United Disability Care
Management reporting migrated to Power BI, with 70% of dashboards delivered in under 30 days, alongside NetSuite support.
Service delivered
Reporting & Business Intelligence
02 · ERP, Systems & Insights
Reporting & Business Intelligence
Dashboards and reports you can act on.
We design KPI frameworks, build Power BI and Zoho Analytics dashboards and structure management reporting, so decision-makers see the numbers that matter without waiting on month-end spreadsheets.
What’s included
What we deliver
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KPI framework
The measures that matter to your business defined, with clear owners and targets.
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Dashboard design & build
Clear, fast dashboards in Power BI or Zoho Analytics, designed around decisions.
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Data connections
Reliable connections to your ERP, accounting and operational data sources.
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Management reporting packs
Monthly and board reporting structured so it is consistent every period.
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Report migration
Existing spreadsheet or legacy reports rebuilt and validated on a modern platform.
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Training & handover
Data models documented and nominated staff trained to maintain them.
Who it’s for
A good fit if you are…
- Leadership teams relying on manual spreadsheets
- Organisations migrating reports to Power BI
- Businesses with board, investor or funder reporting obligations
What to expect
A planned start and a clear owner.
One named lead owns your engagement end to end — you always know who is responsible and what happens next.
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01
Discover
We review your processes, systems and priorities, then agree scope, deliverables and fees in writing.
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02
Onboard
Access, data and handover are completed against a checklist, with documented procedures.
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03
Support
We deliver the agreed work on a fixed schedule and respond to requests through one channel.
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04
Review
Regular reviews cover results, open items and improvements for the next period.
- A named lead accountable for your engagement
- Written scope and documented procedures
- Scheduled reporting and review meetings
Our work
Reporting & Business Intelligence engagements
Frequently asked questions
Reporting & Business Intelligence questions
Can you connect Power BI to our existing systems?
We confirm the connection approach for your systems during discovery — including sources such as NetSuite, Odoo, MYOB, Xero and Excel.
Will our team be able to update the dashboards?
Yes. We document the data models and train nominated staff as part of handover.