Get your free analysis

Reports take hours to prepare

Every Monday someone exports data from four systems, pastes it into Excel and fixes the formulas. By the time the report is ready, the numbers are a week old.

Get your free analysis

Typical in: Any company with more than three systems: e-commerce, wholesale, construction, agencies, logistics

What it looks like

Your numbers live in systems that don’t talk to each other. So every report starts with exports and copy-paste, and ends with someone checking whether the formulas still work. By the time the report reaches the meeting, it describes last week.

Everyday questions work the same way. How did we price this last time? What did we agree with this client? Where is the latest version? The answer exists, but only one person knows where.

How many of these sound familiar?

  • One person spends a day or more each week or month building reports.
  • Sales, finance and operations bring different numbers to the same meeting.
  • Decisions wait for the report, or are made without it.
  • When a key person is away, questions queue up for their return.

What the research says

5.3 hours
a week per person spent waiting for information or recreating it.
Source: Panopto, via HR Dive, 2018
42%
of the knowledge a role needs is held only by the person in it.
Source: Panopto, via HR Dive, 2018

Three companies, same problem

  • Gauja Home

    Furniture online retail · 30 people

    The monthly management report takes the finance manager three days: exports from the online shop, ad platforms, ERP and warehouse, stitched together in Excel. Margin per product is only known a month later, after the budget for the next campaign is already spent.

  • Granīts Build

    Construction · 90 people

    The owner wants a weekly view of project margins. Each project manager keeps a cost sheet in their own format. The CFO consolidates them by hand, and the numbers are argued over in every meeting.

  • Mērnieks Survey

    Land surveying · 25 people

    One senior surveyor knows how to price each job type and what every municipality requires. When she was off sick for a month, new quotes slowed to a crawl and newer staff phoned her at home with questions.

Illustrative examples. The companies are fictional; the situations are typical of the industries we work with.

How we fix it

  1. 01

    Connect the sources.

    Your CRM, accounting, shop, ads and key spreadsheets feed one data layer automatically, every night or in real time.

  2. 02

    Dashboards for the numbers that matter.

    Five to ten numbers per role, one agreed definition for each, and a weekly summary in everyone’s inbox without anyone building it.

  3. 03

    Alerts, not just charts.

    A message when margin, cash, overdue invoices or stock cross a line you set.

  4. 04

    Answers without the one person.

    Your price logic, procedures and past projects in a searchable knowledge base, with an internal AI assistant that answers questions from your own documents.

What changes

Before

A day of exports every week
Three versions of the truth
Last week’s numbers
“Ask Ilze, she knows”

After

Reports that update themselves
One number, one definition
Today’s numbers
The team finds the answer themselves

A typical first project

A management dashboard built from your two or three most important systems, with an automatic weekly summary. A knowledge base or internal assistant can follow. First working version in about four weeks. It starts with a free Process Mapping session.

Apply for a free Process Mapping

Find out what’s slowing your business down.

Start with a free analysis to identify your biggest bottlenecks and discover where improvements will have the greatest impact.

Get your free Company Analysis

Related problems