Illustrative examples of real cases. Names and metrics not disclosed.
A company whose monthly close took three weeks, with manual reconciliations and reports rebuilt from scratch every time.
Redesign of the close, automated bank reconciliations and automatic production of the monthly pack for leadership.
A significant reduction in closing time and a team freed up to analyse rather than compile.
Sales tracked across several spreadsheets with numbers that disagreed between departments.
A dimensional model in Power BI, consolidated DAX measures and a monthly cadence with leadership.
A single version of the truth and commercial meetings focused on decisions instead of reconciliation.
Investments approved without consolidated visibility and a weak comparison between budget and actuals.
An integrated budget control model, an approval flow and a tracking dashboard.
Leadership with monthly visibility of committed, executed and available CAPEX.
Frequent stockouts and products expiring with no early warning.
A stock model with automatic stockout and expiry alerts, integrated with the ERP.
A material reduction in expiry losses and far more predictable replenishment.
Informal approvals over WhatsApp and email, with no record and no traceability.
A digital approval workflow with rules, automatic notifications and a complete history.
Easier auditing and faster turnaround on critical processes.
Leadership without a consistent reporting pack, each department using its own format.
A structured monthly pack with shared indicators and a clear cadence.
A monthly leadership meeting with a solid analytical base and documented decisions.
