Start with a decision
Agree the question you need to answer, who will use the result and what information is available. Establish definitions before calculating measures.
Data analysis and reporting
You have the data.
Find the useful answer.
Turn existing business information into answers, reports and decision tools.
Discuss a data question01
Start with a decision
02
Prepare and analyse
03
Put the answer to work
When it is useful
Sound
familiar?
- Information is spread across spreadsheets and systems.
- Reporting takes too long to assemble and is hard to trust.
- You need to understand performance, demand, costs or a recurring issue.
The work
From the first question
to a usable result.
Prepare and analyse
Bring relevant data together, check its quality and investigate the question. Make gaps, assumptions and limitations visible in the analysis.
Put the answer to work
Deliver the findings in a useful format: an analysis, a repeatable report or a decision tool. Explain how to use and, where included, refresh it.
What you receive
Something
to work with.
- 01Documented sources, definitions and data-quality observations
- 02Analysis and findings tied to the business question
- 03An agreed report or tool, with instructions and refresh responsibilities
An illustrative scope · not a client case study
The situation
Managers spend time reconciling several spreadsheets to understand enquiries, quotes and work won, with inconsistent definitions between files.
A possible engagement
An agreed set of measures brings the information together and shows where enquiries progress or stall, with the data limitations stated clearly.
Agreeing the scope
The proposal defines the data sources, outputs and update frequency. A one-off analysis and an ongoing reporting service have different responsibilities; we agree which you need.
Relevant previous work
Connecting five Zoho modules into one commercial view
Founders' previous work · Explore the CRM reporting case
Connecting company evidence, tender drafting and pricing
Founders' previous work · Explore the tender analysis case
A useful first conversation
Tell us what
needs to change.
Discuss a data questionStill deciding where to start? Explore the free discovery workshop