Business reporting built for better decisions
Bring your operational data together in dashboards and reports that reflect your business priorities, with consistent definitions and clear access controls.
- Typically costs
- £26k–£65k
- Live in
- 8–18 weeks
Indicative build investment, excluding VAT. Your ongoing Managed SLA is quoted separately.
Reporting
6 parts01Where this usually starts
Your management team needs consistent figures across sales, operations and finance. We agree the definitions that matter, connect the relevant sources and present reports designed for the decisions your business makes.
02What changes
What you end up holding.
- 01Agreed definitions for your key business measures
- 02Recurring management reports assembled from connected sources
- 03Permission-controlled access to relevant reporting
- 04Threshold alerts for the measures your team monitors
- 05Dashboards designed for practical management decisions
Discuss the reports and management insight your business needs.
03The pieces
What a system like this is usually made of.
Prioritise the capabilities that create the most value for your first release. The estimator lets you explore each addition and plan your investment as the system develops.
How much more you could take
A clear view of your available capacity and future staffing requirements.
What the job really cost
Time, parts and travel against what you charged, while it still matters.
The figures that matter
Consistent management figures, available to your team when decisions need to be made.
Asking your own questions
Anyone getting their own answer without asking the person who builds the reports.
The monthly pack, produced on its own
Waiting for you on the first of the month, without anyone building it.
Told when a number moves
A warning the day something goes the wrong way, not at the month end.
04How it would run
8 to 18 weeks, in five phases you approve one at a time.
01
Getting to the truth
A written account of how your work really runs today, what the current way is costing you, and what your new system has to do about it.
02
Shaping it
Every screen and every decision your system will make, in front of you and signed off, with your live date fixed at the end of it.
03
Building it
Your system takes shape week by week in your own account, with something you can click on and try at the end of every fortnight.
04
Proving it
Your own people put it through real work with real records, and everything they find is fixed before anybody depends on it.
05
Going live
Your team moves across trained, with their history intact, on the date fixed months earlier.
05Asked most often
The questions that come up.
Is this Power BI?
We can connect Power BI or another reporting tool where it suits your requirements. We build the data connections and agreed definitions needed to support useful, consistent reports.
Our systems disagree with each other. Can that be fixed?
We establish where each measure comes from and agree its definition with your team. Reconciliation rules and exception reports help maintain consistent management figures.
Can people outside the business see some of it?
Yes. Your scope can include permission-controlled views for clients, funders and boards. Sep17 charges no licence fee per user; external reporting licences are identified separately.
06The rest of it
Most projects are two or three of these at once.
- 01Customer and salesConnect your customers, conversations and opportunities in a bespoke CRM designed around your sales process, with specialist workflows and reporting.14–28 weeks
- 02Invoicing and paymentsTurn your contract rules into consistent invoices, connect payments and accounting, and give your team a clear view of outstanding revenue.10–22 weeks
- 03Access and auditControl access by role and record, retain a clear history of activity and give your team the evidence needed for governance and assurance reviews.8–20 weeks
- 04Planning and schedulingCoordinate your people, locations and equipment with qualifications, availability and travel considered together in a schedule your team can act on.14–30 weeks
- 05Quoting and proposalsCreate professional quotes using your pricing rules, approvals and customer options, with clear margin visibility and a connected route from acceptance to delivery.10–20 weeks
- 06Client portalsGive your customers a branded place to follow progress, access documents, review invoices and approve work, with permissions suited to each relationship.8–18 weeks
- 07Documents and approvalsCapture the information your team needs and move it through clear approvals, signatures and records, with responsibilities and progress visible throughout.8–16 weeks
- 08Field work and jobsBring dispatch, mobile job records, asset history and invoicing together so your office and field teams work from the same operational picture.16–34 weeks
- 09BookingsLet customers book against your availability, resources and service rules, with payments and calendar connections supporting a professional booking experience.8–16 weeks
- 10Stock and assetsTrack your stock, assets and movements across sites, stores and vehicles, with job allocation, replenishment and service history connected to your operation.10–22 weeks
- 11Joining systems upConnect your accounting, CRM and operational tools so records move through agreed workflows, with validation, monitoring and clear handling of exceptions.6–16 weeks
- 12Leaving a systemMove from legacy software to a platform designed for your next stage, with your records mapped, migration rehearsed and continuity planned before launch.10–26 weeks
- 13Reading documentsExtract information from your invoices, forms and certificates, validate it against agreed rules and route exceptions for review with the original document available.10–22 weeks
- 14MembershipsManage your members, subscriptions, eligibility and renewals in one connected system, with self-service and reporting shaped around your membership model.10–20 weeks
- 15MarketplacesConnect buyers and suppliers through a branded marketplace, with onboarding, transactions and operational controls tailored to the relationships you manage.18–40 weeks
- 16Compliance recordsConnect your obligations, evidence, expiry dates and approvals so your team can monitor responsibilities and prepare records for audits and assurance reviews.8–20 weeks
Let’s build your next business advantage.
Discuss your goals with the specialists who will deliver your system. We will help you define the scope, investment and delivery plan, then prepare a proposal for your business.
An outline is enough. Reply within one working day.
Call us on 01603 339222.
Designed around your work
Your workflows, commercial rules and customer experience shape your system.
Owned by your business
Your commissioned source code and documentation give you control over your investment.
Supported as you grow
A Managed SLA combines system protection, support and agreed improvement time.