Automation · Reporting
Automated reporting without collecting data by hand.
A report that produces itself: data is collected from the sources, cleaned, joined, visualised and sent at an agreed time.
When clients usually bring us in
- the same step repeats every day
- data is retyped between systems
- approvals get lost in email
- reports are assembled manually
- nobody can see where the process stalled
Not every step is worth automating
If a step runs a few times a year, automation won't pay for itself. So we measure how often the process actually runs before building anything.
What this means for you
- less retyping between systems
- every step has a timestamp, an owner and a status
- exceptions are visible, not hidden
- the process runs even when someone is away
Today and after automation
What we set up
- connections to the data sources
- data transfer and preparation
- validation
- dashboards
- scheduled reports
- alerts when something deviates
- access control by role
A report that builds itself gets read
A report assembled by hand each month arrives late, and in busy months not at all. A report that builds itself arrives at the same time every time - and only then is it meaningful to compare with the last one.
- a report at an agreed time, with no intervention
- merging data from several systems
- the same indicator definitions every month
- an alert on deviation, not just a monthly review
- a format the recipient actually opens
Different reports for different people
A management report and an operational report are not the same report with a different title. The first has to say whether things are going the right way; the second has to say what needs doing today.
A reporting automation system: what it has to do
An automated report is not an ERP export that someone tidies up in a spreadsheet every Monday. It is a report that builds itself, from every source, at an agreed time, and reaches the people who need it - without anyone touching it.
- pulling data from the ERP, production, CRM and spreadsheets
- checking the data is complete before the report goes out
- different reports for management, departments and sites
- delivery on schedule or on deviation
- a trail: which data produced each number
The most important property is the second one. A report that quietly goes out with wrong or missing data is worse than no report at all.
Reporting for management and the supervisory board
The management of a larger company does not need more numbers but fewer, reliable ones. A monthly report that three people spend four days assembling is late and changes while it is being built. Once automated it is ready on the first working day and built the same way every month.
- key metrics on one page, with trend
- deviations from plan highlighted, not buried in a table
- drill-down behind every number
- the same structure each month, so comparable
How we automate
Trigger
What starts the process: an incoming email, a new record, a date, a submitted form or an event in another system.
Process and rules
Steps, conditions and responsibilities are captured as the process actually runs, not as the manual describes it.
Integrations
Data moves between systems once and in the right shape, with no retyping.
Exceptions
Anything that doesn't fit the rules goes to a queue with an explanation, not into a silent failure.
Control and traceability
Approvals
Where a human decision is needed, the system waits and records who approved it.
Logging
Every step has a timestamp, input, output and status. A failure can be replayed and fixed.
Reporting
How many cases ran automatically, how many waited and where the bottleneck is.
Related work
FAQ
Which systems can reports draw data from?
From the ERP, production systems, CRM, spreadsheets and other accessible sources. Where there is no interface, we agree a safe way to transfer the data.
Do automated reports replace spreadsheets?
The ones assembled by hand today, yes. Spreadsheets for your own analysis can stay, but the data in them comes from the same source.
Tell us what you need
A few sentences are enough: what you need, for which process or system and by when. We will reply by email.
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Sounds like your project?
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