We provide services that leverage data to help you make better business decisions. This includes data preparation, designing dashboards, creating performance reports, and delivering actionable insights using specialized BI tools.

Financial reporting tells you what happened (e.g., net income was X). BI Services tell you why it happened, what the trends are, and what actions to take next (e.g., which customer segment drove the profit change).

The core benefit is unified, single-version-of-the-truth reporting across all global entities (e.g., comparing profitability in the US vs. the UK) for consistent decision-making.

We are specialized in major industry-leading BI platforms, including Microsoft Power BI, Tableau, Qlik Sense, and Google Looker (formerly Data Studio) .

BI systems centralize and standardize financial and operational data, enabling quick reporting for regulatory submissions (e.g., VAT/GST reports, IFRS/US GAAP segment reporting), reducing compliance risk.

We integrate data from virtually any source, including ERP systems (SAP, Oracle, NetSuite) CRM systems (Salesforce), accounting software (QuickBooks, Xero), SQL databases, and flat files (Excel, CSV).

Data Warehousing is the process of extracting, cleaning, and storing data from multiple source systems into a unified repository. We design and manage the data warehouse structure to optimize BI reporting.

A Dashboard provides a high-level, visual summary of key metrics (KPIs) for quick monitoring. A Report provides granular detail and historical trends for in-depth analysis.

For focused projects (e.g., Sales Performance Dashboard), initial results and actionable insights can often be delivered within 4 to 6 weeks of data source integration .

By providing timely, contextualized data, BI allows executives to make data-driven decisions regarding resource allocation, market entry, product pricing, and inventory levels.

Yes. We provide tailored training to your finance, sales, and operations teams on how to effectively use the deployed BI solution, including custom report creation and data analysis.

ETL is the critical process of moving data from source systems (Extract), cleaning and integrating it (Transform), and loading it into the data warehouse or BI model (Load). Yes, it's a core component of our service.

We implement Role-Based Access Control (RBAC), ensuring that users can only view data relevant to their role and region (e.g., UK sales team sees only UK sales data) .

BI allows for granular expense analysis, identifying cost drivers, benchmarking spending across departments/regions, and flagging areas for potential cost reduction and optimization.

Yes. By integrating external market data with internal performance metrics, we can create dashboards that track your market share, pricing effectiveness, and customer sentiment against competitors.

Data Governance establishes policies and procedures for data definition, quality, and access control, ensuring that the data used for reporting is reliable, consistent, and compliant.

We provide services across all domains, specializing in the integration of financial and operational data to deliver holistic business insights (e.g., linking inventory levels to gross margin) .

We create a Global Data Dictionary and a centralized transformation layer (in the data warehouse) to map disparate fields into a single, standardized structure.

Self-Service BI empowers business users to create their own reports and analyze data without constant reliance on the IT department, using user-friendly BI interfaces. We design solutions to enable this.

Data Mining is highly specialized, focused on discovering hidden patterns and building predictive models. BI uses aggregated data to track current performance and support management decisions.

Daily service focuses on high-frequency operational reporting, such as Daily sales flash reports, cash position updates, and urgent inventory movements.

Sales management, treasury teams, and warehouse/logistics personnel who require real-time data to manage day-to-day operations and urgent decisions.

Weekly deliverables include a Sales Pipeline and Forecast Accuracy Report, Weekly working capital movement analysis, and system maintenance/monitoring reports.

It provides the data necessary for Monday morning leadership reviews, allowing quick adjustments to sales strategies, staffing, or inventory ordering.

Monthly service focuses on the Financial Close Package, including budget vs. actual variance analysis, detailed expense reporting, and Monthly management accounts delivered via the BI platform.

By automating the extraction, transformation, and reconciliation of data from the source systems, the BI platform delivers the final reports almost instantly once the GL is finalized.

Quarterly service includes a Formal Business Review Deck, deep-dive profitability analysis by customer/region, and a review of the BI platform's performance and usage by staff.

It provides the detailed financial and operational insights required to assess the effectiveness of the current strategic plan and inform the annual budget cycle.

Half-Yearly deliverables include a comprehensive Data Quality Audit, a deep dive into data governance compliance, and a mid-year forecast accuracy assessment.

Yearly service focuses on Annual Budgeting Data Preparation, creation of the full Annual Report Package, and a comprehensive BI system review for scalability and optimization.

Yes. We offer flexible support for ad-hoc analytical requests, leveraging the centralized data model to answer complex business questions quickly.

