BUSINESS INTELLIGENCE

Connect the numbers.
Make better decisions.

Turn fragmented reporting into shared metrics. We design data foundations and dashboards that let your team trace the numbers behind business decisions.

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DESIGN BLUEPRINTCONCEPT

Sales, CRM & accounting

Definitions & quality

Shared metrics

Business decisions

Illustrative workflow, adapted to your business requirements.

01 / THE CHALLENGE

Before the decision, another meeting to reconcile the numbers.

Spreadsheet consolidation delays visibility.
Teams use different definitions of revenue or customers.
An existing dashboard is not part of daily decisions.

02 / HOW WE HELP

Designed around your operations.

Define the metrics

Agree on users, decisions, reporting cutoffs and exceptions.

Connect the sources

Design ingestion, transformations, refresh schedules and access.

Put insights to work

Validate the interface and calculations with users, and document refresh and reconciliation procedures.

FROM DATA TO ACTION / WORKFLOW EXAMPLE

From a metric difference to the underlying transaction

This is an illustrative workflow, adapted to the data, integrations, permissions and review team. It is not a client case study or a claim of results.

01
Prepare the data
Ingest departmental sales files and align customer, product and posting-date definitions. Separate returns and post-close corrections, keeping exclusions visible.
02
Make a reviewed decision
Reviewers trace totals back to transactions and explain differences. They distinguish stale data from real changes before deciding on an action.
03
Act and verify
Return unmatched items to the responsible team and recalculate after correction. Share freshness and review status to avoid repeated investigation.

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03 / CLEAR SCOPE

Agree on what we deliver.

These deliverables are a starting point. We agree on scope and acceptance criteria based on your environment and the state of your data.

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01Data and metric definitions
02Ingestion and transformation implementation
03Dashboard and reconciliation results
04Refresh and operating procedures

04 / BEFORE WE BEGIN

Start with what you know.

You do not need a complete specification. We confirm data-sharing and confidentiality arrangements before starting.

Metrics and the decisions they support
Source locations, formats and refresh frequency
Existing reports and business owners

05 / NEXT STEP

FOR GROWING BUSINESSES

Start with one workflow.

Begin with discovery and a focused validation.

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FOR ENTERPRISE TEAMS

Connect across your organization.

Plan for permissions, existing systems and operations.

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06 / ACCEPTANCE & READINESS

What evidence moves the project forward?

Metric reconciliation

Reconcile against source reports using the same period and cutoff. Trace differences to definitions, refresh timing or exceptions.

Use and refresh

Review the interface in the decision workflow. Include failed-refresh detection, recalculation and support ownership.

Evaluation and operating conditions to agree before starting
Review topic	What to agree
Scope and data	Target workflows, users, evaluation cases, permitted information and exclusions.
Acceptance and decision	Expected results, critical failures, reviewers and conditions for production.
Operations and handover	Refresh, monitoring, exceptions, necessary records, rollback and responsibilities.

Prepare for internal approval ↗

Bring the problem, evaluation, budget and responsibilities into a plan.

Review controls and operations ↗

Review permissions, records, changes and exceptions before rollout.

LET’S CREATE WHAT’S NEXT

Let’s define the opportunity.

Tell us about your workflow and where you are today. We will propose a clear scope, deliverables and next steps.

Discuss your project

Prefer to choose a time first? Meet a dedicated member of our sales team online.

Book an online consultation on TimeRex ↗

Connect the numbers.Make better decisions.