessment, data preparation, reports and data agents. We agree the scope around your situation, with Niels responsible for managing and delivering the project.
Assessment and roadmap
Knowing which report you need does not always make the route to building it clear. The data may sit in several systems, definitions may need agreeing, or the current setup may be difficult to extend.
We review your reporting, data and systems against the business requirement. Together, we identify what can be used, what needs attention and which decisions are needed to move forward.
The result is an agreed direction for the work: what to build, what it depends on and how to approach delivery. Assessment can be a separate piece of work or part of a broader project.
Data foundation
Useful reporting starts with data that can be brought together and understood consistently.
We connect and organise data from your source systems, establish refreshes and build the underlying data model. This gives reports a common basis as reporting needs develop.
Your finance team decides what the figures mean. We help make those definitions explicit and apply them in the data. For example, once you agree how margin should be calculated, that definition can be used consistently across the reporting.
We start with the foundation you have and identify the changes needed for the intended result.
Reports and dashboards
Give finance and management a connected view across companies, business units and functions, with the detail needed to understand performance and decide where to act.
We shape the reporting around the questions you need to answer: which areas are falling short, what drives margin by customer or product, and how each part contributes to the business as a whole.
We build the reports and dashboards, work through the figures with finance and help users understand how to use them. Validation is part of delivery: your team's knowledge is essential to checking that the reporting represents the business correctly.
The work includes documenting the reporting and helping people get started, so the delivery extends beyond the report itself.
Data agents
A data agent lets people ask questions about business data in natural language. It uses the data and definitions behind the reporting, giving users another way to explore that information.
The starting point is the question you want to answer and the data needed to answer it. We look at what is already available and what preparation is needed. Consistent definitions matter just as much here as they do in a dashboard.
Agents that prepare or carry out tasks are a further area of development. If you have a task in mind, we can discuss the intended action, the data involved and what would need to be established before building it.
Delivery includes the work around the build
Niels keeps track of dependencies, follows up on open decisions and arranges validation with your team. Weekly progress updates explain what has moved forward, what remains open and where your input is needed.
Documentation and onboarding are part of the delivery. Once the initial project is complete, we agree whether your team will take on the operation or Niels will continue maintaining and developing it.
Start with the result you need
You may need one report, a stronger data foundation or help working out where to start. Tell us what you want to achieve, and we can discuss a suitable next step.