We establish a single, documented Global Data Dictionary that ensures terms (e.g., Gross Margin) are calculated identically whether reported Daily or Yearly.

Yes. We configure dashboards based on business need—critical cash reports can refresh hourly, while profitability analysis may refresh daily.

Yes. We configure the BI platform to send automated alerts (e.g., via email or mobile app) when a KPI breaches a predefined threshold (e.g., inventory hits a low stock level).

We provide a Weekly/Monthly Data Quality Report that flags inconsistencies, missing fields, or calculation errors identified during the ETL process.

The roadmap outlines the proposed phases of BI implementation, prioritizing dashboards based on business impact, required data sources, and estimated project timelines.

Yes. We validate complex financial models (e.g., overhead allocation, transfer pricing) within the BI environment to ensure the results align with the GL and corporate policy.

We integrate CRM data to analyze metrics like lead-to-opportunity conversion rates, customer lifetime value (CLV), and sales cycle duration.

Yes. We design reports that track, reconcile, and report on the volume and nature of inter-company transactions, simplifying the Monthly consolidation process ​.

Yes. We track user activity within the BI platform to monitor which dashboards are being used, how frequently, and by whom, ensuring high ROI on the solution.

We standardize all time-sensitive data into a single, global reference time (e.g., UTC) within the data warehouse, allowing reports to be easily adjusted to the user’s local time zone.

The Mid-Quarter check-in uses BI to quickly review performance against the current forecast, ensuring that management has time to implement corrective measures before the quarter closes.

Yes. We use BI to integrate shipping, duty, and freight data with purchase costs to accurately calculate and report on the true landed cost per product.

We design reports that automate the aggregation of necessary data points (e.g., permanent and temporary differences) required by your tax department for their Quarterly provision calculation.

We use fine-grained Row-Level Security (RLS) in the BI model, which dynamically filters data presented to the user based on their specific login credentials.

Yes. We use BI to track AP metrics like time from invoice receipt to payment, compliance with payment terms, and early payment discount capture rates.

We upload the Yearly budget into the data model and design reports that automatically calculate and visualize the variance between actuals and budget, Monthly and Yearly.

Yes. We can use the BI platform to extract and format specific data populations (e.g., all manual journal entries, fixed asset roll-forward data) needed for the Yearly financial audit.

Yes. We track and visualize metrics like supplier lead times, fill rates, inventory turnover, and potential stock-out risks.

Data Visualization (using charts, maps, and graphs) is key to making complex data immediately understandable, driving faster recognition of trends and anomalies.

Yes. We utilize native connectors and APIs to ensure secure, reliable, and real-time data ingestion from modern cloud-based financial systems.

We use advanced ETL techniques and Natural Language Processing (NLP) tools to extract key sentiments or topics from unstructured data and integrate them into the structured BI models.

We typically deploy on robust, scalable cloud infrastructure (AWS, Azure) which minimizes your need for in-house server maintenance and IT overhead.

Yes. We analyze your reporting needs and data volume to recommend and implement the most efficient structure, whether a smaller Data Mart or a full Enterprise Data Warehouse.

We establish data validation rules in the transformation layer, which automatically cleans, standardizes, and flags records that do not meet quality criteria before they reach the BI model.

Data Lineage tracks the origin, journey, and transformations applied to a data point from its source system to the final report. It is crucial for auditability and compliance assurance.

Yes. Modern BI platforms support embedding reports into third-party applications (like SharePoint or custom web portals) to integrate data into the user's workflow.

We use the native governance features of the BI platform (e.g., Power BI Service, Tableau Server) to manage versioning and the promotion of reports from development to production environments.

Yes. We analyze data usage patterns and recommend archiving or summarizing low-frequency data to optimize data warehouse size and reduce cloud storage costs.

We design the data model using a star schema or snowflake schema for high-performance querying and ensure the underlying cloud infrastructure offers elastic scaling capacity.

Yes. We can integrate relevant external data sources (e.g., stock prices, economic indicators) to add context to internal performance analysis.

These are query languages (for tools like Power BI/SSAS) used to create complex calculated metrics, KPIs, and advanced time-intelligence functions within the data model. We specialize in writing efficient code.

We handle Monthly/Quarterly patching and maintenance based on vendor releases, ensuring the platform remains secure and performs optimally.

Yes. We manage the entire migration process, including ETL redesign, report recreation, and validation against legacy reports.

We build automated reconciliation dashboards that compare key calculated BI metrics (e.g., Gross Profit) against the final figures in the general ledger, ensuring auditability.

