Your most critical monthly report is an Excel file that one person maintains. That's a problem.
When operational decisions depend on spreadsheets that are brittle, under-governed, and over-relied-on, we build the data platforms and reporting environments that replace them — without forcing you into a multi-year data warehouse programme.
Volume grows. Headcount doesn't.
Mid-market operators accumulate spreadsheets the way cities accumulate back alleys. The management pack for the board: Excel. The monthly KPI deck: Excel. The commission calculation: Excel. The capacity forecast: Excel. The pricing matrix: Excel. Each one an organic solution to a real problem, each one now load-bearing to how the business operates. And each one a liability: the person who built it is irreplaceable, the formulas drift, the version in circulation might not be the latest, one sorted column can corrupt a quarter's worth of numbers, and the audit trail is "I think Colin updated it on Tuesday".
Four patterns we deploy repeatedly.
Pragmatic, mid-market-appropriate data layers that pull from your ERP, your CRM, your Custodian Banks, your operational systems, and your line-of-business apps into a single store. Azure Data Factory, SQL Server, PostgreSQL — whatever fits your stack and your team's capability to maintain.
Reports and dashboards that replace specific spreadsheets, published with role-based access, refreshed on schedule, and reliable enough that the CFO trusts the number in the board pack.
For SAP Business One, S/4HANA, and ECC customers, we have Power BI solutions already built for the common reporting requirements (sales, AP, AR, inventory, production). Weeks, not months, to standard reporting.
When the spreadsheet is managing a process rather than just reporting on one (pricing rules, scheduling, quoting, tracking), we replace it with a purpose-built application — not a data warehouse, not a BI tool, but a proper app that does the job the spreadsheet was doing badly.
Role-based access, audit trails, and data quality monitoring sized for a mid-market operation, not an enterprise compliance programme.
Agents that draft commentary on variances, flag anomalies worth investigating, and assemble the first pass of management narrative so your finance team is editing, not writing from scratch.
Pre-built when it fits. Bespoke when it doesn't.
Pre-built Power BI solutions for SAP
For SAP Business One, S/4HANA, and ECC customers, our pre-built Power BI solutions cover the common reporting requirements out of the box. Weeks, not months, to standard reporting.
Explore the solutions →Bespoke where it matters
Not every spreadsheet should be replaced. Our first job is to help you tell the difference between a spreadsheet doing an honest job and a spreadsheet silently holding the business hostage — then rebuild only the ones that need it.
See how we scope bespoke work →In production, at a customer you've heard of.
Common Data Store and Power BI replacing Excel operational reporting.
Key Capital: data flows from Custodian Banks into a Common Data Store, Power BI replacing Excel. ATA Group: Power BI rolled out across a global SAP S/4HANA environment.
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