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BI dashboards and reporting modernisation

Replace manual, spreadsheet-driven reporting with trusted, self-serve Power BI or Looker dashboards built around the decisions people make.

Typical timing
8–12 weeks
Engagement
Fixed scope
Delivery framework
User researchDiscoveryAlphaBetaLive
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Objective

Give leaders and teams timely, trusted numbers without a monthly scramble. Dashboards are designed around real decisions, built on a governed semantic model and automated end to end, so reporting time goes into analysis instead of assembly.

You may need this if

  • Month-end reporting takes days of manual effort
  • Different teams report different numbers for the same metric
  • Dashboards exist but nobody uses them
How it runs

Activities, step by step

The plan follows our delivery framework. Steps that do not apply to this kind of work are left out rather than padded.

  1. 01 · User research1–2 weeks

    Decision research

    • Interviews on the decisions each audience makes
    • Current reports audited for use and trust
    • KPI definitions drafted
  2. 02 · Discovery1–2 weeks

    Metrics and design

    • KPI definitions agreed with owners
    • Semantic model designed
    • Dashboard wireframes tested with users
  3. 03 · Alpha3–5 weeks

    Build

    • Automated data pipelines and semantic model
    • Dashboards built and reconciled to source
    • Row-level security
  4. 05 · Live2 weeks

    Adopt

    • Training and rollout
    • Usage monitoring
    • Legacy reports retired

Deliverables

What you keep at the end.

  • Metric dictionary with agreed definitions
  • Governed semantic model
  • Automated dashboards in Power BI, Looker or Tableau
  • User training and adoption report

Outcomes

What it is built to change.

  • Days of manual reporting removed each month
  • One agreed definition for every key metric
  • Decisions made on current, trusted data

Often combined with

Every engagement starts with a 45-minute working session with the SME who would own the work. No deck.

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