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Business areaManagement & planning
A management pack in Power BI, the owner’s morning report, budgets and forecasts, O2C process mining, statutory deadlines and tasks from meetings. Every solution describes the process before and after, a value model and an implementation plan.
Solutions
Management & planning: 13 solutions
Each card leads to a process description with a calculation. The figures are examples: we calculate them on company data before any build.
The management pack in Power BI, not fourteen Excel files
The board pack should not depend on which analyst merged which spreadsheet on which day.
Save timeAccelerate responseIncrease capacityPower Platform · SAP / ERPView Management & planningDepartmentalBudget and forecast collection without version chaos
Stop spending a quarter of an analyst's year collecting spreadsheets from cost-centre owners.
Save timeAccelerate responseReduce errorsPower Platform · SAP / ERPView Management & planningDepartmentalFrom project hours to the invoice
Consultants log hours late, finance rebuilds the billing in Excel, and invoices leave three weeks after the work.
Save timeAccelerate responseReduce costPower Platform · SAP / ERPView Management & planningDepartmentalPolicy answers in seconds instead of three emails
The same policy questions reach the same three busy people, and the answer is already written somewhere.
Save timeAccelerate responseIncrease capacityAI & agentsView Management & planningQuick winMeeting decisions that become tasks, not notes
Half of what a project meeting agrees is never written anywhere another person can see it.
Save timeAccelerate responseEmployee experiencePower Platform · AI & agentsView Management & planningDepartmentalThe document archive that files itself
Your documents sit on a network drive with no metadata, under retention rules nobody applies.
Save timeReduce riskIncrease capacityDocument processingView Management & planningDepartmentalOrder-to-cash process mining: where the cash gets stuck
DSO sits above target and every department has a theory. Measure how many days each step actually costs.
Reduce costAccelerate responseCustomer experienceProcess & task mining +1View Management & planningDepartmentalNo case reaches its statutory deadline unnoticed
Deadlines live in the case system, a departmental spreadsheet and somebody's memory.
Increase capacityReduce riskSave timePower PlatformView Management & planningDepartmentalOne morning view of every brand, site and workshop
Four DMS, four importer portals and nine sites, and the board sees last month in the third week of this one.
Accelerate responseIncrease capacitySave timePower PlatformView Management & planningQuick winThe biofuel blending target tracked all year, not in December
The target is annual, but the purchasing mix can only be corrected while the year lasts. Whoever counts in December only pays.
Reduce riskReduce costAccelerate responsePower Platform · SAP / ERPView Management & planningQuick winUtilisation of lanes, rooms and studios, weekly
Evenings burst at the seams, mornings stand empty, and the price list has been one for years. How hard does your infrastructure really work?
Increase capacityReduce costSave timePower PlatformView Management & planningQuick winThe owner’s morning report in one message
Yesterday’s takings, today’s staffing, overdue payments and the balance. One message at 7:00 instead of four logins and three calls.
Save timeAccelerate responseReduce riskPower PlatformView Management & planningQuick winThe clinic’s finance agent in Teams
How much did we make on toxin in September after product cost? Today that is a question for the accountant, answered next week.
Accelerate responseSave timeReduce riskAI & agentsViewCase studies and AI agents
These processes in practice
Case studies are client projects.
One of ten processes automated for FMCG clients.
See the case study Case studyCollections cases routed to the right person instantlyOne of ten processes automated for FMCG clients.
See the case study Case studySmooth payment-term changesOne of ten processes automated for FMCG clients.
See the case study AI agentThe morning executive brief, daily at 7:00The board starts the day with the full picture, before anyone has to ask for it.
See the agent AI agentExecutive assistant on TeamsTalk to your company's data like your best analyst: answers in seconds, a pre-meeting brief, actions on your OK.
See the agent AI agentThe receivables agent: cash comes back soonerIt prioritises, writes, escalates and proposes decisions. You just approve.
See the agentHow we deliver this
Services
Which process to start with?
The first call takes 15 minutes on Microsoft Teams. We pick one process and check whether automation makes sense on company data.
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