The information you need already exists. It sits in separate systems, spreadsheets and inboxes, so one question turns into an afternoon.
An afternoon of assembly
Exports from three systems, pasted into a workbook, every time the question comes up.
Whose figures are right
Two reports from two people, and a meeting spent arguing about which one to trust.
A spreadsheet that grew
A workbook carrying more than a spreadsheet should, held together by one person who knows it.
Last month's numbers
A report that was current when it was emailed and has been going out of date since.
9 in 10
of the operational spreadsheets pulled into field audits contained at least one error, across decades of studies. The bigger the workbook, the worse the odds.
R. Panko, Spreadsheet Errors research reviewReporting is only worth building if it answers something. We start from the questions you keep assembling an answer to, then work back to the systems that hold the data, and build the report around that.
Information from separate systems, read as one picture
Records from the systems you already run, brought together so they can be read as one picture instead of several partial ones. Inconsistent and duplicated records are reconciled on the way; that is part of the work, and never a prerequisite for it.
Dashboards and operational reporting from live systems
One place to see how the business is running, updating on its own, built around the questions you ask. Reporting drawn from your live systems instead of a monthly export somebody builds by hand. Workbooks that have grown past what a spreadsheet should carry, rebuilt on something sturdier.
The right people seeing the right numbers
On a phone or a laptop, without a file being emailed around and quietly going out of date. Built in accounts you own, on tools you keep using after we leave, so the question gets asked and the number is already there.
Each service stands on its own. None of them needs a report built first, and a report needs none of them.
Get a written plan for where the technology goes next.
See the service
Find out what you pay for, and what to cut.
See the service
Move onto systems that were designed for the work.
See the service
Replace the manual steps your team repeats every week.
See the service
Hand the work that runs on judgment to an assistant that fits.
See the service
Fast, works on a phone, and turns visitors into inquiries.
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Show up when someone nearby searches for what you do.
See the service
Get the team using the tools you already pay for.
See the serviceGeneral questions are on the FAQ page.
No. A single workbook rebuilt, or one report automated, is a normal piece of work.
No. Reconciling inconsistent and duplicated records is part of this, not a prerequisite for it.
