Organizing databases, modeling KPIs and building dashboards in Power BI and Excel. So reports stop being assembled by hand and every number has a known source.
What usually improves
How much each point improves depends on the environment: volume, structure and data maturity. That is why no percentage is promised here. The assessment measures the current situation and defines, before any work starts, how the gain will be measured.
Diagnosis
Delivery
Power Query, SQL and Python to standardize and combine databases that live apart today.
KPIs with a written definition and a single place for each calculation, kept separate from presentation.
Power BI and Excel with a leadership view and operational detail, refreshed from the source.
Checks that flag when a total does not add up, before the number reaches the meeting.
Most-used tools
Example
A recreation of a demo model with a fictitious company. Metrics with targets, automatic alerts and totals checked before they reach leadership.
Projected year: $16.9M against $17.8M in the budget (−5.2%).
11 of 11 reconciliation checks passing16 automatic alert rules: 3 on target, 4 on watch, 9 requiring action
| Month | Actual | Forecast | Budget |
|---|---|---|---|
| Jan | $1,219,744 | — | $1,288,862 |
| Feb | $1,353,480 | — | $1,328,283 |
| Mar | $1,292,517 | — | $1,370,871 |
| Apr | $1,358,837 | — | $1,396,224 |
| May | $1,405,295 | — | $1,433,595 |
| Jun | $1,360,267 | — | $1,471,958 |
| Jul | $1,426,605 | — | $1,485,890 |
| Aug | — | $1,447,673 | $1,529,096 |
| Sep | — | $1,473,436 | $1,582,819 |
| Oct | — | $1,499,027 | $1,623,978 |
| Nov | — | $1,524,448 | $1,657,670 |
| Dec | — | $1,549,699 | $1,664,562 |
Projects
Described anonymously: context, approach and outcome, without exposing the client or the implementation.
Contact
Describe how the problem shows up day to day. The first conversation is for understanding the situation and saying honestly whether and how help is possible.