One perspective, multiple sources
Connect finance, ERP, CRM, telephony, marketing and other operational systems. We evaluate APIs, exports and access for each source.
Business intelligence
Your data. Your questions. A clearer answer.
Custom business intelligence that brings together finance, sales, marketing and operational data. From integrations to dashboards, AI analysis and reports in your inbox – built around how you make decisions.
pvbcBusiness intelligenceVB
SAMPLE DATA · WEEK 24
From data to insight.
Revenue over timeIllustration
JANJUNDEC
AI summary with sources
See the change. Check the evidence. Explore further.
- Shared definitions for your metrics
- Less time compiling reports
- Decisions with traceable evidence
Sound familiar?
Your business in one connected picture.
Finance tells one story, your CRM another. Calls live in a third tool, while marketing reports its own results. Bringing these numbers into a shared context lets you ask the questions that really matter.
We start with what you need to understand: profitability, capacity, the customer journey or your next opportunity. Then we build the data foundation, define your metrics and create the views, AI support and reporting each role needs.
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.
Dashboards for the right questions
Management sees the bigger picture. Finance follows margins and cash flow. Teams track their own metrics. A shared data foundation with different perspectives and permissions.
AI that helps you understand
Get summaries, spot anomalies and ask questions about your defined metrics. Answers include sources, reporting periods and clear limitations.
Custom from start to finish
Your own design, data model, calculation rules and reports. We build a custom solution or extend your existing BI platform when that is a better fit.
Practical examples
Questions we can build answers to.
Illustrative solutions. Data availability, permissions and connections are assessed for each project.
Which customers and business areas contribute to profit?
Bring together invoicing, costs, orders and pipeline. Compare revenue, margin and forecasts by customer or unit wherever the underlying records can be connected.
How do demand, capacity and revenue develop together?
Follow aggregate utilisation and booking trends alongside call volumes and financial results. An example of clinic performance reporting without patient details by default.
What happens between first contact and a satisfied customer?
Compare ad spend, recorded leads, won deals and rating trends from Trustpilot or Google. Show which records can be linked and which observations are simply patterns over time.
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 questionWhat does a custom BI solution include?
Scope depends on your needs. It can include data integrations, a data model, metric definitions, dashboards, AI analysis, email reports, permissions and ongoing maintenance. You receive a clear description of the first delivery before development starts.
Do we need to replace our systems or use a particular BI tool?
No. We start with your existing systems and the decisions you need to support. We can build a custom solution or work with a platform such as Power BI. Available data, users and maintenance requirements guide the choice.
Can we start with just one dashboard?
Yes. A first step could cover a few priority metrics from one or two systems. We design the data foundation so further perspectives and sources can be added when there is a clear need.
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.