Reporting Review
From $750 USD / project
One business process, up to 3 existing reports and samples from 2 sources.
Discuss a diagnosticBITMOLE CONSULTING
Business intelligence
& AI consulting.
We help finance and operations teams turn business data into useful reports and automate work that takes up too much time.
Power BI dashboards, custom Excel templates, SQL reporting and AI workflows, with clear scope and documentation.
Defined scopeAgreed acceptance criteriaDocumented handover
BUSINESS OVERVIEWIllustrative data
SAMPLE SALES REPORT
Sales performance
Revenue$124,800January–June total
Gross margin32.4%Gross profit / revenue
Revenue by monthUSD, thousands
DataIntelligenceAction
OUR CORE SERVICES
Reporting / Data analysis / Automation
Where we can help
Choose the service area that matches your needs. We will review the requirements and recommend the scope of work.
Reporting & Data
Build consistent reports from spreadsheets and business systems, or review the definitions and data issues in your current reporting.
Review · Reporting · Data preparation
Explore reporting servicesAI & Automation
Develop an assistant for customer support or internal document search, or review an existing system for answer accuracy and completed requests.
Workflow · Knowledge · Customer support
Explore AI servicesOngoing Support
Arrange scheduled checks, maintenance and agreed updates for reporting and AI systems, with a monthly review and clear responsibilities.
Check · Maintain · Report
Explore ongoing supportNot sure where to start? Describe the problem and we will help choose the approach.
How we work
Agree the requirements and how the work will be assessed.
For reporting, that might be preparation time or refresh failures. For AI, it could be answer quality, task completion or successful escalation. We agree what to measure before building, then use the results to decide what should happen next.
Our delivery approach ↗01
Diagnose
Review the process, record the baseline and identify the issues worth addressing.
02
Build or repair
Implement the agreed changes, with review points and documented acceptance criteria.
03
Measure
Compare the results with the baseline and explain what still needs attention.
04
Manage
Agree ongoing monitoring and changes for the systems you want us to support.
CUSTOMER-SERVICE AI
Review an existing customer-support assistant
Review answer accuracy, completed service requests and transfer to the support team.
We test service requests against current policies, check how the assistant uses conversation history and review failed actions. The findings identify reproducible problems and the changes needed to address them.
Review an AI reliability problem ↗Start with a defined review
A diagnostic is a paid review of your current process. You receive the findings and recommended next steps, with implementation and ongoing support quoted separately.
AI Reliability Review
From $1,500 USD / project
One authorised assistant, one user journey and 30 agreed scenarios.
Discuss a diagnosticStarting fees are in USD. These are paid reviews; implementation and ongoing coverage are quoted separately. See engagement scopes and pricing →
EXAMPLES OF THE WORK
Report and workflow examples
Explore sample management reports and a customer-support workflow. Each example shows the information available and the process it supports.
Five business reporting examples
Explore the sample reports ↗Management reportingIllustrative
Sales & contributionSample quarter
Revenue$186,400
Contribution$52,192
Contribution margin28.0%
Source records → shared measures → management view
Customer-support workflow
View workflow example ↗Customer-support workflowIllustrative
CUSTOMER REQUEST“I need to change my delivery address.”
- 01Check identity & order status
Verify the customer and retrieve the order using approved access.
- 02Apply the current policy
Check whether the order policy allows an address change.
- 03Confirm the change or transfer the request
Ask the customer to confirm the change. Send exceptions to the support team.
Check the policy, confirm the change and record the result.
These examples use fictional data and proposed workflows. They are not client case studies.
Technical capabilities
We choose the tools after understanding the reporting or workflow problem. You do not need to choose a technology before contacting us.
Power BIMicrosoft FabricSQLPower QueryData modellingExcelETLReporting automationReconciliationData qualityDocument retrievalAPI integrationsAI evaluations
Retail & D2C · Revenue, settlement reconciliation and channel performanceDiscuss your requirements
Tell us what your team needs to report or automate. We will review the inputs and propose a scope, deliverables and fee.