Process automation

Report and metrics consolidation automation

Metrics assembled by hand every month or every week, gathering spreadsheets and exports from several systems. We automate collection and consolidation so the report updates itself and reaches whoever decides.

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Signs it is worth automating

  • An analyst spends days every month building the same report.
  • Different numbers for the same question, depending on the spreadsheet.
  • The report arrives after the moment of decision has passed.

What we do

  1. We define with you which metrics matter and how each one is calculated.
  2. We connect the sources and automate collection, calculation and updating.
  3. We deliver a dashboard or report that refreshes automatically.

What we measure before and after

  • Hours spent per reporting cycle
  • Time between the end of the period and delivery
  • Inconsistencies between versions of the numbers
  • How often the report can be refreshed
When it does not pay off

If nobody uses the report to decide anything, automating it only makes something that does not matter faster. We start by confirming who uses it and for what.

Shall we assess your process?

Tell us how it works today. We will tell you whether automation pays off and how we would measure the gain.