Find the real questions
We start from the decisions you make and work backwards. Most reporting projects fail because they answer the questions that were easy to answer rather than the ones anyone needed.
Business reporting
How many jobs did you do last month, and what did each one earn?
If answering that means someone opening four spreadsheets and half-remembering the rest, the problem is not the question. Most businesses this size are running on numbers nobody entirely trusts, which makes every decision above them a guess.
- Bought on its own, or before a review
- A fixed quote before any work starts
What this actually is
The work is establishing which numbers your business is actually run on, then making them arrive reliably and on time. The dashboard is the last part of it, and the least important.
Fix where the numbers come from
Usually the data exists but is entered inconsistently, split across systems, or overwritten. Getting that right matters more than what the report looks like at the end.
Make it arrive without anyone chasing
If a number takes three days of manual assembly, you will eventually stop producing it. The point is that it appears on its own, in time to do something about it.
How it relates to a review
The two engagements are sold separately and most people buy only one of them.
- Most often, on its own. You want to be able to see your own business clearly. That is a complete reason and it does not need to lead anywhere else.
- Sometimes, first. A business process review costs your current way of working using volumes taken from your records. Where those records cannot support an accurate figure, we say so in the first week and this is what we would propose instead.
- We will not sell you this to avoid saying something is hard. Where we can count a sample of real transactions by hand and extrapolate, we do that instead. It is cheaper for you, and more accurate than rebuilding the system that failed to record them.
The same terms as everything else
A free 30-minute call, then an estimated range, then one fixed number agreed in writing before any work begins. No hourly billing. Whatever we build is documented well enough for somebody else to maintain, and it is yours.