Report automation
I take the report your team rebuilds by hand every month and leave it running on its own, connected to your current sources and verified figure by figure against your last close.
I take the report your team rebuilds by hand every month and leave it running on its own, with the same figures as today.
I don't start by inventing new metrics. I start from something you already use and already care about, because it's the only way the result gets used from month one.
It's where almost everyone starts, and the clearest way to see how I work before committing to anything else.
Tell me which report hurtsAlways included
- Connection to your current sources — ERP, CRM, spreadsheets or SQL databases
- Data model and report built in the tool you use
- Model built with good modelling practices: less maintenance, faster changes and fewer surprises when something changes
- Figure-by-figure verification against your last close
- Scheduled automatic refresh
- A handover session so you know how it works
- Documentation of how everything is built
- Two rounds of review
Training is not included. The handover session shows you how the delivered work behaves and where each figure comes from. If you also want your team to learn to build and change its own reports, that's training and it's quoted separately.
Why you won't find a price list here
Because the price depends on the real state of your data, and that can't be known from the outside: how many sources need connecting, what state they're in, and what access exists.
How I get to a price →In three steps
- The formTwo minutes, just enough to know whether I can help.
- A one-hour meeting, freeI go through your case and give you my opinion, whether you hire me or not.
- A fixed proposal in writingScope, phases, timeline and price.
Once the first report works
Business intelligence and analytics
When several reports are running and it's time to turn them into one coherent dashboard.
See service →Training for your team
So they can build and change their own reports.
See service →Maintenance
So the reports keep adding up when everything changes.
See service →Not sure where to start?
That's normal. Tell me about your case in the form and I'll look at it in a one-hour meeting, free of charge.
Tell me about your caseYou can also email me at info@datamaxgen.com