Dashboarding and Report Automation

Creating and maintaining reports is a time-consuming but essential process in any well-run organization. Your analysts should be focused on asking questions and digesting information, but they often get tied up managing an increasing volume of reports and dashboards

We can free up their time by automating the existing manual reports they maintain, or helping them create new automated reports and dashboards as needed

For automating existing reports, we will work with the current report owner to identify the data sources, replicate the data transformations, and recreate the layout. For new reports and dashboards, our engagements generally follow 4 steps:

1. We work with you to define the metrics you want to track, and this can be a very quick step if these metrics are already clearly identified
2. We work with your teams to understand the data sources, as well as any filters that need to be applied to the data
3. We design and develop the reports and dashboards, and compare them with historical reports to ensure accuracy
4. We review the reports and dashboards with your team and iterate on feedback

We typically use PowerBI for reports and dashboards, as it is cost-effective, easy for small teams to maintain, and integrates seamlessly with other Microsoft products used by SMEs

After completion, we will publish the reports into your internal workspace and hand over the source files to your team. We are available to support ongoing modifications on a time-and-materials basis