PROCESS CONSULTING AND BESPOKE SOFTWARE FOR BUSINESSES
Business dashboards and data analysis
Business dashboards with indicators defined for management. We bring together existing system data to monitor operations and support decisions.
Tell us about this process ↗When it makes sense
When every meeting requires assembling exports and reconciling report versions, the difficulty may lie in sources and calculation rules. A business dashboard starts with management questions and the indicators that answer them, using data with known sources and quality.
An illustrative example
A monitoring dashboard can relate information by period, customer or product to explore trends and investigate variances. Before presenting an indicator, we need to agree what it measures, how it is calculated and what information it includes.
What delivery can include
- Indicators and calculation rules documented with your business.
- Identification of data sources, quality and limitations.
- Dashboards focused on decisions and agreed access levels.
- Validation of displayed values against sources and reference examples.
How we work
Understand
We review current work with the team, data and existing tools.
Define
We agree priorities, responsibilities, scope and acceptance criteria.
Validate in stages
We review examples and representative situations with the people involved.
Prepare continuity
We define rollout and the support required for the selected scope.
What we need to understand
Current reports; management questions; available sources; calculation rules; update frequency and people authorised to view each piece of information. Updates depend on the sources and selected solution.
Frequently asked questions
Do dashboards update in real time?
Frequency is defined according to sources and management needs. We do not assume real-time updates: we first assess how data is made available.
How do we avoid conflicting indicators?
We define the source, period, filters and calculation rules of each indicator with your business. Validation compares the dashboard against agreed examples and sources.
Where does artificial intelligence fit?
It can be assessed for bounded tasks such as document analysis and processing. Use depends on data and human validation criteria; it is not a requirement for building dashboards.
Explore related solutions
LET’S TALK
Which process would
you like to improve?
Tell us where your team loses time, where information becomes scattered or what is holding operations back.
The first step is a conversation.
Tell us about the process you would like to improve. We explore how it works today, where the difficulties lie and which tools you already use. Together, we then assess whether a diagnostic review makes sense and agree the next step.
- Understand the challenge
- Identify priorities
- Agree a next step
Or email us directly
geral@pereiralegacy.com ↗