Business Intelligence & Reporting

One trusted version of the numbers.

Governed data and clear dashboards that are ready when decisions are made, so leaders stop debating whose spreadsheet is right.

Start a conversation Explore by sector
  • Power BI dashboards
  • Data models
  • Automated refresh
Illustration of an executive dashboard with performance bars and key indicators Executive dashboard Live, governed, one version PerformancePipelineServiceFinance RefreshedAutomatically Row-level securityRight data, right people Illustration of an executive dashboard with performance bars and key indicators Executive dashboard Live, governed, one version PerformancePipelineServiceFinance

Across sectors

Reporting that speaks your sector's language.

Choose a sector to see what this looks like day to day.

Public sector

Performance reporting leaders trust

Service, finance and workforce data in one governed model, with dashboards for boards, members and managers.

  • Service performance dashboards
  • Budget and spend monitoring
  • Board-ready reporting

Higher education

Recruitment and student insight

Applications, conversion and student outcomes reported from one model, by course, school and campaign.

  • Recruitment funnel dashboards
  • Student success insight
  • Planning and forecasting

Real estate

Occupancy, arrears and returns at a glance

One view of portfolio performance: occupancy, rent collection, arrears and maintenance spend by property and region.

  • Occupancy and void tracking
  • Rent collection and arrears
  • Maintenance spend by property

Retail & consumer brands

Sales, stock and margin at a glance

Combine shop, marketplace and finance data to see what sells, where, and at what margin.

  • Sales by channel
  • Stock and reorder insight
  • Margin by product

What we deliver

What we deliver

Choose what you need. A short discovery confirms the scope, the plan and the cost.

  • Metrics & definitions

    Agreed KPIs and definitions everyone uses.

  • Data models

    Governed models built on reliable, refreshed data.

  • Dashboards & reports

    Clear Power BI reports designed for decisions.

  • Automated pipelines

    Data refreshed from source systems on schedule.

  • Security

    Row-level security and controlled sharing.

  • Adoption & training

    Help people find, trust and use the reports.

In practice

Monthly board reporting

A typical example of the change we make. Every engagement is shaped around your process.

Before

  • Data exported from five systems
  • Merged by hand in spreadsheets
  • Figures questioned in every meeting
  • Pack ready two weeks after month end

After

  • Data refreshed automatically
  • One governed model and definitions
  • Interactive dashboards for each team
  • Board view ready on day one

Meetings spend time on decisions, not on reconciling numbers.

Example engagement

One version of the truth: governed reporting

Representative engagement ยท Data and Business Intelligence

The challenge
Management reporting assembled manually in spreadsheets from several systems, producing late and inconsistent numbers.
What we delivered
A governed data model on Azure, automated pipelines from source systems and Power BI dashboards with row-level security.
The outcome
Consistent figures across the organisation, reports available on demand, and analyst time redirected from assembly to insight.

Cloud, Data & Integrations Business Intelligence & Reporting All case studies

Is this right for you?

Who it is for, and where our scope ends.

Plain answers before you get in touch, so you know what to expect and what to bring.

Who it is for

  • Leaders who receive conflicting numbers from different spreadsheets or systems
  • Teams with Power BI reports that are slow, untrusted or hard to maintain
  • Organisations that need reporting on data held in several systems

Where our scope normally ends

  • Deciding your business definitions for you. We facilitate agreement, but the owners of each metric sign it off
  • Data entry or data-quality work inside your source systems, beyond the transformation we build
  • Power BI and Fabric capacity licences, estimated during discovery

What we plan for in every project

Integration
We bring data together from Dynamics 365, finance, HR and other systems, with automated refresh rather than manual exports.
Security and data
Row-level and role-based access is designed into the model so that people see the data they are entitled to.
Accessibility
Dashboards use accessible colour choices, clear labels and alternative views of the key figures.
Maintenance and support
Metric definitions are documented, refreshes are monitored, and your team is trained so reports can evolve without us.

What we need to scope it

  1. The decisions the reports must support and who reads them
  2. Source systems and where each key figure comes from
  3. Existing reports, spreadsheets and Power BI content
  4. Who owns each metric and the data behind it
  5. Access and security rules for sensitive data

Not everything has to be ready. Send what you have and we will help with the rest. Start a conversation

Questions

What clients usually ask.

Something else on your mind? Ask us directly

Technologies we use

  • Power BI
  • Microsoft Fabric
  • Azure SQL
  • Dataverse
  • Azure Data Factory
We already have Power BI. Can you improve what we have?

Yes. We review existing reports and models and fix performance, accuracy and design.

Can you combine data from non-Microsoft systems?

Yes, from databases, APIs and files, refreshed automatically.

Who maintains the reports?

Your team, with documentation and training, or us under a support arrangement.

Related

Which numbers do you need to trust?

Tell us what you report on today. We will suggest where to start.

Start a conversation info@devdex.co.uk