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Use case 07 · Reporting

The report nobody has to build any more.

Figures from your systems come together automatically, are checked and presented as an overview, with a short explanation in plain words. Anything unusual flags itself.

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What it is about

Where the time goes.

In many companies the monthly report is a fixed date in the diary, not as a decision but as work: exporting, copying together, formatting, distributing. By the time it is finished, the figures are already a week old.

Automated reporting reverses the order. Data comes together continuously, is checked against your plausibility rules and is ready before anyone asks for it. On top of that comes a short commentary: what has changed and what stands out.

The real gain is not the hour saved. It is that you see deviations while there is still time to act.

Scope of service

What the report handles itself.

Bringing data together

Figures from your systems are combined automatically, without exports or intermediate spreadsheets.

Plausibility checks

Missing or inconsistent values are spotted before they end up in a decision.

Explained in words

A short text with every overview: what has changed and what it means.

Alerts on deviations

If a key figure breaks out, the report alerts you instead of waiting until the end of the month.

The difference

Before and after.

Before

Every month someone exports data, copies it together and formats a spreadsheet. By the time it is finished, the figures are out of date.

After

The analysis is ready before anyone asks, explains itself in two sentences and reports outliers immediately.

Approach

From process review to live operation.

  1. Workflow mapping

    We look at what really happens today: tasks, frequencies, waiting times, handovers.

  2. Potential and roadmap

    Effort today, effort afterwards. That sets the order, with the biggest lever first.

  3. Implementation

    We build, connect your systems and test with real data. Only when it holds up does it go live.

  4. Operation and expansion

    We measure, fine-tune and move on to the next workflow.

How to work with us

Consulting, or consulting and implementation.

Both start with a review of your processes and a prioritised roadmap. After that, you decide who builds it.

Model A

Consulting

We show you the way, your team walks it.

  • Workflow mapping and assessment by effort and impact
  • Prioritised roadmap with sequence and effort estimate
  • Recommendations on tools, data protection and data flows
  • Training for your team

Result: you can start without us.

Most chosenModel B

Consulting and implementation

We show you the way and walk it with you.

  • Everything in model A
  • Building the automation and connecting your systems
  • Testing with real data, handover and documentation
  • Support in live operation and step-by-step expansion

Result: it runs, and access and data stay with you.

Questions about Reporting

What companies ask before they start.

Do we need a data warehouse for this?

Usually not. For the usual cases, a clean path from your systems to the analysis is enough. A bigger setup only pays off with many sources and high data volumes, and if so, we tell you.

How do we know the figures are right?

Every key figure gets a clear definition and a plausibility check. During setup we compare against your existing analysis until the two match.

Can we add our own key figures?

Yes. The definitions sit in one place and can be extended. New key figures are added without the report having to be rebuilt.

Who gets the report?

Whoever should: management, departments, individual owners. You decide the scope and frequency, right down to views in which everyone sees only their own figures.

Keep exploring

More use cases.

Use case 05

Quotes and Documents

Quotes write themselves, receipts are read automatically.

Use case 06

Sales and Leads

Every enquiry scored, assigned and followed up.

Use case 08

Internal Workflows

Data moves from system to system, without copy and paste.

All use cases and the time calculator →

Which process is costing you too much time.

Describe it in two or three sentences. You will get a free, no-obligation assessment of whether and how it can be automated, and roughly what that would involve.

Book a free consultation →WhatsApp: +49 1577 5588 888