Services
Business Intelligence & Reporting
Dashboards and reports built around real decisions, with metrics everyone agrees on.
The problem
Many organisations have plenty of dashboards and still struggle to answer simple questions. Reports are slow, metrics are defined differently from one page to the next, and nobody is sure which version is right.
The result is meetings spent debating numbers rather than acting on them.
What we deliver
- Reporting strategy that starts from the decisions people need to make
- Semantic models with a single, documented definition of each key measure
- Power BI dashboards and paginated reports designed for clarity and accessibility
- Performance tuning for slow models, refreshes and visuals
- Self-service enablement, including governance, workspace design and training
- Report migration and rationalisation to reduce duplication
Our core BI tool is Microsoft Power BI, including Microsoft Fabric, DAX and Power Query, connected to the warehouse or lakehouse that holds your data.
How an engagement works
01
Decision mapping
We work with report users to list the decisions and questions the reporting must support.
02
Model and measures
We design the data model and agree measure definitions with the people who own them.
03
Build and test
We build reports in short cycles, reconciling every key figure against a trusted source.
04
Adopt
We roll out with training and guidance, then review usage and refine.
Illustrative scenario
Reconciling the board pack
Leadership receives three versions of headline performance from different teams, each slightly different.
ProductDoc would trace each figure back to source, agree one definition per measure, and rebuild the board pack on a shared semantic model. The figures reconcile, and teams build their own views from the same trusted model.
This is an illustrative example of how an engagement could run, not a description of a specific client.
Frequently asked questions
We already use Power BI. Can you improve what we have?
Yes. We often start with a review of existing models and reports, then fix performance, structure and definitions without starting from scratch.
Do you build reports in other tools?
Power BI is our specialism. If you use another tool, talk to us and we will be honest about whether we are the right fit.
How do you make reports accessible?
We follow accessible design practice: sufficient colour contrast, clear labels, keyboard-friendly navigation and alternatives to colour-only meaning.
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Talk to us about business intelligence and reporting
Tell us what you are trying to achieve. We will reply within one working day with a few questions or a suggested next step.