01ALLIANCE ITS
Business Reports Your Team Can Check and Use
We can connect data from your tools and build reports for the decisions you need to make. First, we agree on where each number comes from and how it’s calculated.
The figures illustrate the interface; they are not client results.
Explore the example →02THE PROBLEM
Get the Numbers Straight Before Building the Dashboard
We’ll review your data sources and calculations so the report can be checked against the business records.
03DETAIL
When This Service Fits
We can review these problems with you before recommending what to build.
CONFLICTING REPORTS
Resolve differences in definitions and data sources before presenting a common result.
MANUAL REPORTING
Review how spreadsheets, CRM and operational records can feed the agreed indicators.
LIMITED VISIBILITY
Build an executive or operational view around decisions your team actually makes.
04DETAIL
What We Can Build for You
We’ll explain what we recommend building and what the project includes.
INDICATOR DEFINITIONS
The calculation, source and owner of each agreed business metric.
DATA MODEL AND REPORTING
Connected sources and dashboards, including Power BI where suitable and licensed.
DATA OPERATING GUIDE
Refresh rules, quality checks, access controls and reporting documentation.
05In practice
One Set of Indicators, Two Sample Views
Illustrative dashboard figures demonstrate the interface.
Explore the example to see how the service could work. The scope depends on your process and systems.
See how to start →The figures illustrate the interface; they are not client results.
The figures illustrate the interface; they are not client results.
The figures illustrate the interface; they are not client results.
06METHOD
How We Work With Your Team
- 01
DEFINE THE DECISION
Agree which questions the report should answer.
- 02
REVIEW THE SOURCES
Check access, definitions, history and data quality.
- 03
BUILD THE MODEL AND REPORT
Validate the calculation and presentation with the people who use them.
- 04
DOCUMENT OWNERSHIP
Define refresh, maintenance and the process for changing indicators.
07FOCUS
What to Prepare
- The business questions and reports you use today
- Sample data, source systems and available permissions
- Definitions of the indicators you want to compare
08Start here
Let’s Review Your Project
Tell us what you want to improve. The first review is free.
What we’ll review
The reports you use and the questions they don’t answer yet.
How we can help
We’ll explain how we could help and what we recommend doing first.
Projects start at USD 4,000. The proposal explains what’s included.
Tell us about your project →09QUESTIONS
Questions About Business intelligence and data
Do you only build Power BI dashboards?
We can use Power BI or another tool that fits your data and licenses. We also plan how to bring the data together and calculate each measure.
Can you combine spreadsheets, ERP and CRM data?
We first check how each source can share data and which records belong together. Then we propose how to combine them in the report.
Can the project include predictive analysis?
We can evaluate that once we understand the data and the question you need to answer. A prediction needs enough history and a way to test it.
Who maintains the report after delivery?
We agree on who updates the data and the report. Ongoing support and maintenance are quoted separately for the infrastructure involved.
Can we measure what happens after an SEO visit?
We can review how visits connect to inquiries and sales records. What we can measure depends on the tracking, permissions and data available.
10SERVICES
Other Work You May Need
We can include related work in the same proposal when you need it.
SYSTEM INTEGRATION
We can connect your CRM, store and business applications so the information reaches the people who need it.
SEE MOREWHATSAPP AND CRM
We can save WhatsApp inquiries in your CRM, assign them to a sales rep and add follow-up tasks. We’re Blip partners.
SEE MOREAI FOR BUSINESS
We can build assistants that look up information, sort messages or help with repeated tasks.
SEE MORESEO CONSULTING
We can review your website and search data, then recommend what to change first.
SEE MORECUSTOM SOFTWARE
We build applications around the work your team needs to do and connect them to the tools you use.
SEE MORE11QUOTE
Tell Us What You Need
Tell us what you want to build or improve and which tools you use. We’ll review the project with you.
- Tell us what you need to improve
- We review the tools you use
- We explain the work we recommend and what it costs
12CONTACT
Let’s Review Your Project
Tell us what you want to improve. We’ll review it with you before preparing a proposal.