Finance, ERP and CRM
Example sources include Fortnox, Visma, Microsoft Dynamics, HubSpot and Salesforce. Bring together the information needed for invoicing, results, orders, inventory or sales pipeline.
Data integrations
Connect the numbers. See the whole picture.
From Fortnox and Visma to Muntra, Telavox, ERP, CRM, ads and reviews. We investigate how your sources can be connected and build integrations that provide a reliable basis for analysis.
pvbcBusiness intelligenceVB
SAMPLE DATA · WEEK 24
Many sources. One view.
Revenue over timeIllustration
JANJUNDEC
AI summary with sources
See the change. Check the evidence. Explore further.
- Fewer manual data transfers
- Visible sources and update times
- A data foundation that can grow
Sound familiar?
Your systems in a shared context.
Every system has its own view of the business. Different customer identifiers, dates and definitions can turn a simple comparison into hours of manual work. An integration needs to do more than move a file.
We map available data, APIs or exports, permissions and provider terms. Then we build retrieval, mapping and quality checks so your metrics can be traced back to their source.
From need to solution
What we can build together.
A thoughtful tool starts with your business. These are some of the things we can help with.
Clinics and customer contact
Explore aggregate business metrics from clinical systems such as Muntra and available call statistics from Telavox. We limit data to the analysis need and authorised access.
Marketing and reviews
Combine data from Meta Ads, Google Ads, Google Analytics and available reviews from Trustpilot and Google Business Profile. Account permissions, API access and terms determine what can be used.
And the systems unique to you
Databases, spreadsheets, ecommerce, payments, HR, time tracking or a system you built yourselves. We evaluate each source and propose an API, export or another permitted route to relevant data.
Practical examples
Questions we can build answers to.
Illustrative solutions. Data availability, permissions and connections are assessed for each project.
How much of the sales pipeline has been invoiced?
Connect deals and customers to invoicing where identifiers and data quality allow it. Track the progression from opportunity to revenue with agreed rules.
When is demand on the clinic highest?
Compare aggregate booking and capacity metrics with call volumes by period. Start with business data without patient details and assess availability with the providers.
How is the customer experience changing?
Follow available ratings, review counts and recurring themes by period or location. Handle reviews under each source's terms and use them to complement other measures.
A clear way of working
Close communication. Clear delivery.
You should know what we are building, why we are building it and what happens next.
- 01
Understand
We start with your key questions and map the data sources, access and metrics.
- 02
Define
We define the first dashboard or report. You receive a clear proposal covering scope and price.
- 03
Build together
We connect the data, validate calculations and build views for you to try throughout the project.
- 04
Handover & follow-up
We plan onboarding, data checks and maintenance. New questions can shape the next step in your BI solution.
Good to know
Questions before the first step.
Every business is different. We help you work out what makes sense for yours.
Ask your questionCan you integrate any system?
We can evaluate almost any data source, but a connection depends on its API or exports, subscription, permissions, data quality and provider terms. Names on this page are examples of sources to explore, not a catalogue of ready-made connectors or partnerships.
Can you retrieve patient information from a clinical system?
Our default for clinic reporting is aggregate business metrics without patient details. Other needs require a separate assessment of purpose, access, information handling and your organisation's requirements before anything is built.
What happens if a source stops providing data?
We plan checks, error handling and follow-up as part of integration work. The dashboard should show when its underlying data last updated. An agreed monitoring and maintenance approach makes ownership of source-system changes clear.
Start with a conversation
Talk to ViktorWhat would make the biggest difference?
Tell us which systems you use and what you want to understand better. We will help you define a concrete first BI project.