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Reporting & Analytics

Numbers you can act on

Give project, operations, and finance leaders current, traceable reporting built on clearly defined measures and reliable source data.

Talk through your situation

Start with the decision.

A dashboard is only useful when the numbers are defined, current, and traceable to the systems that produced them. We identify the decisions leaders need to make, check the data underneath each measure, and deliver reporting that project, operations, customer, and finance teams can use.

Illustrative reporting brief

Which jobs need attention before margin slips?

Measures
Budget, commitments, approved changes, actual costs
Sources
Project records and accounting, checked against the same job and cost codes
Decision
Investigate a variance while the project team can still act

No sample figures or client performance claims are shown.

Traceable sources
Reports tied to checked source data, with one official source behind every measure
Current visibility
Current visibility into cost, service, and margin instead of a picture of a closed period
Shared numbers
Customer, operations, and finance leaders working from the same numbers
Owned definitions
Documented, owned measure definitions, so a number means the same thing next quarter

Reporting for the decisions you make.

Commercial construction reporting

WIP schedules, job cost variance by project and by project manager, committed versus actual by cost code, over- and under-billing, labor productivity, cash flow forecasting by project, and owner reporting packages.

Logistics and freight reporting

Load and lane profitability, revenue per truck and per mile, carrier scorecards, on-time performance, days to invoice, detention and accessorial capture, driver retention, and cross-border dwell time.

Customer and operating reporting

Sales by channel, labor utilization, lead-to-job conversion, order margin, fulfillment cost, service capacity, and repeat customer activity for restaurants, service teams, and ecommerce operations.

Definitions, governance, and delivery

Establish which system owns each measure, document the definitions so they survive turnover, and deliver the reporting where the decision actually gets made rather than in a tool nobody opens.

How we put the change to work.

  1. Step 1

    Define the decisions

  2. Step 2

    Confirm the data can be trusted

  3. Step 3

    Build the reporting

  4. Step 4

    Own the definitions

Explore connected work

What clients usually want to know

We already own a BI tool. Do we need this?

Often the tool is fine. The usual reason it went unused is that the data underneath it was not reliable, or the measures were never defined and owned. That is the work, and it is mostly upstream of the tool.

Does integration have to come first?

Usually some of it. Reporting on data the business does not trust produces arguments rather than decisions. We will tell you what has to be connected first and what can be reported on as it stands.

What is taking your team too much time?

Tell us what happens today, which systems are involved, and what you want to improve. A few sentences are enough.

Tell us what’s slowing you down