Augmented Analytics uses machine learning to automate data preparation and generate natural language insights, automatically flagging patterns and outliers without manual searching. We integrate this capability where available.

Yes. We provide dedicated development and user-acceptance testing (UAT) environments to ensure reports are thoroughly tested before release to the business.

We design and manage the metadata layer, providing business-friendly names and definitions for technical data fields, improving user adoption.

Yes. We can integrate the clean, structured data from the BI model into specialized AI/ML platforms for advanced forecasting or prescriptive analysis.

We standardize the data to a single reporting currency (e.g., USD or EUR) using daily exchange rates within the data model, while retaining the original transaction currency for detail.

It provides real-time consolidation, inter-company reconciliation monitoring, and deep drill-down capability on variances across all global entities (USA, UK, Australia) .

Yes. We design dashboards that monitor gross margin on inter-company transactions, flagging deviations from the defined transfer pricing policy range for tax compliance.

BI analyzes P2P process data to track supplier performance, purchase price variance, and compliance with purchasing policies, optimizing spend.

We track metrics like Inventory Turnover Ratio, Days Inventory Outstanding (DIO), slow-moving/obsolete stock (SLOB), and stock-out rates by location.

Yes. We track workforce analytics such as headcount, attrition rates, labor cost as a percentage of revenue, and variance analysis on payroll expenses.

We integrate revenue, cost-of-goods-sold, sales, and service costs to determine the true profitability of individual customers or customer segments.

Yes. We track asset utilization rates, maintenance costs, and capital expenditure vs. budget, providing data for timely disposal decisions.

We build conditional reports that automatically apply the correct local tax codes and disclosure requirements depending on the legal entity being analyzed.

Yes. We customize dashboards to track unique regional payment cycles and specific compliance requirements (e.g., localized reporting fields.

We integrate marketing spend data with CRM and sales data to track the Return on Marketing Investment (ROMI) and cost per lead by channel.

Yes. We track utilization rates of service professionals and pipeline demand to forecast resource needs and highlight potential staffing gaps.

Essential reports include regional sales tax tracking, segment reporting by state/province, and detailed labor cost breakdowns compliant with US/Canadian labor law.

Yes. We create specialized dashboards that track the status of internal controls, control deficiencies, and the progress of remediation plans​.

We integrate non-financial data (e.g., energy consumption, waste generation) into the BI model, allowing management to track and report on ESG performance metrics .

Yes. We track the effectiveness of currency hedges by comparing actual realized rates against spot rates and hedging contract performance.

We track key risk indicators like supplier concentration, geopolitical stability of supply regions, and lead time volatility to identify potential disruptions .

While the final filing is manual, we use BI to generate the required underlying data tables and schedules in the format needed for statutory reporting.

We design the data model to handle numerous local currencies, often-complex tiered distribution models, and rapid sales cycles unique to these regions .

We track CapEx vs. budget, the actual ROI achieved on major projects, and the utilization rate of new assets post-acquisition.

We define and calculate all Non-GAAP metrics (e.g., Adjusted EBITDA) centrally in the BI data model, ensuring they are applied identically in every report .

Yes. We track the Cash Conversion Cycle (CCC), Days Sales Outstanding (DSO), Days Inventory Outstanding (DIO), and Days Payable Outstanding (DPO) .

We map all local COAs to a single, standardized Group COA within the data warehouse, enabling seamless consolidated reporting.

Yes. We build parameterized dashboards that allow users to instantly change key assumptions (e.g., sales volume, cost of goods) and visualize the financial impact.

Reports include detailed GST/BAS reporting data, specific regional market segment analysis, and compliance tracking for local payroll tax liabilities.

We track the volume and financial impact of discounts by customer, product, and sales rep, identifying patterns of misuse or ineffective discounting.

Yes. We track time spent, resource costs, and billed revenue against project milestones to determine profitability on a project-by-project basis.

We employ a User-Centric Design (UCD) approach, gathering feedback during the Weekly/Monthly review cycles to refine and simplify the user interface.

A dedicated team consisting of a Project Manager, Data Engineer (ETL specialist), and BI Analyst (Dashboard designer/Finance expert) is assigned to your project.

Value is measured by tracking faster monthly closing times, improved forecast accuracy, reduced audit time, and quantifiable savings from identified cost reduction opportunities.

The most common pitfall is poor data quality and lack of a single source of truth. We mitigate this by making Data Governance and ETL validation the first and most critical phase of our project.