A report that doesn't start with copying data
We sort out data sources, definitions and ownership, then build dashboards where finance, sales and operations see the same numbers. No emailing files and no asking which version is current.
When reporting needs rebuilding
The problem is rarely the colour of the chart. It's usually the data underneath.
If you recognise two or three of these signs, a free online consultation will show whether to start, and where.
- Each department calculates the same KPI slightly differently.
- Preparing a report takes longer than discussing it.
- Nobody knows which day the numbers in the meeting come from.
- A key spreadsheet only works on one person's computer.
- Data from accounting, sales and warehouse systems has to be stitched together by hand.
- The board gets the report but can't check where a number came from.
What we do, from sources to dashboard.
- 1
KPI workshop
We establish which decisions the report should support and write down the definition of each KPI together with its owner.
- 2
Source audit and clean-up
We review the ERP system, CRM, spreadsheets and databases: what's available, how often it changes and where the gaps are.
- 3
Data model
Table relationships, measures and data quality rules. This is the layer that makes the dashboard numbers add up.
- 4
Role-based dashboards
Up to six views in the standard scope: management, sales, finance, operations. With filters and interactions, without unnecessary charts.
- 5
Automatic refresh
Refresh scheduling, monitoring and error handling, so the report doesn't quietly stop updating.
- 6
Scheduled reports
Simpler Excel or PDF reports generated and sent on a schedule when a full dashboard isn't needed.
- 7
Data consolidation
When there are several sources, we build one database with unified data, a refresh schedule and a data dictionary.
What you get in writing.
Not just the finished screen, but what makes it trustworthy.
KPI dictionary
Definitions, owners and sources for every KPI in one document.
Documented data model
Tables, relationships, measures and transformations documented so they can be extended.
Role-based dashboards
Published management and operational views, with permissions for the right people.
Guide and training
How to read the dashboard, what to do if data doesn't refresh, and short user training.
Who is responsible for what.
You approve the KPI definitions. We make sure the report calculates them exactly as written.
On the NexaIT side
- KPI workshop and data model design
- integrating and cleaning sources within the agreed scope
- building dashboards, refresh schedule and monitoring
- acceptance test comparing the report against the source system
- model documentation and user training
On your side
- naming the person who approves KPI definitions
- access to source systems and their exports
- BI tool licences, paid directly to the vendor
- deciding who can see which data
- report users taking part in acceptance testing
What this service doesn't include.
Clear scope boundaries are part of a good contract. We talk about them before you sign, not when the first invoice arrives.
If the source data is inconsistent, we'll show you the problem before we start designing the dashboard.
- hiding data gaps in a chart instead of fixing them
- building a report without agreed KPI definitions
- keeping a critical report on an employee's personal account
- BI tool licences and database hosting, which you pay for separately
- interpreting financial results, which is for accounting and management
When it's a good project, and when it isn't
It makes sense if
- The report is produced regularly and someone spends hours on it every week or month.
- Data sources have owners and can be accessed.
- The board can name the decisions the report should support.
We don't recommend it if
- You need one chart for one meeting.
- Nobody is responsible for the source data and nobody can fix it.
- Every stakeholder expects a different definition of the same KPI and nobody will settle it.
What affects the price
Most of the work is usually in the layer beneath the charts. As a guide: automating a simple report from PLN 2,500 net, data consolidation from PLN 7,500 net, a BI dashboard with up to six views from PLN 15,000 net.
- the number of data sources and how easy they are to access
- quality and scope of historical data
- the number of KPIs, views and permission levels
- the required refresh frequency
- whether a separate database is needed to combine several sources
Questions before you decide.
Do we need a data warehouse?
Not for every project. With one or two sources, the dashboard can pull data directly. A separate database makes sense when there are several sources, a long history is needed or data must refresh frequently.
Can you work with data from enova365?
Yes. The scope depends on the modules, how the data can be accessed and which reports you need. As an Authorized enova365 Partner, we know the system's structure from implementation work.
What do you build dashboards with?
Usually Power BI, because it works well with Excel and Microsoft 365. You buy licences directly from the vendor, and the data model and documentation stay with you.
Will our own people be able to change the report?
Yes, if someone in the business is meant to. In that case we combine the implementation with Power BI training. If not, we only train the team to use the dashboard and make the changes ourselves.
Related
Free · 60 minutes online · no obligation
First, a conversation about the process, then the tool.
- You tell us about the processOnline, by video call. What takes up time today, which systems hold the data and what you want to achieve.
- We tell you whether it's worth itSometimes a change to a spreadsheet or a process is enough. If so, we'll say that instead of proposing a project.
- You get the next stepBy email after the meeting: what to map, what data to prepare and what the price depends on.
We don't use a contact form. We answer the phone and reply to emails.