Business functions

Executive & Board Reporting

The numbers a CEO, CFO or board asks for, drawn from live systems instead of assembled by hand.

Where it hurts

The week these teams actually have, in their own words. If two of these are yours, the rest of this page is about you.

  • Packs assembled by hand

    Monthly reports built from exports, late and a little different every time.

  • Many sources, no single view

    Funding, state and progress held in different systems, owned by different teams.

  • Numbers that need defending

    A figure in front of the board with no trail back to the system it came from.

  • One report for every audience

    The CEO, the executives and the board need different cuts, and not all of them may see everything.

How we see it

Management reporting, board packs, investment and programme views, and the dashboards leadership opens before a decision. This work sits between the systems of record and the people who answer for them. It has to reconcile, it has to stay current, and it has to show each audience only what it should see.

Talk to us

Bring us one Executive & Board Reporting process and we will tell you what it would take.

Not a proposal: a read on whether the thing you have in mind is worth automating at all, what it costs, and where it usually goes wrong in this function.

5 case studies