The right reporting gives your team the visibility to make faster, better decisions without digging through systems or waiting on someone to pull the numbers. We build financial reporting and data visualizations that surface the information your business actually needs, in a format your team can use every day.
Before any report is built, we need to understand what decisions your team is actually making, what data those decisions rely on, and where that data currently lives. Most reporting projects fail because they start with the tool. We start with the questions your management team is trying to answer, trace the data back to its source, and identify what is clean, what is not, and what would need to change to make useful reporting possible.
Key Activities Include:
▸ Stakeholder workshops to capture key decisions and reporting needs
▸ Current state report audit and rationalization
▸ Data source mapping and availability assessment
▸ Data quality review at each source
▸ Prioritized reporting roadmap
With reporting requirements clear and data sources mapped, we design the data model and report structure. A well-designed data model is what separates a reporting environment that is easy to maintain and extend from one that falls apart every time something upstream changes. We build data models, reports, and visualizations that are clean, documented, and designed for longevity, not just the immediate deliverable.
Key Activities Include:
▸ Data model design for your reporting requirements
▸ Microsoft Fabric lakehouse or data warehouse design where required
▸ Power BI semantic model build
▸ Report and dashboard wire framing with stakeholders
▸ Governance and access model design
Reports only earn trust when the people using them can access them easily and know the that the numbers are right. We build every report and dashboard against real data from the start, and validate with the people who will actually use them day to day. We keep iterating until the outputs are something your team genuinely relies on. The user adoption comes from ensuring the tools fit within the your teams processes and the data can be relied of to make the timely decisions needed.
Key activities include:
▸ Report and dashboard build in Power BI
▸ Data pipeline configuration in Microsoft Fabric
▸ Data validation with business stakeholders
▸ Performance optimization for large data volumes
▸ Documentation of data model, sources, and refreshlogic
It's critical that your reporting stays current and your team trusts what it is showing them. We deploy every solution with the right refresh schedules, access controls, and monitoring in place, then stay involved as your business grows and your data evolves. Good reporting should get better over time, and we work with you over the long term to make sure it does, keeping your environment healthy and helping your team get more out of it as your needs change.
Key Activities Include:
▸ Deployment to Power BI service with proper workspacegovernance
▸ Refresh schedule and data gateway configuration
▸ Access control and row-level security setup
▸ Ongoing maintenance as data sources change
▸ Internal capability building and self-service enablement
Our reporting practice is built on three platforms selected for what each does best. We use Cosmos for financial reporting, giving your finance team accurate, flexible reporting directly from your ERP without the manual extraction. Power BI sits at the visualization layer, turning your business data into clear, interactive dashboards your team can use every day. Microsoft Fabric underpins the data warehousing, bringing your data sources together in a structured, governed environment that keeps everything consistent and reliable as your business scales.
We work with reporting clients in three ways, depending on what they are starting from and what they are trying to achieve.
Our primary model. We maintain and evolve your reporting environment on an ongoing basis, keeping data models current, building new reports as business needs change, and helping your team get more from your reporting tools over time. Skilled resources, consistent relationships, and along-term view.
If your reporting environment has grown organically, data quality has eroded, reports are no longer trusted, or the person who built everything has left, we assess the situation, clean it up, and rebuild what needs rebuilding before transitioning into ongoing maintenance.
For a defined reporting initiative, including aninitial reporting rollout, a migration to Microsoft Fabric or Cosmos, or a specific analytics deliverable, we deliver from assessment through to deployment. Documented, validated, and built to last beyond the project.
Whether you need feel uninformed with your current reports, have a new set of reporting requirements, or have a project that needs rescuing, we would love to understand your situation and see how we can help.