What's included
- Connections to ERP, CRM, accounting and operations systems
- Dashboards in Power BI or Metabase, refreshed automatically
- Data clean-up, data models and definitions everyone agrees on
- Access by role, so people see only their data
How it works
Text version of this diagram
- ERP and CRM and Accounting → Scheduled data load and clean-up
- Scheduled data load and clean-up → Data store
- Data store → Dashboards by role
Who it's for
- Managers waiting for weekly spreadsheets
- Companies with numbers that don't match across systems
- Teams wanting one view of the business
What you get
- Agreed definitions of your key numbers
- Automated data loads
- Dashboards by role
- Training for your team
Questions
Our numbers don't match between systems. Can you fix that?
Agreeing definitions is the first step of every project.
Do we need a data warehouse?
Not always; small estates can report straight from a copy of the data.
Can dashboards update automatically?
Yes, on a schedule you choose, from hourly to daily.