Data connections & preparation
Define the initial source systems, refresh cadence and transformation rules. Validate mappings and reconcile the reporting data against agreed source records.
From scattered data to a shared view of performance.
Establish a focused reporting foundation with agreed metrics, connected sources and dashboards designed for a named business decision.
BI in a Box · For finance, operations, sales and business leaders
The business bottleneck
Agree the numbers before building the dashboard.
Teams spend time exporting spreadsheets, reconciling figures and rebuilding the same reports. Different definitions of revenue, pipeline or performance can make decisions harder to agree.
The accelerator approach
A reporting foundation with defined ownership.
Scope a reusable reporting foundation around a priority business function. Bring selected sources into a governed data model, agree KPI definitions and configure dashboards for the people making decisions. Refresh rules, access permissions and handover are part of the engagement.
Inside the accelerator
The capabilities behind the workflow.
The scope below guides the discussion. Current availability and integrations are confirmed for each engagement.
Shared metrics layer
Document measures, ownership and calculation rules so teams understand what each KPI includes and how it is calculated.
Role-based dashboards
Configure executive and operational views with agreed filters and drill-down paths. Platform selection follows the existing environment and licensing requirements.
Governance & handover
Set access permissions, data-quality checks and refresh monitoring. Provide operating documentation and practical guidance for the team maintaining the reports.
From input to a reviewed outcome.
- 01
Scope
Choose a business function, its decisions and priority KPIs.
- 02
Connect
Map and validate the agreed data sources.
- 03
Visualise
Configure dashboards and reconcile the measures.
- 04
Adopt
Set access, refresh ownership and operational handover.
Supporting expertise
The services behind the accelerator.
Connect the starting point with the specialist delivery capabilities needed for your environment.
Technology
Analytics & business intelligence
Give teams a shared view of the decisions that matter.
Explore service TechnologyData engineering & modernisation
Build a dependable foundation for analytics and AI.
Explore service TechnologyData governance & responsible AI
Make ownership, access and oversight part of the design.
Explore serviceA clearer starting point.
Is BI in a Box a fixed dashboard package?
It is a focused implementation starting point. The sources, KPIs, dashboard views and delivery scope are agreed for your business before work begins.
Can it work with our existing BI platform?
We assess your existing reporting and data environment first. Platform compatibility, connectors and licensing are confirmed during scoping.
How quickly can it be deployed?
Timing depends on source access, data quality, metric definitions and review availability. We confirm a delivery plan after assessing those dependencies.
Related insights
Questions worth exploring.
Practical reading to help you assess the approach and prepare the right brief.
Start a conversation
Let’s talk Explore BI in a Box.
Tell us about your workflow, current systems and priorities. We’ll discuss the fit and a practical starting scope.