Data, Reporting & Management Information
Know what is happening and what needs attention.
Dashboards, KPI and service reporting, and the data clean-up that makes them trustworthy — so managers, trustees and teams can see what matters without compiling it by hand.
Understanding first. Technology second.
- Power BI dashboards
- KPI reporting
- Data clean-up
- Spreadsheet rationalisation
- Reporting automation
Management visibility
Reporting that shows what needs attention
Good reporting answers practical questions: how the service is doing, what is overdue, where demand is coming from and what needs a decision. We build reporting around those questions rather than around the data that happens to be available.
Power BI and custom dashboards
Dashboards for managers, trustees, directors or teams, built around the questions they actually ask.
KPI and operational reporting
Clear measures of activity, performance and service delivery, updated without manual effort.
Service delivery reporting
Referrals, cases, sessions, outcomes and waiting times — whatever your service needs to track.
Structured management information
Consistent reports for board meetings, funders or internal reviews.
Data foundations
Trustworthy data comes first
A dashboard is only as good as the data behind it. Much of the useful work is tidying, connecting and controlling the data itself.
- Data clean-up and de-duplication
- Spreadsheet rationalisation
- Moving important processes away from uncontrolled spreadsheets
- Data migration between systems
- Connecting data from several systems into one view
- Automating the reports that are currently compiled by hand
Example
From scattered spreadsheets to one view
An illustration of a typical approach, not a specific client project.
Typical reporting project
- Agree the questions that matter
- Find where the data lives
- Clean and connect it
- Build the dashboard
- Automate the refresh
This is practical reporting for small and growing organisations — not enterprise data science or advanced statistical modelling.
Ways to work together
A project, ongoing support, or both
Reporting work is usually a project, with dashboard support and changes continuing as managed support.
Projects
A one-off build, migration, implementation or improvement with an agreed scope and a clear finish.
A website, a SharePoint implementation, a Microsoft 365 migration, a dashboard, an automation, a portal or a system setup.
Managed Support
Ongoing monthly administration, support and maintenance for the systems you already rely on.
Business IT Care, Microsoft 365 administration, SharePoint support, platform support or automation maintenance.
Transformation Partnerships
A longer working relationship where we help you improve your technology and operations step by step, at a pace your organisation can manage.
Review what you have, agree priorities, deliver improvements in stages and keep the plan honest as things change.
Connected services
How this fits with the rest
What do you need to know that you can’t easily see?
Tell us which questions take too long to answer today, and where the information currently lives.