ERP & Technology
    Services

    Business Intelligence.

    We turn the data in your ERP, payroll, CRM and spreadsheets into dashboards management can rely on. The work spans data source mapping, cleaning and modelling, dashboard design in Power BI, Tableau or Google's Data Studio, scheduled refresh and access controls, so each person sees the right numbers on time.

    Not sure which service applies to you? Tell us your situation and a partner will tell you — free, with no obligation.

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    Free 30-minute call with a partner

    About Business Intelligence. No obligation — we reply within one business day.

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    When you need it

    Signs it's time to talk to us.

    • Monthly MIS takes days of spreadsheet work
    • Different teams report different figures for the same metric
    • Investors, lenders or a board expect regular and consistent numbers
    • A new ERP or CRM has gone live and reporting has not caught up
    Who we do this for
    Owners and CFOs who wait on manually compiled MIS each monthBusinesses with data spread across ERP, CRM, payroll and spreadsheetsGroups that need consolidated views across entities or branches
    How it works

    How Business Intelligence works with us.

    1. 1

      KPI definition

      We agree the questions the dashboard must answer and define each metric, its formula and its source.

    2. 2

      Data mapping and modelling

      We connect the sources, clean and reconcile the data, and build a model that ties back to your books.

    3. 3

      Dashboard build

      We design pages for each audience, from board summaries to drill-down views.

    4. 4

      Refresh and security

      We schedule refreshes, set up gateways where data sits on-premises and restrict access by role.

    5. 5

      Training and handover

      Users are trained, and metric definitions and refresh steps are documented.

    Choose a service

    Business Intelligence services.

    Open any service to see exactly how it works: the steps, what we need from you, what you receive and how long it typically takes.

    1. Power BI Dashboards

      We build Power BI dashboards on your business data, from a single source such as TallyPrime or Zoho Books to a multi-source model combining ERP, CRM, payroll and spreadsheets.

      How it works

    2. Tableau Dashboard

      We build Tableau dashboards for analysis that goes beyond standard reports, such as profitability by product, customer and region, or operational trends across large datasets.

      How it works

    3. Google Data Studio Reports

      We build automated reports in Data Studio, Google's free reporting tool, which was called Looker Studio from 2022 until Google restored the Data Studio name in April 2026.

      How it works

    4. Custom KPI Dashboard

      We design a dashboard around the few metrics that drive your particular business, such as occupancy and average room rate for a hotel, billable utilisation for a professional firm or yield and wastage for a manufacturer.

      How it works

    5. Sales Analytics Dashboard

      We build a sales dashboard that links your CRM pipeline with invoiced revenue and collections from your accounting system.

      How it works

    6. Financial Dashboard

      We build a financial dashboard on your ERP data showing profit and loss, balance sheet, cash, receivables, payables and working capital, refreshed on a schedule instead of compiled at month-end.

      How it works

    7. HR Analytics Dashboard

      We build an HR dashboard on your HRMS and payroll data covering headcount, joiners and leavers, attrition, salary cost, attendance and performance ratings.

      How it works
    Speak with a partner

    Not sure which one you need?

    Tell us what you're dealing with. A partner will tell you what applies and what it costs — a free 30-minute call, no commitment.

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