Project overview
Management information lived in four separate systems, so the weekly picture of the business was assembled by hand every Monday morning.
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Automation
Business Dashboard
Custom management dashboard providing real-time visibility of key company information.
- Software
- Dashboard
- Automation
The challenge
Reports were out of date before they were read, and nobody agreed on which figures were correct.
The solution
A dashboard pulling from existing systems on a schedule, with agreed metric definitions, drill-down views and automated weekly summaries by email.
Features
- Scheduled data collection from existing platforms
- Agreed, documented metric definitions
- Drill-down from summary to source records
- Automated weekly email summary
- Role-based dashboard views
Results
- Live view of company performance
- Manual weekly reporting removed
- One agreed set of numbers across the business
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