Data and reporting automation.
One version of the truth, reports that build themselves and alerts when something moves.
dashboardsintegrationKPIsalertsdata quality
> 01 / where are you today?
The data maturity ladder
Pick the level that sounds most like your team. You'll see the next step worth taking.
level 1Manual
what it looks like
Exports and spreadsheets stitched together every month.
what it costs you
Numbers disagree and arrive too late to act on.
→ next step
Agree on ten KPIs and their definitions.
level 2Connected
what it looks like
A reporting tool with a few dashboards, refreshed by hand.
what it costs you
Dashboards go stale and nobody trusts them.
→ next step
Automate data pipelines from source systems.
level 3Automated
what it looks like
Data flows from every system nightly into one model and dashboard.
what it costs you
People still have to go looking.
→ next step
KPI alerts and plain-language summaries.
level 4AI-assisted
what it looks like
The owner is alerted when a metric moves, with a summary of why.
what it costs you
Data quality issues get amplified.
→ next step
Data quality checks and named owners.
> 02 / before and after
Systems do the routine. People make the calls.
01 collect
before
Exports
Exports
after · automated
Pulled from each system
Pulled from each system
02 clean
before
Differently each time
Differently each time
after · automated
Same rules every time
Same rules every time
03 define
before
Debated in meetings
Debated in meetings
after · your team
Agreed KPI definitions
Agreed KPI definitions
04 report
before
Rebuilt monthly
Rebuilt monthly
after · automated
Live dashboard
Live dashboard
05 notice
before
When someone looks
When someone looks
after · automated
Alert to the owner
Alert to the owner
06 decide
before
Gut feel
Gut feel
after · your team
With current numbers
With current numbers
> 03 / what to measure
Eight data metrics that matter
Report prep time↓ time
Data freshness↑ speed
Dashboard adoption↑ clarity
Metric disagreements↓ friction
Systems connected↑ clarity
Data quality issues↓ accuracy
Time to answer a question↓ time
Decisions made with data↑ control
> 04 / by size
What changes with scale
growing businesses
The numbers live in the accounting system and someone’s head. Start with one weekly report everyone trusts.
established organizations
Many systems, teams and definitions. A governed data model, self-serve dashboards and alerts to accountable owners.
> 05 / where to start
Build it in this order
1 · data/single-source-of-truthOne source of truthCore systems connected into one data set and dashboard.
2 · ops/weekly-reportingWeekly operating reportKey numbers in one report before Monday.
3 · data/kpi-alertsKPI alertsThe owner is alerted when a key metric moves.
4 · leadership/board-packLeadership packThe monthly pack assembled from live data.
See how data plays out in your sector on the industries matrix.
> 06 / questions
Data and reporting automation, answered
Do we need a data warehouse?+
Not always. Many businesses start with direct connections and grow into a warehouse when volume demands it.
What happens to the time we save?+
That's your call. Most teams put it into customers, growth and the projects they keep postponing.
> step 1 · 30 minutes · free
Get numbers you can actually run on.
You'll leave the call with three things worth fixing, whether or not we work together.