How we work
How we work: clear, step by step
The approach, the stages of working together and the output of each one; you know what you will receive before we start.
// Approach
From raw data to a decision you can act on
Our job is not to build pretty reports; it is to answer a few specific management questions with the company's own data, in a way you can act on.
- 01
Data
Accounting entries, sales invoices, production and inventory
- 02
Information
Reliable metrics, trends and comparisons
- 03
Insight
Causes: where, why and how much
- 04
Decision
A specific action, an owner and a metric to follow up
Diagnose
Pinpoint exactly where profit, cash or capacity is being lost.
Measure
Quantify the effect of each issue in money and days so priorities become clear.
Monitor
Dashboards and KPIs that show every month whether the decisions are working.
// data pipeline
From raw ledgers to boardroom insight
Scroll to watch the data move through each stage of the pipeline.
STEP 01
Raw Data Ingestion
Extract ledgers, sub-ledgers and operational data with T-SQL and Power Query. Validate completeness before anything is modeled.
STEP 02
Data Modeling & Optimization
Shape a clean star schema, define measures once in DAX, and tune storage and relationships so reports stay fast at scale.
STEP 03
Interactive Visual Dashboards
Deliver executive dashboards with drill-through, row-level security and the KPIs finance actually decides on.
// How we work together
Five stages, each with a defined output
Scope and timing are agreed before we start, and at every stage you know what you will receive.
STEP 01
Introductory meeting
A conversation about the problem, the decisions ahead and the data you have.
Output:Problem definition and key questions
STEP 02
Data review
Secure receipt of the data and an assessment of its quality and completeness.
Output:Data quality report and final scope
STEP 03
Analysis
Cleaning, integrating and analysing the data with a focus on causes.
Output:Quantified, documented findings
STEP 04
Presentation & recommendations
Presenting the findings to management and turning them into prioritised actions.
Output:Management report and action plan
STEP 05
Monitoring
Setting up dashboards and KPIs to follow the effect of decisions.
Output:Management dashboard and review meetings
// Why this approach
A way of working, not promises
The difference is in how the work is done; something you can assess before we start.
Start from the decision, not the data
First we define which decision has to be made; then we go to the data that answers it.
Financial and operational language together
Analysis from the management accounting and the operations view at once; a financial figure without its operational root is incomplete.
Traceable to the source document
Every figure in the report can be traced back to its data source and calculation method; no black box.
Confidentiality by design
Each client's data is stored separately with restricted access and, at your request, deleted when the work ends.
Do you have a management question your data should answer?
Fill in the analysis request form; we review your information before the first meeting so the conversation is precise from the start.
Already sent a request? Check its status with your tracking code and email.
The request form asks you, in six short steps:
- 01CompanyTell us about your company.
- 02Business typeThis defines the relevant analyses and KPIs.
- 03Main issueWhat concerns management most right now?
- 04Available dataWhich data exists and where is it kept?
- 05GoalsWhat outcome would be valuable to you?
- 06ContactWho should we contact to schedule the first call?