Work directly with Niels
Niels combines an understanding of finance and business reporting with the technical skills and project management needed to deliver the work.
He is the person you speak to about the requirement, the person who builds the reporting and the person who manages the project. That continuity carries through onboarding and any ongoing operation and development you agree together.
Start with the business requirement
We first discuss what your reporting needs to do and what is already in place. You can bring a specific report requirement or a broader problem that needs working through.
We look at the data and systems involved, identify the decisions needed and agree the scope of the work. You bring your knowledge of the business; Niels works out the technical approach.
Keep the project moving
Building the reporting involves decisions, access to information and time with the people who know the figures.
Niels keeps track of those dependencies, explains what is needed and follows up. Weekly progress updates show the work completed, outstanding questions and the decisions needed from your team.
You have someone managing the project as well as building the reporting.
Weekly update
Illustrative example of what a weekly update coversCompleted this week
- Sales extract from the ERP connected and refreshing nightly
- Margin per article validated with finance for two entities
Open questions
- Which cost lines belong in gross margin?
- Access to the CRM test environment
Decisions needed from you
- Confirm the rule for intercompany sales
- Choose the reporting currency for the group view
Agree the definitions and validate the figures
Your team owns the business definitions and confirms that the figures are right. Niels helps turn that knowledge into explicit rules and applies them in the reporting.
For example, agreeing a margin calculation means understanding which revenue and costs belong in it. We work through those decisions with you and check the resulting figures together.
You do not need to write a technical specification. You do need to make the relevant business knowledge available and take part in validation. We explain what is needed as the work progresses.
Help people use what has been built
Delivery includes documentation and onboarding. We explain how the reporting works and help the people using it understand the views and definitions that matter to their roles.
The responsibilities for running the reporting are agreed as part of the handover and ongoing arrangements.
Decide what happens after delivery
You may want to develop the capability within your team, or you may prefer Niels to continue looking after the reporting.
Ongoing work can include technical operation, maintenance, changes and further development as the business's requirements evolve. We agree which responsibilities stay with Niels and which your team takes on.
Support and continuity
Ongoing arrangements cover urgent issues as well as routine maintenance and development. We agree how to raise a problem and how essential support continues if Niels is unavailable.
Discuss the work you need to deliver
Start with the reporting requirement and the situation your team is working with. We can talk through how Niels could help.