Client / business context
Leadership team managing data across CRM, ERP, finance, and operations
Leadership team managing data across CRM, ERP, finance, and operations
Cross-system reporting
API dashboards and reporting across several systems
A reporting layer built across several systems so leadership can monitor core KPIs without waiting for manual reporting packs.
Timeline
4 to 6 weeks
Estimated impact
10 to 16 hours per month
Project basis
Cross-system reporting
Delivered project based on real API dashboard, reporting automation, and cross-system KPI delivery work.
Process challenge
Important management metrics sat across multiple tools, which made reporting slow and difficult to trust.
What was delivered
A dashboard and reporting layer that pulls API data from multiple systems, standardises KPI logic, and gives management one clearer operating view.
Before
- Manual KPI assembly from several platforms
- Delayed reporting and inconsistent metric definitions
- Limited visibility between reporting cycles
After
- One dashboard across core systems
- Cleaner KPI definitions and ownership
- Faster management reporting
Operational impact
Reporting moved from delayed manual packs to a more direct and consistent view of business performance.
Business value
Estimated impact: 10 to 16 reporting hours saved per month, with faster access to consistent management metrics.
Start here
Need something similar?
The first step is to describe the current manual process, the systems involved, and the outcome the business needs.