DATA ENGINEERING & ANALYTICS
Reliable reporting from your business data
Data from finance, operations, CRM and everyday tools is brought into one consistent view, allowing management teams to review performance
Our focus is simple: clean, trusted data, sensible dashboards, and a way of working that doesn’t fall apart the moment people, systems or reporting needs change.
Example reporting & analytics setup
Data pipeline
Nightly or near-real-time sync · cleaning · standardisation
Trusted data layer
Simple warehouse or central database with clear, named tables.
Outputs
Dashboards · finance packs · operational views · simple exports
Where we help with data and reporting
Most of our work starts from a familiar place: different teams keeping their own spreadsheets, reports being rebuilt every month, and nobody fully trusting “one version of the truth”. We fix that step by step.
Finance & commercial reporting
Bringing together invoicing, costs, contracts and subscriptions so finance and commercial leads can see performance without rebuilding worksheets every period.
- • Revenue, margin and cash views from multiple systems
- • Cohort and customer lifetime value summaries
- • Standard finance packs built once, refreshed automatically
Operations & service delivery
Simple, clear views of workload, capacity and performance that help teams make day-to-day decisions without digging through raw data.
- • Work-in-progress and backlog visibility
- • Capacity and utilisation views by team or site
- • SLA and response time monitoring
Sales, marketing & customer insight
Combining CRM, marketing tools and product usage so you can see which channels, segments and products actually drive results.
- • Pipeline and conversion reporting
- • Channel performance and ROI
- • Simple churn and retention analysis
“Spreadsheet estate” rationalisation
Identifying the critical spreadsheets that really run the business and turning them into more stable, auditable data flows and models.
- • Mapping key spreadsheets and dependencies
- • Replacing formulas with stable logic
- • Reducing manual copy/paste and rework
Typical SME data flow
How we deliver data and reporting projects
We keep the process straightforward. The aim is not to build a huge “data platform”, but to give you a reliable, understandable setup that your teams can actually use and own.
Understand decisions & reports
We start with the decisions you’re trying to make and the reports you already use, not with technology diagrams.
- ✔ Reviewing the reports leaders already rely on
- ✔ Understanding how decisions are made day to day
- ✔ Identifying where numbers come from and who owns them
- ✔ Agreeing a small set of metrics everyone can trust
Design the data flow
We sketch a simple, robust way for data to move from your systems into one place, with clear rules and checks.
- ✔ Connecting finance, CRM and operational systems
- ✔ Defining simple rules for cleaning and combining data
- ✔ Handling gaps, duplicates and timing differences
- ✔ Adding checks so issues are spotted early
Build the model & dashboards
We create clear, named tables and views, then build dashboards or exports around the questions your teams actually ask.
- ✔ Clear tables named the way the business talks
- ✔ Dashboards focused on real operational questions
- ✔ Comparing outputs against known figures for confidence
- ✔ Iterating quickly based on team feedback
Embed, hand over & evolve
We hand over a documented setup, support early use, and plan improvements based on real needs.
- ✔ Clear documentation your team can actually follow
- ✔ Training focused on everyday reporting tasks
- ✔ Runbooks for when data looks wrong or late
- ✔ A practical backlog for future improvements
What this looks like in practice
Multi-site services business
Monthly performance pack reduced from a week of manual work to an automated refresh, with consistent numbers across all teams.
- • Revenue, margin and utilisation by site and service line
- • Variance analysis against simple budget targets
- • Single pack for board, finance and operations
B2B subscription provider
Cleaner view of customers, contracts and renewals by combining CRM, billing and support data into one model.
- • Clear view of upcoming renewals and risk
- • Standard retention and churn metrics
- • Better handover between sales, onboarding and support
Owner-managed business scaling up
Key spreadsheets replaced with a simple central data layer and a handful of shared reports, without disrupting how teams work overnight.
- • Management reports produced the same way each month
- • Less reliance on individual knowledge and workarounds
- • More time spent discussing decisions, not preparing numbers