Reporting Automation

Replace recurring spreadsheet consolidation with reliable automated reporting.

Find your reporting bottleneckBegin with a 30-minute BI fit call.

IS THIS THE RIGHT FIT?

Start with the situation you’re in.

The team repeats the same extraction, consolidation and checking before every management meeting. The reporting process depends on spreadsheets and individual knowledge.

Data integrationTransformation & automationScheduled refreshDocumentation

THE APPROACH

Business logic and technical delivery, together.

We map the reporting routine, identify the repetitive steps and build reusable transformations around your source systems. KPI logic is agreed before reports are automated.

WHAT YOU RECEIVE

A system with a clear handover.

Source inventory and documented reporting requirements
Reusable SQL and Power Query transformations
A Power BI semantic model with agreed KPI definitions
Scheduled refresh, exception handling and handover

THE INTENDED RESULT

Reporting that is easier to trust and own.

Less recurring preparation, a repeatable reporting process and more time to interpret the numbers.

Scope, acceptance criteria, dependencies and commercial terms are agreed before delivery. Technology licences and ongoing support are considered separately where relevant.

HOW WE WORK

A structured path to production. A clear owner at every step.

We work from the business decision back to the data. You see the system take shape, validate it with us and know how to own it.

01 / DISCOVER

Understand the business.

We map the decisions, stakeholders, existing reports and data environment. The first task is to understand what management needs to know, and where reporting breaks down.

WHAT YOU LEAVE WITHStakeholder & reporting map

AI AUTOMATION

Let AI handle the repetitive steps.

Turn incoming documents, routine requests and draft summaries into a workflow your team can review and approve.

Read and organise.

Extract key fields and sort documents into useful categories. Route uncertain items to a person for review.

Draft and route.

Prepare first drafts and send requests to the right reviewer, reducing repeated typing and handoffs.

Keep people in control.

Build in approvals, exception handling and a clear record of what the workflow has done.

Discuss your workflow

ONE USEFUL CONVERSATION

What’s slowing your
reporting down?

Leave with a clearer reporting bottleneck and a recommended next step.

Find your reporting bottleneck 30-minute fit call. No obligation.