Live totals, no request
01The figures work themselves out from the records as they are entered. There is no build step and nobody to ask.
Back home
What we build
Custom dashboards and reporting
Most companies are not short of data. They are short of one version of it that everybody agrees with, available without asking a person to go and make it.
You probably need this if
- A question about last month takes somebody half a day to answer
- Two departments quote different figures for the same thing
- The monthly pack is assembled by hand out of exports
- You find out margin slipped when the quarter closes, not when it happens
What dashboards and reporting usually includes
One definition of each number
02What counts as complete, or billable, or late, is written down once, in the system. Everybody is looking at the same arithmetic.
Cut the way you actually think
03By client, by site, by shift, by job type, by whatever your business argues about. Filters that match your vocabulary rather than a vendor's.
Alerts on the things that matter
04A threshold trips and the person who can act on it hears about it, in the channel they already have open, with the context attached.
Scheduled packs
05The weekly and monthly summaries build and send themselves, to your team or straight to the customer.
Export, always
06Every view goes back out to a spreadsheet, because somebody will always want it in a spreadsheet.
What changes
Meetings start with the answer
Nobody spends the first fifteen minutes reconciling versions of the same figure.
You see it while you can still do something
A number moving the wrong way shows up the week it moves, not in a quarterly review.
Analysts stop being report builders
The people who were assembling the pack go back to reading it.
Questions we get about this
Do we need a data warehouse first?
Usually not. Most companies we work with have their operational data in a handful of systems and spreadsheets, and the reporting is built directly on the platform that records the work. If the volume or the number of sources genuinely warrants a warehouse, we will say so.
How current are the numbers?
Live, in the normal case. The dashboard reads the same records the team is entering, so a count saved on the floor changes the figure in the office immediately. Where a number has to be pulled from an outside system on a schedule, the screen says when it last came in.
Can our clients see their own version?
Yes, and it is the same underlying number rather than a second copy. A client login shows the figures you choose to share and withholds the rest at the query.
Also worth reading
Custom Operations Software
One screen your team works from, instead of eleven tabs and a shared spreadsheet nobody trusts.
Also worth reading
Customer Portal Development
Your clients check their own status instead of phoning you for it.
Tell us how your version of this works.
Twenty minutes on the phone and you get a straight answer about whether software fixes it, including no.