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Services

Automated reporting and data platforms

We pull data out of your ERP, spreadsheets and operating systems into one database, then automate the reports and analysis your team rebuilds by hand every week.

The problem

Most teams already have the data they need. It is split across an ERP, a CRM, plant or field systems and a folder of spreadsheets, so someone exports and pastes it together before every review. The numbers disagree depending on who built the report, and nobody has time to ask questions the current reports do not answer.

What we deliver

  • A central database or warehouse that your systems load into automatically
  • Shared definitions for the metrics your team argues about
  • Dashboards in the tool you already use, refreshed on a schedule
  • Forecasts and predictive models where the history supports them
  • Plain-language questions over the same data, once the foundation is trustworthy
  • Documentation, or ongoing support if you would rather not run it yourselves

If you already pay for a data warehouse, we can also review what it costs and whether open formats would cut the bill.

Where it applies

Manufacturing and energy
ERP exports, plant spreadsheets and meter readings combined for production, efficiency and energy reporting.
Retail
Years of transaction history made queryable in seconds, with tools for comparing new locations.
Utilities
Predictive models that rank which equipment needs inspection first.
Foundations and nonprofits
Duplicate records cleaned up and leadership dashboards built from grant and program data.
Private equity portfolios
One set of KPIs across portfolio companies that each run their own ERP and spreadsheets.

Related work

Further reading

Start with one dataset, one report or one document type.

We will look at the systems and records involved and recommend a first step.